To change a user’s WordPress role (from Administrator) you have two options.
Option 1
Create User in Business App – then change the role
Once you have created a Business App user, log in to WordPress as that user. Once you are in the WordPress dashboard, go to:
- Users > Role
Option 2
Create User in WordPress (with matching email as Business App user) – then change the role
Create a WordPress user within WordPress with the same email you will use for the Business App user. Change the user role of that user in WordPress, go to:
- Users > Role
- Note: emails must be the same. For example, if Bob is a WordPress user with the email robert@email.com, the Business App user that gets created for Bob must use robert@email.com and not bob@email.com. If you create a Business App user for Bob with the email bob@email.com, a new WordPress user will be created for Bob with bob@email.com, and Bob will now have two WordPress users.