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Setting up Membee's Integrated Login System with your WordPress Site

What is the Membee Login Integration for WordPress?

It's simple - it is the ability for the member to login to "members only" content on your WordPress site and features (the member's profile for example) using either a Membee username and password or one of their social network usernames and passwords.  The plugin's purpose is remove the hassle and additional work related with managing member access (activating/deactivating login access, controlling which members see what content). Once you have the plugin working, you're done and from there, you manage your members in Membee knowing that the member's access to content is managed via the plugin WITHOUT additional effort on your part. 

What you need to know before you get started.

  1. The admin username used to access your WordPress site cannot be the same as the username used in ANY records in Membee.
    • Please ensure that you don't lock yourself out of your WordPress site's Dashboard.  If you use the same email address that is used to access Membee (by the staff, any user or your test record in Membee) as you use to log into your WordPress site as the site's administrator and you login to the site, WordPress will do exactly what you've asked it to do. WordPress will replace the "Administrator" role with the role data it is getting from Membee and this will effectively lock you out of you site's dashboard by replacing your "Administrator" role with a "Subscriber" role. Not good.
  2. Make sure your site is not set to use WordPress' default Permalink 
    • Logging into your WordPress Dashboard
    • Clicking on "Settings" in the menu on the right
    • Clicking on the "Permalinks" link in the list of items that will be displayed below settings.
    • Clicking in the "Post Name" selection

      permalink2.png

    • Clicking on "Save Changes"
    • By default, when you set up a WordPress site it is setup to use Wordpress' default Permalinks.  A Permalink is simply the way WordPress shows the URL of the page.  You can see all the choices below

      permalink.png
    • You can't leave your site set to the default setting because when Membee passes information to the widgets for it's features (such as the event calender) the query code that is included in the link will conflict with the WordPress default setting.  We recommend that you set your permalinks to use the "Post Name" setting.  This not only will ensure that you have no conflicts with Membee's features, it is a much friendlier format for your visitors.
    • You can change your permalink settings by:
  3. You will need to have an excellent understanding of how to install and work with plug-ins
    • If you aren't familiar with how to install and work with plug-ins on your WordPress site then you will need to work with the developer who set up your WordPress site to help you implement this
  4. You can set up the integration simply control access to a Member's only section or further refine access by setting up different roles within Membee. 
    • For example, if you wanted to have a section of your site only set up so only members who are a participant in the board of directors can see those pages you can set that up. This is optional - meaning that if you only want to set up the login so that your members can access your member's only section you will not need to set up any roles.
  5. You do not import/sync any members or roles with WordPress. 
    • The plug-in for the Membee Login communicates with Membee to check to see if the person trying to access the page has access. All the login is controlled in Membee, so if access for a member has been de-activated, they will not be able to log into your WordPress site.
    •  If you have implemented roles in Membee, these roles are automatically created in WordPress as soon as a member logs in.  So the general process used during set up is to create a test member with all the roles that you will be implementing and then log into your WordPress site.  This will create the roles in WordPress which can then be assigned to pages etc.
  6. There are steps that need to be completed in Membee as well as on the WordPress site
    • If you are a Membee user or have been given access to Membee as a developer you will be able to complete all the steps below.  If you have not been granted access to Membee then you will need to coordinate some of the steps below with the users who have access.

Here are the steps

  1. Overview
  2. Set up Membee to integrate with the WordPress plugin
    1. Set up your program
    2. Set up roles (Optional)
  3. Get and install the WordPress plugin on your site
    1. Get and install the plugins
    2. Set up your login page
    3. Set up the Create/Reset login page
    4. Customize the Style of the Login
  4. Test the login
    1. Review and customize the email templates
    2. Setup a test record
    3. Basic Testing
    4. Strongly Recommended Testing
  5. Launch
    1. Enable users
  6. Set up my site page so that you need to login to access the information
  7. Set up members so that they can log into our site
  8. Troubleshooting & FAQ's
    1. My Member Can't Login
    2. When I go to log into a members only page I see [membee_login /] not the login screen
    3. I've updated WordPress and now the Membee login is not working
    4. I see a message that the "Information required for this process is missing when I go to the page I set up the reset password plugin on
    5. My member is unable to set up their password.
    6. I've set up my widget and it prompts with a login but does not login to any of the other member's only content
    7. I see the message "The provided desturl is not included in the list of trusted domains for this client and application." when I go to my site after I've activated the Membee Login plugin


1) Overview

Having trouble viewing the video?  Click here for help.

