In the documentation is mentioned that for each new employee or customer created in amelia an email will be sent with user name and a link to grant their access and to be able to modify their appointment etc...
My employees are not receiving any email with user name and links.
Note:
Notification a are ok
Email WPmail is ok , tested, i am receiving emails to confirm new appointment or cancellations.
my employees have double role WP role and Amelia employee / customer role
If your employees or customers are registering to your WordPress website, WordPress itself should send them an automated e-mail with the link to set their password. If you enable “Automatically create Amelia Customer user” in Roles Settings, your new customers will receive an email like this when they book their first appointment.
These emails have nothing to do with Amelia's setup, but instead are coming from WordPress. If you already have users created in WordPress, they won't be receiving these emails since they already exist.
Actually, i have red one of your replies to one of your customers, where you have advised them to have edit user role plugin to authorise his employee to get 2 roles.
Well, i have the same situation, my employees register first on wordpres( they get at first wordpress role) then i manually add their second role( amelia role) to be able to create them inside amelia then i create them iside amelia.
During this process my employee does not get the link to get access to their wordpress version to manage their profile , but they get an email from other plugins and wordpress regarding their personal information and membership level etc...
If you're adding the second role for an already existing account, I guess that's the reason why they are not receiving log-in information.
The e-mails are not being sent by Amelia, but by WordPress. Can you please check if you enabled the emails to be sent to the users when there's a change in their account?
Amelia Notifications work only for appointments, depending on which notifications you enable. There are no notifications being sent from Amelia regarding the user role.
the new employee is receiving an email with the link to login to my website whether i created his account on amelia first or in wordpress first then amelia.
But the issue is that the link the employees are receiving is the login link which is to log in to their personal account /profile (ultimate member profile) the link does not take them to the the back end where they can have access to their amelia profile/account where they need to modify their availability and working hours , where do i get this link from ? (in order to redirect them, or add it to the email notification )
That's how the plugin works. Since we don't yet have employee's front-end cabinet, they need to log into WordPress, and they will only see their profile and Amelia.
If you need to redirect them, that should be done either from WordPress settings, or Ultimate Member plugin's settings. Currently, Amelia can be managed from back-end, so there's no other access other than your WP dashboard.
ok Alex well noted, but would you please tell me how the employees can set up their availability and working hours my employees do not see amelia interface to do that they see only the 4 forms that the short code can provide and non of them is to enable the employee to set their availability , i bought amelia because it says that the each employee can set him self his working hours and availability
I have done this step already , but their is no shortcode for employee interface , like the shortcode for customer interface.
When amelia employees login they see amelia booking interface just like any other customer ??? how can they adjust their availability ?
I am sorry i do not understand i am confused. Is there any employee interface where the employee can d his modification.
After enabling all the options ( like the screenshot) where and how the employee can see his amelia interface if there is no shortcode for that ?
please send me a screenshot of an employee interface where he can adjust and modify his availability and a screenshot that shows the option where the employee can configure his schedule
Your employees need to have a WordPress user account with "Amelia employee" user role.
When you access the employee tab in Amelia/Employees, you can then link the employee profile to the WordPress user account.
Then, when they visit yourwebsite.com/wp-admin they can log in with their username and password to gain access to the back-end. Just like you do with your administrator account. The difference, though, is that they can only access Amelia, and only modify their working hours, days off, existing Appointments and events.
1-Your employees need to have a WordPress user account with "Amelia employee" user role. (( done))
2--When you access the employee tab in Amelia/Employees, you can then link the employee profile to the WordPress user account. (( done))
3---Then, when they visit yourwebsite.com/wp-admin they can log in with their username and password to gain access to the back-end (( this is the problem )) what are the capabilities that an employee with Amelia roles must have to get access to Amelia's back-end, and is there any permission they must have to grant access to the back-end ?
