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Customer Sub Account

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Overview

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Using the Customer Sub Account extension, buyers can create multiple sub-accounts with the ability to impose certain restrictions on the sub-account. If the customer wants to have a sub-account to control the purchases for others and put the restriction as well for the approval in this module the customers can do so. There are many permissions like placing orders, managing orders, accessing wishlists, creating sub-accounts, etc. The sub-account users will help in a big graph to manage the main-account user’s responsibilities like placing orders, managing the cart approval and merge requests, etc. The store owner will set various email templates for order-related notifications.

 

Business Value

There are many scenarios, where the customer would need to have a sub-account. For example, in some organizations where multiple users need to have access in case of placing orders for the organizations or themselves, The higher management can also set the approval required before placing the order from the sub-account. The main user can also keep track of the orders and the activities on the subaccount as well. Other such scenarios are subaccounts can be used to set different permissions and access levels for different users or groups, which can help to ensure that sensitive customer information is only accessible to authorized personnel.

 

Features List

  • The admin can allow the main user to create a sub-account. 
  • The main user can put restrictions on the sub-account. 
  • The admin can make it mandatory for the sub-account user to get cart approval from the main user first. 
  • The admin can allow the mail notification for both the main account and the sub-account if either of them places an order.
  • The admin can deactivate the sub-account. 
  • The main user can also log in to the subaccount as well. 
  • Sub Account users can view the wishlist of the main user account and can also add products to the main users’ wishlist. 
  • The main user can define if the sub-user account can place a review. 
  • If It is required then the main user can also force the sub-account user to use the main user’s account address to be used for placing orders.

 

How Does The Extension Work?

After the successful installation of this module. The admin can enable or disable this module easily.

 

Manage Multi-User Accounts

  • The admin set up the email id for the mail. 
  • The admin can set up some specific permission for the main account. 
  • The admin can make the cart approval required mandatory for the sub-account. 
  • The admin sets the email template in case of mail notifications for the sub-account.

 

Main Users

  • Main users can create the subaccount.
  • Set up the permissions for the sub-account. 
  • Manage the carts and orders of the sub-account. 
  • Can delete the sub-account.

 

Sub Account Users

  • Subaccount users can add the products to the cart. 
  • Sub Account users request approval from the main users. 
  • After the approval from the main account user sub account user can place the order. 
  • Sub-users can also check the products in the main wishlist and add the products as well. 
  • Sub-users can also check out the order list of the main account. 

 

Benefits

For Admin

  • This module helps the admin to have hierarchical user roles with limited access.
  • Instead of managing each and every sub-user role, the admin can allow the main user to create the sub-user and manage them. 

 

For Main Account

  • The main user can create the sub-account and manage the orders and activities of the sub-account. 
  • Keep the track of everything without and can allow the sub-users to use the account with limited options. 

 

For Sub User 

  • Sub-users can have an account and can place orders or add the products to the wishlist. 
  • Sub-users can ask for cart approval and go by book through the organization's policy as well to place or manage the order. 

 

Live Demo

You can check the customer sub-account demo to understand how it actually works.

 

Support Policy

  • You get free 3 months of technical support included.
  • You can buy 6 or 12 months of the extended support agreement.
  • For issues, please create a ticket or send an email to support@webkul.com
  • Free lifetime updates of the module.

Technical Specifications

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Seller profile

Webkul Software Private Limited

Seller contact

E-mail

Current Version

4.0.4

Adobe Commerce platform compatibility

Adobe Commerce (cloud): 2.4 (current)

Adobe Commerce (on-prem): 2.4 (current)

Magento Open Source: 2.4 (current)

Type

Stable Build

Updated

07 March, 2024

Categories

Extensions, Content & Customizations

Supported Browsers

Chrome, Firefox, Opera, Safari, Edge, IE

Quality Report

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Installation & Varnish Tests

Passed

Coding Standard

Passed

Plagiarism Check

Passed

Malware Check

Passed

Marketing Review

Passed

Manual Testing

Passed

All tests were conducted on the latest versions of Adobe Commerce that existed for the compatible release lines at the moment of the extension submission. Latest versions of all other software were used, as applicable.

Release Notes

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4.0.4:

  • Compatible with Adobe Commerce (cloud) : 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.4
  • Compatible with Magento Open Source : 2.4
  • Stability: Stable Build
  • Description:

    + Sub customer can update the existing cart.
    - Bug fixes

4.0.3:

  • Compatible with Adobe Commerce (cloud) : 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.4
  • Compatible with Magento Open Source : 2.4
  • Stability: Stable Build
  • Description:

    + Version upgraded
    + Compatible with Magento 2.4.6
    + Role has a set of permissions.
    + Admin can manage the role.
    + Main user or Sub Account user can View/Create/Edit/Delete Sub Account users according to the role.
    + Main user or Sub Account user can set max order/day and order/month limit without approval according to role

4.0.2:

  • Compatible with Adobe Commerce (cloud) : 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.4
  • Compatible with Magento Open Source : 2.4
  • Stability: Stable Build
  • Description:

    + Version upgraded
    + Compatible with Magento 2.4

4.0.1:

  • Compatible with Adobe Commerce (cloud) : 2.4
  • Compatible with Adobe Commerce (on-prem) : 2.4
  • Compatible with Magento Open Source : 2.4
  • Stability: Stable Build
  • Description:

    + Version upgraded.
    + Compatible with Magento 2.4 CE and EE.

Support

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The best place to start if you need help with a specific extension is to contact the developer. All Adobe Commerce developers have both a contact email and a support email listed.

Contact Vendor

Q & A

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Reviews

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