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.
Perfect Solution for B2C or B2B Stores
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This multi-user extension is the perfect solution for companies that own a B2C or B2B Magento online store and need to create one account with multiple users. Companies can control user roles, 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. |
Managing Subaccounts - Admin Side |
Create/Edit Subaccount User Role Permissions
The master account can add, delete, or edit subaccount permissions and user roles from their master account dashboard |
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). |
Sending Cart for Approval
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Once a subaccount user adds items to the cart, based on their user role, and subaccount permission level, they will need to send the cart for approval prior to purchase. The subaccount extension is perfect for creating employee accounts with company logins. |
Subaccount user who has added items to the cart, but must send cart to the designated order approval account for approval to make a purchase |
Master Account Cart Approval
Master accounts can view all carts awaiting approval and approve each |
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. |
Email Notifications
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The admin can set global settings for email notifications and decide who should receive order emails. Besides the global settings, both the Admin and Master Account may decide if a specific Sub Account should get emails or not. |
Setting Email Notifications |
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 the sub account can access cart or checkout.
- View Account Orders – Define if the sub account can view all account orders or only their sub account orders.
- Notifications – Define if sub account will receive the orders / shipping / invoice notifications emails when they create an order.
Using the Magento Sub Account Extension
- Multi-User Account – Provide account access to other users
- Sub-Logins – Create unique sub logins for multiple users
- Nested Accounts – Sub-users can have their own sub-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 – Restrict access so employees can 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 depending on user role before being able to complete purchases.
Multiple Sub Users Extension Use Cases
- Share Management – If your store is growing and you need to allow employees to create products and approve orders, this extension is a must
- B2C Solution – Restrict your team from editing the purchase history. Assign one sub user the permission to see notifications and allow another to add items to carts
- B2B Operation – Set a complex chain of parent and sub users where only the higher-tiered accounts can approve orders
User Role and SubAccount Extension Related Resources
Basic Features
Multi-User Account
A Magento customer account can have multiple sub-user accounts.
User Management
Store account owner can add/edit/remove users.
Email Notifications
Define whether a sub user will receive a copy of order emails.
Employee Account Management
Easy to use recover/change password and email for sub-user accounts on the frontend.
Unlimited Users
The account owner and store admin user can create an unlimited number of sub-accounts.
Employee Accounts
Create separate logins for each employee.
Permission Levels
Grant different permission levels per user, depending on his/her role in the company.
Subaccount Filtering
Admin users can filter sub-users by name, email, permission level, or user ID.
API
Pull sub-user information and create sub-user accounts.
Import Customers from Admin
Admin users can import customers and sub-accounts with all permissions and access options using .csv import from the backend.
Subaccount Permissions
Order Permission
Account owner can set sub-users to see only their order history or all orders.
Nested Subaccounts
Create as many levels of accounts as you wish.
Order Approval
Require sub-admin users to request order approval from the account owner.
Order Permissions
Choose which sub-user can manage orders.
Viewing Cart
Set sub-user to be able to view/not view cart. Account owner can see sub-user’s cart.
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
Multi User Extension Optional Module
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 article.
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 users will receive a notification.
To learn more about notification emails, read this Help article.
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