Assign User Roles Conditionally

Conditional user role assignment allows you to automatically assign different WordPress user roles based on how users fill out your registration form.

Prerequisites

Conditional Logic add-on must be installed and activated

A User Registration form must be created

Understanding of WordPress user roles (Subscriber, Contributor, Author, Editor, Administrator)

Steps:

1. Navigate to Form Settings

Go to User Registration & Membership → All Forms

Select the form you want to edit

Click on Form Settings → General Settings

2. Enable Conditional Role Assignment

Scroll down to find 'Enable Assign User Role Conditionally'

Toggle the option to enable it

3. Set Up Conditions

Define your condition rules (e.g., "If Gender = Male, assign Editor role")

Use AND/OR buttons to combine multiple conditions

Select the user role to assign when conditions are met

4. Add Multiple Role Conditions (Optional)

Click Add Rule to create additional role assignment conditions

Configure different roles for different scenarios

5. Save and Test

Click Update Form to save your settings

Test by registering with different form responses

Verify role assignments in Dashboard → Users

Frontend Form Registration

After the user registers meeting the conditional rules that you set up, you can see the role is assigned. Go to your Admin Dashboard and go to the Users tab. Here you can see that the user is assigned to the Editor user role on your WordPress website.

Important Notes

This feature is enabled per form, not globally

Multiple conditions can be combined using AND/OR logic

Role assignment happens automatically upon registration when conditions are met

You can configure multiple user role conditions simultaneously