Table of Contents
The plugin adds two roles and a set of capabilities.
| Role | Can |
|---|---|
| Portfolio Manager | Everything an Author can do with posts, plus create, edit, publish and delete any project, manage Portfolio Categories and Tags, and create and edit Saved Layouts |
| Portfolio Author | Everything an Author can do with posts, plus create, edit and publish their own projects and assign terms |
Administrators and Editors get the project capabilities as well. Saved Layouts can be edited by Administrators and Portfolio Managers only; Editors cannot. Settings need the “manage options” capability, which Administrators have.
Capability names
The capabilities are named after the post type: edit_portfolios, publish_portfolios, manage_portfolio_terms and so on for projects; edit_vp_lists, publish_vp_lists and so on for Saved Layouts. A role editor plugin can assign them to other roles.
When capabilities go missing
Capabilities are synced on plugin updates. If users lose access to Projects after a change, deactivate and reactivate the plugin: it re-adds the capabilities.
Uninstalling the plugin removes the two roles and the capabilities; it keeps projects, settings and Saved Layouts.
When the Project post type is switched off in Settings → General, the project capabilities are removed and the Portfolio Author role is deleted. Portfolio Manager stays for Saved Layouts.