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Forms not visible to Editors

  1. drtanz
    Member

    Is the gravity forms plugin available to all users in the admin, or just to administrators, as at the moment only my administrator level users are seeing it. In that case can I set it so that the editors also see it, as they would need to see the form entries.

    Posted 13 years ago on Tuesday October 5, 2010 | Permalink
  2. By default Gravity Forms is only available to Administrators.

    If you want to make it available to other users you need to use the Members plugin which adds Role Management capabilities to Gravity Forms. It's also possible to write your own custom code to add capabilities to other roles.

    The Members plugin lets you control what roles can and can't do within Gravity Forms:

    http://wordpress.org/extend/plugins/members/

    Posted 13 years ago on Tuesday October 5, 2010 | Permalink
  3. Our solution includes creating a new role called 'Client' that's based upon Editor. This user has access to Gravity Forms except for the Settings area.

    Add to functions.php:

    // add client role that has access to Gravity Forms (except for settings)
    // this role is an addition of the Editor role
    if (!get_role('client'))
    {
        $caps = get_role('editor')->capabilities;
        $caps = array_merge($caps, array(
            'gravityforms_create_form' => true,
            'gravityforms_delete_entries' => true,
            'gravityforms_delete_forms' => true,
            'gravityforms_edit_entries' => true,
            'gravityforms_edit_entry_notes' => true,
            'gravityforms_edit_forms' => true,
            'gravityforms_edit_settings' => false,
            'gravityforms_export_entries' => true,
            'gravityforms_view_entries' => true,
            'gravityforms_view_entry_notes' => true
        ));
        add_role('client','Client', $caps );
    }
    Posted 13 years ago on Monday October 11, 2010 | Permalink