User Roles

Bannerize creates three custom WordPress user roles for delegating banner management tasks. These roles provide granular access control so you can give team members exactly the permissions they need without granting full administrator access.

Built-in Roles

Banners Manager

The most powerful Bannerize-specific role. Banners Managers have full control over banners, campaigns, and analytics.

Best for: Team members responsible for the entire advertising workflow — creating banners, organizing campaigns, and analyzing performance.

Campaigns Manager

A mid-level role focused on analytics management without the ability to create or modify banners.

Best for: Marketing analysts or campaign managers who need to manage analytics settings and export data but should not create or modify banners.

Campaigns Viewer

The most restricted role. Campaigns Viewers can only view analytics data.

Best for: Clients, stakeholders, or team members who need visibility into banner performance without the ability to change anything.

Capabilities Summary

Assigning Roles

Via the WordPress User Editor

1. Navigate to Users > All Users
2. Click on a user’s name to edit their profile
3. In the Role dropdown, select one of the Bannerize roles
4. Click Update User

Via the Add New User Form

1. Navigate to Users > Add New
2. Fill in the user details
3. Select a Bannerize role from the Role dropdown
4. Click Add New User

Combining with WordPress Roles

In most cases, you will want to combine Bannerize capabilities with a standard WordPress role. There are two approaches:

Approach 1: Use a Role Management Plugin

Plugins like User Role Editor or Members allow you to add Bannerize capabilities to existing WordPress roles:

1. Install a role management plugin
2. Edit the desired WordPress role (e.g., Editor)
3. Add the Bannerize capabilities (manage_banners, manage_campaigns, manage_analytics, view_analytics)
4. Save the role

This way, an Editor can manage both content and banners.

Approach 2: Assign Multiple Roles

Some role management plugins support assigning multiple roles to a single user. You can assign both “Editor” and “Banners Manager” to the same user.

Administrators

WordPress Administrators automatically have access to all Bannerize features regardless of the custom roles. You do not need to assign a Bannerize role to administrators.

What Each Role Can Access

Banners Manager sees:

• Bannerize menu with all sub-pages
• Create, edit, and delete banners
• Create, edit, and delete campaigns
• Full analytics dashboard with all charts and reports
• Analytics settings and data export
• Plugin settings

Campaigns Manager sees:

• Bannerize > Analytics sub-page
• Full analytics dashboard with all charts and reports
• Analytics settings and data export
• No access to banners, campaigns, or plugin settings

Campaigns Viewer sees:

• Bannerize > Analytics sub-page
• Analytics dashboard in read-only mode (charts and reports)
• No access to analytics settings, export, banners, campaigns, or plugin settings

Removing Custom Roles

If you uninstall Bannerize, the custom roles are removed from WordPress. Any users assigned only a Bannerize role will lose their role assignment. It is good practice to reassign these users to a standard WordPress role before uninstalling the plugin.