Support » Plugin: UpiCRM – Leads Management and Contact Form DB for WordPress » Global User Hierarchy Not Populating

  • Resolved aibrean

    (@aibrean)


    I’m using the latest available version of the plugin and I’m not able to see any users populate in the Global User Hierarchy list in the Users Center. I have tried deleting all data, which actually fixes that problem, however it creates other issues on other pages, like an error in the foreach on upi-crm-universal-crm-solution/template/dashboard_template.php on line 363.

    I can see users in the Add User dropdown… they just don’t display in the Hierarchy for future editing.

    I have also tried deactivating and then deleting the plugin and manually deleting the tables from the DB and reinstalling with no luck…

    • This topic was modified 2 years, 10 months ago by aibrean.
Viewing 5 replies - 1 through 5 (of 5 total)
  • Plugin Author upi

    (@upi)

    Hello,
    please note you should explicitly declare Upi roles in the WordPress user profile for every user you want to allow to work with UpiCRM.

    1. Go to “User” , scroll down to the UpiCRM user roles drop down list , and choose either “UpiUser” or “UpiAdmin”.

    2. now you can go to the Users Center of UpiCRM and assign roles and hierarchies.

    can you try and let us know if you managed ?
    thanks
    Uri

    As mentioned, I can see users in the dropdown in Upi. I followed the steps in the instructions (adding them in from the WP User area first). Since this is currently a test site, I can give you access to check it out.

    I have no problems assigning roles and hierarchies. The issue is the users never show up below those dropdowns (the Global Hierarchy list) after I’ve assigned them.

    Plugin Author upi

    (@upi)

    Hi,
    I will need to see some screen captures / video recording of the process you’re performing in order to check this… can you please share ?
    thanks
    Uri

    I got it working by clearing all data (except manually clearing tables), then deactivating and reinstalling Upi. I did take video of the oddities.

    Plugin Author upi

    (@upi)

    Thanks for sharing!!
    🙂

Viewing 5 replies - 1 through 5 (of 5 total)
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