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Multi User Account Extension for Magento® 2 by CreativeMinds

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

Once a subaccount user adds items to the cart, based on their user role and subaccount permission level, they will need to send the cart for approval prior to purchase.

The subaccount extension is perfect for creating employee accounts with company logins.

Subaccount user who has added items to the cart, but must send cart to the designated order approval account for approval to make a purchase
Subaccount user who has added items to the cart, but must send cart to the designated order approval account for approval to make a purchase

Multi User Roles Extension Benefits

Create/Edit Subaccount User Role 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 permissions and unique logins.

It creates sub-accounts under a parent customer account (main account).

The master account can add, delete, or edit subaccount permissions and user roles from their master account dashboard
The master account can add, delete, or edit subaccount permissions and user roles from their master account dashboard

This multi-user extension is the perfect solution for companies that own a B2C or B2B Magento® online store and need to create one account with multiple users. Companies can control user roles, 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'll need to get approval from the account owner to purchase.

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

Master accounts can view all carts awaiting approval and approve each
Master accounts can view all carts awaiting approval and approve each

Using the Magento® Sub Account Extension:

  • Multi-User Account– Provide 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
  • Manage Users– Add, edit, or delete sub-users and user roles in your Magento® online store
  • Manage User Permissions– Control user permissions per 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 – Restrict access so employees can 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 cart approval from the account owner depending on user role before being able to complete purchase.

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.

User Role and SubAccount Extension Related Resources

Related Extensions

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 Logins- Create separate employee logins
  • Unlimited Users-Account owner and Store admin can create unlimited numbers of sub-accounts
  • Permission Levels- Grant different permission levels for each user, depending on their 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
  • Manage Users– 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 the 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 order approval from the account owner.
  • Shared Cart- Define if subaccounts share the same cart between them or not
  • 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

Magento® Multi User Account Image Gallery

Magento® Multi User Account Demo Request

Request a Demo

 

 

Magento® Multi User Account Frequently Asked Questions

How many sub-users can a customer have on a single Magento account?

There is no limit to how many sub account users are assigned to one Magento account. Just be mindful of the capabilities of your hosting package if you are intending to have many many users and sub account users.

How many sub-users can a customer have on a single Magento account? CM Multi user account manager for Magento

Who would benefit from using multiple Magento sub-accounts?

Ultimately, the extension is for companies and corporations which may be employing different people for purchasing equipment and supplies, and would like to keep track of who buys what. It is also useful for accountants and managers that need to view the monthly expenses of the company, and for administrators to supervise those purchases.

The majority of sites using this Extension will be B2B but there are plenty of B2B site applications as well.

Who can approve sub-users' order requests?

The first answer to this is, it is possible to set a sub account user’s permission to allow them to create orders themselves. Then of course the Parent user of the sub account user or the administrator can approve their order request. We have also included a feature that allows either the store admin or the parent user to delegate sub user approvers, who are sub users with permission to approve other sub users’ order requests. There is a lot of flexibility in who can or cannot approve orders trickling down from the preference of the Admin.

To learn more about sub user approvers check out this Help artice.

Does the extension send email notifications for new order requests? If so who receives them?

Good question. Yes. There are email notifications sent when new order requests are submitted by sub account users. Who receives them depends on the configuration set by the administrator. Either the Master account, the subaccount approver with the closest approval limit or both the master account and the most suited sub account user will receive a notification.

To learn more about notification emails read this Help artice.

Does the extension support API methods for creating/managing sub-accounts?

Yes. The extension comes with the Rest API methods, see all info for this here: http://creativeminds.helpscoutdocs.com/article/1812-multi-user-magento-2-adding-and-modifying-users-restapi

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

 

 

Extension Version 1.2.0 02nd June 2018

  • If the option “Force Use Parent Account Details” on the admin side is enabled, then you are not able to manage the options: “Force Usage Parent Company Name”, “Force Usage Parent Vat”, “Force Usage Parent Addresses” on the frontend. They will be enabled by default.
  • Now extension takes into account the configurations on the admin side regarding customer’s attributes (all fields are now rendered on the admin side as well as on the frontend) and it sees also whether this attribute is optional or required.
  • Feature: the option in the “Parent Account Configuration” -> “Order Approval Request” -> “Create Order After Approve”, which allows to create the order right after it was approved by the master account. The payment method and shipping method in this situation can be configured from the admin side.
  • Fix: displaying data about master account in the placed order on the admin side in case the subaccount creates the order with the enabled “Force Usage Parent Company Name”, “Force Usage Parent Vat”, “Force Usage Parent Addresses” options.
  • Fix: displaying data in the list of “Orders Waiting For Approval” if the “Shared Session” option is enabled.

