We have seen this kind of issue before - it almost always is caused by caching of the dashboard.
Are you using a caching plugin like WP Rocket, Litespeed cache etc? If so, you must go to the settings of those plugins and exclude the dashboard page.
It is also possible the caching is done by your hosting, but usually it is a plugin. We can check it on your site directly if you would like - for that we would need a backend login to the site or to a staging clone site,
I noticed an issue with the permalinks structure - I have not set permalinks to 'post name', which our plugin needs for the pages there to work correctly.
Please check now: do you still see any issue?
I am having difficulty testing the agent dashboard because the link below does not allow me to create users or set users as agents - so I cannot open the dashboard as an agent.
Hi Pieter,
We have seen this kind of issue before - it almost always is caused by caching of the dashboard.
Are you using a caching plugin like WP Rocket, Litespeed cache etc? If so, you must go to the settings of those plugins and exclude the dashboard page.
It is also possible the caching is done by your hosting, but usually it is a plugin. We can check it on your site directly if you would like - for that we would need a backend login to the site or to a staging clone site,
Kind regards,
Stefan
Thank you for the details,
I noticed an issue with the permalinks structure - I have not set permalinks to 'post name', which our plugin needs for the pages there to work correctly.
Please check now: do you still see any issue?
I am having difficulty testing the agent dashboard because the link below does not allow me to create users or set users as agents - so I cannot open the dashboard as an agent.
All fixed thanks, One last question is there a way to prevent an email from being sent to a new customer if an agent creates the customer?
Awesome, glad to hear that solved it!
And yes, you can remove the email by adding this PHP code snippet to your site:
A PHP snippet can be added to functions.php, or by following our guide here: https://woocommerce-b2b-plugin.com/docs/how-to-add-a-snippet-php-or-js/
I added the sniped but adding a new customer by a sales agent still sends a mail to the customer.
Thanks works perfectly