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Hi
Our user roles for amelia manager seem not to be working
they cannot add a customer for some reason
I have checked the role and can see these are the capabilities
is there something missing that we need to tick?
amelia_read_appointments
amelia_read_calendar
amelia_read_coupons
amelia_read_customers
amelia_read_dashboard
amelia_read_finance
amelia_read_menu
amelia_read_notifications
amelia_read_others_appointments
amelia_read_others_calendar
amelia_read_others_customers
amelia_read_others_dashboard
amelia_read_packages
amelia_write_appointments
amelia_write_calendar
amelia_write_coupons
amelia_write_customers
amelia_write_dashboard
amelia_write_finance
amelia_write_others_appointments
amelia_write_others_calendar
amelia_write_others_dashboard
amelia_write_others_finance
amelia_write_packages
amelia_write_status_appointments
amelia_write_time_appointments
Can you supply a list of all things that should be ticked for amelia employee and amelia manager so I can check our settings please?
We may have fixed this
Can we have a list of what each of the roles should have and also an explanation of what each capability means please?
As this would help when setting up custom roles?
Hello Francesca,
Thank you for reaching out to us.
AdministratorWordPress Administrator is the user who has all the plugin’s permissions. An administrator can create services, locations, customers, employees, and appointments, and permanently delete or hide all entries. He can also customize the look of the front-end of the plugin, so it matches the website of the company. As an admin, one can also make changes in all WordPress settings and change the roles for the other users.
Amelia ManagerThe “Amelia Manager” role has almost the same permissions as an “Administrator” role, but with a few important differences. A manager is allowed to hide but not delete anything; a manager cannot customize the front-end look of the plugin and doesn’t have access to the WordPress settings.
You can add an “Amelia Manager” user by going to Users » Add New, fill in the necessary data, and choose the “Amelia Manager” role under the “Role” option.
Amelia Employee“Amelia Employee” is the role you can give to some or all of your employees. Once you create a new Amelia Employee user an automatic email will be sent to your employee with a username and a URL link where they can set their password.
Amelia Employees can use Front-end Panel for Employees, where they can manage their appointments and events.
With this role, your employees can access the list of their appointments on the appointments page or directly on the calendar at the back-end, as well as in the Employee Panel, and they can also export the list for ease in tracking. If you want to give more permissions to your employees you can enable six more options which you can find in the plugin’s Roles Settings on the Settings Page so your employees can:
Once you enable these options your employees will be able to also add or edit their appointments/events (change status, reschedule, etc.), choose services that will be assigned to them, edit their personal information, working hours, days off, and special days. They will not, however, be able to see other pages on the back-end side or see the appointments from the other employees.
You have two options to assign this role to your employee:
If you want to change an employee’s role to Manager, you can do so on the “Users” page of the WordPress admin panel. Just find the employee you wish to change, click “Edit”, and under the “Role” option choose the “Amelia Manager” role.
Please note: At the moment employee doesn’t have permission to add new customers on the back-end. He can only create appointments with the existing customers (the ones that have profiles created in Amelia).
Video versions Amelia CustomerThe “Amelia Customer” role enables your customers to see their appointments in the backend calendar, and on the appointments list, and also enables them to cancel their appointments on the appointments list. They can also reschedule their appointments by drag and drop or the “Edit” option on their Calendar. Please be aware that this is possible only for single appointments. To give them this permission you need to enable the option “Allow customers to reschedule their own appointments” in the “Roles Settings”.
There is also a Front-end Panel for Customers, and by using it your customers can manage their appointments and events from the front-end page of your website.
Once you create a new Amelia Customer an automatic email will be sent to your customer with a username and a URL link where they can set their password.
If you want to add this role to one or more customers you can do it in the same way you would for the employees:
Kind Regards,
Uros Jovanovic
[email protected]
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Thank you, but can I have an explanation of the capabilities not the roles
this part
amelia_read_appointments
amelia_read_calendar
amelia_read_coupons
amelia_read_customers
amelia_read_dashboard
amelia_read_finance
amelia_read_menu
amelia_read_notifications
amelia_read_others_appointments
amelia_read_others_calendar
amelia_read_others_customers
amelia_read_others_dashboard
amelia_read_packages
amelia_write_appointments
amelia_write_calendar
amelia_write_coupons
amelia_write_customers
amelia_write_dashboard
amelia_write_finance
amelia_write_others_appointments
amelia_write_others_calendar
amelia_write_others_dashboard
amelia_write_others_finance
amelia_write_packages
amelia_write_status_appointments
amelia_write_time_appointments
Hello Francesca,
Thank you for reaching back out to us.
The read type of permissions refers to the ability of user to see some certain pages.
The write type of permission refers to the ability of the user to edit/add some elements to certain pages.
Hope this helps you.
Please let me know if you need further assistance.
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps, and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
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Amelia: FAQ | Facebook | Twitter | Instagram | Amelia demo sites | Docs | Discord Community
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Powerful Filters | Gravity Forms Integration for wpDataTables | Formidable Forms Integration for wpDataTables | Master-Detail Tables
Hi
What one of these capabilities gives the amelia manager the ability to write new customers into the backend through the appointment?
Hello Francesca,
This is the one that gives permission to the user to create customers:
amelia_write_customers
Please let me know if you have any other questions.
Kind Regards,
Uros Jovanovic
[email protected]
Rate my support
Try our FREE mapping plugin! MapSVG - easy Google maps, interactive SVG maps, and floor plans, choropleth maps and much more - https://wordpress.org/plugins/mapsvg-lite-interactive-vector-maps/
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