2) Set up Membee to integrate with the WordPress plugin

Your first step is to set up a program and roles in Membee.  This will give you the information you need to set up the WordPress Plugin.

1.  Set up your program

    1. Log into Membee and go to Admin > Programs and Access Roles
    2. Click on Add
    3. Enter the name you want to call your program - you can call the program whatever you would like to call it.
    4. Make sure the Active check box is checked
    5. In the Description field, enter the description for the program.  For example, "This program controls allows access to our website".
    6. In the Trusted Domain field, enter the domain(s) for the site you will be using this program for (this insures that your member login cannot be hijacked and placed on an unauthorized site).  The domain should "explicit". For example, if your site's domain is myownsite.com and www.myownsite.com, myownsite.com, and info.myownsite.com all point to your site in DNS then your entry the Trusted Domain field should be www.myownsite.com;myownsite.com;info.myownsite.com. Note each domain is separated by a semi-colon.
    7. Click on Save
    8. This will generate the "Secret" and "App ID" that you will need to set up the WordPress Plugin - record these so they can be entered when you as described below in "Get and Install the WordPress plugin on your site"
    9. Click on "Save".  
    10. If you are only setting up a member's only section on your site you can go to  "Get and install the WordPress plugin on your site".  
    11. If you are setting up a member's only section as well as content that specific groups of members will have access to (such as a section for members of the board of directors) you can set up additional roles as described in step 3 below "Set up roles"

2.  Set up roles (Optional)

    1. This is an optional step and allows you to set up additional roles which you can then use to control access to specific content on your site.  For example, if you have a section of your website that you only want members of the Board of Directors to be able to access you can set up a Board of Directors role.
    2. Log into Membee and go to Admin > Programs and Access Roles
    3. Search for and select the program you want to add roles to
    4. Under the "Roles" panel click on Add
    5. Add the name of the Role 
    6. Add in a description for the role. (This simply describes what the role is used for, for example "This role allows members who are part of the Board of Directors to access Board of Directors content")
    7. Click on Save and Close.
    8. You can add as many roles as you wish, start again at step 4 if you have more to add.

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3) Get and install the WordPress plugin on your site

There are two WordPress plugins that you will need to get and install on your site

  • Membee Login: This is the plugin that will will allow you to link Membee to WordPress to control access to secure content on your site.
  • WordPress Access Control:  While the plugin synchronizes a member's access to your WordPress site content, it does not provide the ability for you to designate on a page-by-page basis which members can see which pages. Thankfully, there is a plugin for that - the "WordPress Access Control" plugin.
  • Capability Manager (optional): This allows you to have greater control over different features to give access (for example, blogging). 

1.  Get and install the plugins

    1. Membee Login
      1. Go to the Membee Login plugin located in the WordPress Plugin Directory at http://wordpress.org/extend/plugins/membees-member-login-widget/
      2. Download and follow the steps found on the page in the "Installation" tab to install it on your site
      3. Once it has been installed, choose "Settings" on the Dashboard
      4. Enter the Client ID, Secret and Application ID from the program you created above (Set up your program)
    2. Capability Manager (OPTIONAL)
      1. Go to the Capability plugin located in the WordPress Plugin Directory at http://wordpress.org/extend/plugins/capability-manager-enhanced/
      2. Download and follow the steps on the "Installation" tab to install it on your site.

