Magento 2 Customer Sub Account

Magento 2 Customer Sub Account module allows the customer to create multiple sub-account users to manage the main account responsibilities that will fasten up the performance.

Meanwhile, this will mainly help in sharing the task of the main account among multiple sub-account users. That means the customer will now create various sub-accounts and handle the roles and responsibilities to manage some of the selected tasks.

Suppose in a giant organization, it is required to place multiple orders on a daily basis. For this purpose, the main account user can share the work among various sub-account users by providing them multiple permissions.

Further, the main account user will assign various manageable permissions to the sub-account users.

Watch the video to understand the plugin workflow:

Features

• The email ID of the admin will be entered according to the website.
• The admin can manage the allowed Manageable Permissions for the Main Account.
• Admin can make sub account approval mandatory.
• Admin can manage whether to notify the main account user when order placed by sub account.
• The admin can create the roles with permissions and the role can then be selected by the main customer account to create a customer sub account user as required.
• The admin can Allow/Disallow forbidden access management.
• Admin can manage the email template for
  • Main Account’s Order Placed Notification to Sub Account.
  • Sub Account’s Order Placed Notification to Sub Account.
  • Sub Account Activated Notification from Admin to Sub Account.
  • The Sub Account Activated Notification from Admin to Main Account.
  • Cart Approved Notification to Sub Account
  • Sub Account Created Notification to Admin.
  • Cart Approve Notification to Main Account.
  • Cart Merge Notification to Main Account.
• The admin can Activate/Deactivate the sub-accounts.
• Admin can view the mapping of the sub-account, main account, and parent account in the list.
• The main user can log in to Subaccounts
• The main user can manage forbidden accesses
• Forbidden Access can be managed with the route name, routename_controller or routename_controller_action
• Main user or Sub Account user with proper permission can
  • View/Create/Edit/Delete Sub Account users.
  • Manage the status of the Sub Account users.
  • Set Cart Approval Required for Sub Account users.
  • Allow Sub Account users to Merge own Cart to Main Cart.
  • Set whether a Sub Account user can Place Order.
  • Set whether a Sub Account user can Approve Carts.
  • Force usage of Main Account Address for Order.
  • Set whether a Sub Account user can
    • View Main Wishlist.
    • Add to Main Wishlist.
    • View Main Account’s Orders List.
    • View Main Account’s Order Details.
    • Remove From Main Wishlist.
    • View Sub Account’s Orders List.
    • View Sub Account’s Order Details.
    • Get Notified on Order Place by Main Account.
    • Get Notified on Order Place by Sub Account.
  • Set whether a Sub Account user can Review Products.
  • The main customer account user can set the max order per day and month for the customer sub account users while creating them.
  • The main customer account user can choose a role for the customer sub account users that the admin has created.

Installation 

Customers will get a zip folder and they have to extract the contents of this zip folder on their system. The extracted folder has an src folder, inside the src folder you have the app folder.

Further, the admin needs to transfer this app folder into the Adobe Commerce root directory on the server as shown below.

After the successful installation of the Adobe Commerce Cloud Customer Sub Account module, you have to run these commands in the Magento2 root directory:

First Command –

php bin/magento setup:upgrade

Second Command –

php bin/magento setup:di:compile

Third Command –

php bin/magento setup:static-content:deploy

Fourth Command –

php bin/magento indexer:reindex

After running the commands, you have to flush the cache from the Adobe Commerce admin panel by navigating through->System->Cache management as shown below.

Configuration of Multi-Lingual

For multilingual support, the admin will navigate through Store > Configuration > General ->Locale Options and select the locale as German (the language into which the admin wants to translate his store content).

Language Translation 

If you need to do the module translation, please navigate the following path in your system. app/code/Webkul/CustomerSubAccount/i18n. Open the file named en_US.CSV for editing as shown in the below screenshot.

Once you have opened the file for editing. Replace the words after the comma(,) on the right with your translated words.

After editing the CSV file, save it and then upload it to the same folder. Now your module translation is complete.

Once the Adobe Commerce Cloud Customer Sub-account extension is complete, the admin will manage all the basic configurations of the module. The admin needs to manage the General Settings and Email Options.

General Settings

• Enable: The admin can enable or disable the feature for the store by choosing a yes or a no as.
• Admin E-mail: The admin will add their e-mail ID, by which all the emails will be sent and received. This can be different for multi websites.
• Sub-account Approval Required: If the admin chooses Yes for this, then all sub-accounts will have to take approval from the admin.
• Send Order Notifications to Main Account: If this field is set to Yes, then all the order notifications of sub-accounts will be sent to the main account.
• Allow Forbidden Access Management: If this is set to yes, then the Forbidden Access field will be visible in the Create new sub-account form in the front end.
• By this, the sub-account users will be restricted to access any URL added by the main/ parent account.

