{"id":322,"date":"2023-05-23T09:01:32","date_gmt":"2023-05-23T09:01:32","guid":{"rendered":"https:\/\/nt.jaygregorio.com\/support\/?post_type=ht_kb&#038;p=322"},"modified":"2023-05-23T09:01:33","modified_gmt":"2023-05-23T09:01:33","slug":"how-to-add-a-custom-role-on-negosyo-toolkit","status":"publish","type":"ht_kb","link":"https:\/\/nt.jaygregorio.com\/support\/knowledge-base\/how-to-add-a-custom-role-on-negosyo-toolkit\/","title":{"rendered":"How to add a custom role on Negosyo Toolkit"},"content":{"rendered":"\n<h5 class=\"wp-block-heading\"><br>To add a custom role in Negosyo Toolkit, you can follow these steps:<\/h5>\n\n\n\n<p class=\"wp-block-paragraph\">1. Within the user role settings, you&#8217;ll typically see a list of existing roles in the Negosyo Toolkit, such as <em>Administrator<\/em>, <em>Subscriber, Customer<\/em>, etc. Look for an option &#8220;<strong>Add new role<\/strong>&#8221; and click on it.<br><br><em>This will allow you to define the settings and capabilities for the custom role you want to create<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. Each user role has specific capabilities and permissions assigned to it. Also, it can help you to <strong>lead<\/strong> the customer to where the role is assigned after registering.<br><em>Just like the example below.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role-1024x500.webp\" alt=\"\" class=\"wp-image-323\" width=\"768\" height=\"375\" srcset=\"https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role-1024x500.webp 1024w, https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role-300x146.webp 300w, https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role-768x375.webp 768w, https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role-50x24.webp 50w, https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role-1536x749.webp 1536w, https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role.webp 1826w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In the role editor interface, you can usually <strong>select<\/strong> or <strong>deselect<\/strong> individual capabilities to grant or restrict access to the custom role.<br><br><strong><em>*Customize<\/em><\/strong><em> the capabilities according to the specific needs and restrictions you want to apply to the custom role. *<\/em><br><br>3. Once you have defined the capabilities and settings for the custom role, <strong>save<\/strong> the changes or click \u201c<strong>Create Role<\/strong>\u201d. <em>Role Priority is optional.<\/em> Plugin will then create the custom role and make it available for use.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role2-1024x419.webp\" alt=\"\" class=\"wp-image-324\" width=\"768\" height=\"314\" srcset=\"https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role2-1024x419.webp 1024w, https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role2-300x123.webp 300w, https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role2-768x314.webp 768w, https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role2-50x20.webp 50w, https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role2-1536x629.webp 1536w, https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role2.webp 1905w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">4. After creating the custom role, you can <strong>assign<\/strong> it to individual users. You can do this by editing a user&#8217;s profile in the Negosyo Toolkit dashboard <em>(Membership &gt; All users),<\/em> <strong>selecting<\/strong> the target customer then <strong>changing<\/strong> the custom role from the available role options.<br><br>5. For testing the custom role:<br><strong>Log in<\/strong> with a user account assigned the custom role and verify that the assigned capabilities and permissions function as expected<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role3-1024x465.webp\" alt=\"\" class=\"wp-image-325\" width=\"768\" height=\"349\" srcset=\"https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role3-1024x465.webp 1024w, https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role3-300x136.webp 300w, https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role3-768x349.webp 768w, https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role3-50x23.webp 50w, https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role3-1536x698.webp 1536w, https:\/\/nt.jaygregorio.com\/support\/wp-content\/uploads\/2023\/05\/role3.webp 1559w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em>*Test<\/em><\/strong><em> the user&#8217;s access to different areas of the Negosyo dashboard and any specific actions associated with the custom role.*<\/em><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em><br><br><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>To add a custom role in Negosyo Toolkit, you can follow these steps: 1. Within the user role settings, you&#8217;ll typically see a list of existing roles in the Negosyo Toolkit, such as Administrator, Subscriber, Customer, etc. Look for an option &#8220;Add new role&#8221; and click on it. This will allow you to define the&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"ht-kb-category":[127],"ht-kb-tag":[],"class_list":["post-322","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-membership"],"_links":{"self":[{"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/ht-kb\/322","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/comments?post=322"}],"version-history":[{"count":2,"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/ht-kb\/322\/revisions"}],"predecessor-version":[{"id":346,"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/ht-kb\/322\/revisions\/346"}],"wp:attachment":[{"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/media?parent=322"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/ht-kb-category?post=322"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/nt.jaygregorio.com\/support\/wp-json\/wp\/v2\/ht-kb-tag?post=322"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}