Customers Can Choose or Be Automatically Assigned an Agent at Registration
If i select the option os setings area, that says "if no agent is chosen on registration.." nothing happens, when i register a new user, the only way to change the role from normal user to "agent" is on user settings, but this way doesnt works.... i have to make it automatic.
Customers Can Choose or Be Automatically Assigned an Agent at Registration
If i select the option os setings area, that says "if no agent is chosen on registration.." nothing happens, when i register a new user, the only way to change the role from normal user to "agent" is on user settings, but this way doesnt works.... i have to make it automatic.
"Customers Can Choose or Be Automatically Assigned an Agent at Registration"
This option is for customers to be connected to an agent when they register - the agent will become the representative of the customer and can place orders for the customer, give them discounts, etc.
So this is not for agent registration, it is for connecting the customer to the agent during registration.
If you need to do agent registration so agents can register automatically, there are 2 options:
A) If you also use the B2BKing plugin there is an automatic integration for registration between the 2 plugins.
B) You can use any free forms plugin like WPForms or Gravity Forms and you need to set these user meta keys:
- salesking_user_choice must have the value agent
- salesking_group must have the value of a an agent group ID. To get the group ID, you can go to SalesKing -> Groups and click on a group, the number in the URL is the ID.
I want to find the solution for this:
If i select the option os setings area, that says "if no agent is chosen on registration.." nothing happens, when i register a new user, the only way to change the role from normal user to "agent" is on user settings, but this way doesnt works.... i have to make it automatic.
Where do i find this settings?
Please, need help:
You started the conversation1 day ago on Thursday at 11:03pm
I want to find the solution for this:
If i select the option os setings area, that says "if no agent is chosen on registration.." nothing happens, when i register a new user, the only way to change the role from normal user to "agent" is on user settings, but this way doesnt works.... i have to make it automatic.
Where do i find this settings?
Hi there,
"Customers Can Choose or Be Automatically Assigned an Agent at Registration"
This option is for customers to be connected to an agent when they register - the agent will become the representative of the customer and can place orders for the customer, give them discounts, etc.
So this is not for agent registration, it is for connecting the customer to the agent during registration.
If you need to do agent registration so agents can register automatically, there are 2 options:
A) If you also use the B2BKing plugin there is an automatic integration for registration between the 2 plugins.
B) You can use any free forms plugin like WPForms or Gravity Forms and you need to set these user meta keys:
- salesking_user_choice must have the value agent
- salesking_group must have the value of a an agent group ID. To get the group ID, you can go to SalesKing -> Groups and click on a group, the number in the URL is the ID.
For example if you use WPForms, you can see here how to set user meta keys: https://wpforms.com/docs/how-to-set-up-custom-user-meta-fields/
By setting these meta , the user will automatically become an agent.
Kind regards,
Stefan