Team Members for Voxel

🛠️ How to Set Up the Team Members & Contributors Plugin

Follow these steps carefully to fully configure your team collaboration system.

⚙️ Plugin Settings

Access plugin settings here:
👉 yoursite.com/wp-admin/options-general.php?page=tip-settings

👥 Step 1: Create the “Team Member” Role

1. Go to Membership → Roles.

2. Create a new role called “Team Member” (or any name you prefer).

3. In General → Role Switch, uncheck:

   • “Allow registered users to switch to this role”

4. In Plans → Settings:

   • Check: “Enable membership plans for this role”

   • Uncheck: “Show plans during registration”

✉️ Step 2: Set Up Team Member Invitations

Inside your Profiles post type:

1. Create a Repeater Field with the Field Key:
   team-members

2. Add the following fields inside the repeater:

   • Email → Field Key: email

   • Invitation Sent → Field Key: sent_at

   • Invitation Accepted → Field Key: accepted_at

   • User ID → Field Key: user_id

   • Profile ID → Field Key: profile_id

Important: You can change the field labels, but do not change the field keys.

🎛️ Visibility Settings for Repeater Fields:

• User ID and Profile ID → Visible only to Administrator.

• Show “Invitation Sent” if the field is not empty.

• Show “Invitation Accepted” if the field is not empty.

Optional Enhancements:

• Set Email as the Row Label.

• Set Default Row Label to “Team Member”.

• Set “Add Row Label” to “Add Team Member”.

🧠 How Invitations Work:

• When a profile is saved with an email, an invitation link is sent immediately.

• If the “Invitation Sent” field is cleared and the profile is saved again, a new invitation is sent.

• After the invited user registers:

  • Invitation Accepted, User ID, and Profile ID are populated automatically.

🖊️ Step 3: Show Team Members on Posts

When a Team Member creates or edits a post:

• The parent (team leader) remains the official author.

• The team member is stored as a contributor.

Set it up:

1. In the post type where team members contribute, create a Repeater:

   • Field Name: Contributors

   • Field Key: team-member-contributors

2. Inside the repeater, add:

   • User ID → Field Key: user_id

   • Profile ID → Field Key: profile_id

   • Last Edited At → Field Key: edited_at

3. Visibility Rule:

   • Show only if Dynamic Tag → User Meta → linked_to_user → Is Empty.

🧩 Step 4: Display Contributors on Posts

In your Single Post Template:

• Add a Post Feed (VX) widget.

• Data Source: Manual Selection

• Post Type: Profiles

• Preview Card Template: Any simple card (Avatar, Name, URL).

• Choose Posts:
  Post → Contributors → Profile ID

• Loop:
  Post → Contributors

🧑‍🤝‍🧑 Step 5: Display Team Members in the Team Leader Profile

In your Single Profile Template:

• Add a Post Feed (VX) widget.

• Data Source: Manual Selection

• Post Type: Profiles

• Preview Card Template: Any simple card.

• Choose Posts:
  Post → Team Members → Profile ID

• Loop:
  Post → Team Members

🧑‍💼 Step 6: Display Team Leader in the Team Member Profile

In the Single Profile Template for the child user:

• Add a Post Feed (VX) widget.

• Data Source: Manual Selection

• Post Type: Profiles

• Preview Card Template: Any simple card.

• Choose Posts:
  Author → User Meta: linked_to_profile

✅ That’s it!
Your team management system will now be fully functional — with clear connections between Team Leaders and Team Members, seamless invitations, and visibility across your site.