We have the B2BKing and Sales King installed for our shop.
The process is that new B2B clients require a manual approval. During their registration process, they can select a Sales Agent via the Agent ID.
Would it be possible that the selected agent receives the New customer requires approval email and can approve the customer. And the default email address gets the email when no agent is selected?
I believe I can help with a custom code snippet to make the selected agent get the "New customer requires approval" email as you suggested.
However, regarding the approval functionality, there's a bit of a challenge since by default, agents don't have access to the backend user profile page where customer approval takes place.
Would it be a workable solution for you if we: 1. Set up the email notifications to go to the selected agent 2. Give agents permission to edit users assigned to them in the WordPress admin panel? This would allow them to handle the approval process directly, but also some restricted admin backend access.
Hi,
We have the B2BKing and Sales King installed for our shop.
The process is that new B2B clients require a manual approval. During their registration process, they can select a Sales Agent via the Agent ID.
Would it be possible that the selected agent receives the New customer requires approval email and can approve the customer. And the default email address gets the email when no agent is selected?
Thanks//Andreas
Hi Andreas,
Glad to assist,
I believe I can help with a custom code snippet to make the selected agent get the "New customer requires approval" email as you suggested.
However, regarding the approval functionality, there's a bit of a challenge since by default, agents don't have access to the backend user profile page where customer approval takes place.
Would it be a workable solution for you if we:
1. Set up the email notifications to go to the selected agent
2. Give agents permission to edit users assigned to them in the WordPress admin panel? This would allow them to handle the approval process directly, but also some restricted admin backend access.
Kind regards,
Stefan
Hi Stefan,Thanks for your answer.
This could be an option. What would be the role the agent would get to reach the backend?
//Andreas