Multi User Magento 2 - Adding Sub-Accounts
Sub Accounts can be managed both in the Admin Panel and in the Customer Account on the front-end.
Admin Panel (via backend)
As an administrator, you have the ability to create, preview and edit any sub account on the system.
To access sub-accounts on the admin panel navigate to Customers → All Customers. Then, click on the 'Edit' button in any of the listed customers. Ensure that the chosen customer does not have a "Parent Customer" listed in the rightmost column.
On the details page select 'Manage Subaccounts' tab from the left menu bar. You will see a list of all sub-accounts created by a selected customer.
To add a new account click on the 'Add Subaccount' button and you will see a form with three tabs:
- Subaccount information - Define the first and last name, email and determine whether or not the Account is active
- Password - Set the password for this sub user
- Permission - Select permissions for the sub user
Customer Account (via front-end)
To add a sub-account, log in as a customer and go to the My Account page.
If the extension is enabled in the admin area ‘Manage Subaccounts‘ will appear in the left bar. Clicking it will display the list of sub-account users.
To add a new sub-account, select the ‘Add Subaccount' button.
The 'Add Subaccount' form will appear. Enter out the sub account Information, assign a password to it and select the permissions for it.