Multi User Account for Magento® 2 by CreativeMinds

Cminds >> Extension for Magento® 2 >> Multi User Account Extension for Magento® 2 | eCommerce Management Booster

Multi User Account Extension for Magento® 2 | eCommerce Management Booster

Multi User Account for Magento® 2 by CreativeMinds main image

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

Show more

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.

Show less

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.

Using the Magento Sub Account Extension

  • Multi-User Account – Provide account access to other users
  • Sub-Logins – Create unique sub logins for multiple users
  • Nested Accounts – Sub-users can have their own sub-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 purchases.

Magento Advanced Permissions Levels

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

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

Multiple Sub Users Extension Use Cases

  • Share Management – If your store is growing and you need to allow employees to create products and approve orders, this extension is a must
  • B2C Solution – Restrict your team from editing the purchase history. Assign one sub user the permission to see notifications and allow another to add items to carts
  • B2B Operation – Set a complex chain of parent and sub users where only the higher-tiered accounts can approve orders

User Role and SubAccount Extension Related Resources

Multi User Extension Related Products

Marketplace Multi-Vendor Manager Extension for Magento 2 with Frontend
M2 Marketplace Multi-Vendor Manager
Turn your online store into a Multi-vendor Marketplace with multiple supplier accounts that can create, update, track and manage products, orders and shipments, while maintaining exclusive admin capabilities.
[ Video]  [ Userguide]
Sales Rep Commission Manager for Magento 2
M2 Sales Rep Commission Manager
Sales Rep Commission Manager Extension for Magento® helps you manage sales representative performance with sales reports and many options for managing commission.
[ Video]  [ Userguide]
Custom Coupons Error Message Extension for Magento 2
M2 Custom Coupons Error Messages
A clever Magento® extension that allows you to easily create, track and display multiple custom error messages that explain to customers why their coupons could not be applied in your Magento® store.
[ Video]  [ Userguide]

Magento Multi User Account Features

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

Magento Multi User Accounts Infographic

Multi-User Account – A Magento customer account can have multiple sub-user accounts
Employee Accounts – Create separate logins for each employee
Unlimited Users – The account owner and store admin user 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 restrict access for sub logins
User Management – Store account owner can add/edit/remove users
Sub Account Filtering – Admin users can filter sub-users by name, email, permission level, or user ID
API – Pull sub-user information and create sub-user accounts
Employee Account Management – Easy to use recover/change password and email for sub-user accounts on the frontend
Email Notifications – Define whether a sub user will receive a copy of order emails
Import Customers from Admin – Admin users can import customers and sub-accounts with all permissions and access options using .csv import from the backend

SubAccount Permissions

Order Permission – Account owner can set sub-users 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 users can set if sub-users share or do not share a shopping cart
Order Permissions – Choose which sub-user can manage orders
Order Approval – Require sub-admin users to request order approval from the account owner.
API – Pull sub-user information and create sub-user accounts
Employee Account Management – Easy to use recover/change password and email for sub-user accounts on the frontend
Email Notifications – Define whether a sub user will receive a copy of order emails
Import Customers from Admin – Admin users can import customers and sub-accounts with all permissions and access options using .csv import from the backend

Magento Multi User Account Image Gallery

Multi User Extension Optional Module

Slack Integration with Multi User for Magento 2
M2 Multi User Slack
As soon as users send order approval requests, managers will receive approval notifications directly to Slack. They can view, approve or reject order from the app.
[ Userguide]

Customer Reviews for the Multi User Extension

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 article.

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 users will receive a notification.

To learn more about notification emails, read this Help article.

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

We Accept All Major Credit Cards
Accepted payment methods include all Credit Cards and PayPal