Creating a View Editor role

A View Editor role will allow certain users to access your website's Dashboard and have access to create a new View or edit existing Views. This way, you won't need to assign them the Administrator role.

These instructions only work for GravityView version 2.16 or newer.

1) Install and Activate the Members plugin

Screenshot of the Installed Plugins page

2) Go to the Members menu > Roles

Screenshot of the Members menu

3) Clone the Editor role

Screenshot of the Roles page from the Members plugin

4) Rename the role name and add capabilities

Start by renaming the role to something easy to identify, like "View Editor."

Editing a View requires permissions that are normally only assigned to Administrators. 

This is because Views allow users to display HTML, which is a capability that is restricted in WordPress. The required unfiltered_html is already included in the Editor role.

Here's a list of the capabilities necessary to be added to this role:

  • edit_others_gravityviews
  • edit_private_gravityviews
  • edit_published_gravityviews
  • gravityforms_create_form
  • gravityforms_delete_forms
  • gravityforms_edit_forms
  • gravityforms_view_entries
  • gravityforms_edit_entries
  • gravityforms_delete_entries

Screenshot showing the Role Editor

GravityView-specific capabilities:

Screenshot of the role editor

Also, when creating new Views, you can create a new Gravity Forms form directly from the View editor. These capabilities are required to create new forms when using the View editor.

Screenshot of the role editor

5) Save your new Role

Save role screenshot

6) Add users to this role

Now, you just need to go to the Users menu and assign your users the new View Editor role.

Screenshot showing the Users page of WordPress

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