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.
There is no native setting to change the default role specifically for customers added by agents, but you can achieve this using a code snippet.
We have a hook called salesking_after_customer_created that runs immediately after the agent creates the user. You can use this to force a specific role for those users.
Here is an example snippet that assigns a "Referred Customer" role:
add_action('salesking_after_customer_created', function($user_id){
$user = new WP_User($user_id); // Replace 'referred_customer' with the actual slug of your custom role
$user->set_role('referred_customer');
}, 10, 1);
You can add this to your child theme's functions.php file or by using a code snippets plugin. Please make sure to update referred_customer in the code to match the actual slug of the role you created.
Hi Team,
Hope you’re doing well. I have a quick question regarding customer role assignment.
When a new customer is added through the “My Customers” section in the SalesKing agent dashboard, the system currently assigns the default WooCommerce role Customer.
Is it possible to automatically assign a different role instead—for example, Referred Customer—whenever a customer is created from this interface?
Appreciate your guidance on whether this can be configured natively or if a custom hook is required.
Thank you!
Attached files: Screenshot 2025-12-03 at 12.08.20 AM.png
Hi Marcus,
Glad to assist,
There is no native setting to change the default role specifically for customers added by agents, but you can achieve this using a code snippet.
We have a hook called salesking_after_customer_created that runs immediately after the agent creates the user. You can use this to force a specific role for those users.
Here is an example snippet that assigns a "Referred Customer" role:
add_action('salesking_after_customer_created', function($user_id){ $user = new WP_User($user_id); // Replace 'referred_customer' with the actual slug of your custom role $user->set_role('referred_customer'); }, 10, 1);You can add this to your child theme's functions.php file or by using a code snippets plugin. Please make sure to update referred_customer in the code to match the actual slug of the role you created.
Kind regards,
Stefan
Thanks Stefan,
You have been very helpful! Appreciate that.
Regards,
Marcus
You're very welcome! Happy to help.
If you run into any other questions or issues, feel free to reach out anytime.
Kind regards,
Stefan