Role Access & AI Mapping
Control plugin permissions per WordPress role and let AI suggest smart column names when mapping form fields to your spreadsheet.
Overview
Role-Based Access Control lets you decide exactly which WordPress users can view logs, manage sync rules, change settings, or retry failed deliveries. Perfect for agencies giving clients limited access.
AI-Assisted Field Mapping suggests clean, descriptive column names when you create a sync rule — no more cryptic field_abc123 headers in your Google Sheet.
Add-ons
Role Access is part of the White Label add-on. AI Mapping is included in the Analytics add-on. Both require a Pro or Agency license.
Role-Based Access Control
Configure Permissions
Navigate to SheetLink > Role Access. Four permission levels are available:
- View logs — see submission history and delivery status.
- Manage rules — create, edit, and delete sync rules.
- Access settings — change plugin configuration and license.
- Retry deliveries — manually retry failed submissions.
Toggle each permission on or off for every WordPress role (Administrator, Editor, Author, etc.). Use "View Only" mode to give clients read-only access.
Setting Up Client Access
Give Clients Safe, Limited Access
- Create a WordPress user for your client with the Editor role.
- In SheetLink > Role Access, enable "View logs" for the Editor role.
- Leave all other permissions disabled for Editors.
- Your client can now see submission logs and stats but cannot change rules or settings.
Tip: Combine with the Branded Reports feature to give clients a polished view of their form data.
AI-Assisted Field Mapping
When you create a sync rule in SheetLink > Settings, the AI mapper analyses your form field names and suggests clean Google Sheet column headers.
- Local dictionary — ~50 common patterns (name, email, phone, address, company, etc.) are matched instantly with no API call.
- AI fallback — for unusual field names, SheetLink sends them to the Ultravox LLM for smarter suggestions.
- You can accept, edit, or dismiss any suggestion before saving the rule.
Example: a field named txtInput_7f3a might be mapped to "Phone Number" if the AI detects phone-number formatting patterns.
How AI Mapping Works
The mapping engine uses a two-step approach for speed and accuracy:
- Step 1 — Local regex matching (instant): Field names are compared against a built-in dictionary of common patterns. If a match is found with high confidence, the suggestion is returned immediately with no API call.
- Step 2 — Ultravox LLM (AI-assisted): If local matching confidence is low, the field name is sent to the AI model. The model analyses context and returns a suggested column name with an explanation.
Confidence levels displayed in the mapper UI:
- High — exact pattern match from the local dictionary.
- Medium — AI-assisted suggestion with good confidence.
- Low — best guess; review recommended before saving.
Ready to Get Started?
Install SheetLink Forms and connect your first form in under 10 minutes.