2.  Set up your login page

    1. Add a new page to your site.  This will be the page where members will be directed to so that they can log in when they try to access member's only content. (**Note: This page should not be directly linked on your page as the place for your members to log in through)
    2. Click on the "HTML" tab
    3. Insert [membee_login /] 
    4. Save and Publish the page
    5. Make note of the URL.  This URL will need to be added to the field "Redirect To" that is shown on any pages set to "Only accessible by members".  This is what causes the page to check and see if the visitor is logged in and if they are not be directed to this page so they can log in.
    6. Click on "Settings" in your WordPress Dashboard menu on the left
    7. Click on "Members Only"
    8. Under the "Post/Page Default Options" section, enter the URL for your login page in the "Default Redirect For Members Only Pages"
    9. Click on "Save Changes"

3.  Set up the Create/Reset login page

    1. Add a new page to your site.  This will be the page that a member will be directed to when they are setting up their access for the first time or resetting their access. (**Note: Do not directly link to this page, Membee generates unique links for your members to reset their password, by going directly to this page, it will not have the information to show which member it is resetting/setting up their password)
    2. Click on the "HTML" tab
    3. Insert [membee_reset /]
    4. Save and Publish the page
    5. Make note of the URL
    6. Log into Membee
    7. Go to Admin > System Settings
    8. Scroll to the bottom of the page
    9. Enter the URL into the "Change Password" field (this is the only field that needs to be changed, make no other changes to the other fields - E-Billing URL, Login URL & Forgot Password URL all need to remain as they are already set)
    10. Click on Save and Close

4. Customize the styles for the login

As the login is hosted in an iframe via your Membee site, you can not style it directly from the page within your WordPress site.  However, you still have complete control over the styles by entering them into the program you created in Membee.  The best part is as soon as you save you changes the login in instantly updated - no further steps are needed :)

    1. Log into Membee and go to Admin > Programs and Access Roles
    2. Click on "Search" and select the program that has been set up for the WordPress login
    3. Enter in styles you want to adjust into the "Stylesheet" field.  When you click on Save or Save and Close the styles will be instantly updated on your login page on your site.



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4) Test the login

 Now that you have your program in Membee set up and your plugins installed on your WordPress site you are ready to test :)  The steps below will take you through the information you need to set up a test member and go through basic and our recommended testing.

1) Review and customize the email templates

Before you launch the Social Network Login we recommend that you customize the message that is sent to your members when they are initially set up with a login or when they have their login information reissued.

  1. In Membee, go to Admin
  2. Scroll down the page and select the "System Email Templates" option under the "Email" section
  3. There are two templates that you will want to customize: 
    • You click on the "Send Reset Login Email" link from within the "Access Information" panel on their record in Membee
    • The member clicks on the "I can't Login" link on the login screen.
    1. Social Supported New Access - this is the email that will be sent when you give a person access for the first time.
    2. Social Supported Reissue Access - this is the email that will be sent to your member when:
  4. Search for "Social Supported New Access" or "Social Supported Reissue access"
  5. Customize the settings/email 

    social.png

    1. The "From" address will be automatically set to be the email address found in "System Settings".  If you would like to change it you can do so.
    2. Enter the URL you would like the member to go to once they set up or reset their password.  In the example above, the member will be taking to the member's only page we've set up once they successfully set up their password.  If you don't add any information into this field, Membee will use the URL found in System Settings (which is usually your home page for your website)
    3. The "Reply To" address will be automatically set to be the email address found in "System Settings".  If you would like to change it you can do so.
    4. Set the subject you want the email to have
    5. Customize the message.  Any fields you see in brackets such as {ContactFirstName} are merge fields.  This means that the email will use information from Membee in the email, for example {ContactFirstName} would be replaced with the fist name of the person the email is sent to.  You can insert other merge fields into the message by clicking on the "Insert" menu and selecting a field
    6. DO NOT DELETE THIS LINK - this is what will allow your member to set up their password.
  6. When you are done customizing the email, click on "Save and Close" to save the template
  7. Once you have made your changes click on Save and close.

