Multi User - Adding Sub-Accounts

Adding User Sub-Accounts

Back to User Guides

To add a sub-account, log in as a customer and go to ' My Account'.

If the extension was successfully enabled in the admin area, ‘ Manage Users‘ will be available in the left menu bar. Clicking on it will open up the list of existing Sub Users, or an empty list if none have yet been added.

To add a new sub-account, select the Add User link. Fill in the form by typing the user’s First Name, Last Name, and Email address.

Email Verification

New sub-users signing up can be required to proceed through email verification before their account is Confirmed.

To set this up, on the Admin panel navigate to System → Configuration → Customers → Sub Account Configuration then scroll down to the Create New Sub Account Options.

Permission

Next, the " Permission" level must be set for the user. There are five kinds of permissions to choose from:

• Read Only:
  • view all information in ‘My Account’ page (except ‘Manage Users’)
• Modify Account:
  • view all information in ‘My Account’ page (except ‘Manage Users’)
  • edit some information in ‘My Account’ page (‘Account Dashboard’,’Account Information’,’Address Book’, ‘Newsletter Subscriptions’)
• Order Creation:
  • view all information in ‘My Account’ page (except ‘Manage Users’)
  • create new orders
• Order Creation & Modify Account:
  • view all information in ‘My Account’ page (except ‘Manage Users’)
  • edit some information in ‘My Account’ page (‘Account Dashboard’,’Account Information’,’Address Book’, ‘Newsletter Subscriptions’)
  • create new orders
• Read Only/Approval needed
  
  • view all information in ‘My Account’ page (except ‘Manage Users’)
  • create new orders if Master Account has approved Sub Account cart (to get more information please take a look on Multi-User - Send for Approval article)

These permissions are summarized in the table below:

Sub User's view

View All Orders - Set whether or not the Sub User is able to view all the orders that have been placed by the account or whether their view is confined to only orders placed by their Sub User account.

Can See to Cart Page - Toggles whether or not the Sub User can view the Cart page.

Have Access to Checkout - Toggles whether or not the checkout page will appear for the Sub User.

Limit Order Amount - allows limiting order amount by Day, Month, Year, and Order.

Notification emails

Receives Order Notification - Sets whether or not to send notification emails to the Sub User when they create an order.

Receives Invoice Notification - Sets whether or not the Sub User should receive Invoice notification emails when they create an order.

Receives Shipment Notification - Sets whether or not the Sub User should receive shipment notification emails for orders they create.

There are also three fields that determine what type of emails Sub Account should get: you may get more information about these emails in the Multi-User - Email notifications article.

Password

The Sub User's Password must be entered and reentered.

Editing an existing Sub User account

All Sub User accounts can be edited or deleted by both the account holder and the site admin. Both can modify Sub User data as they like at any given time. In the Master User's dashboard, under Manage Users, to the right of each user are options to "Edit" or "Delete" the Sub Account. Clicking on Edit will open up the edit page which looks exactly the same as the "Add User" page and allows the Master to change some of the Sub User's account details or permission settings.

Be sure to also check the guide  Multi-User - Binding Customer to Sub Users.

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