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  Public Ticket #4522309
Auto Role Assignment When Adding Customers Through SalesKing
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  • Marcus started the conversation

    Hi Team,

    Hope you’re doing well. I have a quick question regarding customer role assignment.

    When a new customer is added through the “My Customers” section in the SalesKing agent dashboard, the system currently assigns the default WooCommerce role Customer.

    Is it possible to automatically assign a different role instead—for example, Referred Customer—whenever a customer is created from this interface?

    Appreciate your guidance on whether this can be configured natively or if a custom hook is required.

    Thank you!

    Attached files:  Screenshot 2025-12-03 at 12.08.20 AM.png