 

2. Set up a test member

    1. Important:  The admin username used to access your WordPress site cannot be the same as the username used in ANY records in Membee.  

      Please ensure that you don't lock yourself out of your WordPress site's Dashboard.  If you use the same email address that is used to access Membee (by the staff, any user or your test record in Membee) as you use to log into your WordPress site as the site's administrator and you login to the site, WordPress will do exactly what you've asked it to do. WordPress will replace the "Administrator" role with the role data it is getting from Membee and this will effectively lock you out of you site's dashboard by replacing your "Administrator" role with a "Subscriber" role. Not good.
       
    2. Log into Membee, go to People and Organizations and click on the "Add Person" link.  
    3. Enter in a name and an email address.  Be sure to enter an email address that has not been used on any other records that you can test with (for example, set up an email address with a provider such as hotmail, google or yahoo to use as the email address for your test person)
    4. Click on Save and Close
    5. This will open the record for you.  Go to the "Access Information" panel at the bottom of their "Profile" tab
    6. Click on the "Activate" link.  Check to make sure the email address it is sending to is correct and click on "Submit" This will send out the "Social Supported New Access" email.  Once you receive this email, it will contain the link to your "Create/Reset" login page you created.  Click on that link to set up your password.
    7. You will immediately see the program "Member Service Center" added.  This is a default Membee program and needs to be on the members record so it's important to not delete or modify it.
    8. Click on the "Add Program"  link.
    9. Select the Program you created
    10. Click on Save and Close.  This will return you to the member's record and you will now see your program added
    11. If you have not set up Roles your test person is ready.
    12. If you have set up Roles
      1. Hover over the program and click on the edit link.
      2. Add in the roles you have created
      3. Click on "Save and Close"
      4. Remember - when you log into your site with your test person the roles will be created and available in the WordPress Access Control that you should see when you add/edit a page.  This will then allow you to assign those roles to the content on your site.

3. Basic Testing

  1. Set a page to be "members only" using the you favorite plugin like the WordPress Access Control Manager
  2. Logout as your site admin
  3. Go to the page you created and log in using the email address and password for the test member you setup in Section 5 above

4. Strongly Recommended Testing

This is what we'd test before we sent any announcements to our members:
  1. Pretend you are the member
  2. Find that "Social Supported New Access" email Membee sent you in Section 5 above
    1. Check the wording - need to change something? Revisit Section 3 above
    2. Click the link in the email and make sure the Create/Reissue page your created loads - link not right? Revisit Section 7 above
  3. Load the home page for your WordPress site
    1. If you decided to use the Membee Login Flyout - click the link
    2. Login using the test member you setup in Section 5 above
    3. Choose Logout
    4. Everything ok?
  4. Choose the page you set to "members only" in Section 9a
    1. The Member Login page should appear
    2. Login using the test member you setup in Section 5 above
    3. You should be logged in and redirected to the page your designated as "members only"
  5. Repeat Steps 1-4 - just to be sure :-)

 

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5) Launch

IMPORTANT: This is the final step and is something that should be done by the staff of the association or chamber that you are working with.  This involves customizing the email templates that will be sent when a member is issued and username and password as well as running some steps to send these emails out.   This is not a step that is usually done by the Wordpress developer.

Enable users

**If you are implementing the login to give your member's access for the first time we highly recommend that you have completed all your testing (such as setting up the profile, testing your integrated login etc.)  before you take these steps - these steps should be the final steps you take to launch your new feature(s) on your site.  If your members have never been activated, processing these reports will send the Social Support New Access email out - this should only be done when your site is live and you are ready to grant access to your site to your members.

This is one of the most common ways to run the report, but not the only way to run the report so if you need to select other filters and settings you can do so.  The steps listed below will set up access to your member's only section on your WordPress site.

