CiviCRM Member Sync

Installation

1. Extract the plugin archive
2. Upload plugin files to your /wp-content/plugins/ directory
3. Make sure CiviCRM is activated and properly configured
4. Activate the plugin through the ‘Plugins’ menu in WordPress

The first thing to decide is whether you want CiviCRM Member Sync to synchronize CiviCRM Memberships to WordPress Roles or WordPress Capabilities. If, for example, you need your WordPress User Roles to be independent of Membership Status, then choose Capabilities. The default synchronisation method is Capabilities, because WordPress has limited support for multiple Roles.

Working with Capabilities

1. Visit the plugin’s admin page at “CiviCRM” –> “Member Sync”.
2. Select “Capabilities” as the sync method
3. Click on “Add Association Rule” to create a rule. You will need to create a rule for every CiviCRM Membership Type you would like to synchronize. For every Membership Type, you will need to determine the CiviMember states that define the member as “current” thereby granting them the appropriate WordPress Capabilities. It is most common to define “New”, “Current” and “Grace” as current. Similarly, select which states represent the “expired” status thereby removing the WordPress Capabilities from the User. It is most common to define “Expired”, “Pending”, “Cancelled” and “Deceased” as the expired status.
4. “Current Status” adds a “Membership Capability” to the WordPress User, while “Expired Status” removes the “Membership Capability” from the WordPress User. This Capability will be of the form “civimember_ID”, where “ID” is the numeric ID of the Membership Type. So, for Membership Type 2, the Capability will be “civimember_2”.
5. Note: If you have the Groups plugin active, then all “civimember_ID” Capabilities will be added to its custom Capabilities as well as to the list of Capabilities used to enforce read access on Posts. If you have Groups 2.8.0 or greater installed, then you will have the option to specify one or more “current” and “expired” Groups to which Users will be synced depending on whether their Membership is “current” or “expired”.
6. Note: If you have the Members plugin active, then the “restrict_content” Capability will also be added.
7. Note: If you have BuddyPress active, then you will have the option to specify one or more “current” and “expired” Groups to which Users will be synced depending on whether their Membership is “current” or “expired”.
8. An additional “Membership Status Capability” will also be added to the WordPress User that is tied to the status of their Membership. This Capability will be of the form “civimember_ID_NUM”, where “ID” is the numeric ID of the Membership Type and “NUM” is the numeric ID of the “Membership Status”. So, for Membership Type 2 with Membership Status 4, the Capability will be “civimember_2_4”.

Working with Roles

1. Visit the plugin’s admin page at “CiviCRM” –> “Member Sync”.
2. Select “Roles” as the sync method
3. Click on “Add Association Rule” to create a rule. You will need to create a rule for every CiviCRM Membership Type you would like to synchronize. For every Membership Type, you will need to determine the CiviMember states that define the member as “current” thereby granting them the appropriate WordPress Role. It is most common to define “New”, “Current” and “Grace” as current. Similarly, select which states represent the “expired” status thereby removing the WordPress Role from the User. It is most common to define “Expired”, “Pending”, “Cancelled” and “Deceased” as the expired status. With ‘roles’ as your synchronization method, also set the Role to be assigned if the Membership has expired in “Expiry Role”. This is not needed when working with Capabilities.
4. It may sometimes be necessary to manually synchronize Users. Click on the “Manual Synchronize” tab on the admin page to do so. You will want to use this when you initially configure this plugin to synchronize your existing Users.
5. Note: If you have the Groups plugin activated and it is version 2.8.0 or greater, then you will have the option to specify one or more “current” and “expired” Groups to which Users will be synced depending on whether their Membership is “current” or “expired”.

* Note: If you have BuddyPress active, then you will have the option to specify one or more “current” and “expired” Groups to which Users will be synced depending on whether their Membership is “current” or “expired”.

Manual Synchronize

It may sometimes be necessary to manually synchronize Users. Click on the “Manual Synchronize” tab on the admin page to do so. You will want to use this when you initially configure this plugin to synchronize your existing Users.

Test Test Test

Note: Be sure to test this plugin thoroughly before using it in a production environment. At minimum, you should log in as a test User to ensure you have been granted the appropriate Role or Capabilities when that User is given Membership. Then take away the Membership for the User in their CiviCRM record, log back in as the test User, and make sure you no longer have that Role or those Capabilities.

Known Issues

Code that used the civi_wp_member_sync_after_insert_user hook to send User Notifications on User Account creation should switch to the newer civi_wp_member_sync_post_insert_user hook to avoid the inadvertent loss of session data.