We're Moving to a New Support Platform – Starting June 1st!

We’re excited to let you know that starting June 1st, we’ll be transitioning to a new support system that will be available directly on our product websites – Amelia, wpDataTables, and Report Builder. In fact, the new support platform is already live for Amelia and wpDataTables, and we encourage you to reach out to us there.

You'll always be able to reach us through a widget in the bottom right corner of each website, where you can ask questions, report issues, or simply get assistance.

While we still do not offer live support, a new advanced, AI-powered assistant, trained on our documentation, use cases, and real conversations with our team, is there to help with basic to intermediate questions in no time.

We're doing our best to make this transition smooth and hassle-free. After June 1st, this current support website will redirect you to the new "Contact Us" pages on our product sites.

Thanks for your continued support and trust – we’re excited to bring you an even better support experience!

Okay
  Public Ticket #2973845
Admin/Employee User Role
Closed

Comments

  • Marc Rossen started the conversation
    February 4, 2022 at 6:09pm

    I watched your video on how to "Connect WordPress User with Amelia Employee". I installed the recommended "User Role Editor" plugin. However, I am a single person company and have no other employees at the moment. So I am both the Wordpress Administrator of the website and also the Employee for purposes of scheduling appointments in WP Amelia. 

    It appears that as Administrator, I cannot assign myself the role of Employee that would allow me to use all of the functions of an Employee in Amelia. It seems that I would need to add myself as a second User so that I would be in system twice in order to use the features correctly. Is this right? If so, is there a work-around or a way for you to fix this issue in an update? 

    I do NOT want to have to create multiple user accounts in Wordpress in order to use the software. This would require having to log in and out multiple times to juggle more than one WP User account. Please advise me on how to proceed as I am confused on how to set this up for a single person company where the WP Admin is also the person scheduling the appointments with customers. I assume that I am not the only Amelia user who is struggling with this issue.

     Thank you for your prompt assistance with this matter.

  •  111
    Stanislav replied
    February 7, 2022 at 1:41pm

    Hello Marc,

    Thank you for reaching out to us.

    You can't mix the admin account with any other role, you have to create an additional user with Amelia's employee role. There is a workaround where you can make same employees with different emails (you can use the same email by adding numbers for example if your client email address is [email protected] you can make more employees with the same email adding numbers like [email protected],[email protected]...). This is possible for Gmail and Outlook accounts.

    I hope it helps.

    If you have any further questions or issues, please feel free to open a new ticket, and we'll gladly help.

    Have a great day!

    Kind Regards, 

    Stanislav Snagovskiy
    [email protected]

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