KB Role defines a set of capabilities that a user assigned that role can perform. For example, a KB Subscriber can view an article but cannot edit the article.
KB Roles are separate from WordPress Roles, although they have similar capabilities. See KB Roles Overview section below.
Unless the Custom Roles add-on is used and configured, WordPress Roles have no effect on a given user’s access to KB. For example, a user can have a WordPress Subscriber Role but be a KB Manager. Or, a user with a WordPress Editor Role can be just a KB Subscriber with no editing capabilities.
Each user can have only one role within one group but different roles across groups. For example, a user can be a KB Editor in a Teacher group and a KB Subscriber in the Office group.
When the Access Manager plugin is installed, it will automatically map WordPress built-in Roles to KB Roles. However, if the KB Groups plugin is active, WordPress built-in Roles will not be mapped because the Roles in KB Groups will be used instead.
With the Custom Roles add-on, WordPress built-in Roles and custom Roles can be mapped to specific KB Groups and KB Roles. Users with each WP Role will automatically be part of a mapped KB Group with a given KB Role. See Custom Roles add-on.
The Custom Roles add-on is useful if you have shop Roles that need access to certain KB content and you do not want to manage these users manually within the KB Group.
KB Roles Overview
Access Manager offers the following KB Roles:
- KB Subscriber
- This is the lowest role with the fewest privileges.
- Users can read content their group has access to but cannot change any KB content.
- KB Author
- This is similar to the WordPress Author role.
- Users can view all Knowledge Base content on the front-end if it is public or private to their KB Group.
- The user can create and edit their articles but not create or edit categories or edit others’ articles.
- KB Editor
- This role is similar to the WordPress Editor role.
- The user can create, edit, and delete any article that has at least one category that the user group owns.
- The user can create, edit, and delete any category that their group owns.
- KB Manager
- The user in this role is considered to be an “administrator” for a given knowledge base.
- For multiple Knowledge Bases, the manager controls all of them.
- Unlike WordPress administrator, the KB Manager cannot access KB licenses.
KB Roles Assignment
KB Roles can be assigned to WordPress users in two ways:
a) Automatically, by having the WordPress Subscriber mapped to the KB Subscriber role and similarly for the Author and Editor.
b) Manually, using the KB Groups add-on and selecting a role for each user within that group – see the screenshot below
c) Manually using the Custom Roles add-on and mapping WordPress roles to KB Roles