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Customer Role Mapping

Customer Role Mapping

Map Square customer groups to WordPress user roles.

Role mapping connects Square customer groups to WordPress user roles. When customers sync, their group memberships automatically assign the appropriate WordPress roles.

Overview

With role mapping configured:

  • Square groups map to WordPress roles
  • Priority determines the primary role
  • Multiple group memberships are supported
  • Roles sync bidirectionally

How to Configure

  1. Go to SWS Pro > Settings > Customers
  2. Find the Role Mappings section
  3. For each WordPress role, select a corresponding Square customer group
  4. Set a priority number for each mapping (lower = higher priority)
  5. Click Save Changes

How Priority Works

When a customer belongs to multiple Square groups, the priority number determines which role becomes primary:

  • Lowest priority number becomes the primary WordPress role
  • All other mapped roles are added as secondary roles
  • No mapping match defaults to the customer role

Example Configuration

WordPress RoleSquare GroupPriority
WholesaleWholesale Customers1
VIPVIP Members2
CustomerGeneral10

Scenario: A customer belongs to both "Wholesale Customers" and "VIP Members" groups.

Result: The customer receives the wholesale role as their primary role (priority 1 is lowest), with vip as a secondary role.

Common Mappings

Wholesale Pricing

Map a Square "Wholesale" group to a WordPress "Wholesale" role that receives special pricing.

VIP Customers

Map loyalty program tiers or VIP groups to roles that unlock exclusive content or discounts.

Staff Members

Map employee groups to WordPress roles with administrative access.

Bidirectional Sync

Role mapping works in both directions:

DirectionBehavior
Square → WooSquare group memberships set WordPress roles
Woo → SquareWordPress role changes update Square group memberships

Troubleshooting

Roles not being assigned

  • Verify role mappings are configured and saved
  • Check that the customer belongs to a mapped Square group
  • Confirm role sync is enabled in customer settings

Wrong role assigned

  • Review priority numbers (lower = primary role)
  • Check all group memberships in Square
  • Verify the mapping configuration matches expectations

Roles not syncing to Square

  • Confirm Woo → Square sync is enabled
  • Check that the WordPress role has a Square group mapping
  • Review sync logs for any errors
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