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Magento 2 Customer Group Advanced Management gives a possibility to create any type of customer groups with main (parent) and secondary (child) accounts. With help of this module you can allow your customers to connect their profiles to a big group with almost full control from “Parent” accounts, or to switch between the existing accounts.

Compatibility: Magento Open Source 2.2.X - 2.3.X, Magento Commerce 2.2.X - 2.3.X

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Installing Magento 2 Automatic Customer Group Switching 

Command Line Installation

1. Backup your web directory and store database

2. Download the "Extended Customer Groups" and "Extended Customer Groups Checkout" installation packages;

 4. Navigate to your store root folder in the SSH console of your server:

cd path_to_the_store_root_folder

and create the Ewave vendor directory:

mkdir -p app/code/Ewave

 4. Upload the contents of the "Extended Customer Groups" and "Extended Customer Groups Checkout" installation packages to your store ;

/app/code/Ewave directory

 5. Run the following commands from your store root directory:

php -f bin/magento module:enable 
Ewave_ExtendedCustomerGroup 
Ewave_ExtendedCustomerGroupCheckout

then:

php -f bin/magento setup:upgrade

after:

php -f bin/magento setup:static-content:deploy

6. Flush store cache; log out from the backend and log in again

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Make sure the installation is done from under the FTP administrator account. Otherwise, make sure to set 775 permissions to the store root directory after the extension is deployed.



Introducing Magento 2 Customer Group Management

Alongside with the ability to create customer groups with the parent-child relations the Customer Group Advanced Options extension for Magento 2 gives an opportunity to switch between “Parent” and linked “Child” accounts in several ways. When setting up the “Parent” group configurations, you can allow assigning “Child” accounts to cart items, so that customers could to divide and control orders to other group members. They can assign “Child” accounts to every item in cart, but checkout will continue in “Parent” account. Also you can permit limited checkout process for “Child” accounts.


“Parent” Customer Group Settings

Before creating a new “Child” customer group, you must configure your General or create new “Parent” group.

Step 1:

Enable Additional Settings management for a customer group.

1. Navigate to Back-office > Customers > Customer Groups.

2. Select a group that should be configured as a General (Parent).

3. In the Group Information tab select “Yes” in the “Use Additional Settings” dropdown. It will add two new tabs “Additional Settings” and “Account Linkage Settings” to the group. Flush cache if needed. If the admin has set “Use Additional Settings” to "No" after configuring the additional settings and linkage parameters:

  • Settled properties will not be deleted;
  • Settled properties will not work on the storefront.

 

 

Step 2:

Configure “Additional Settings” and “Account linkage settings”:

1. Fill in the required fields. Name the group in the “Full Group Name” field and select “Active” in “Status” dropdown.

2. Switch “Show “Connect to Customer Group” block” on the registration page to “Yes”, if you want to display this option to your customers on the storefront. Enable it to create a block where your customers can register as members of a “Parent” group.

If it is enabled, a block under the General customer registration block will appear. You can also choose the Register Attributes that will be required to create a new customer account. If you want to set a title to this block, please, fill in the “Login/Registration Form Text” with a text you want to show to your customers. If you want to set the General group as a “Parent” group you can leave this setting disabled. In this case, Customers will register as always.

 

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Please, pay attention to the “Register Customer Immediately” box. If this option enabled, a new customer’s account will be created immediately with a generated e-mail and password. When your customer will sign out he will lose access to the account. Enable this option only for “Child” Customer Groups if you want to give full manage rules to the parent account.

When this kind of account is created, it must be immediately linked to a “Parent” account, or the access will be lost from the next session or after the sign-out.



3. Go to the “Account Linkage Settings” tab to configure the linkage parameters.

  • Switch “Generate Connect Code” to “Yes”, if you want to allow a “Child” account to link to “Parent” account via connect code (it will work only if you set the option up in the “Child” Group linkage settings).
  • Define a connection type (multiple choice is allowed) from the “Allow login to Parent Account” list. The chosen fields will be required to fill in when a customer will try to switch from a “Child” account to a “Parent” one.
  • Select the “Parent” Group where the current “Child” Group will belong.

 

 

  • Allow managing child accounts from “Parent” account, switch “Manage Child Accounts” to “Yes”.
  • Choose from the “Allow Child Account Linkage” list how a “Parent” account customer can connect a “Child” account to their profile. You can select several types.
  • Decide how the “Parent” account owner will switch to the child account in the “Allow login to Child Account” field.

 


“Child” Customer Group Settings

After creating or configuring the “Parent” Customer Group you can start setting up a “Child” Group.

Step 1:

Enable the Additional Setting management for a “Child” customer group

1. Navigate to Back-office > Customers > Customer Groups.

2. Create a new group or select an existing one that should be configured as a “Child”.

3. In the Group Information tab select “Yes” in the “Use Additional Settings” dropdown. It will add two new tabs “Additional Settings” and “Account Linkage Settings” to the group. Flush cache if needed. If the admin set “Use Additional Settings” to "No" after configuring additional settings and linkage parameters:

  • Settled properties will not be deleted;
  • Settled properties will not work on the storefront.

 

Step 2:

Configure “Additional Settings” and “Account linkage settings”.

1. Fill in the required fields. Name the group and enable it.

2. Allow customers to register as members of the “Child” Group.via “Connect to Customer Group” block.


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See the info about the matter and the “Register Customer Immediately” box in the relevant block of the "Parent" Customer Group Settings.


Customize the registration block if needed.

 

 

3. The “Account Linkage Settings” tab for a "Child" Group has similar options as the one for a "Parent" Group.
Define the "Parent" Customer Group for the "Child" Group and enable the “Allow login to Parent Account” to approve switching between the accounts.


Checkout Settings for Customer Groups

 

Step 1:

1. Assign “Child” accounts to cart items.

2. Go to “Checkout” tab, while managing “Parent” Group.

3. Switch “Allow assign accounts to Cart Items” to “Yes”. After enabling this option, dropdowns will appear near Cart Items in the cart.

 

 

Step 2:

1. Set up the Checkout for “Child” Customer Group.

2. Go to “Checkout” tab, while managing “Child” Group:

3. Allow full checkout by switching “Allow checkout” to “Yes”, if “No” is chosen checkout will be forbidden.

4. Specify limited checkout by selecting checkout type for “Child” accounts from "Allowed checkout methods” (multiple choice is available) :

  • “Proceed as Guest” allows to proceed to checkout as a guest if it is not restricted on your website;
  • “Login to another account” provides the ability to login to the account with checkout permission and continue shopping;
  • “Connect to Parent account” enables a quick login to “Parent” account and then proceeding to checkout.

 


 

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