How to allow different WordPress roles to use the features of Cohort Manager

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By default, only the WordPress admin role has access to set up and manage Cohort Manager Workflows. If you want to allow other roles to be able to manage them, you will need to give these roles the capability to do so. There are 2 ways to do this:

Using a plugin

In this video we will use the User Role Editor to give WordPress’ “Editor” role access to the features of Organization Toolkit.

By adding code to a theme or plugin

The code below shows an example of how you can give the editor role access to all of Organization Toolkit’s features:

				
					function mytheme_setup_custom_roles() {

    $editor_role = get_role( 'editor' );
    $editor_role->add_cap( 'cm_manage_workflows' ); // Gives access to manage workflows
    $editor_role->add_cap( 'cm_export_troubleshooting' ); // Optional allows access to troubleshooting info
    

}

add_action('admin_init','mytheme_setup_custom_roles');

How to allow different WordPress roles to use the features of Cohort Manager

Using a plugin

By adding code to a theme or plugin

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