User Management

The User management add-on needs to be installed and activated to see the features mentioned in this this documentation.

The User Management extension for Ninja Forms makes it possible to register new users to your WordPress website, setup website login forms, and allow users to edit their own profiles via webform.

Creating a User Registration Form

A User Registration form allows visitors to register themselves as a user on your WordPress website. Registered users can be viewed under Users>All Users in the WordPress dashboard.

To create a user registration form, select the Register User form template. Default form fields can be changed to fit your needs. When the form fields are to your liking, click into the Emails & Actions tab and select the Register User action to open its settings window.

user management register user action in the emails and actions tab

Register User Action Settings

In the default Register User form template, each of the settings in the Register User action is already mapped to the corresponding form field. You will only need to set the Role you wish new users to be registered as. If making a form from scratch or modifying the template, you will need to map settings to fields accordingly by clicking the dropdown arrow in the individual setting and selecting the desired field.

register user action settings

The Role of the new user matches exactly the standard WordPress Roles and Capabilities.

Advanced Settings

Advanced Settings for the Register User action allows you to:

  • Toggle on/off logging in a user upon successful registration
  • Emailing credentials to the newly created user with a randomly generated password
    • This does not require setting up a separate email action, though you may.
    • This removes the mapping between the Password setting of the Register User action, but leaves the Password/Confirm Password fields present. They may be removed if desired.
  • Map custom user meta to the user meta table.

register user action advanced settings

Mapping Custom Meta

Custom Meta can be used to autopopulate fields between Registration and Update Profile forms with user submitted data. For example, if you have a field labeled Pet’s Name in your Registration form, you can have the data from that field autopopulate an identical field in that user’s Update Profile Form. To do so:

1. Add the field (Pet’s Name in this example) to your Registration form and name it.

2. Navigate to the Emails & Actions tab, select the Register User action, and expand the Advanced settings.

3. Under Custom Meta, Add New. In the Meta Key field that appears, enter the Meta Key of your choice. Remember this key as you must use it again on the Update Profile form.

4. For the Meta Value field, click the merge tag icon within the field and select the field you’ve chosen. In this example, the Pet’s Name field.

5. Open your Update Profile form and repeat steps 1-4 but in the Update Profile form itself. In step 4, be certain that you assign the exact same Meta Key in the Update Profile form that you did in your Registration form or this will not work!

Creating a Login Form

A login form allows users to login to your website once they have registered as a user via the Register User form.

To create a user login form, select the Login Form form template. Default form fields can be changed to fit your needs. When the form fields are to your liking, click into the Emails & Actions tab and select the Login User action to open its settings window.

user managment login user action under the emails and actions tab

Login User Action Settings

In the default Login Form form template, each of the settings in the Login User action is already mapped to the corresponding form field. If making a form from scratch or modifying the template, you will need to map settings to fields accordingly by clicking the dropdown arrow in the individual setting and selecting the desired field.

login user action settings

Creating an Update Profile Form

An Update Profile form allows a registered, logged in user to update their profile information.

To create an Update Profile form, select the Update Profile form template. Default form fields can be changed to fit your needs. When the form fields are to your liking, click into the Emails & Actions tab and select the Update Profile action to open its settings window.

update user profile action under the emails and actions tab

Update Profile Action Settings

In the default Update Profile form template, each of the settings in the Update Profile action is already mapped to the corresponding form field. If making a form from scratch or modifying the template, you will need to map settings to fields accordingly by clicking the dropdown arrow in the individual setting and selecting the desired field.

update profile action settings under emails and actions tab

 

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