Can someone be an employee and a customer, or if it is better for us to delete the Employee accounts for everyone so as not to generate issues with their classes and memberships?
We tried to set up our instructors as "Employees" in WPA so we could link them to the classes they were teaching, making it easier for FUSE staff to see who is teaching what. However, three instructors who have taken classes since the summer could not be assigned as Employees - we got an "this email already exists" message. Would we need to delete their customer record to make them employees? This would mean losing the record of them taking the class. Free classes are a perk we offer instructors, so I don't want to make their accounts too complicated.
Can you confirm if someone can be an employee and a customer, or if it is better for us to delete the Employee accounts for everyone so as not to generate issues with their classes and memberships?
It is not recommended to mix users and roles and we do not recommend adding multiple user roles of Amelia to a single user (Amelia Manager and Amelia Employee, for example). Roles have their own capabilities and if you combine them, the plugin will run into a conflict it can't resolve (a paradox, so to speak).
So, to set user as an Employee when he's already a customer, you'll need to use different email. You can try a workaround here, though: if you use Google or Outlook for emails, you can put the same email just place +number before @ and you will be able to save employees but all emails will go to the same email address. For example [email protected], [email protected], [email protected] etc, will be different while saving and you will be able to save all employees but all emails will go to [email protected] address.
But you still wouldn't be able to assign the new Employee to WP user until this user is in the Customers list.
We tried to set up our instructors as "Employees" in WPA so we could link them to the classes they were teaching, making it easier for FUSE staff to see who is teaching what. However, three instructors who have taken classes since the summer could not be assigned as Employees - we got an "this email already exists" message. Would we need to delete their customer record to make them employees? This would mean losing the record of them taking the class. Free classes are a perk we offer instructors, so I don't want to make their accounts too complicated.
Can you confirm if someone can be an employee and a customer, or if it is better for us to delete the Employee accounts for everyone so as not to generate issues with their classes and memberships?
Hello Travis
It is not recommended to mix users and roles and we do not recommend adding multiple user roles of Amelia to a single user (Amelia Manager and Amelia Employee, for example). Roles have their own capabilities and if you combine them, the plugin will run into a conflict it can't resolve (a paradox, so to speak).
So, to set user as an Employee when he's already a customer, you'll need to use different email. You can try a workaround here, though: if you use Google or Outlook for emails, you can put the same email just place +number before @ and you will be able to save employees but all emails will go to the same email address. For example [email protected], [email protected], [email protected] etc, will be different while saving and you will be able to save all employees but all emails will go to [email protected] address.
But you still wouldn't be able to assign the new Employee to WP user until this user is in the Customers list.