Jetpack CRM Customer role question

Any idea?

@erania-pinnera

I’m actually going to try to temporarily work around it by using a WordPress user role editor later today. Hopefully that will work out for the time being.

It seems to me by simply adding the additional role “Jetpack CRM Customer” to the Woo imported users should work. Hopefully it’s that easy. I guess I’ll find out later this afternoon. 😀

@cena

I’ll report back what I find.

@cena

Here’s what I’ve come up with as a work around. And it appears to have no downside (yeah I know … but I’ll go out on the limb). 😂

Woocommerce and JetPack CRM are installed on the same website installation.

Important Settings for the CRM:

1. CRM Settings > Client Portal > Generate WordPress users for new contacts is checked
2. CRM Settings > Client Portal > Assign extra role when generating users is set to the default: NONE
3. Make sure your mail sending method is setup and working.
4. Make sure the very first default mail template is Active to send password instructions. (However, the default WordPress account creation email works too)

Important WordPress Setting:

1. Settings > General > New User Default Role set to JetPack CRM Customer
2. Save the changes

Done!

Method of testing:

1. Created a test product with a price of $0.00 on a live setup (not the test mode woocommerce setting) because the zero price is below the threshold Woocommerce payments will actually run through the credit card payment system but still allow Woocommerce itself to process the “purchase” as a real transaction except no fees to you. It’s just a free product.
2. I have Woocommerce settings to allow automatic account creation when someone purchases a product (so no preexisting account involved in this scenario)
3. Went to website purchased the zero cost product
4. Filled out the checkout form and the purchase was successful
5. Was able to visit the Woocommerce My Account page successfully
6. Was able to visit the Client Portal successfully
7. Email via JetPack CRM was received with instructions on how to reset the password

East peasy. But what happens if you manually add a contact through the CRM?

It’s very anti-climatic, it just works! The manually added contact gets the same email, sets/resets the password and can login to WordPress and the Client Portal. The only difference is by purchasing through Woocommerce one is automattically (see what I did there 😎) logged in after the purchase while the manually added contact has to set/reset the password first in order to login through either the My Account Page or the Client Portal.

But what if I want my WordPress New User Default Role to be “Customer”? (this is tricky to explain so I hope I remember this correctly …). But here’s the thing. The Woocommerce added role of “Customer” has less role permissions than the default WordPress “Subscriber” role. Basically the ‘Customer” role has no access to the back end “admin area” where a “Subscriber” role could go to manage their profile and possibly post a blog post or something. The best thing about the Woocommerce “Customer’ role is all profile management is done on the front end in the My Account page … not in the back end … AND doesn’t have to see that redneck “Howdy” greeting 😂.

So basically the “Customer” role is unnecessary if one uses the “JetPack CRM Customer” role. No need to worry about which role comes first.

Existing WordPress and Woocommerce users can be added to the CRM manually through the CRM Customer settings as normal. Or, as a bonus, you could leave them “as is” until an additional purchase through Woocommerce was made by adding a small code snippet in the Code Snippets plugin (or one similar to that plugin) or by inserting the snippet in your child theme’s function.php file.

The snippet is:

add_action( 'woocommerce_order_status_processing', 'change_role_on_purchase', 10, 2 );
add_action( 'woocommerce_order_status_completed', 'change_role_on_purchase', 10, 2 );
function change_role_on_purchase( $order_id, $order ) {
    $user = $order->get_user();
​
    if( is_a( $user, 'WP_User' ) && in_array( 'customer', (array) $user->roles ) ) {
        $user->remove_role( 'customer' ); 
        $user->add_role( 'zerobs_customer' );
    }
}

This will change the user role in WordPress from “Customer” to the JetPack CRM user role “JetPack CRM Customer” role with no changes required to passwords AFTER an additional Woocommerce purchase is made.

Contacts that pay invoices through the CRM will still be subject to how the CRM adds people to WordPress … so this may be where adding the additional user role of “Customer” would come into play. But I didn’t test that as that would require commercial add ons to JetPack CRM and I’m not currently using any of those.

Anyway … I don’t see why JetPack CRM doesn’t ditch their standard “JetPack CRM Customer” role and just use what’s already built into WordPress or Woocommerce. Maybe keep the other CRM specific user roles for other circumstances … but really this doesn’t have to be complicated.

I hope this rambling was too boring. And as I write this it’s 3:10am MT and I’ve been up all day so if it’s incoherent … well … it didn’t cost ya anything.

Hope this helps somebody.

Be Well!

• This reply was modified 1 year, 5 months ago by Scott. Reason: forgot a detail

@cena

Personally I agree about the Customer vs CRM Customer, but I suppose theoretically there are users who may have Customers who are not also CRM Contacts and would like them to stay that way. 

And I think the default “Subscriber” would be perfect for that! Cheers

@bluejay77 my pleasure.