I'm attempting to add a new employee, however, it's not allowing me to add a user as an employee that already exists. I try to search for the user, but nothing pops up. It allows me to add a new Wordpress user, but only if they don't exist.
In order to connect employees in Amelia to already existing WordPress users these WP users need to have Amelia Employees roles in WordPress Users. You can connect Amelia employees to WordPress users only if they have Amelia Employee role in your WP Users (roles). If you need your WP users to have different roles as well, you can use some plugin for this, like for example User Role Editor.
If they users have Administrator role, they don't need to connected to employees in Amelia, as they already have access and permissions to do anything in WordPress, and in Amelia as well. The WP Connection is only useful when employees don't have any user role in WP, so to give them access/permissions this user role gives them in Amelia - Amelia Employee user role - and to connect them to that employee so they can see their own profile/appointments/events in Amelia.
If you have any further questions feel free to ask.
I'm attempting to add a new employee, however, it's not allowing me to add a user as an employee that already exists. I try to search for the user, but nothing pops up. It allows me to add a new Wordpress user, but only if they don't exist.
Hello Georgia Ferguson,
In order to connect employees in Amelia to already existing WordPress users these WP users need to have Amelia Employees roles in WordPress Users. You can connect Amelia employees to WordPress users only if they have Amelia Employee role in your WP Users (roles). If you need your WP users to have different roles as well, you can use some plugin for this, like for example User Role Editor.
If they users have Administrator role, they don't need to connected to employees in Amelia, as they already have access and permissions to do anything in WordPress, and in Amelia as well. The WP Connection is only useful when employees don't have any user role in WP, so to give them access/permissions this user role gives them in Amelia - Amelia Employee user role - and to connect them to that employee so they can see their own profile/appointments/events in Amelia.
If you have any further questions feel free to ask.