Extension Version 1.1.23 06th May 2018

  • Bug fix: when the order was created on the admin side with the checkbox “Email Order Confirmation” unset, the email was sent to the customer in any way. This bug is fixed.

Extension Version 1.1.22 05th April 2018

  • The field “Order Amount Without Approval” is visible only if the option “Require approval before creating the order” is selected for the sub account.
  • A comment “The customer’s property ‘Can manage subaccounts’ will be set to ‘No'” was added under the option “New Customer Became Parent Account”.

Extension Version 1.1.21 22nd Feb 2018

  • Fix issue that error message was displayed saying that subaccount can not edit account data after first login.

Extension Version 1.1.19 12th Feb 2018

  • Fix issue that parent account was unable to view order details when he has no subaccounts.

Extension Version 1.1.17 24th Jan 2018

  • Ability to view order details by parent account for orders created by sub-account has been updated.
  • Ability to view order details by sub-account for orders created by parent account or any of his sub-accounts has been updated.
  • Force parent addresses permission has been updated.
  • Our core extension has been integrated.
  • Issue during account creation on Magento versions below 2.0.2 has been fixed.
  • Issue that parent account name was in the order place notification for sub-account has been fixed.
  • New configuration option to force parent account name and email in order details instead of sub-account has been added.
  • Rest api has been updated.
  • Soap api has been updated.

Extension Version 1.1.13 7th Jan 2018

  • Rest api has been updated.
  • Soap api has been updated.
  • Force parent account addresses permission has been updated.

Extension Version 1.1.9 29th Nov 2017

  • Ability to reject order approval request with ability to provide a reason has been added.
  • Parent account can always approve order approval request even if it is not authorized.
  • Issue with logging in has been fixed.
  • Admin layout issue has been fixed.

Extension Version 1.1.7 8th Nov 2017

  • Added Descriptive Error logs in API response.
  • Address inheritance
  • Sub Account is Active Checkbox fix in frontend Master Account Dashboard
  • Disable storefront edit buttons in parent account if permission set
  • Master account is able to enable/disable sub accounts even though they cannot cannot change the name / email of the sub account.
  • Master account is able to change user rights of sub accounts even though they cannot change the name / email of the sub account
  • Granted access to my account addresses for Sub with address inheritance turned on.
  • Global ‘Can manage Subaccount’ is possible to override by customer specific setting.
  • Global setting New Customer is able to create Sub accounts – fixed bug.
  • Subaccount is not created if no address is passed – fixed bug.
  • Link old parent / master as a sub to new parent.

Extension Version 1.1.6 5th Nov 2017

  • Approval request notification is send to parent account only if option is enabled in configuration or there are no other matching sub-accounts.
  • Module configuration has been moved to separated tab.
  • Order approval requests authorization before approval feature has been introduced.
  • Introduce new configuration for sub-accounts which allows to set order amount below which approval request will be not needed.
  • Email notification about new approval request is sent to sub-account which is closest in the range and to parent account.
  • Admin configuration values management has been refactored.
  • Additional configuration values are displayed in sub-account grids.
  • Fixed error and security issue when someone manually typed sub-accounts manage url not being logged in.
  • Fixed checking if customer/sub-account is enabled/disabled during logging in.

Extension Version 1.1.4 3rd Nov 2017

  • Fix infinite loop which happens in some circumstances during password recovery.
  • Admin configuration updates.
  • Attributes updates.
  • Setting default can manage attribute for new customers update.
  • Can manage sub-accounts permission check in parent account dashboard update.
  • Manage sub-accounts view updates. Add new sub-account button and ability to edit or delete sub-accounts are not visible if parent account do not have ability to manage sub-accounts.
  • Refactoring and minor bugs fixes.

Extension Version 1.1.3 29th Oct 2017

  • Fixed not adding customer attributes by moving installation script from InstallData to UpgradeData
  • Fixes regarding Parent Account Addresses Usage Permission
  • REST API improvements
  • Linking Existing Accounts to Parent account
  • Promoting Subaccount to become Parent

Extension Version 1.1.1 22nd Oct 2017

  • Inheritance major issue fix.

Extension Version 1.1.0 15th Oct 2017

  • Add custom API for managing extension Parent and Sub accounts.

Extension Version 1.0.23 21st Sep 2017

  • New permission has been introduced which makes that sub-account gains ability to approve other sub-accounts waiting for approval orders.
  • Can approve permission came along with ability to configure top order value which particular sub-account can approve.
  • Depends of the can approve permission, sub-account can gain access to waiting for approval orders section in his dashboard.
  • Console log improvement for import command.
  • During parent and sub-accounts creation in import process welcome emails has been disabled.

Extension Version 1.0.22 14th Sep 2017

  • New permission has been introduced to force parent account company name usage for sub-accounts.
  • New permission has been introduced to force parent account vat number usage for sub-accounts.
  • New permission has been introduced to force parent account addresses collection usage for sub-accounts.
  • Minor performance updates.

Extension Version 1.0.21 13th Sep 2017

  • Ability to import parent accounts with their sub-accounts has been added as a new cli command.
  • Ability to generate sample sub-accounts import file has been added as a new cli command.

Extension Version 1.0.20 27th Aug 2017

  • Compatibility fix for Magento 2.2.

Extension Version 1.0.19 14th July 2017

  • Checking if sub-account is confirmed when only sub-account email confirmation is enabled.
  • Minor fixes.

Extension Version 1.0.18 26th April 2017

  • Fix admin side subaccounts creation, form fields values are remembered if saving process will fail.
  • Fix issue that parent customer id parameter has not been passed properly in admin subaccounts creation form when saving process fails.
  • Fixed minor issue which occurs during customer account confirmation.
  • Fixed issue that newly created subaccount has been assigned to different customer group than parent account belongs to.
  • Email confirmation will be required for subaccounts as long as the option is enabled for customer accounts.

Extension Version 1.0.16 19th Feb 2017

  • Fix issue with tax/vat number required on create new subaccount form.
  • Add correctly exception message when subaccount email exists.

Extension Version 1.0.15 27th Feb 2017

  • Fix order emails.

Extension Version 1.0.14 23rd Feb 2017

  • Update module dependencies.

Extension Version 1.0.13 21st Feb 2017

  • Some event observers have been moved to global area.

Extension Version 1.0.12 18th Jan 2017

  • Assigning newly created order and quote to subaccount which has been created through admin panel using reorder functionality.
  • Assigning quotes to subaccounts fix.
  • Pagination fix for customer my order section.
  • Some event observers has been moved to frontend area.

Extension Version 1.0.11 27th Dev Sep 2016

  • Implement permission to receive order placed notifications.
  • Fix order approved request notification.

Extension Version 1.0.10 2nd Dev Sep 2016

  • Update extension dependencies.

Extension Version 1.0.9 28th Sep 2016

  • Order approval permission behavior has been updated.
  • Redirect page layout has been updated.
  • Order approval status update after cart changes.

Extension Version 1.0.8 5th July 2016

  • Minor bug in customer dashboard has been fixed.

Extension Version 1.0.7 7th June 2016

  • Minor bug in email template has been fixed.
  • Permission check during redirect to success checkout page has been updated.
  • Add separated acl resources for manage subaccounts and extension configuration.
  • Hide request order approval button in cart when order has been already approved.
  • Hide proceed to checkout button in cart if order requires approval first.

Version 1.0.6 6th June 2016

  • “Back” button in admin subaccounts edit form redirect us to proper page.

Version 1.0.5 3rd June 2016

  • Minor bug in customer dashboard order history has been fixed.
  • Customer dashboard recent order has been updated.

Extension Version 1.0.4 1st June 2016

  • New “Parent Customer” column in customer grid in admin panel has been added.
  • Ability to add/edit/delete customer subaccounts in admin panel has been added.

Version 1.0.3 24th May 2016

  • Bug fixing

Extension First Release 18th May 2016