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Multi User Account Extension for Magento®1 by CreativeMinds

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Turn a single Magento® user account into one with multiple sub-user accounts and grant advanced permissions to each user.

Choose from five different permission levels to give users access according to their role in the business as well as the ability to send cart for approval before being able to complete a purchase.

Why would you need a Multi User Account?

If you’re looking for a way to have multiple users and sub accounts under the same master account but with different user permissions, look no further.

The Multi User Account extension has everything you need to create and manage sub logins under a single Magento® account.

Sending Cart for Approval

When a Subaccount user adds items to the cart, based on their subaccount permission settings they may be required to send the cart for approval. The subaccount extension is perfect for creating employee accounts with company logins.
Subaccount user with items added to cart but who must send cart for approval as they don't have the required permission to complete the purchase
Subaccount user with items added to cart but who must send cart for approval as they don't have the required permission to complete the purchase

Magento User Management Extension Benefits

Create/Edit Subaccount Permissions

The Magento® Multi User Account Extension turns a standard Magento® customer account into one with multiple users and sub accounts with different levels of access permission and unique logins. It creates sub-accounts under a parent customer account (main account).
Master account can add, delete or edit subaccount permissions from their master account dashboard
Master account can add, delete or edit subaccount permissions from their master account dashboard

This multi-user extension is a perfect solution for companies that own a B2C or B2B Magento® online store and would like create one account with multiple sub logins. Companies can control advanced permissions and limit sub-user access and abilities.

For example, one person could be granted the ability to buy merchandise, while another can only view orders and customers and so on.

Cart Approvals by Account Owner

Master Account Cart Approval

One of the most important features is the ability to send orders for approval. While a sub account user can add products to the cart, they will need to get approval from the account owner to complete the purchase.

This functionality depends on the sub account user permission as set by the account owner.

Master account can view all carts awaiting approval and approve each individually
Master account can view all carts awaiting approval and approve each individually

Account owner Can:

  • Restrict Order Creation – Restrict order creation by sub accounts
  • Maximum Order Amount – Restrict order creation by sub accounts only to a predefined amount per order/day/month. If total is higher requires approval
  • Cart Approval Process – Can set rights for sub account to ask for cart approval by master account (sub accounts need to ask master to approve their cart, then they can make a purchase)
  • Approval Managers – Support adding other master accounts for the approval of a specific subaccount . Can support more than one per each user

Using the Magento® Sub Accounts Extension:

  • Multi-User Account– Allow account access to other users
  • Sub-Logins- Create unique sub logins for multiple users
  • Sub-User Abilities– Allow sub-users to create orders, track sales, and modify profile information, depending on defined roles
  • User Management– Add, edit, or delete sub-users and user roles in your Magento® online store
  • Manage User Permissions– Control user permissions per each individual user
  • Security– Prevent site errors and protect sensitive information with strict user permission access controls
  • B2B- Solution for B2B stores that need to grant limited access sub logins
  • Order Viewing – Allow employees to see all orders or only their own
  • User Roles – Provide another person the ability to perform actions on your site according to their role in the company
  • Delegate Store Tasks – Allow online store tasks to be completed by multiple employees, reducing admin time
  • Access Permission Levels – Read Only, Modify Account Information (like addresses, names), Order Creation, Order Creation & Modify Account, Order Creation with Approval
  • Cart Options – Sub-users can share a shopping cart or each user have own separate cart
  • Order Approval – Request for cart approval from the account owner before being able to complete a purchase
  • API – Methods for managing and creating sub-users

Magento® Advanced Permissions Levels:

  • Read Only – Users can view information such as purchase history and reports, but cannot make modifications
  • Modify Account Information – User can only modify general profile information such as addresses and names
  • Order Creation – User can create new orders, but cannot modify profile information
  • Order Creation & Modify Account – User can create orders and modify profile information
  • Needs Approval– User can add items to cart, but account owner must approve them.
  • Access Cart or Checkout– Define if sub account can access cart or checkout.
  • View Account Orders – Define if sub account can view all account order or only their sub account orders.
  • Notifications – Define if sub account will receive order / shipping / invoice notifications emails when they create an order.

Magento User Management Extension Related Resources

Multi User Account Related Extensions

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Magento® Multi User Account Features

Please check the user guide to learn more about this extension.

  • Multi-User Account- A Magento customer account can have multiple user accounts
  • Employee Accounts- Create separate employee logins
  • Unlimited Users– Account owner and Store admin can create an unlimited number of sub-accounts
  • Permission Levels- Grant different permission levels per user, depending on his/her role in the company
  • Security- Maintain store security by giving additional users limited access
  • B2B- Great solution for B2B companies who may want to grant limited access sub logins
  • User Management– Account owner can add/edit/remove users
  • Delete User Accounts– Cancel user accounts at any given time (for example, when an employee leaves your company)
  • Sub Account Filtering- Admin can filter sub-users by name, email, permission level, or user ID
  • Order Viewing- Account owner can set sub-user to see only their order history or all orders
  • Viewing Cart– Set sub-user to be able to view/not view cart. Account owner can see sub-user’s cart.
  • Cart Options- Admin can set if sub-users share or do not share a shopping cart
  • Choose Sub-User- Choose sub-user to manage order when creating order in the admin panel
  • Order Approval- Request for order approval from the account owner.
  • API methods to pull sub-user information and create sub-user accounts
  • Shared Cart- Define if subaccounts share same cart between them or not
  • Employee Account Management– Easy to change password and email for sub-user on the frontend
  • Email Notifications– Define whether a sub user receives a copy of order emails
  • Import Customers from Admin– Admin can import customers and sub-accounts with all permissions and access options using csv import from the backend

Magento® Multi User Account Modules

Multiple master Sub-account – Admin can assign sub account to multiple master accounts. It can support a sales rep that works for different account owners or move sub account from one master account to the other. This means that the same sub-account can belong to two master accounts.

