All our sales associates in the stores have Amelia Mangers accounts. To give them all rights. we have noticed that Amelia Managers cannot delete appointments.
As a workaround, I ask them to change the date to the past.
But why can't they? It would be easier for us. Is it possible to change this?
Also, over a short period of time, I want to change these accounts to Employee accounts. In settings-> Role settings I enabled all options for employees (including 'Manage their appointments). Will this give the sales associates the possibility to delete appointments?
I'm confused because employees can have a Managers account ans employee account... Do the role settings have effect on the Employees OR on the Employee account?
Managers can modify things in back-end but they can't delete anything - that's simply how the user role is defined. You can install a plugin like "User Role Editor", and modify the Amelia Manager user role, so they can read, write and delete appointments, customers, etc.
Merging two user roles (managers and employees) is not recommended because they have different capabilities, so if you link a Manager to an Employee, there's a chance that Manager's capabilities will be ignored, and they won't have abilities they currently have.
thanks for your reply. Do you have an overview of the capabilities of the accounts? Or the most important differences between Manager and Employee account?
I want to make sure that when I change the account from Manager to employee, they still can do the things they need to do.
Please take a look at our documentation about Users and roles.
If you have a specific inquiry about a user role, please let me know, and if I don't know the answer straight away - I will test it locally, and provide you with the info.
Hi,
All our sales associates in the stores have Amelia Mangers accounts. To give them all rights. we have noticed that Amelia Managers cannot delete appointments.
As a workaround, I ask them to change the date to the past.
But why can't they? It would be easier for us. Is it possible to change this?
Also, over a short period of time, I want to change these accounts to Employee accounts. In settings-> Role settings I enabled all options for employees (including 'Manage their appointments). Will this give the sales associates the possibility to delete appointments?
I'm confused because employees can have a Managers account ans employee account... Do the role settings have effect on the Employees OR on the Employee account?
Hello Myra
Managers can modify things in back-end but they can't delete anything - that's simply how the user role is defined. You can install a plugin like "User Role Editor", and modify the Amelia Manager user role, so they can read, write and delete appointments, customers, etc.
Merging two user roles (managers and employees) is not recommended because they have different capabilities, so if you link a Manager to an Employee, there's a chance that Manager's capabilities will be ignored, and they won't have abilities they currently have.
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
Hi Aleksandar,
thanks for your reply. Do you have an overview of the capabilities of the accounts? Or the most important differences between Manager and Employee account?
I want to make sure that when I change the account from Manager to employee, they still can do the things they need to do.
Hi again Myra
Please take a look at our documentation about Users and roles.
If you have a specific inquiry about a user role, please let me know, and if I don't know the answer straight away - I will test it locally, and provide you with the info.
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