Create your own templates using Elementor
You can create custom templates for your knowledge base with Elementor page builder plugin and Helpie WordPress Knowledge Base plugins. Helpie Knowledgebase gives you Elementor Theme Builder integration which harnesses the power of Elementor to create your own knowledge base template.
Check this article to know how to create your own kb template using Elementor: https://helpiewp.com/knowledge-base-elementor-template-builder-integration/
Restriction access based on Woocommerce User Role
Now, you can restrict any category you want using Helpie based on Woocommerce User role. By default, WordPress has five user roles:
Every of these user roles has different capabilities. You can check this doc to know more about the default WordPress user roles: http://www.wpbeginner.com/beginners-guide/wordpress-user-roles-and-permissions/
Now when you install Woocommerce, there will be two more user roles added by default which are Customer Role and Shop Manager Role.
Any user who registers using the checkout or signup option is defined as a customer on your site. Presently, the capabilities of the customer role are as follows:
- Have read access, similar to a blog subscriber
- Can view orders and order history
- Is able to edit own account details.
Shop Manager Role:
If you hire someone to manage your store, you have to give them access to your site’s back end. This is where the Shop Manager role comes into the picture. This role has the same capabilities as customer role, along with the option to edit WooCommerce settings and products. In addition, this role is capable to view WooCommerce reports as well. The shop manager role is actually similar to the Editor role in WordPress.
Helpie User Access Restriction:
To Restrict certain topics based on the user roles in Helpie, Go to Dashboard -> Helpie Kb Wiki -> Helpie Settings -> Dynamic capabilities. Under Can view -> Who can view -> Select By: Role, you will see different user roles where you can restrict everything to any user Role.
When you have installed Woocommerce, the Customer Role and Shop Manager Role will also be added so that you can restrict everything to that user Roles.
If you want to restrict a specific topic, go to Dashboard -> Helpie kb Wiki -> Wiki category. Go to that particular category and edit it. You will find the same “Who can view” option in the left bottom. Here you can set it to user role and set it to the customer role or shop manager role.
The same applies for restricting a specific article also.
Create and Modify Woocommerce User Roles:
There are no inbuilt features in WooCommerce to modify or create a new user role. However, you can get the help of a suitable plugin for this functionality. To help you with it, here’s a Plugin which can do that:
- Capability Manager Enhanced – This is one of the best Plugin available on WordPress.org for free. Using this plugin, you can modify the capabilities of specific roles, create new roles, copy the already-existing roles to new ones, and add additional capabilities to existing roles.
Once you have installed this Plugin, Go to users -> Capabilities, where you can assign a new user role and can give any capabilities as you wish for that user Role.
Once you add a new User role here, it will be automatically added to Helpie User Access Restriction setting where you can restrict any topic for that User role.
There are also some more free plugins which help you in creating and modifying user Roles:
- Groups – This is a group-based user role management plugin that supports unlimited groups. Also, users can be assigned to any groups.
- Members – With this plugin, you can create roles and capabilities. In addition, you can give multiple roles to the same user, or deny specific capabilities to a particular user.
WooCommerce user roles offer great possibilities to create varied pricing models for your store. You will find quite a few premium WooCommerce plugins to set up pricing strategies on your store:
With the help of this plugin, you can create different pricing plans for various user roles on your WooCommerce store. You can create your own custom user roles on your WooCommerce. You can make use of the newly created user roles as well as the existing roles to create different pricing plans and price adjustments.
This plugin extends WooCommerce to add role-based pricing functionality to WooCommerce. You can offer discounts or markups to specific customer groups, or display completely different prices based on roles. This plugin helps in hiding the ‘Add to Cart’ button too. Similarly, you can even hide product prices from unregistered users, if it makes sense to your store strategy. Please note, this plugin won’t work well with other plugins that alter the way variations work on WooCommerce. You can check the product page to find the list of incompatible plugins and themes.
Integrating WPML with Helpie
If you are using WPML WordPress plugin for your website translations, here is your guide to integrating it with Helpie Knowledgebase.
Step 1: Enabling WPML for Helpie’s post type
If you have not installed theWPML Multilingual CMS plugin yet, you need to install and configure it first before following these steps.
i. Go to WP Dashboard -> Helpie Kb Wiki -> ‘Add New Helpdesk Article’ or edit existing Helpie article
ii. Scroll down in that page till you see ‘ Multilingual content setup ‘ widget. In there check the Make ‘Helpdesk Article’ translatable option
iii. Click Apply
Step 2: Create your first translation
As of now, your article will not have a translation, so on your frontend article page, there will not be the option for the translated page. So let’s create a translation of our article.
i. From an existing Helpie article, click the plus symbol in the right column to create a translation of the article.
ii. That will take you to a new article page. Create and publish this new article.
Now, the new language icon will appear on the article’s front page.
Step 3: Translate Helpie’s taxonomies:
After you have created the article’s translation, you still need to enable translations for Helpie’s category and main page.
i. To do this, go to WP Dashboard -> WPML -> Translation Options. There you will find Custom Taxonomies widget. If you have installed the WPML String Translation and WPML Translation Management plugin you will find the Custom Taxonomies widget in WP Dashboard -> WPML -> Translation management -> Multilingual Content Setup -> Custom Taxonomies.
There you should select ‘Translate’ for the following options and click Save:
a. Helpdesk Categories (helpdesk_category)
b. Tags (helpie_tag)
c. Helpdesk Added Tags (helpie_add_tag)
d. Helpdesk Updated Tags (helpie_up_tag)
Step 4: Translate Admin String from Helpie Settings:
To translate the input from Helpie Settings in the frontend, you would need to install WPML’s String Translation and Translation Management plugins which are included in the Multilingual CMS plan.
i. After installing them, you can go to WPML -> String Translation and click ‘admin_texts_helpie_core_options_main’ in ‘Select strings within domain’ option. There you can translate the KB Title and Subtitles.
ii. Then go to WPML -> String Translation and click ‘admin_texts_helpie_components_options’ in ‘Select strings within domain’ option. There you can translate the KB’s Sidebar title.
After translating each text, select the translation complete checkbox before saving.
In such a case, the KB title, subtitle or KB Sidebar title does not appear in the String translation list, please save the Helpie Settings for it to detect the strings.
Now, Helpie’s main page, category page, and single article page are fully integrated with WPML translations.
We also have a free FAQ plugin which we integrated with Helpie Kb. Kindly check these articles to know more about it: