Filter users allowed to view as?

  • Resolved kaiserigen

    (@kaiserigen)


    5 months, 3 weeks ago

    Hi! First of all, let me thank you, this plugin is the best of the best. Being able to make WooCommerce carts and purchases as other user saved me weeks of work!

    I do have a question, is there currently a way to filter which users is one able to ‘View As’? I found an old response of Jory here regarding roles: https://www.ads-software.com/support/topic/use-plugin-on-a-custom-role-but-limit-on-shopmanager/ which was quite useful because i also need to filter by role. Our Sales Agent should be able to purchase viewing as a customer assigned to them. Is currently a filter I’m not finding to achieve this?

    Thanks a lot if anyone can help me!

Viewing 2 replies - 1 through 2 (of 2 total)
  • Plugin Author Jory Hogeveen

    (@keraweb)

    Hi @kaiserigen

    By default, users that are able to “view as” will not show in the results. Though I don’t think this is what you meant right?

    If you use the filter you can define which roles another role is allowed to view. Keep in mind that users that are able to use this plugin are still excluded!

    “Our Sales Agent should be able to purchase viewing as a customer assigned to them.”
    How is a customer assigned to a sales agent? If access management is done properly then users not assigned to the agent should automatically be filtered out. ( ‘edit_user’ capability check )

    Cheers, Jory

    Plugin Author Jory Hogeveen

    (@keraweb)

    Closing topic due to inactivity. You can re-open this topic if you still need help!

    Cheers, Jory

Viewing 2 replies - 1 through 2 (of 2 total)
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