I would like to enable my employees to create new clients in our system. Currently, when creating appointments, they are required to select an existing client. However, there are cases where appointments are made on-site or over the phone, and new clients need to be added. As an administrator, I have the ability to create new clients, but for various reasons, I cannot grant my employees admin access.
I'm sorry to disappoint you, but unfortunately, something like this is not yet possible.
If you allow your employees to log into WordPress (their "Amelia Employee" user role is quite limited, so other than Amelia and their profile, they can't mess with anything else) you may be able to install the "User Role Editor" plugin and adjust the capabilities of the "Amelia Employee" role.
Please note, though, that these capabilities wouldn't be applicable to the front-end Employee Panel, only if you allow them to log in through the back-end.
Hello,
I would like to enable my employees to create new clients in our system. Currently, when creating appointments, they are required to select an existing client. However, there are cases where appointments are made on-site or over the phone, and new clients need to be added. As an administrator, I have the ability to create new clients, but for various reasons, I cannot grant my employees admin access.
Thank you.
Hello Ricardo.
Thank you for reaching out to us.
I'm sorry to disappoint you, but unfortunately, something like this is not yet possible.
If you allow your employees to log into WordPress (their "Amelia Employee" user role is quite limited, so other than Amelia and their profile, they can't mess with anything else) you may be able to install the "User Role Editor" plugin and adjust the capabilities of the "Amelia Employee" role.
Please note, though, that these capabilities wouldn't be applicable to the front-end Employee Panel, only if you allow them to log in through the back-end.
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