Program Planner DOCS & HELP

User Roles & Permissions

The plugin uses the existing WordPress user roles and needs no roles of its own. Tasks are divided cleanly between author, editor and administrator.

Permission matrix

Feature and menu itemAuthorEditorAdministrator
Create and edit own sessions and speakers✔✔✔
Create, edit and assign venues, categories and roles✔✔✔
Help, Shortcode Generator and “About”✔✔✔
Edit or delete other users’ sessions and speakers–✔✔
Dashboard with data quality check–✔✔
Master Editor–✔✔
CSV import and export (program and speakers)–✔✔
Settings: Design & Options, Text & Labels––✔
Settings: Live-Ticker, Security & Maintenance, API––✔
Back up & restore settings––✔

Technically: author rights depend on edit_posts, editor rights on edit_others_posts, the administrator tabs on manage_options. Because venues, categories and roles also depend on edit_posts, authors may create new terms too – with many authors, an occasional check for duplicate venues pays off.

Route protection

The administrator tabs are not even shown to authors and editors. Anyone calling them via the address bar automatically lands in the Shortcode Generator.

Typical division of work

RoleWhoTask
AdministratorTech, managementSet up once: design, texts, API, ticker; backups
EditorProgram managementMaintain the whole program: bulk changes, import, data quality
AuthorSpeaker liaison, partnersCreate and maintain their own sessions and speaker profiles
More on this

How to organize a team with these roles is described in Team & permissions in practice.