  1. In Membee, go to 'Reports"
  2. Search for and select the "Web Application Access" report
  3. Under filters
    1. Go to the "Organization/Person Statuses" filter and select the status for the members you want to issue usernames and passwords to
    2. If you have members who are organizations and you only want to give access to employees based on their contact type (such as "Main Contact" then go to the "Employee Contact Types" filter and select the contact types you want to enable access for.  If you want to enable access for all employees, leave this filter blank.
    3. You can also set any other filters on the report that you need to get the list of members you want to grant access to
  4. Under Settings
    • Add Member Service Center (This is a Membee system requirement)
    • Add the program you created
    • If you, or your web developer have not set up any roles (click here for information on what roles are used for) then you can leave this blank.
    • If you, or your web developer have set up roles, you will want to select the role you want to grant the people you are running the report to grant access to.  
    1. Program Access: Set to "Grant"
    2. Resend to people who have not activated their login- by default this will be checked so this does not need to be un-checked
    3. Programs:
    4. Roles: What you set here will depend on what has been set up in the program you created and what you would like to grant access to.
  5. Run the report.  This will give you a PDF. 
  6. Review the PDF carefully.  This will give you a list of people who you will be granting access to .  This means that when you process the report they will receive the "Social Supported New Access" email you set up here. 
  7. If everything on the PDF report is correct, click on the "Process" link to activate your members and send the "Social Supported New Access" email.

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6) Set up my site page so that you need to login to access the information

Once your plug-in is set up you will be able to set your pages to be accessible by your members.  

  1. Log into your WordPress site and add/edit a page
  2. On the right hand side you will see the WordPress Access Control
  3. To make a page so that it is only accessible to members, click in the "Only accessible by members?" check box



  4. If you have implemented additional roles, you will see them listed as well and can check the additional information to grant access (you can find more about this here)

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7) Set up members so that they can log into our site

  1. Activate the member
  2. Click on "Add Program"
  3. Select the Program that was set up for your WordPress site.

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8) Troubleshooting

When I go to log into a members only page I see [membee_login /] not the login screen

  1. This usually means that you are missing settings in the Membee Plugin on your WordPress site
  2. In WordPress, go to your dashboard and click on Settings
  3. Select Membee Login
  4. Check the Client ID, Secret and Application ID are correct.  You can find the information in the program that was set up in Membee as described here

I've updated WordPress and now the Membee login is not working

We have investigated this and had our Wordpress developer have a look at it at this issue. As it turns out, when a Wordpress upgrade impacts the database side of WordPress, certain plugin data can be removed.  Although you most likely have already done so as it would be a common practice after every update, we highly recommend that you also check your other plugins to make sure no information has been removed.

It is simple fix.

  1. In WordPress, go to your dashboard and click on Settings
  2. Select  Membee Login
  3. Check the Client ID, Secret and Application ID are correct.  You will most likely see that "Secret" has been removed
  4. Log into Membee and go to Admin
  5. Click on "Program and Access Roles"
  6. Click on Search and select the program that was set up for your WordPress site
  7. Copy the Secret
  8. Go back to the plugin in your WordPress site
  9. Paste the secret in the "Secret" field
 

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I see a message that the "Information required for this process is missing when I go to the page I set up the reset password plugin on

If you go to the page you've added the [membee_reset /] code to, the page where members will go to to set up their password for the first time or to reset their password directly you will see something similar to the following:

preview_mode.png

Going directly to the URL you have placed the plugin code on allows you to confirm that the information is displaying, but as you have accessed the page directly it:

  • Displays the message that it is in preview mode " Information required for this process is missing. The widget is in preview mode only"  
  • You wouldn't be able to set up a username and password.

This is because the page is only part of the information needed, when a member goes to set up or reset their access they will never be coming directly to the page you have set up, they will always be coming from a link that was sent in the "Social Supported New Access" or "Social Supported Re-issued Access" emails, or from the link in their profile that allows them to change their password or access method.  For example, and email that is sent would look something like this

http://www.yoursite.com/yourpage?value=LA36ISfMNXrBoylsG1ObQs6b7m5q...

