I am unable to link customers or employers to existing users on our membership website. I followed the instructions to download and use the user role editor, but still wouldn't work.
You can connect Amelia employees to WordPress users only if they have Amelia Employee role in your WP Users (roles), and the same applies to customers - they can be connected to WP users only when they have the Amelia Customer user role. 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. Since you mentioned you installed this plugin, could you please tell me have you added the Amelia customer/employee roles to WP users to whom you want to connect Amelia customers/employees?
If the user is an Administrator, 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. You can't mix/add the Amelia roles to admin roles to WP users.
You can read more about user roles in Amelia here and about roles settings here.
If you have any further questions feel free to ask.
I am unable to link customers or employers to existing users on our membership website. I followed the instructions to download and use the user role editor, but still wouldn't work.
Hello Denise,
Thank you for your purchase.
You can connect Amelia employees to WordPress users only if they have Amelia Employee role in your WP Users (roles), and the same applies to customers - they can be connected to WP users only when they have the Amelia Customer user role. 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. Since you mentioned you installed this plugin, could you please tell me have you added the Amelia customer/employee roles to WP users to whom you want to connect Amelia customers/employees?
If the user is an Administrator, 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. You can't mix/add the Amelia roles to admin roles to WP users.
You can read more about user roles in Amelia here and about roles settings here.
If you have any further questions feel free to ask.