4----The difference, though, is that they can only access Amelia, and only modify their working hours, days off, existing Appointments and events. ((( i would love to get into this step)))
Thank you in advance for your instruction on how to achieve point 3
The user role is already configured so it only has access to this:
You don't need to edit that user role. They have the ability to:
Read Appointments Read the Calendar Read Employees Read Events Write Appointments Write Employees Write Events Write Status of Appointments Write Status of Events Write Time of Appointments
And that's it.
To log in, they need to visit yourwebsite.com/wp-admin. It's a simple - standard - WordPress log-in, just like you're logging in the back-end.
It actually worked but i have done few thing before that to make it work, you may be interested to know them if somebody else hd the same situation ; )
since i am using the use role plug in and my users have 2 roles , their primary role must be Amelia employee then the 2nd role can be anything else, any other scenario will not work since the primary role will override the second roles capabilities.
Does the customer has the same acdess to wp backend ?
Thanks for sharing that with us. I'm sure it'll help.
As for the customers - if they have an Amelia Customer user role, they may be able to log into back-end. With the Customer Panel, though, you can have them log in only into that, without providing them access to back-end.
In the documentation is mentioned that for each new employee or customer created in amelia an email will be sent with user name and a link to grant their access and to be able to modify their appointment etc...
My employees are not receiving any email with user name and links.
Note:
Notification a are ok
Email WPmail is ok , tested, i am receiving emails to confirm new appointment or cancellations.
my employees have double role WP role and Amelia employee / customer role
Your help is highly appreciated !
Hello Jihad
If your employees or customers are registering to your WordPress website, WordPress itself should send them an automated e-mail with the link to set their password. If you enable “Automatically create Amelia Customer user” in Roles Settings, your new customers will receive an email like this when they book their first appointment.
These emails have nothing to do with Amelia's setup, but instead are coming from WordPress. If you already have users created in WordPress, they won't be receiving these emails since they already exist.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
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Hey Alex, thank you for your reply,
Actually, i have red one of your replies to one of your customers, where you have advised them to have edit user role plugin to authorise his employee to get 2 roles.
Well, i have the same situation, my employees register first on wordpres( they get at first wordpress role) then i manually add their second role( amelia role) to be able to create them inside amelia then i create them iside amelia.
During this process my employee does not get the link to get access to their wordpress version to manage their profile , but they get an email from other plugins and wordpress regarding their personal information and membership level etc...
Thank you
Hi again Jihad
If you're adding the second role for an already existing account, I guess that's the reason why they are not receiving log-in information.
The e-mails are not being sent by Amelia, but by WordPress. Can you please check if you enabled the emails to be sent to the users when there's a change in their account?
Amelia Notifications work only for appointments, depending on which notifications you enable. There are no notifications being sent from Amelia regarding the user role.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
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Thanks Alex,
OK, sure i will check that and let you know .
Thank you
Thanks Jihad
Please let me know.
Kind Regards,
Aleksandar Vuković
[email protected]
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Hi again Alex,
I could not find the place where i should verify what you have asked me to verify ?
-----Can you please check if you enabled the emails to be sent to the users when there's a change in their account?----
Where should i check /find that on wordpress?
Hi Alex,
the new employee is receiving an email with the link to login to my website whether i created his account on amelia first or in wordpress first then amelia.
But the issue is that the link the employees are receiving is the login link which is to log in to their personal account /profile (ultimate member profile) the link does not take them to the the back end where they can have access to their amelia profile/account where they need to modify their availability and working hours , where do i get this link from ? (in order to redirect them, or add it to the email notification )
Thanks
Hi again Jihad
That's how the plugin works. Since we don't yet have employee's front-end cabinet, they need to log into WordPress, and they will only see their profile and Amelia.
If you need to redirect them, that should be done either from WordPress settings, or Ultimate Member plugin's settings. Currently, Amelia can be managed from back-end, so there's no other access other than your WP dashboard.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
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Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
ok Alex well noted, but would you please tell me how the employees can set up their availability and working hours my employees do not see amelia interface to do that they see only the 4 forms that the short code can provide and non of them is to enable the employee to set their availability , i bought amelia because it says that the each employee can set him self his working hours and availability
Hi again Jihad
When you log in as an administrator, go to Amelia Settings/Roles Settings, and turn on all sliders you need for your employees:
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
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Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
I have done this step already , but their is no shortcode for employee interface , like the shortcode for customer interface.
