How to Configure the Settings of the Ultimate Member Plugin for WordPress
The second guide to the Ultimate Member WordPress plugin will guide you through configuration of user registration, user account management, notifications, access, emails, and a whole lot more.
Step 1) Login to the WordPress Dashboard.
Step 2) From the Admin Panel, click on Ultimate Member >> Settings. At the top of the Settings pages, you will see a box that asks you to enable registration on your site. Go to the General Settings page by clicking on the link.
Step 3) On the General Settings page, scroll down to Memberships and tick the box marked Anyone can Register. This means that everybody can now register to be a member of your website.
Step 4) Go back to Ultimate Member >> Settings, and you will see a sidebar of setting for different sections. The first option is Users. From here, you can set the default role for a new user (e.g. Member, Subscriber, etc.), create a username taht will become a permalink base for a members profile, set a strong password requirement and more.
Step 5) The next section on the toolbar is Account. From here, you can enable or disable various tools, including Password, Privacy, Notification and Delete Account tabs, and much more.
Step 6) The next step is Access. From here, you can set a Panic Key, set the Global Site Access (to allow the site to be accessible to everyone), exclude restricted pages from certain areas (including search and archive loops) and more. You can also use this area to blacklist IP addresses and email addresses, as well as create a whitelist for both.
Step 7) The next section is Emails, where you can set up the emails you send to new users (including where they come from, which address, whether they are in HTML or text and more). You can create your own emails for account activation, approval, pending approval and rejection, as well as welcome emails.
Step 8) The next section is Notifications. This is where you set your Admin Email Address, as well as your settings for when you receive notifications, including new users, account reviews and deletions.
Step 9) In the Uploads section, users are able to set the maximum file size for profile and cover photos. You can also set thumbnail sizes for these photos, set the image quality, and set the minimum and maximum width of the photos.
Step 10) The next section is the SEO section, which is where you can set an SEO title for profiles, and create a meta description for those profiles that will appear in the search engines.
Step 11) The Appearance section is split into various sections, where you can set the colours, backgrounds and fields for different areas, including Profiles, Profile Menus, Registration Forms and Login Forms. The General section is first, and you can set general colours here, and the colours for default tools, including buttons and hovers.
Step 12) The second Appearance section is for Form Inputs, and you can use this section to set the label, border and background colours for forms, fields, text and more.
Step 13) The next section in Appearance is Profile, where you can set the default template, width of profile and profile area, set a default profile and cover photo, set the sizes of photos, and set colours for all sections of a profile section.
Step 14) The Appearance – Profile Menu section is where you can enable the profile menu, and then turn features on or off, including the About, Posts and Comments tabs. You can also enable menu icons in desktop view and menu counts.
Step 15) The Registration Form section of the Appearance settings allows you to set up a Registration Form using text, buttons and setting URL links for redirecting users when forms are completed.
Step 16) The Login Form settings in the Appearance section allow you to set up the login form for your users, including text, fields, URLs and buttons.
Step 17) The Advanced settings allow you to import and/or export your own settings and create backups. You can also adjust CSS and/or JS settings to enable compression, custom CSS tabs and much more.
Step 18) The Extensions – Tools section of the settings allows you to Activate the Multi-Language Support and BuddyPress Avatar Transfer add-ons, which will allow you to offer multiple languages on your site and allow users the option to transfer their avatar over to their profiles respectively.
The next step of the guide will focus on Organising Members via the Dashboard of Ultimate Member.