If you’re using AWeber for your marketing, you’ll want to set user level based on the role the user has within the organization. To set user levels in WordPress, you can use the AWeber for WordPress plugin, which is available from wordpress.org. With this plugin, you can create user levels with custom names and assign them to specific roles. You can choose to show or hide these levels based on the role the user has when he or she logs in to AWeber.
Setting User Levels In AWeber
When you install the AWeber for WordPress plugin, you’ll see a screen pop up asking you to set user levels. In the previous section, we discussed how you can use the plugin to create user levels based on a user’s role in your organization. But now, let’s walk through configuring these user levels in AWeber so you can get more out of the plugin.
Go to the AWeber admin area, and from the Dashboard, click on Setting.
You’ll see three tabs on the left side of the screen: General, Alerts, and Channels. Clicking on the General tab takes you to the General Settings page. The Alerts tab will take you to the Alerts Settings page, and the Channels tab will take you to the Channels Settings page.
On the left side of the screen, you’ll see three sets of configuration options: User Levels, Alerts, and Channels.
The User Levels section will let you choose the level of access each user has within AWeber. To set the user levels, click on the gear icon next to the section, and then choose an option from the drop-down menu. You can choose from the following options:
- Beginner
- Intermediate
- Advanced
You can set the number of levels you want to have by selecting the number from the drop-down menu, and then clicking on the Update button.
The next step is to set user roles in AWeber. If you have more than one type of user in your organization, you can choose to set different roles for each type of user. When you create a user, you’ll see a small gear icon to the right of the user’s name. Click on the gear icon, and then choose an option from the drop-down menu. You can choose from the following options:
- Editor
- Agent
- Product Owner
- Market Manager
- Operations Manager
- Accountant
- Secretary
- Clerk
- Administrative Assistant
- Accountant II
- Executive Assistant
- Administrative Assistant II
- Vice President
- CFO
- Treasurer
- Controller
- President
Once you’ve set the user roles, you can return to the Settings page, and you’ll see the roles assigned to each user. In addition to the roles, you can set the level of access each user has for the various features of AWeber. To set user levels for the various features of AWeber, click on the gear icon next to the column header, and then choose an option from the drop-down menu.
You can choose from the following options:
- View Reports
- Edit Dashboard
- Create/Edit Quotes
- Create/Edit Alerts
- Manage Websites
- Edit Email Templates
- Access Channel Statistics
- Access Channel Settings
- Access Private Channels
- Post to Private Channels
- View User Profile
- Manage Users
- Manage Channels
- Access Control Panel
Once you’ve set the user levels for the features you know you’ll use often, you can return to the General Settings page, and click on Save.
Using The AWeber for WordPress Plugin
Once you’ve set the user levels for AWeber based on the roles each user plays in your organization, you can log in to WordPress as usual and start blogging. But now, let’s suppose you want to restrict certain blog posts to only Editors within your organization. To set this up, you can go back to the Dashboard of your blog, and from the Posts section, click on the link to view the list of posts you’ve published. Next, you can click on the gear icon next to each post and choose an option from the drop-down menu. You can choose from the following options:
- Private
- Unlisted
- Category
- Tag
If you’ve set up tags and categories for your blog posts, you can choose from these lists to restrict the posts you see when you log in to WordPress. For example, you can choose to see only posts in the finance category, or you can choose to see only posts that have the tag “sale.”
Now that you’ve set user levels for AWeber based on custom roles, you can start using the plugin to its full potential. Feel free to try out the various features and options, as they’re all very easy to use. You can also download the AWeber for WordPress plugin from wordpress.org to keep track of your changes.