I have a customer that I would love to change to be an employee, is there a way I can seamlessly change the roles without manually having to delete user profiles?
I hope you are doing well. You would need to create a new employee and then change the WP user role to an employee for the already existing customer. By changing this role, it would be visible in the expanding menu, in employee settings. This would allow you to create a connection between the Amelia employee and WP user employee.
Good day,
I have a customer that I would love to change to be an employee, is there a way I can seamlessly change the roles without manually having to delete user profiles?
Hi Michael,
I hope you are doing well. You would need to create a new employee and then change the WP user role to an employee for the already existing customer. By changing this role, it would be visible in the expanding menu, in employee settings. This would allow you to create a connection between the Amelia employee and WP user employee.
Kind Regards,
Stefan Petrov
[email protected]
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