WebDesk Approval Manager

Description

WebDesk Approval Manager allows admins to take full control of customer registrations. Approve or reject new registrations manually or automate approvals based on predefined criteria. Customize registration forms with dynamic fields and send automatic email notifications for approvals or rejections.

Key Features:
Dynamic Form Fields: Add and manage custom fields (text, email, select, radio, checkbox, etc.) from the backend.
Approval & Rejection System: View and manage customer submissions with detailed status tracking.
Email Notifications: Send customizable emails for approval and rejection.
User-Friendly Interface: Simplified admin tools for easy management.
Highly Customizable: Tailor the plugin to your business needs.

Usage

1. Customer Management

  • View the customer list in the admin panel.
  • Approve or reject submissions and add comments.
  • Track approval status for all customers.

2. Email Notifications

  • Customize approval/rejection email templates.
  • Use placeholders like {{name}} and {{email}} for personalized messages.

3. Form Customization

  • Go to Dashboard > Customer Approval to add and manage dynamic fields.
  • Support for text, email, radio, checkboxes, and dropdown fields.
  • Set required fields and validation rules.

4. Frontend Form

  • Use the shortcode [webdesk_approval_registration_form] to display the form on any page or post.
  • Use the shortcode [webdesk_approval_login_form] to display the login form.
  • The form updates dynamically based on backend configurations.

License

This plugin is licensed under the GNU General Public License v2.0 or later.
See https://www.gnu.org/licenses/gpl-2.0.html for details.

Installation

  1. Download and unzip the plugin files or install directly via the WordPress plugin directory.
  2. Activate the plugin through the Plugins menu in WordPress.
  3. Navigate to Dashboard > Customer Approval to configure settings.

FAQ

Q: How do I add new fields to the frontend form?

A: Navigate to Dashboard > Customer Approval > Form Management, then use the backend UI to add and configure fields.

Q: Can I customize the email notifications?

A: Yes! The plugin provides settings for editing approval/rejection email templates.

Q: How do I track customer approval status?

A: The admin panel includes a detailed customer list with approval/rejection statuses.

Reviews

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Contributors & Developers

“WebDesk Approval Manager” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.0.0

  • Initial release with essential features for managing customer approval workflows and email automation.
  • Dynamic form field management.
  • Approval/rejection system.
  • Email notifications for approvals and rejections.
  • Shortcode for frontend form.