Initial Setup Wizard

Accessing the Setup Wizard

After activating the plugin for the first time, you’ll automatically see the setup wizard. If you need to access it again:

1. Navigate to User Access → Settings
2. Click the “Run Setup Wizard” button
3. Or go to User Access → Setup Wizard directly

Setup Wizard Steps

Step 1: Welcome & Plugin Mode

Choose how the plugin will operate on your site:

Plugin Mode Options:

• Replace WordPress Default Login (Recommended):
  • Custom login pages replace wp-login.php
  • Users are automatically redirected to your custom login
  • Better branding and user experience
• Shortcode Only Mode:
  • Add login forms anywhere using shortcodes
  • WordPress default login remains accessible
  • More flexible for custom implementations
• Dual Mode:
  • Both custom pages and default login available
  • Best for testing before full deployment

Step 2: Create Login Page

The wizard helps you create your first custom login page:

1. Page Title: Enter a title (e.g., “Member Login”, “Sign In”)
2. URL Slug: Set the page URL (e.g., “login”, “member-access”)
3. Page Template: Choose from your theme’s templates
4. Parent Page: Optionally nest under another page

Example Configuration:
Title: "Member Login"
Slug: "login"
URL: yoursite.com/login
Template: Full Width (No Sidebar)

Step 3: Configure Redirects

Set up where users go after logging in:

Default Redirect:

• Dashboard: WordPress admin dashboard
• Homepage: Your site’s front page
• Custom URL: Any page on your site
• Previous Page: Return to page they were viewing

Role-Based Redirects:

Step 4: Basic Security Settings

Configure initial security options:

Login Attempts:

• Max Failed Attempts: 5 attempts (recommended)
• Lockout Duration: 15 minutes
• Reset Timer: 24 hours

Session Management:

• Session Duration: 24 hours
• Remember Me Duration: 14 days
• Concurrent Sessions: Allow/Block multiple logins

Password Requirements:

• Minimum Length: 8 characters
• Require Uppercase: Yes/No
• Require Numbers: Yes/No
• Require Special Characters: Yes/No

Step 5: Email Configuration (Pro)

For Pro users, configure email settings:

SMTP Configuration:

SMTP Host: smtp.gmail.com
SMTP Port: 587
Encryption: TLS
Username: your-email@gmail.com
Password: your-app-password

Email Templates:

• Welcome email for new users
• Password reset notifications
• Login attempt alerts
• 2FA verification codes

Step 6: Review & Complete

Review your configuration:

• ✅ Plugin mode selected
• ✅ Login page created
• ✅ Redirects configured
• ✅ Security settings applied
• ✅ Email settings configured (Pro)

1. Review all settings on the summary screen
2. Click “Complete Setup”
3. You’ll be redirected to the plugin dashboard

Testing Your Setup

Test Checklist:

• ✅ Visit your custom login page
• ✅ Form displays correctly
• ✅ Login with valid credentials works
• ✅ Redirect goes to correct page
• ✅ Failed login shows error message
• ✅ Logout and test again

Testing Steps:

1. Open a private/incognito browser window
2. Visit your custom login page URL
3. Attempt login with wrong password (test error handling)
4. Login with correct credentials
5. Verify you’re redirected to the correct page
6. Check user experience on mobile devices

Post-Setup Configuration

After completing the wizard, configure these additional features:

Customize Login Page Styling:

• Add your logo
• Apply custom CSS
• Modify colors and fonts
• Adjust layout and spacing

Configure Additional Features:

• Set up registration forms
• Enable two-factor authentication (Pro)
• Configure IP blocking rules (Pro)
• Set up audit logging (Pro)

Common Setup Issues

Next Steps

1. Customize Your Login Page – Add branding and styling
2. Set Up User Roles – Configure role-based access
3. Enable Security Features – Add 2FA, IP blocking (Pro)
4. Test Thoroughly – Verify all functionality works
5. Go Live – Switch to production mode