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Home / 04. Theme Options & Global Settings / Theme Options – General – User Roles Settings

Theme Options – General – User Roles Settings

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Content

  • User Roles overview
  • Manage agents, agencies, and developers from admin
  • Allow users to select account type at registration
  • Where the account type dropdown appears
  • User separation and admin approval
  • Manual approval process
  • If user separation is disabled
  • Dashboard pages for regular users
  • Related help
Before reading this help file you may want to check this video. It explains theme functionality and may be easier to understand. Watch Video on Youtube

WPResidence can work with regular users, agents, agencies, and developers.

This help explains how users can register with different account types, how admin approval works, and how to control which dashboard pages regular users can access.

For a full explanation of the differences between users, agents, agencies, and developers, see:
Agency, Agents, Developers and Users Separation.

Account types overview

WPResidence supports these account types:

  • Regular users – Visitors who register to save favorites, save searches, send messages, or use limited dashboard features.
  • Agents – Individual real estate agents with their own profile and assigned properties.
  • Agencies – Real estate agencies that can have agency details and related properties or agents.
  • Developers – Developers or companies that need a separate profile type.

The admin can create agents, agencies, and developers manually, or allow visitors to choose their account type when they register.

Manage agents, agencies, and developers from admin

As administrator, you can manually create and manage agents, agencies, and developers from wp-admin.

Go to:

Properties, Agents & More

Then open the profile type you want to manage:

  • Agents
  • Agencies
  • Developers


Manage agents agencies and developers from wp-admin

After creating these profiles, you can assign them to properties from the property edit page.

Allow users to select account type at registration

To let visitors choose if they register as a regular user, agent, agency, or developer, enable user type selection in Theme Options.

Go to:

Theme Options → Agents, Agencies, Developers → User Role Settings

Enable the user type dropdown for the register form and choose which account types should be available.


User role settings in Theme Options

Note: In older theme versions, this option may be located under Theme Options → General → User Role Settings.

Where the account type dropdown appears

When user separation is enabled, the account type dropdown appears in the theme registration forms.

It can appear in:

  • Modal register form
  • Mobile register form
  • Register shortcode form
  • Register widget form


User type dropdown in register form

User separation and admin approval

When user separation is enabled, you can also choose which account types require admin approval.

For example, you can require approval for new agent, agency, or developer accounts before they can access all dashboard features.

  • If a role is selected for approval, new accounts with that role remain pending until the admin approves them.
  • If no role is selected for approval, new users are approved automatically.

Manual approval process

This is how manual approval works:

  1. The user registers an account.
  2. The user can log in, but the account remains limited until approval.
  3. The admin receives an email notification about the new account.
  4. The pending profile appears in wp-admin under Agents, Agencies, or Developers, depending on the selected account type.
  5. The admin edits the pending profile and clicks Publish.
  6. After approval, the user receives full access for that account type.


Pending account approval in wp-admin


Pending profile approval


Publish profile to approve account


Approved profile in wp-admin


Pending approval message in user dashboard

If user separation is disabled

If user separation is set to No, the account type dropdown will not show in the registration forms.

In this case:

  • Visitors register as regular users.
  • The admin can still create agents, agencies, and developers manually from wp-admin.
  • The admin can assign agents, agencies, or developers to properties created from admin.

Dashboard pages for regular users

You can choose which dashboard pages regular users can access.

This is useful when users register only to save favorites, save searches, send messages, or manage their profile, but they should not have access to all dashboard features.

For example, on a single-agent website where only the admin adds properties, regular users may only need access to favorites, saved searches, messages, or profile settings.

  • If you select specific dashboard pages, regular users will see only those pages.
  • If no pages are selected, all dashboard pages will show for regular users.


Dashboard pages available for regular users

Related help

  • How to assign users, agents, agencies, or developers to properties from admin
  • Agency, Agents, Developers and Users Separation
  • How to sync a user with an agent account
04. Theme Options & Global Settings

Related Articles

  • ACF – Advanced Custom Fields – Integration with WPResidence
  • Theme Options – Roles (Editor) Permissions Controls
  • Theme Options -> Agent Card Settings
  • Theme Options > General Settings > Forced Registration

WP Residence Documentation

  • 01. Getting Started
    • How to Get Support
    • Get your buyer license code.
    • Use SSL / https
    • Server / Theme Requirements
  • 02. Installation & Setup
  • 03. Installation FAQ
  • 06. Search & Filtering
    • Advanced Search Display Settings
    • Advanced Search Form
    • Geolocation Search for Half Map
    • Save Search Theme Options
    • Advanced Search Colors
  • 09. Agent, Agency & Developers
  • 08. Property Pages & Layouts
  • 07. Property Lists, Categories & Archive
  • 14. WPResidence Elementor Studio
  • 10. Blog Posts & Blog List
  • 11. Shortcodes
    • Contact Form
    • Featured Agency/Developer
    • Membership Packages
    • Testimonials
    • Google Map with Property Marker
    • Listings per Agent, Agency or Developer
    • Display Categories
    • Agent List
    • Recent Items Slider
    • Recent items
    • List Properties or Articles by ID
    • Featured Agent
    • Featured Article
    • Featured Property
    • Login & Register Form
    • Icon Content Box Shortcode
  • 12. Widgets
  • 04. Theme Options & Global Settings
    • General Settings
    • User Types Settings
    • Appearance
    • Logos & Favicon
    • Header
    • Footer Style and Colors
    • Price & Currency
    • Property Custom Fields
    • Features & Amenities
    • Listing Labels
    • Theme Slider
    • Permalinks
    • Splash Page
    • Social & Contact
    • Map Settings
    • Pin Management
    • How read from file works
    • General Design Settings
    • Custom Colors Settings
    • Header Design & Colors
    • Mobile Menu Colors
    • User Dashboard Colors
    • Print PDF Design
    • Property, Agent, Blog Lists Design Settings
    • Sidebar Widget Design
    • Font management
    • How to add custom CSS
    • Custom Property Card Unit – Beta version
    • Email Management
    • Import & Export theme options
    • reCaptcha settings
    • YELP API Integration
    • iHomefinder Optima Express IDX
    • MEMBERSHIP & PAYMENT Settings
    • Property Submission Page
    • PayPal Setup
    • Stripe Setup
    • Wire Transfer Payment Method
  • 20. Translations & Languages
  • 24. FAQ
  • 10. Pages
  • 11. Header
  • 12. Footer
  • 05. Maps & Location Settings
  • 18. Payments & Monetization
  • Plugins
    • 22. Third Party Plugins – IDX Compatibility
    • 21. Third-Party Plugins – Multi-Language
    • 23. Third party Plugins – Other
  • Technical
    • 26. Technical how to | Custom Code Required
    • 25. Technical: Child Theme

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