How to allow user access to CRM

Hello.

Unfortunately wp-crm plugin can manage only admins.

Regards.

Really?

Isn′t there any workaround this? I can′t give all my Editors admin status, but they really need to access the CRM. Otherwise, it loses all purpose…

Hello MariaKravchenko – Like saldanha, it is VERY IMPORTANT to have other roles to have access to adding, editing or modifying user roles.

It is NOT useful AT ALL to have only admins manage users.

Is there a way around this limitation? I’ve now invested a few hours in using User Role Editor to try to figure out how to add wp-crm editing capability to the Editor role for one of my employees, but nothing works.

Hello.

There can be added option on custom basis, something like “user role to manage wp-crm”. You can contact us directly if you are interested.
https://www.usabilitydynamics.com/contact-us/

Regards.

You mean this would be a purchasable feature?
Well… it’s a start. But all users of this plugin would really approve for this feature. It is not really a custom request to only comply via paid customization.

Regards

Saldanha — I just pinged them about adding a non-admin user role to WP-CRM. Their response? It’s a “development project” and is approaching four figures. No thanks.

@steve: thanks for the info. Was about to do it myself, you saved me the time…

@mariakravchenko: Thousand buck for this simple feature that would benefit ALL of your users (whether they noticed it or not). As Steve said, “No, thanks”.

I think I will implement this myself, if I can manage it.

Like most of you, granting admin access to everyone simply to access the contact info was not a viable solution.

Unfortunately this meant we could not use WP-CRM in our project. So we ended up going with civiCRM. It offers way more features thatn what we need. But I just disabled most un-needed features and trained my users to “ignore” the modules we don’t use. I hope this helps some of you.

After saying I was not interested in paying that nearly four figure amount, their development project person responded with:

“Unfortunately, this amount is the a starting point for us. I saw that there was another user who wanted this functionality, you could go half and half with him.

At the moment we try not to take small projects like this. We hope for your understanding.”

My response was:

“I do understand but don’t think you do: ANY business has multiple people interacting with the website and WP-CRM is only useful if multiple roles can access its functionality.

Example: I am our company’s website administrator. Janice is our WooCommerce Shop Manager and she also manages all website users as well as our user and prospect databases.

I do NOT want to make Janice an administrator on the website. She is not technically capable, there are an overwhelming number of menus that load (which have nothing to do with her job nor does she have to see them) and I also do not want her in doing things on the website she should not.

We have two other roles who also need to manage users and I also do NOT want to make them administrators and I DO NOT HAVE TIME PERSONALLY TO TAKE ALL THEIR REQUESTS AND PERFORM USER MANAGEMENT.

That is why this should NOT be a custom-coding job but rather built-in to the plugin.”

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This “admin only” capability is so short-sighted that it would be funny if not going to create more work for us. It would be like WordPress having only ONE role (the admin) so everyone who authored a post, for example, could do whatever they wanted on the site.

So I’m going to rip out WP-CRM this week and replace it. The sad part is that we leveraged their custom fields and re-imported all user data with these fields.