Why you need to combine manual and automated task assignment We also have a guide about user roles & permissions that has a lot of interesting content. And with a very short description on how to use user roles and permissions when the permissions have been set: https://automation.app/helpdesk/user-roles-and-allowing-partners-access-to-specific-orders/ Timely and efficient order handling and task… Continue reading Assign employees to order handling
Category: Other
User roles and permissions: Allowing partners to access specific orders
With user roles in Automation.app you can set up a contributor who has access only to the orders that you assign to him. This limits the permissions of that user, so he/she can only access the orders that the admin has defined. How to define user permissions for order viewing When an order enters automation.app… Continue reading User roles and permissions: Allowing partners to access specific orders
Automation.app plugin for referrer tracking
Automation.app Referrer Tracker adds the referrer (website, Google, Facebook etc.) to the order meta data without using cookies. So that you can evaluate marketing efforts and create segmentation for groups of users with no added data privacy complexity.
WooCommerce plugin for Automation.app
Automation.app lets you install a free plugin that syncs your shop with Automation.app
WooCommerce Order Workflow Customisation
With WooCommerce and Automation.app together, the WooCommerce workflows can be perfectly adapted to your business process.
Autocomplete WooCommerce Orders
Complete status, can be set automatically in WooCommerce without code by Automation.app. You’ll have full flexibility to set order status depending on any order specific data.