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
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Once a Subaccount user adds items to the cart, based on their subaccount permission they may need to send the cart for approval. The subaccount extension is perfect for creating employee accounts with company logins. |
Subaccount user who added items to the cart but needs to send cart for approval as they don't have the required permission to make a purchase |
Multi User Account Extension Benefits
Create/Edit Subaccount Permissions
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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). |
Master account can add, delete or edit subaccount permissions 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 would like to create one account with multiple users. 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
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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 |
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 – 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 cart approval from the account owner 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.
Related Resources
- Overview of Magento Online Tutorials for Beginners and Advanced Ecommerce Users
- Down to the Basics: How to Install a Magento Extension
- The Ultimate Beginners Guide to Magento
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
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- Orders Waiting For Approval – Expanded
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- Orders Waiting For Approval
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- Request Order Approval – Shopping Cart
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- Edit Subaccount
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- Manage Subaccounts – Admin
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- Manage Subaccounts
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.
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