Ottawa West Four Rivers Ontario Health Team

Credentials Request

Communications team guide for the partner access request modal form

📦 Plugin: owfr-credentials-request 🏷 Version: 1.0.3 🖥 Type: Public + Admin
← Back to Documentation Index

Table of Contents

  1. What This Plugin Does
  2. How It Works
  3. Shortcode Reference
  4. Form Fields
  5. Email Notification
  6. Where to Place the Button
  7. Troubleshooting
1

What This Plugin Does

The Credentials Request plugin adds a green button to any page. When clicked, it opens a branded modal popup with a short contact form. Visitors use this form to request login credentials for password-protected areas of the OWFR website.

There are two versions of the form:

When a visitor submits the form, an email is sent to info@owfr.ca with all the contact details. Staff then manually create the WordPress credentials and send them to the requester.

This plugin does not automatically create WordPress user accounts. It only captures and emails the request to staff, who handle credential creation manually.
2

How It Works

Visitor experience

  1. 1
    Visitor sees the buttonA green pill-shaped button (e.g. "Request Access") appears on the page wherever the shortcode is placed.
  2. 2
    Visitor clicks the buttonA modal popup slides over the page with the request form.
  3. 3
    Visitor fills in the formFirst name, last name, organization, role/title, and email are required. Phone and additional notes are optional.
  4. 4
    Visitor submitsThe form sends to info@owfr.ca. The modal shows a green checkmark and "Request Sent!" message.

Staff experience

  1. 1
    Email arrives at info@owfr.caThe subject line is formatted as "Credentials Request: Jane Smith - Ottawa Hospital".
  2. 2
    Review the requestThe email body contains all submitted fields along with a timestamp.
  3. 3
    Create credentials manuallyGo to WordPress → Users → Add New, create the account, and email the login details to the requester. The Reply-To on the notification email is set to the requester's address for easy reply.
3

Shortcode Reference

Add the shortcode to any Divi Code Module, page, or text widget.

ShortcodeUse Case
[owfr_request_credentials] Default PCR button - "Request Primary Care Resources Access"
[owfr_request_credentials type="lep"] LEP button - "Request Lived Experience Partner Access"
[owfr_request_credentials label="Request Access"] Custom button label text
[owfr_request_credentials type="lep" label="Apply for LEP Access"] LEP form with custom label
You can place both shortcodes on the same page - for example, one PCR button and one LEP button. Each gets a unique ID automatically to avoid conflicts.

All shortcode attributes

AttributeValuesDefaultDescription
typepcr or leppcrWhich form variant to show. Changes the title, subtitle, role label, and email subject.
labelAny textSee belowText shown on the trigger button.
titleAny textSee belowHeading inside the modal.
subtitleAny textSee belowParagraph text below the modal heading.
role_labelAny textSee belowLabel for the role/title field.
role_placeholderAny textSee belowPlaceholder text inside the role field.

Default text for type="pcr"

Default text for type="lep"

4

Form Fields

First Name Required
Requester's given name.
Last Name Required
Requester's family name.
Organization Required
The clinic, organization, or group the requester belongs to.
Role / Title Required
Job title or role. Label and placeholder text differ between PCR and LEP variants.
Email Required
Used as the Reply-To address on the notification email sent to staff.
Phone Optional
Phone number for follow-up if needed.
Additional Notes Optional
Free-text field for any extra context the requester wants to include.
5

Email Notification

Every submission sends a plain-text email to info@owfr.ca. The Reply-To header is automatically set to the requester's email so you can reply directly from your inbox.

To reply to the requester, just hit Reply in your email client - the Reply-To is already set to their address.
6

Where to Place the Button

The shortcode can go anywhere on the website. Recommended placements:

Adding to a Divi Code Module

  1. In the Divi Builder, add or edit a Code Module.
  2. Paste the shortcode: [owfr_request_credentials]
  3. Save the module and publish/update the page.
Do not paste the shortcode inside a Text Module - use a Code Module only. Text Modules can add extra HTML tags that break the button layout.
7

Troubleshooting

ProblemLikely CauseFix
Button appears but modal doesn't open JavaScript conflict with another plugin or Divi module Check the browser console for JS errors. Ensure the shortcode is in a Code Module, not a Text Module.
Modal opens but appears behind other content Divi stacking context issue (unlikely - the modal is appended to <body>) Contact the development team. The plugin already uses a body-append fix for Divi z-index conflicts.
Form submits but no email received WordPress mail not configured on the server Ensure an SMTP plugin (e.g. WP Mail SMTP) is active and configured. Test via the SMTP plugin's test email feature.
"Security check failed" error on submit Page was open for a very long time before submitting (nonce expired) Ask the user to refresh the page and try again.
Divi editor fails to save after activating Corrupt plugin file (UTF-8 BOM) Re-upload the plugin file. Ensure the PHP file is saved as UTF-8 without BOM.
OWFR Credentials Request - Plugin Guide  |  Ottawa West Four Rivers Ontario Health Team  |  May 2026