Enable Customer Access to WP ERP Dashboard for Estimates, Invoices, and CRM Data

  • asghar01185

    (@asghar01185)


    2 weeks ago

    I am looking to grant my customers access to the WP ERP dashboard to view estimates, invoices, payment history, and other accounting-related data. Currently, customers have no access to the WP ERP system, and I would like similar access for CRM data as well. Could you recommend any third-party plugins or solutions to facilitate this functionality, or advise on available WP ERP add-ons that would provide this level of access?

Viewing 3 replies - 1 through 3 (of 3 total)
  • Plugin Support Md. Tanvir Chowdhury

    (@tanvir101)

    Hi @asghar01185
    Thanks for reaching out to us.
    To access the Accounting module and its features, your client needs to log in to your site.
    Therefore, you can make your client a user of your WordPress site and assign him/her as an Accounting Manager.
    To assign a user, navigate to WP Admin dashboard >> Users >> Edit the specific user(your client) >> scroll down to WP ERP Role >> check the Accounting Manager field. Then save user settings.
    Remember, the Accounting Manager can manage everything in the Accounting Module. A similar role can be applied for CRM Manager as well.
    By default, there are no third-party plugins to manage user roles from WP ERP.

    I hope the above information helps. Have a good day.

    Thread Starter asghar01185

    (@asghar01185)

    Hello Tanvir,

    Thank you for your response, but it doesn’t quite address what I’m looking for. I’d like to know how we can provide the client with limited access. I only want the client to be able to view their account details, such as the invoices sent to them, including the dates, current statuses, payment dates (if any), and any voided invoices, etc. I hope this gives you an idea of what I have in mind.

    Similarly, in the CRM, the client should be able to see activities related to them, such as when and what emails were sent. I trust this clarifies my intent.

    Thank you for your understanding.

    Thread Starter asghar01185

    (@asghar01185)

    any response @tanvir101 or someone else?

Viewing 3 replies - 1 through 3 (of 3 total)
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