Adding Team Members

  • Resolved biornt

    (@biornt)


    1 year, 7 months ago

    Hi,

    How can you add existing users (like editors, shop managers, etc.) to be added as team members? The way I can see it now when I go to “add team members”, it only gives me the option to add a brand new user (or I can change the existing user from whatever role to crm member), but that will not work of course as I need the user to have the existing assigned role too.

    Any advice is appreciated.

    thanks,

    biorn

Viewing 3 replies - 1 through 3 (of 3 total)
  • Plugin Support Stef (a11n)

    (@erania-pinnera)

    1 year, 7 months ago

    Hi there, @biornt,

    For the CRM plugin to “recognise” the user agents and make sure they have the granted role access to manage their tasks within the CRM, the roles you need to attribute to them are specific and limited to the ones you can find here: https://kb.jetpackcrm.com/knowledge-base/setting-up-your-team/

    From the Dashboard> Users area, you can change the role permissions of existing WordPress users to match the CRM roles.

    Adding bespoke role attributes and capabilities to your user agents goes beyond the scope of our support but can be done with third-party plugins and/or custom code.

    Hope that answers your question! Let me know if I have misinterpreted your request. Thanks!

    Thread Starter biornt

    (@biornt)

    1 year, 7 months ago

    Hi,

    Thanks for getting back to me.

    So basically you cannot just assign an existing user/employee to use the crm unless you change the persons role completely to a “crm role”, meaning any permission that user has (editor, shop manager, etc.) may be completely gone/different in that case, is that correct?

    So the only way to get around this is to use a third party plugin, like aam, user role editor, etc.?

    thanks again,

    biorn

    Plugin Support Stef (a11n)

    (@erania-pinnera)

    1 year, 7 months ago

    Hi there, @biornt,

    Yes, that is pretty much correct. The only slight difference from what you said is that the CRM roles include many of the other roles’ capabilities, meaning that some CRM roles might also have global editor access.

    The best way to double-check that is to test all the roles on a user agent and see what other capabilities these roles share with the other WordPress user roles.

    The third-party plugin option is a good one to test too, as mentioned 🙂

Viewing 3 replies - 1 through 3 (of 3 total)

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