I noticed that when employees login and make a new appointment, they can only pick from existing customers. How do I configure it so that employees are allowed to add new customers when they make a new appointment if there's no record of an existing customer?
At the moment, only Admin and Amelia Manager users can add new Customers.
However, you can give your Employee additional permissions with the User Role Editor plugin, and then they will be able to add new Customers on the back-end (this option is still not available on the Employee panel, unfortunately).
In order to achieve that, you should install the User Role Editor plugin and add amelia_read_customers, amelia_read_employees and amelia_write_customers permissions to the Amelia Employee role.
I have added to the Amelia Manager role the capabilities: amelia_read_customers, amelia_read_employees and amelia_write_customers but still it cannot create or edit Customers
I noticed that when employees login and make a new appointment, they can only pick from existing customers. How do I configure it so that employees are allowed to add new customers when they make a new appointment if there's no record of an existing customer?
Hi, Adam,
Thank you for choosing Amelia.
At the moment, only Admin and Amelia Manager users can add new Customers.
However, you can give your Employee additional permissions with the User Role Editor plugin, and then they will be able to add new Customers on the back-end (this option is still not available on the Employee panel, unfortunately).
In order to achieve that, you should install the User Role Editor plugin and add amelia_read_customers, amelia_read_employees and amelia_write_customers permissions to the Amelia Employee role.
Hope that will help.
Best Regards.
Thank you, that should be fine for the time being!
Adam,
I hope this solution worked.
Please let us know if you have any other questions.
Best Regards.
Hello, i have a similar problem, which i have reported in this ticket https://tmsplugins.ticksy.com/ticket/2867178
I have added to the Amelia Manager role the capabilities: amelia_read_customers, amelia_read_employees and amelia_write_customers but still it cannot create or edit Customers
Hi again, Numerica,
I responded to the ticket that you opened, so I believe there is no need to duplicate the same information here.
Looking forward to hearing from you.