Title: Role Based Help Notes Author: Justin Fletcher Published: 30 de septiembre de 2013 Last modified: 24 de septiembre de 2024 --- Buscar plugins ![](https://ps.w.org/role-based-help-notes/assets/banner-772x250.png?rev=835580) Este plugin **no se ha probado con las últimas 3 versiones mayores de WordPress**. Puede que ya no tenga asistencia ni lo mantenga nadie, o puede que tenga problemas de compatibilidad cuando se usa con las versiones más recientes de WordPress. ![](https://ps.w.org/role-based-help-notes/assets/icon-256x256.png?rev=1028105) # Role Based Help Notes Por [Justin Fletcher](https://profiles.wordpress.org/justinticktock/) [Descargar](https://downloads.wordpress.org/plugin/role-based-help-notes.2.5.zip) * [Detalles](https://es-ar.wordpress.org/plugins/role-based-help-notes/#description) * [Valoraciones](https://es-ar.wordpress.org/plugins/role-based-help-notes/#reviews) * [Instalación](https://es-ar.wordpress.org/plugins/role-based-help-notes/#installation) * [Desarrollo](https://es-ar.wordpress.org/plugins/role-based-help-notes/#developers) [Soporte](https://wordpress.org/support/plugin/role-based-help-notes/) ## Descripción Do you want to give users a private area to share information based on a role they have been assigned? …this plugin allows you to quickly create a custom post type for user roles. This allows users, with a specific role, the ability to create and edit their own ‘help notes’ providing a private set of notes for use. It can be used for anything else that fits with that role ( e.g. creating and sharing ideas within teams, minutes- of-meetings, formal notes… etc.). To add new roles to the basic WordPress roles (Administrator, Editor, Subscriber.. etc ) you will need to use another plugin refer to [Roles_and_Capabilities](https://codex.wordpress.org/Roles_and_Capabilities#Resources) and Resources.. Plugins. You can then use one of these plugins ( e.g. [User Role Editor](https://wordpress.org/extend/plugins/user-role-editor/)) to allocate users to multiple roles. So if you want to quickly give a group a private area to share and post ideas/notes.. 1. Create a new role. 2. Add users to the role. 3. Enable the Help Notes from the settings. A global ‘General Help Notes’ type is also available which is not tided to a specific role, this has the same access/capabilities as the standard WordPress ‘post’ type for write access. Unlike the other Help Notes the General Type is public to read, you can see an example over at an [example content page](https://justinandco.com/plugins/help-notes/). There is a widget available to list all users with access to the current Help Note type on display. The user display_name is shown and can be selected by each user within their own profile. Extensions: If you select the options for extending functionality through other plugins the following are available for ease of installing.. Admin side Plugins.. * [Role Includer](https://wordpress.org/plugins/role-includer/) simple interface to handle multiple roles with users. If you wish to hide/mask-out a particular role from “staff” ( such as “Administrator” ) so that staff cannot allocate the higher access level then you can exclude higher roles by using the [“Role Excluder”](https://justinandco.com/plugins/downloads/role-excluder/) plugin. * [Email Users](https://wordpress.org/plugins/email-users/) allows users within a Help Note group/role to email others. * [User Switching](https://wordpress.org/plugins/user-switching/) great tool for admins to switch to test any users access/capability. * [Simple Page Ordering](https://wordpress.org/plugins/simple-page-ordering/) for easing re-ordering of Help Notes. * [Post Type Switcher](https://wordpress.org/plugins/post-type-switcher) allows users with two or more roles to change the role assigned to a help note, useful if you created a Help Note under the wrong role. * [Pixabay Images](https://wordpress.org/plugins/pixabay-images/) provides a quick method for all enabled roles within Help Notes to upload Public Domain images. Front End Plugins.. * [Simple FootNotes](https://wordpress.org/plugins/simple-footnotes/) by [Andrew Nacin](https://profiles.wordpress.org/nacin/) to add a footnote shortcode [ref][/ref]. * [Tabby Response Tabs](https://wordpress.org/plugins/tabby-responsive-tabs/) by [cubecolour](https://profiles.wordpress.org/numeeja/) to