One decision you can make in regards to your community’s access to DoOO is whether or not you want a request form. Without the form, any user in your community can log in and sign up for their own account. If that’s what you want, then great! But you might also want to limit the number of accounts that are created in order to manage the growth of the project directly. This can be especially helpful when your DoOO has Top Level Domain registration. Do note that this process does require a bit of manual work on the admin’s side due to having to manually allow the users to set up an account.
**it is important that the request/interest form is NOT renamed, or else it would break the functioning of the form. **
The plain interest form that comes with DoOO will look something like this:
Enabling the Form – User Roles
You know you want the form, so how do you use it? One of the first things you will need to do is switch the automatic role for users who log in from author to subscriber. The Author role allows the users to create an account and cPanel, while the subscriber role gives the option for filling out the request form after logging in with SSO. To make this change, go to your DoOO WordPress dashboard and select Settings then General. There you will be able to switch the default user role to subscriber.
Editing the form
On your DoOO WordPress dashboard, go to Ninja Forms > Dashboard.
From there, select “Interest Form”
The form is editable through separate fields, much like the blocks in page builders such as Elementor or Gutenburg. Fields can be rearranged simply by clicking and dragging above or below other fields. Hovering over the field and then the gear in the top right allows you to edit, delete, and duplicate fields. The plus sign in the bottom right allows you to create new fields using a variety of preformatted options. Whenever you’re finished making changes, hit Publish in the top right corner.
When editing a field, your view will split and look something like this:
Here you can edit and rearrange the options for the particular field, add a description, make a field required, and more.
Email & Actions
This section allows you to choose what happens once a form is submitted. Save Form saves it within the Ninja Form section titled “submissions”. Success Message gives users an on-screen confirmation that the form was submitted. Editing the Admin Email determines to what administrative email the form is sent. User Email sends the user a confirmation email that the form has been submitted and will be reviewed. All of these can be edited or toggled off.
The advanced section has more settings you can dive into. One to note is creating restrictions that you can toggle this in a few ways. For example, you can set it so only one form submission per email can be sent in:
Changing User Roles
A user signs in via SSO and then is given the option to fill out the request form. After they submit it, you receive their submission. Great! Now what? The admin “approves” the user by switching the user’s role from subscriber to author. There are a couple places you can change the role.
Then, find the field labeled “role” and switch from subscriber to author.
For bulk changes, you can select all the accounts you’d like and simply toggle “change role to..” to author, and then hit change. This also works for just one user as well.
After this, email the user and let them know that once they log into DoOO they would be able to create their account and choose their domain/subdomain.