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How to Set Up a WordPress Membership Site Using Ultimate Member

If you have been looking into setting up a WordPress membership site but have found the task daunting, then you are in the right place. WordPress gives you a perfect start, you just need to a good solution to easily integrate into the setup.

There are a lot of membership plugins available out there for WordPress. Some are really good, others are very bad. Most of them cost money, but I have found one that is a solid solution for building a WordPress membership site.

Best of all, there is a free version of the plugin that will give you everything you need.

What You Need to Start a WordPress Membership Site

Before we dive into the plugin solution for your membership site, let’s take a quick look at some other things you need to have in place before building your WordPress membership site.

Once you have gone through the process above and you have built a website, you will be ready to install and setup this membership plugin and get your WordPress membership site running smoothly.

Setup for a WordPress Membership Site

Once you are squared away the above things, it is time to find a membership plugin. For this, I am suggesting the Ultimate Member plugin.

Ultimate member plugin

The Ultimate Member plugin is actually the #1 membership plugin for WordPress. It comes with a slew of features and functionality.

While there are certain paid add-ons that can really take your WordPress membership site to the next level, the core plugin is free.

It offers a ton of features including:

  • Front-End User Profiles
  • User Registration for Front-End
  • Front-End User Login
  • Custom Form Fields
  • Conditional Logic for Form Fields
  • Drag and Drop Form Builder
  • User Account Page
  • Custom User Roles
  • Member Directories
  • User Emails
  • Content Restriction
  • Conditional Navigation Menus
  • Show Author posts & Comments on User Profiles
  • Developer Friendly With Dozens of Actions and Filters

Like I said, Ultimate Member has everything you need and more to develop a top of the line WordPress membership site.

Install Ultimate Member Plugin

First, install and activate the WordPress Ultimate member plugin from the plugin directory in the WordPress admin area of your website.

install and activate ultimate member plugin

Once the plugin has been installed and activated, you can click Ultimate Member > Settings in the left sidebar menu of your WordPress dashboard.

Click on ultimate member tab

This will take us to the main setup and configuration area of the Ultimate Member plugin. From here you can start the setup and configuration process for the plugin. You will see several tabs listed.

They include:

  • General
  • Access
  • Email
  • Appearance
  • Misc
  • Install Info

Let’s go over these tabs one-by-one together. Please remember, there are a lot of options, and the way you set them up will be based on what you want to display, offer and accomplish with your WordPress membership site.

Note: Don’t forget to click on the “Save Changes” button in every setting area to make sure all your settings are saved.

General Settings

The first tab you will see by default is the “General” tab. You will also see some links under the General tab that include pages, users, accounts and uploads. Basically, these are all the general settings for the plugin front end.

Pages: Under this link, you can tell the Ultimate Member plugin which pages of your website you want to use for the membership pages needed. The plugin will automatically build them for you, or you can choose existing pages you have by clicking on the dropdown menu.

WordPress membership site pages settings

Users: From this link, you can fill in the user display settings and functions that you want. Go through them one-by-one and see what you like best. You can hover over any question mark icon for more info on any particular setting.

Ultimate member users

Account: The account tab allows you to set up how user accounts will work and appear and allows you to add or subtract functionality from users.

Wordpress membership site accounts

Uploads: Create and adjust settings for all uploads and Gravatar functions that the Ultimate Member plugin offers. You get to control how images are handled by your account users.

Upload settings

Access Settings

Now click on the next tab titled “Access.” From here, you can set up how to restrict content, allow access to certain things from certain users and more.

Access settings

You can also build your own restricted access message that users will see when they are trying to access content they don’t have permission to use or see. You can also restrict, post, page, category and taxonomy access if you want.

Other: Click on the “Other” link and you will be able to access a few more settings such as passwords and other restrictions.

Wordpress membership site other settings

Email Settings

Now click on the “Email” tab. The email settings section is vast, but not complicated. From this area, you will see a long list of email areas, fields and settings. Click on any of the gear icons located to the right of the emails and you will be taken to that particular template.

Email settings in ultimate member plugin

You can then build and set the template however you like.

Edit email templates

Appearance Settings

The appearance settings tab is just that. You will be able to build and set an appearance for everything from here. You will be presented with four links as well under the tab. They include:

  • Profile
  • Profile Menu
  • Registration Form
  • Login Form

Ultimate member appearance settings

Go through them one-by-one and choose the settings and layouts that you prefer. You can save and test, view live and finalize them when you think they are perfect.

Misc Settings

Now click on the “Misc” tab. You will be offered a few more miscellaneous settings for the Ultimate Member plugin that you may want to go over and set.

Misc setting for ultimate member plugin

As you can see this area deals with profile titles, caching and Gutenberg blocks.

Install Info

The last tab titled “Install Info” simply gives you all the current installment information for the plugin. There is also the ability to download the install info file if you need it.

Ultimate member install info

Other Settings in Ultimate Member Plugin

When you are done setting up the plugin how you want, you also have some other setting options available to you. These regard forms, user roles and the member directory.

Click on any one of those links in the left sidebar and you will be presented with something to edit.

Wordpress membership site member directories

In this example, I clicked on the “Member Directories” link. You can see that there is only one member directory. You can build more if you want.

Click on eidt button to edit member directory

Click on the “Edit” button to edit the member directory further.

Member directory options for wordpress membership site

Build Your Community with Ultimate Member and WordPress

Building a WordPress membership site does not have to be an overly daunting task. Sure, it may take you a little time to set up properly, but using the Ultimate Member plugin will make it all the easier.

Backed by the flexibility and power of WordPress, your community site has incredible potential.

Have you ever tried Ultimate Member? Are you currently using another membership plugin to run your WordPress membership site?

Author: Jeremy Holcombe

Updated on June 25, 2019

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