add a tabbed effect to you contents page. * [disable_comments](https://wordpress.org/plugins/disable-comments/) by [solarissmoke](https://profiles.wordpress.org/solarissmoke/) allows you to easily remove comments from ‘Help Note’ use. * [Menu Item Visibility Control](https://wordpress.org/plugins/menu-items-visibility-control/) plugin by [shazdeh](https://profiles.wordpress.org/shazdeh/) to add/hide ‘Help Notes’ to your menus. #### Plugin site [https://justinandco.com/plugins/role-based-help-notes/](https://justinandco.com/plugins/role-based-help-notes/) #### GitHub – Development [https://github.com/justinticktock/role-based-help-notes](https://github.com/justinticktock/role-based-help-notes) ## Capturas * [[ * The Settings ‘General’ Tab Screen. * [[ * The Settings ‘Role’ Tab showing 4 user roles enabled for Private Help Notes. * [[ * Dashboard showing the ‘Staff Admin” user role access. * [[ * The Settings ‘Email Groups’ shows when the email-users plugin is active and enables the email/widget Help Note functionality. * [[ * The Twenty Fifteen theme showing a help note with the the email and user listing widgets enabled. * [[ * The Twenty Fifteen theme showing the contents page for the ‘Staff Admin’ role, also with the ‘Tabby Responsive Tabs’ Plugin Active. The other tabs for ‘Contributor’,‘ Author’ and ‘Developer’ are present as the logged user also has these roles. ## Instalación () 1. Upload `plugin-name.php` to the `/wp-content/plugins/` directory 2. Activate the plugin through the ‘Plugins’ menu in WordPress 3. Goto the “Settings” Menu and“ Help Notes” sub menu, select which roles are to have Help Notes. 4. Allocate roles to users for the Help Notes to appear in their Admin menu. 5. `NOTE ! if you want to edit Help Notes yourself you need to have the role(s) assigned to your user profile!`( Just being an Administrator does not give you access). ## Preguntas frecuentes ### I have a new role how can I add it? You will need to use another plugin to manage roles and capabilities such as the [User Role Editor](https://wordpress.org/extend/plugins/user-role-editor/) plugin. ### Is there a theme template I can modify in my child theme? Yes … [Answer](https://wordpress.org/support/topic/is-there-a-theme-template-i-can-modify-in-my-child-theme?replies=3#post-4929519) ### I just can’t seem to find a way to get SMTP working with this plugin, what can I do? This has been seen a few times in the forum, one proven solution is: * use [plugin wp-mail-smtp](https://wordpress.org/plugins/wp-mail-smtp/)* Do NOT network activate SMTP and you don’t need to add anything extra to the wp- config file ## Reseñas ![](https://secure.gravatar.com/avatar/04d6e19ff0760fd950196eccc54deb0284d1f942df3f4b4186144056d9eb203f? s=60&d=retro&r=g) ### 󠀁[Works great with WooCommerce](https://wordpress.org/support/topic/works-great-with-woocommerce-6/)󠁿 [ryanshoover](https://profiles.wordpress.org/ryanshoover/) 22 de abril de 2017 Using this on a WooCommerce site. Works like a charm. Great plugin. ![](https://secure.gravatar.com/avatar/86779439f82fb7c1739243c72f5baa65e0c5cd7fbc444865ecdb3ec4ddce6a04? s=60&d=retro&r=g) ### 󠀁[Excellent Plug In](https://wordpress.org/support/topic/excellent-plug-in-93/)󠁿 [PhilipBarrington](https://profiles.wordpress.org/philipbarrington/) 3 de septiembre de 2016 As a Web Developer, leaving notes for the Admin users who manage the go forward is a huge time saver. Thankyou for the time and effort put into this plugin. ![](https://secure.gravatar.com/avatar/9389b7646152fd071dc0ed13f63db71989409baf97e095e1dd87755a66f9fc15? s=60&d=retro&r=g) ### 󠀁[Complicated](https://wordpress.org/support/topic/complicated-6/)󠁿 [manni65929](https://profiles.wordpress.org/manni65929/) 3 de septiembre de 2016 2 respuestas No a simple way to add role based help noted, no manual on the WP Dashboard or the installed plugin settigs screen. Requires knowledge of code / WP Codex and so not suitable to beginner. Simpler plugins are available. ![](https://secure.gravatar.com/avatar/c0725a4433e7fc05869133a18f6b4f9a7bb6364300eba009263157abe409cbb8? s=60&d=retro&r=g) ### 󠀁[Extremely helpful for client handover notes](https://wordpress.org/support/topic/extremely-helpful-for-client-handover-notes/)󠁿 [naptash](https://profiles.wordpress.org/naptash/) 3 de septiembre de 2016 Works just like a post! I use