When amelia employees login they see amelia booking interface just like any other customer ??? how can they adjust their availability ?
I am sorry i do not understand i am confused. Is there any employee interface where the employee can d his modification.
After enabling all the options ( like the screenshot) where and how the employee can see his amelia interface if there is no shortcode for that ?
please send me a screenshot of an employee interface where he can adjust and modify his availability and a screenshot that shows the option where the employee can configure his schedule
You don't seem to understand Jihad
I already told you in one of my previous responses that we do not have the employee cabinet:
They need to log into WordPress through yourwebsite.com/wp-admin and navigate through WordPress dashboard.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
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Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
Ok i do understand now.
So how and where can they modify their availabilities ? how can they do the following where can they find those?
Configure their schedule ?
configure their day off ?
Manage their appointments ?
Manage their event ?
This is all what i need to know and understand .
Your guidance is highly appreciated
Your employees need to have a WordPress user account with "Amelia employee" user role.
When you access the employee tab in Amelia/Employees, you can then link the employee profile to the WordPress user account.
Then, when they visit yourwebsite.com/wp-admin they can log in with their username and password to gain access to the back-end. Just like you do with your administrator account. The difference, though, is that they can only access Amelia, and only modify their working hours, days off, existing Appointments and events.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
OK got it, thank you.
One more thing if you allow me to ask ; )
1-Your employees need to have a WordPress user account with "Amelia employee" user role. (( done))
2--When you access the employee tab in Amelia/Employees, you can then link the employee profile to the WordPress user account. (( done))
3---Then, when they visit yourwebsite.com/wp-admin they can log in with their username and password to gain access to the back-end (( this is the problem )) what are the capabilities that an employee with Amelia roles must have to get access to Amelia's back-end, and is there any permission they must have to grant access to the back-end ?
4----The difference, though, is that they can only access Amelia, and only modify their working hours, days off, existing Appointments and events. ((( i would love to get into this step)))
Thank you in advance for your instruction on how to achieve point 3
Hi again Jihad
The user role is already configured so it only has access to this:
You don't need to edit that user role. They have the ability to:
Read Appointments
Read the Calendar
Read Employees
Read Events
Write Appointments
Write Employees
Write Events
Write Status of Appointments
Write Status of Events
Write Time of Appointments
And that's it.
To log in, they need to visit yourwebsite.com/wp-admin. It's a simple - standard - WordPress log-in, just like you're logging in the back-end.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
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Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
Ok will check it and confirm to you !
Thank you again
You're welcome Jihad
Glad I could help.
Kind Regards,
Aleksandar Vuković
[email protected]
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Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
Hi Alex ,
It actually worked but i have done few thing before that to make it work, you may be interested to know them if somebody else hd the same situation ; )
since i am using the use role plug in and my users have 2 roles , their primary role must be Amelia employee then the 2nd role can be anything else, any other scenario will not work since the primary role will override the second roles capabilities.
Does the customer has the same acdess to wp backend ?
Thank you very much for your help.
Hi again Jihad
Thanks for sharing that with us. I'm sure it'll help.
As for the customers - if they have an Amelia Customer user role, they may be able to log into back-end. With the Customer Panel, though, you can have them log in only into that, without providing them access to back-end.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
You can try wpDataTables add-ons before purchasing on these sandbox sites:
Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
Thank you Alex , well noted !
You're welcome Jihad
If you have any further questions or issues, please feel free to open a new ticket, and we'll gladly help.
Best regards.
Kind Regards,
Aleksandar Vuković
[email protected]
Rate my support
wpDataTables: FAQ | Facebook | Twitter | Instagram | Front-end and back-end demo | Docs
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Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables