Creating a View Editor role

A View Editor role will allow certain users to access your website's Dashboard and have access to create a new View or edit existing Views. This way, you won't need to assign them the Administrator role.

1) Install and Activate the Members plugin

Members plugin with options to activate or delete; aids in user role management

2) Go to the Members menu > Roles

Sidebar menu with Roles, Add New Role, Settings, Add-Ons, Payments, and About Us options highlighted

3) Clone the Editor role

Roles list with options to edit, delete, clone, or view users for the "Editor" role

4) Rename the role name and add capabilities

Start by renaming the role to something easy to identify, like "View Editor."

Editing a View requires permissions that are normally only assigned to Administrators. 

This is because Views allow users to display HTML, which is a capability that is restricted in WordPress. The required unfiltered_html is already included in the Editor role.

Here's a list of the capabilities necessary to be added to this role:

  • edit_others_gravityviews
  • edit_private_gravityviews
  • edit_published_gravityviews
  • gravityforms_create_form
  • gravityforms_delete_forms
  • gravityforms_edit_forms
  • gravityforms_view_entries
  • gravityforms_edit_entries
  • gravityforms_delete_entries

Clone Role interface showing options to rename "View Editor" and edit capabilities

GravityView-specific capabilities:

View Editor role settings; grants editing capabilities for others', private, and published GravityViews

Also, when creating new Views, you can create a new Gravity Forms form directly from the View editor. These capabilities are required to create new forms when using the View editor.

View Editor role capabilities: create, delete, edit forms, view, edit, delete entries; all granted

5) Save your new Role

"Add Role button with stats: Users 0, Granted 1, Denied 0 under Role section."

6) Add users to this role

Now, you just need to go to the Users menu and assign your users the new View Editor role.

In WordPress, a user is assigned the "View Editor" role in the Users section

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us