When I try to add a calendar, the calendar area just shows No Data. Also, I can't set a WordPress user unless they are set as an Amelia Employee and not as an administrator.
The issue in that other ticket was a mistake in the credentials, and not all of the steps from our instructions weren't followed when creating a project for Amelia in their Outlook account.
So, please check if you have followed everything properly from our instructions for the Outlook integration, and check the credentials you provided in Amelia -> Settings -> Integrations -> Outlook calendar settings.
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.
So, you need to create WordPress users and then give them Amelia Employee role in WP Users and then when you create employees in Amelia you will be able to connect them to WP users.
If the user is an Administrator, you can't mix Amelia roles with admin roles and you don't need to connect admins 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.
You can read more about user roles in Amelia here and about roles settings here.
Thanks for the feedback. I have an idea on what my calendar issue is and wanted to see if you can verify it. My customer has an Outlook.com email account. During the setup for the who can access this API, what setting do we need to set? Personal Microsoft Accounts?
Regarding your question, I assume this part clarifies it:
In the “Register an Application” window:
enter the name for your app,
in the “Who can use this application or access this API?” check the last option “Accounts in any organizational directory (Any Azure AD directory – Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)”,
In Redirect URI choose “Web” and paste the Redirect URI that you have added in the Outlook Integration Settings on the back-end of our plugin,
Once you’ve done all this click “Register” and the application will be created.
If you have any other questions or issues feel free to open a new ticket and we will gladly help out.
Don't know for sure what fixed it but I finally got it going. I went back into the portal and copied the Client ID again and this time it worked. Looked correct last time but seems to be working now.
I am seeing issues similar to this ticket.
https://tmsplugins.ticksy.com//ticket/2620109/
When I try to add a calendar, the calendar area just shows No Data. Also, I can't set a WordPress user unless they are set as an Amelia Employee and not as an administrator.
Hello dljordaneku,
Thank you for your purchase.
The issue in that other ticket was a mistake in the credentials, and not all of the steps from our instructions weren't followed when creating a project for Amelia in their Outlook account.
So, please check if you have followed everything properly from our instructions for the Outlook integration, and check the credentials you provided in Amelia -> Settings -> Integrations -> Outlook calendar settings.
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.
So, you need to create WordPress users and then give them Amelia Employee role in WP Users and then when you create employees in Amelia you will be able to connect them to WP users.
If the user is an Administrator, you can't mix Amelia roles with admin roles and you don't need to connect admins 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.
You can read more about user roles in Amelia here and about roles settings here.
Thanks for the feedback. I have an idea on what my calendar issue is and wanted to see if you can verify it. My customer has an Outlook.com email account. During the setup for the who can access this API, what setting do we need to set? Personal Microsoft Accounts?
Darrell
You are welcome, Darrell.
The instructions on what should be chosen and which steps taken are on the link I sent earlier , please check them out here https://wpamelia.com/configuring-outlook-calendar/
Regarding your question, I assume this part clarifies it:
In the “Register an Application” window:
If you have any other questions or issues feel free to open a new ticket and we will gladly help out.
Don't know for sure what fixed it but I finally got it going. I went back into the portal and copied the Client ID again and this time it worked. Looked correct last time but seems to be working now.
Thanks,
Darrell
Hello Darrell,
Apologies for replying a bit later, Friday was a non-working day and we don't work on weekends.
Glad to see the issue is gone, thank you for letting me know.
If you have any other questions or concerns feel free to open a new ticket and we will gladly help out.