Magento® Multi User Account Image Gallery

Magento® Multi User Account Demo Request

Request a Demo

 

 

Magento® Multi User Account Frequently Asked Questions

Please check the user guide to learn more about this extension.

Still have questions? Send us a message and we will reply within 24 hours.

 

 

Version 1.5.3 15th Oct 2017

  • Fixed empty rows on customer grid
  • Fixed filtration for customers to convert grid. It’s not showing any results if parent account did not have any subaccounts assigned

Version 1.5.2 10th Sep 2017

  • Hide send for approval button on checkout review step if cart is already approved
  • Fixed deleting items from subaccount cart
  • Show product images on product list in sub account add to cart
  • Fixed extension for older EE versions

Version 1.5.1 30th Aug 2017

  • Fixed bugs in the extension on Magento 1.9.0
  • Reorganised system config

Version 1.5.0 3rd Aug 2017

  • Added sharing addresses between subaccounts when split session is enabled

Version 1.4.4 21st June 2017

  • Added parent customer column to the CSV file exported from customer grid

Version 1.4.2 9th June 2017

  • Fixed order amount limit conditions

Version 1.4.1 17th May 2017

  • Fixed order amount limit conditions

Version 1.4.0 13th April 2017

  • Sub Accounts with “Order Creation & Modify Account” can be approvers for other sub accounts carts (up till now only Master could approve)
  • Master or Admin can assign specified approvers to chosen sub accounts who’s orders need approval
  • Master/Admin can set order amount limits for sub accounts (for order/day/month/year)
  • Sub Accounts without order creation permission may send their cart to other sub accounts who have the required permission – sub account receiving the cart are able to switch their own for this cart when ready (he can collect carts from many sub accounts before switching).

Version 1.3.10 15th March 2017

  • Added missing sample CSV file for uploading subaccounts

Version 1.3.9 16th Feb 2017

  • Fixed issue with hidden customer tab in admin panel when extension is not activated

Version 1.3.8 4th Feb 2017

  • Fixed bug in code for old php version
  • Small fixes on email templates (added correct currency for totals, font changes, spacing)

Version 1.3.7 1st Feb 2017

  • Sorted permissions in manage users list
  • Added tooltips with permission descriptions in edit/add subaccount form
  • Changed styles for unavailable permissions

Version 1.3.6 20th Jan 2017

  • Small fixes

Version 1.3.5 14th Jan 2017

  • Added feature which allow managing Sub Account Cart by Master
  • Added feature which allow placing Subaccounts’ orders by Master

Version 1.3.2 24th Nov 2016

  • Fixed saving sub account passwords after editing to correspond with customer password

Version 1.3.1 20th Oct 2016

  • Added feature which allows Admin to choose Customer Groups allowed to Manage Sub Users

Version 1.3.0 19th Oct 2016

  • Added feature which allows converting existing Customers to Sub Accounts
  • Hide Sub Accounts tab in Admin Panel for Customers which are already Sub Account

Version 1.2.9 27th Sep 2016

  • Added missing observer file for Magento Enterprise

Version 1.2.8 9th Sep 2016

  • Fixed changing password by Sub Accounts
  • Fixed Order View when Sub Accounts are logged in
  • Show parent_customer column in Manage Customers Grid

Version 1.2.7 9th Aug 2016

  • Added missing patches Model
  • Fixed return message in API method

Version 1.2.6 4th Aug 2016

  • Added import accounts functionality

Version 1.2.5 8th July 2016

  • Feature: sub accounts session emulation
  • Fixes: sub users reset password fix

Version 1.2.4 19th May 2016

  • Set correct sub-user group id when cart is not shared (split session)

Version 1.2.3 3rd Apr 2016

  • Changed API method

Version 1.2.2 25th Mar 2016

  • Added possibility to approve Sub Account cart by the master, added new grid in admin panel with all requests for approval
  • Added option to choose whether or not Sub Accounts receive a copy of order/invoice/shipment emails
  • Fixed bug with creating bind customers to existing Sub Account
  • Added fixes to get Sub Account information in Sales Order Info API 2
  • Added a new form to change Sub Account email/password on the frontend

Version 1.2.1 23rd March 2016

  • Fixed wrong method of return value in helper

Version 1.2.0 13th Mar 2016

  • Added Api v2 method to create sub-user
  • Added button in cart/checkout to send for approval when sub-user have not permission to place an order
  • Move creating ‘parent customer’ column in manage customers to observer
  • Delete sub-users when main account is deleted

Version 1.1.8 1st March 2016

  • Display sub-user information in the order
  • Added option to choose sub-user while creating order from admin panel
  • Added API method to create sub-users
  • Added option to choose if user’s session is shared or not
  • Ability to share or not share carts between sub-user and master account

Version 1.1.7 3rd Feb 2016

  • Fixed customer reset password on newest Magento version 1.9.2.3.

Version 1.1.6 15th Dec 2015

  • Fix bug related to Magento® security patch

Version 1.1.5 4th Dec 2015

  • Fixed the bug with resetting password on Magento ver. 1.9.2.2 and lower

Version 1.1.4 24th Nov 2015

  • Added Access to see cart page
  • Added Access to checkout page.

Version 1.1.3 30th Sep 2015

  • Fixed password reset issues

Version 1.1.2 16th April 2015

  • Change sub accounts list in customer panel to standard magento table
  • Fixed deleting sub accounts in admin panel

Version 1.1.1 1st April 2015

  • New role added : view orders
  • Ability to add sub account in admin panel

Extension Version 1.0.1 23rd February 2015

  • Add support to with CM Marketplace
  • Bug Fixes

Extension First Release 20th January 2015