If your WordPress CMS has been integrated with the MatrixMaxx AMS using the WordPress Members Plugin and the Matrix Services division’s MatrixMaxx SSO plugin, you should be able to connect any privilege group in MatrixMaxx (whether membership-based, committee-based, or list-based) to a Role in the WordPress CMS. Then you may use this Role to protect posts in the CMS.
Setting Up New Roles in WordPress
All of these instructions presume the access level privilege group is already set up in MatrixMaxx, and you are starting with the name of the privilege group that you want to make a role in WordPress.
Step 1: Create WordPress User Role
- In the backend of WordPress, go to Members -> Add New Role in the left menu.
- Enter the display name of the role in the title bar directly under “Add New Role”. This can be whatever you like it to be – we might recommend to start the name with the word MAXX so that it is clear why that role exists and what it is connecting to.
- Then, the developer name will be created automatically.
- Click Add Role on the right side. You don’t need to change any of the permissions here.
- Click on Members -> Roles in the left menu.
- Look for your newly created role, and write down or remember the developer name, the value listed under “Role” in the table. (Not “Role Name”. The value you’re looking for should be the second value, a string that’s all lowercase with no spaces.) You will need this for the next step.
Step 2: Add New Role to MatrixMaxx CAS Plugin
- In the backend of WordPress, click on MatrixMaxx CAS in the left menu.
- There is a box under “Group/Role Mapping” that should list all of the currently mapped roles. This is where you’ll need the privilege group name from MatrixMaxx (example: “List: mutual-interest”) and the role name from WordPress (the developer name from Step 1, example: “ami”) … Note: The MatrixMaxx privilege group name needs to preserved exactly the way it is, with any spaces or punctuation
- Enter the two roles into the mapping box in this format: “List: mutual-interest,ami”. The Maxx role comes first, followed by a comma, followed by the WordPress developer role name. There should not be any space between the roles and the comma.
- Click “Save Changes”.
- If possible, test by logging in as a user who should have this access. Once you have logged in, go to Users and search for that user. You should see the new role listed as one of their roles.