it for handover instructions for my clients – and because it allows you to separate notes by users, you can customize the instructions for each person. I’ve tried a ton of dashboard-specific notes but this is by far the best one. Super easy to use. Thank you! ![](https://secure.gravatar.com/avatar/0614e9fa7e2023c24326743eb72ff8938e17be1ffa77a6a82a34eea660611906? s=60&d=retro&r=g) ### 󠀁[A Very Worthy Plugin And Author](https://wordpress.org/support/topic/a-very-worthy-plugin-and-author/)󠁿 [Ed G](https://profiles.wordpress.org/ed-g/) 3 de septiembre de 2016 I am using the Role Based Help Notes plugin on several sites. When combined with a support forum and a ticket system, Help Notes supplies the finishing touch to a complete system for addressing user’s needs for assistance and support. Justin has been very responsive to questions on the support forum and quickly gives answers, and when needed, updates to the plugin. One could not ask for a better plugin author. [ Leer todas las 10 reseñas ](https://wordpress.org/support/plugin/role-based-help-notes/reviews/) ## Colaboradores y desarrolladores “Role Based Help Notes” es un software de código abierto. Las siguientes personas han colaborado con este plugin. Colaboradores * [ Justin Fletcher ](https://profiles.wordpress.org/justinticktock/) * [ keycapability ](https://profiles.wordpress.org/keycapability/) “Role Based Help Notes” ha sido traducido a 3 idiomas. Gracias a [los traductores](https://translate.wordpress.org/projects/wp-plugins/role-based-help-notes/contributors) por sus contribuciones. [Traduce “Role Based Help Notes” a tu idioma.](https://translate.wordpress.org/projects/wp-plugins/role-based-help-notes) ### ¿Interesado en el desarrollo? [Revisa el código](https://plugins.trac.wordpress.org/browser/role-based-help-notes/), echa un vistazo al [repositorio SVN](https://plugins.svn.wordpress.org/role-based-help-notes/), o suscríbete al [log de desarrollo](https://plugins.trac.wordpress.org/log/role-based-help-notes/) por [RSS](https://plugins.trac.wordpress.org/log/role-based-help-notes/?limit=100&mode=stop_on_copy&format=rss). ## Registro de cambios Change log is maintained on [the plugin website](https://justinandco.com/plugins/role-based-help-notes-change-log/) ## Meta * Versión **2.5** * Última actualización **hace 2 años** * Instalaciones activas **10+** * Versión de WordPress ** 3.5 o superior ** * Testeado hasta **6.6.5** * Versión de PHP ** 5.4 o superior ** * Idiomas * [English (Canada)](https://en-ca.wordpress.org/plugins/role-based-help-notes/), [English (UK)](https://en-gb.wordpress.org/plugins/role-based-help-notes/), [English (US)](https://wordpress.org/plugins/role-based-help-notes/), y [Japanese](https://ja.wordpress.org/plugins/role-based-help-notes/). * [Traducir a tu idioma](https://translate.wordpress.org/projects/wp-plugins/role-based-help-notes) * Etiquetas: * [collaboration](https://es-ar.wordpress.org/plugins/tags/collaboration/)[notes](https://es-ar.wordpress.org/plugins/tags/notes/) [roles](https://es-ar.wordpress.org/plugins/tags/roles/)[teams](https://es-ar.wordpress.org/plugins/tags/teams/) [user](https://es-ar.wordpress.org/plugins/tags/user/) * [Vista avanzada](https://es-ar.wordpress.org/plugins/role-based-help-notes/advanced/) ## Valoraciones 4.6 de 5 estrellas. * [ 9 valoraciones de 5 estrellas ](https://wordpress.org/support/plugin/role-based-help-notes/reviews/?filter=5) * [ 0 valoraciones de 4 estrellas ](https://wordpress.org/support/plugin/role-based-help-notes/reviews/?filter=4) * [ 0 valoraciones de 3 estrellas ](https://wordpress.org/support/plugin/role-based-help-notes/reviews/?filter=3) * [ 0 valoraciones de 2 estrellas ](https://wordpress.org/support/plugin/role-based-help-notes/reviews/?filter=2) * [ 1 valoración de 1 estrellas ](https://wordpress.org/support/plugin/role-based-help-notes/reviews/?filter=1) [Your review](https://wordpress.org/support/plugin/role-based-help-notes/reviews/#new-post) [Ver todas las reseñas](https://wordpress.org/support/plugin/role-based-help-notes/reviews/) ## Colaboradores * [ Justin Fletcher ](https://profiles.wordpress.org/justinticktock/) * [ keycapability ](https://profiles.wordpress.org/keycapability/) ## Soporte ¿Tenés algo que decir? ¿Necesitás ayuda? [Ver el foro de asistencia](https://wordpress.org/support/plugin/role-based-help-notes/)