Members Pro Feature Guide

01 / INSTALL

Install the free foundation before Pro

1. Install and activate the latest supported atshift Members free plugin.
2. Upload and activate the Members Pro ZIP.
3. Open Members → License and activate this site with the issued key.
4. Use staging accounts to test administrator, operator, reviewer, and member views.

02 / SCOPE

Assign scope before operational permissions

Administrators can assign the whole site or explicit atshift User Profile Fields Pro membership classifications to each operator. Review, delivery, and CSV invitation permissions are granted separately; a scope assignment alone does not authorize an action.

• Parent classifications do not automatically include descendants.
• Operators cannot manage administrators or other operators.
• Removing the last in-scope assignment may remove a member from that operator’s list.

03 / APPROVAL

Design a review path that cannot skip stages

Configure up to five reviewer user IDs in order. An empty configuration disables approval. The requester and original author cannot approve their own request, and changed source content requires review again.

1. Create or edit a draft in the standard WordPress editor.
2. Open the member workspace, confirm audience and attachments, and request review.
3. Each reviewer approves or rejects the current stage with a reason.
4. Publication changes only after final approval; the previous published body remains until then.

04 / DELIVERY

Build, confirm, and schedule a notice campaign

Select 1–20 published notices, choose all members or an allowed classification audience, and review the confirmation screen before scheduling. Only active members who opted in are candidates.

05 / CSV INVITATIONS

Invite from CSV without creating active accounts silently

Use a UTF-8 CSV up to 100 rows and 200 KB. The required column is email. Map only allowed profile fields, inspect duplicates and existing accounts, then send each valid row into the normal email-verified registration flow.

The importer does not convert existing accounts, overwrite membership status in bulk, grant arbitrary roles, or preassign protected membership and permission fields.

06 / MEMBER WORKSPACE

Give members one place to follow their work

Place [atshme_workspace] on a member-only page. Members can see their posts, private attachments, current requests, rejection reasons, and history. Use the standard WordPress editor for creating a new draft.