The information that you see starting at the "?" is the query code the page needs to understand who is setting up or resetting their access.  Without this information the page would not know who was setting up information and this is why going directly to the page rather then using a link in the access emails or profile will display as noted above.

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My member is unable to set up their password.

One of the quickest ways to troubleshoot this (and help your member) is to go to the page and see if you are able to set up a password, here's a shortcut to help you with this

  1. Make sure your settings in Membee and WordPress are correct (Click here for the steps on how to check your settings)
  2. In Membee, go to the record for the person reporting the issue
  3. Click on the "Send Reset Login Email" link
  4. This will open up a window with the email.  Copy the URL you see (it will start with http//beeid.org....)
  5. In a browser you are not logged into Membee in (for example, if you are logged into Membee in Internet Explorer, open up Firefox or Google Chrome), or log out of Membee, paste the URL you copied
  6. See if you are able to set up a password for the member.
  7. If you are unable to set up the password and have confirmed that your settings are correct then be sure to let our client services team know by opening a ticket (be sure to detail the testing that you have already done).

 

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I've setup my widgets and it prompts with a login, why do I need to add a Re-direct on my page to the login? 

With Membee's widgets, they all have the built in login. If you only embed a widget on a page and not mark the page as a member's only page, it will only log you in to view the Membee's modules only is because there's no connection determining that a members is logged into your website to view non-Membee content. The login plugin and the login page that is set up on your webpage is what will allow your member to log into your website to view other content that are marked as member's only. 

wp_redirect.png

If the page has been checked off that it is only accessible by members, the Re-direct URL that you will set on all member's only pages should be to the login page you have setup on your WordPress site. The login page is the page where you have inserted [membee_login /] (from the Set up your login page). 

This will re-direct your member's to the login prior to accessing the page. Once they have logged in, then they will be re-directed back to the page they were trying to access. 

 

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I see the message "The provided desturl is not included in the list of trusted domains for this client and application." when I go to my site after I've activated the Membee Login plugin

This means that you need to check what you've set up for the "Trusted Domains"

  1. Log into Membee and go to Admin > Programs and Access Roles
  2. Click on the "Search" link in the menu on the right
  3. In the Trusted Domain field, enter the domain(s) for the site you will be using this program for (this insures that your member login cannot be hijacked and placed on an unauthorized site).  The domain should "explicit".
  4. Click on Save

 

My member is unable to login

Membee's systems are designed for and tested in the most recent version of the major browsers using their default settings.  It's very possible for a member to have changed these settings or be working in an environment where access is restricted. 

If you have a member that is unable to login there are a few simple things that can be done that may help.  However, it may be necessary for your member to consult with their IT support to diagnose and correct what is preventing them from being able to login.

  1. Start by making sure that you've assigned the correct programs and roles as described here  
  2. If you have assigned the correct programs and roles, then test the login yourself.  This will involve asking the member for their password so that you can check to see if you can login.  If you can, then the login is working correctly and you can go onto the remaining steps to give your member some simple steps to try that could resolve the issue for them.  However, if these steps do not work, then they will need to consult their IT support for help.

    If you test the login and are also unable to log in then please send an email to support@membee.com so that we can help.  You'll need to make sure you include
    • the detail describing who the member is
    • what they are trying to log into
    • the login information for the member
    • what you have already tested.
  3. Make sure the user's browser is not blocking third party cookies.  Membee uses a third party cookie in order to be able to log your member into your member only content.  This type of system is what allows you to be able to add a widget to your page for the content.  Without this you would need to maintain a completely different website for the member only content.  All browsers except Safari allow third party cookies by default.  Here's some links to get you started (we do not maintain these links nor can we verify them for accuracy)
  4. Have your member clear their cache.  Here are some links to get you started (we do not maintain these links nor can we verify them for accuracy)
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