Users, Roles & Membership Functionality
on 31 January 2022, by Dimi, in Blog, PRO, Cloud, Updates
by Dimi
Very exciting news this week, we've added users, roles, and membership functionality in Brizy Cloud CMS.
This functionality is already in production in Brizy for WordPress, and although the membership options were relatively easy to add in Brizy Cloud, we still needed the users, and that took a minute to develop.
Users in Brizy Cloud are important not only for the membership feature but are the foundation of our CMS and will open the doors to more complex websites where users have accounts, can login/register, access different information based on roles, post content, and more.
The Users, Roles, and Membership functionalities are available only in the Freelancer & Agency PRO plans.
Let's break down what we've added in this update for users, roles, and the membership options in Brizy Cloud CMS:
The membership options
The membership options were added at the block level, you'll find the options on every block on your page. To show a block only to a certain user role you need to turn on the membership option and select the role(s) from the multi-select field that appears.
The Roles selected in the Show to field will be the only ones that will see that specific block. Two default roles will help you show/hide blocks if the users are logged in or not:
Not Logged - shows the block to users that are not logged in and hide it when users are logged in
Logged - shows the block to users that are logged in and hide it when users are not logged in
Another option we've added is the View page as a certain role inside the builder. This will let you filter the blocks in the page and view the page exactly how the users with a certain role will see it. Default shows all the blocks no matter the membership options set.
Users & Roles
In the CMS you'll find a entry in the sidebar called Users. Here you'll be able to manage users (add, delete, modify) and also Roles.
New Users are added when a visitor of your website creates/registers an account on the front end.
You can also add users manually from CMS > Users > All Users
New Roles are created from CMS > Roles and are assigned to users automatically in the signup process (find our how) or manually by editing a user from CMS > Users > All Users.
Once added, all the Roles can be found in the membership options on blocks.
Note: If the role is not showing in the block membership options, save your page and then hit a refresh.
The login/register element
The login element lets your users log in or create a new account on your website. You can find it in the elements panel and once you drag it on your page, you activate the login functionality on your website.
Tip: Drag the Login element into a popup inside a Tab element and create a Login / Register popup. You can then save the popup as global and access it from any link on your website.
The Login element is a complex element and has multiple forms/display types inside it: Log in, Authorized, Register, Forgot Password.
Login - lets your users login on your website, can be added anywhere on your pages or used creatively in popups.
Authorized - displays when you users are logged in, best used in the header to let users know they are logged in.
Register - lets your users register an account on your website.
Forgot Password - lets your users reset the password for their account, an email will be sent on the registered email with a password reset link.
If you want to let your users register accounts on your website, add a Login element and change the display Type option to Register.
Keep in mind: When a user creates an account or uses the forgot password form an email is sent to their registered email.
How to assign a role on user signup
Every time a user registers on your website you can assign a default user role. Use this in conjuncture with the membership options to limit or extend what a certain role has access to on your website.
You can set up the Default Roles a new user is assigned from the Register form:
Tip: Use the membership options on blocks to display different content for logged in users that have certain assigned roles.
The reset password page
When a user resets his account password by using the Forgot Password link on the Login element, an email is sent with a reset password link.
The reset password link will bring the user to a reset password page where he/she can reset the account password.
The reset password page is a System Page and can be edited from CMS > Settings > System Pages.
The dynamic user info
Together with login and accounts signup, we've extended the dynamic options text. When you are displaying dynamic content for the Text element you'll have user-related options to choose from.
Tip: Use the user dynamic content to create personalized blocks when the user is logged in.
What's next
A lot is in the works for Brizy Cloud this year. We are putting together a webinar to discuss the plan for 2022 in the following weeks.
As for what's in the pipeline right now, we have the collaboration tool almost ready and the multi-language functionality.
Until next time.
Article by Dimi
Co-founder & CEO of Brizy, Dimi has a passion for Web projects with cutting-edge tech & great usability. He's always happy to share and connect with others.
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