{"id":378,"date":"2025-03-13T15:17:44","date_gmt":"2025-03-13T15:17:44","guid":{"rendered":"https:\/\/docs.yithemes.com\/yith-automatic-role-changer-for-woocommerce\/?p=378"},"modified":"2025-03-27T09:28:45","modified_gmt":"2025-03-27T09:28:45","slug":"how-to-configure-rules","status":"publish","type":"post","link":"https:\/\/docs.yithemes.com\/yith-automatic-role-changer-for-woocommerce\/overview\/how-to-configure-rules\/","title":{"rendered":"How to configure rules for user roles"},"content":{"rendered":"\n

In this post, we’ll explore how to create a rule to assign a new role automatically when meeting specific conditions. In our example, we want to reward users with the Partner role that provides exclusive benefits for making big purchases.<\/p>\n\n\n\n

Let’s begin:<\/p>\n\n\n\n

Step 1 \u2014<\/strong> Add rule<\/h4>\n\n\n\n

From the Rules tab in the plugin settings, click on the \u201cAdd rule\u201d button to start configuring our rule (1)<\/p>\n\n\n\n

\"Add<\/a><\/figure>\n\n\n\n

And add a name to identify the rule (2)<\/p>\n\n\n\n

\"Add<\/a><\/figure>\n\n\n\n

Step 2 \u2014<\/strong> User role assignment<\/h4>\n\n\n\n

Next, choose the role assignment type. In this case, we want to assign a new role, so we select \u2018the user will gain the role\u2019 and then choose the role to be assigned from the dropdown (3).<\/p>\n\n\n\n

\"Set<\/a><\/figure>\n\n\n\n

Step 3 \u2014 Rule conditions<\/strong><\/h4>\n\n\n\n

Now, let’s define the conditions for role assignment. The rule should apply when the order total falls within a specific price range. Set the minimum amount to 5000, and leave the “To” field empty to allow for unlimited order totals. (4)<\/p>\n\n\n\n

\"Set<\/a><\/figure>\n\n\n\n

Step 4 – Schedule rule<\/h4>\n\n\n\n

Additionally, we need the rule to take effect from a specific date, so we set a start date accordingly and leave the end date blank to keep the rule active indefinitely (5).<\/p>\n\n\n\n

\"Schedule<\/a><\/figure>\n\n\n\n

Step 5 \u2014<\/strong>\u00a0Enable role expiration<\/h4>\n\n\n\n

Since we want this role to expire after a specific number of days, we have to enable the role expiration<\/em> option, selecting the role to be switched back in 30 days (6). In this way, users will have to keep purchasing orders within the minimum price range to maintain the role and it’s benefits<\/p>\n\n\n\n

\"Enable<\/a><\/figure>\n\n\n\n

Step 6 – Exclude users<\/h4>\n\n\n\n

Lastly, to prevent users with the “Reseller” role from benefiting from this rule, we enable the exclude users<\/em> option (7).<\/p>\n\n\n\n

\"Exclude<\/a><\/figure>\n\n\n\n

Don\u2019t forget to click \u2018Save\u2019 and we will have our new role-switching rule created!<\/p>\n","protected":false},"excerpt":{"rendered":"

In this post, we’ll explore how to create a rule to assign a new role automatically when meeting specific conditions. In our example, we want to reward users with the Partner role that provides exclusive benefits for making big purchases. Let’s begin: Step 1 \u2014 Add rule From the Rules tab in the plugin settings, click … Continue reading How to configure rules for user roles<\/span><\/a><\/p>\n","protected":false},"author":46,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[],"class_list":["post-378","post","type-post","status-publish","format-standard","hentry","category-overview"],"yoast_head":"\nYITH Automatic Role Changer: How to configure rules for user roles<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.yithemes.com\/yith-automatic-role-changer-for-woocommerce\/overview\/how-to-configure-rules\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"YITH Automatic Role Changer: How to configure rules for user roles\" \/>\n<meta property=\"og:description\" content=\"In this post, we’ll explore how to create a rule to assign a new role automatically when meeting specific conditions. In our example, we want to reward users with the Partner role that provides exclusive benefits for making big purchases. 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