User Roles & Permissions #

inPIPE integrates with WordPress’s role-based access control system to manage who can access and modify your marketing tracking data. This section explains how user roles and permissions work in inPIPE.

Role Hierarchy #

inPIPE uses a hierarchical role system that maps to WordPress roles:

WordPress Role inPIPE Role Access Level
Administrator Admin Full access
Editor Editor Limited access
Author Editor Limited access
Contributor Viewer Read-only access
Subscriber Viewer Read-only access

Role Capabilities #

Administrator Role #

  • Full access to all plugin features
  • Manage plugin settings
  • Configure UTM tracking
  • View and export all reports
  • Manage user permissions
  • Access premium features (if available)

Editor Role #

  • View and export reports
  • Access basic analytics
  • View UTM tracking data
  • No access to settings
  • No access to user management

Viewer Role #

  • View basic reports
  • Access dashboard
  • No export capabilities
  • No configuration access
  • No data modification rights

Permission Management #

inPIPE automatically maps WordPress roles to inPIPE roles based on the following hierarchy:

inPIPE provides three predefined roles:

  • Administrator: Full access to all settings, data, and reports
  • Editor: Can view reports and access limited settings
  • Viewer: Read-only access to reports and dashboards

The system assigns the highest applicable role to each user. For example, if a user has both Editor and Author roles, they will receive Editor-level access in inPIPE.

By default, inPIPE maps WordPress user roles to inPIPE roles as follows:

  • WordPress Administrator → inPIPE Administrator

  • WordPress Editor → inPIPE Editor

  • WordPress Author → inPIPE Editor

  • WordPress Contributor → inPIPE Viewer

  • WordPress Subscriber → No access

  • Role-Based Access Control: Strict permission enforcement

  • API Security: Admin-only access to sensitive endpoints

  • Nonce Verification: Protection against unauthorized requests

  • Capability Checks: Regular validation of user permissions

Best Practices #

  1. Role Assignment

    • Assign Administrator role only to trusted users
    • Use Editor role for marketing team members
    • Limit Viewer role to stakeholders who need reports
  2. Security Maintenance

    • Regularly review user roles
    • Remove unnecessary permissions
    • Monitor access logs for suspicious activity
Feature Administrator Editor Viewer
View Reports
Export Data
Configure UTM Tracking
Manage Settings
Manage Users
View Raw Data

Premium Features Access #

  • Limit Administrator access to necessary personnel only
  • Use Editor roles for marketing team members who need reporting capabilities
  • Assign Viewer roles to clients or stakeholders who need read-only access
  • Regularly review and update user permissions as team roles change

Properly configured user roles help maintain data security while ensuring team members have appropriate access to the marketing data they need.

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Updated on May 20, 2025