Email Options

• Order Placed Notification to Main Account: The admin will set the email template for order placed notification to the main account.
• Main Account’s Order Placed Notification to Sub Account: Admin will set the Email template for the notification of the main account’s order placement sent to the sub-account user.
• Sub Account Notification:
  • Order Placed Notification to Sub Account: Admin will set the Email template for the notification of sub-account order placement.
  • Activated Notification from Admin to Sub Account: The admin will set the email template for the account activation of the sub-account user.
  • Activated Notification from Admin to Main Account: The admin will set the email template for the account activation of the main account user.
• Cart Approved Notification to Sub Account: Admin will set the email template for sub-account users when their cart is approve.
• Cart Disapproved Notification to Sub Account: Admin will set the email template for sub-account users when their cart is disapprove.
• Cart Merged Notification to Sub Account: Admin will set the email template for sub-account users when their cart is merge.
• Cart Disapproved Merge Notification to Sub Account: Admin will set the email template for sub-account users when their merged cart is disapprove.
• Sub-Account Created Notification to Admin: The admin will set an email template for the admin when any sub-account is created.
• Sub-Account Created Notification to Main Account: The admin will set an email template for the main account user when any sub-account is create.
• Cart Approve Notification to Main Account: The admin will set the email template for the main account user when the sub-account user sends the cart approval to the main account user.
• Cart Merge Notification to Main Account: The admin will set the email template for the main account user when the sub-account users request to merge the cart.

The admin will get two options to manage the customer sub-accounts as per the image below:

Customer Sub Accounts

Moreover, the admin can Activate/ Deactivate the status of the customer sub-accounts by navigating to the admin panel option Manage Customer Sub Accounts > Customer Sub Account.

Apparently, the admin will get to see the list of sub-accounts.

Also, the admin can check the Main account Name and Parent Account Name for each sub-account user. Further, the admin will check and manage the status of sub-accounts under the Actions tab.

Moreover, the status will be visible under the status attribute as Active or Inactive.

Customer Sub Account Roles:

Here, the admin will be able to create the customer subaccount roles that will then be available at the customer’s main account while they are creating a subaccount.

Under this section, the admin will find all Magento 2 customer sub account roles if any created.

To add a new role, tap the New Role button at the top right-hand corner, and that brings up the below section.

Here, the admin will enter the role name, and choose the available permissions for the role as required. After that, save the role and the role will get added.

Manageable Permissions for Magento 2 Customer Sub Account

The manageable permissions for the sub accounts are as follows.

• Can Merge Own Cart to Main Cart: The sub-account user will merge their cart with a cart of the main account.
• Cart Approval Required: The sub-account user needs to approve the cart before purchase.
• Can Approve Carts: If this permission is provided then the sub-account user will approve the cart of their sub-account.
• Can Place Order: The sub-account users will also place orders. 
• Force Usage Main Account Address: The sub-account user will have to use the main account address for placing orders.
• View Main Wishlist: Sub-account users will also view the wishlist of the main account user.
• Can Add to Main Wishlist: Sub-account users can also add products to the wishlist of the main account user.
• Remove From Main Wishlist: Sub-account users can also remove products from the wishlist of the main account user.
• Can View Main Account Order List: Sub-account users can also view the order list of the main account.
• View Main Account Order Details: Sub-account users can also view the order details of the main account.
• View Sub-Account Order List: Sub-account users can also view the order list of sub-account.
• Can View Sub-Account Order Details: Sub-account users can also view the order details of the sub-account.
• Will Get Notified on Order Place by Main Account: Notification will be sent to the sub-account user if the order is placed from the main account.
• Will Get Notified on Order Place by Sub Account: Notification will be sent to the sub-account user if the order is placed from the sub-account.
• Create Sub Accounts: The sub-account user can also create sub-accounts.
• Edit Sub Accounts: With this, the user can also edit other sub-accounts. 
• Delete Sub Accounts: With this, the user can also delete other sub-accounts.
• Can log in to Sub Accounts: The user can log in to their sub-accounts.
• Can Review Products: The sub-account user can also review the products 

Once all the admin end tasks are done, the customer can now manage the functionalities that are allowed by the admin, regarding the Magento 2 Customer Sub Account module.

Further, the options will be visible in the dashboard among which some of them are mentioned below::

1. Sub Accounts
2. Manage Approve Carts
3. Manage Merge Carts
4. Main Account Orders
5. Sub Account Orders

Sub Accounts

Further, the main account user will manage the sub-account user from their panel. Meanwhile, when the main account user will navigate to Sub Accounts from the customer panel, they will get find a list of sub-account users.

The main account user will also be able to see all of its sub-account users.

Moreover, an Add New Sub Account Button is also present using that, the main account user can Add New Sub-account.

Above all, the main account user can also make some actions as mentioned below:

• Login: The main account user can log in as that sub-account user.
• Edit: The main account user can edit the details of the sub-account user.
• Delete: By clicking on this, the main account user will delete the sub-account.

Customer Role View

The main account user can also check the permissions for any sub-account user by clicking on the View button under the Customer Role column.

Meanwhile, in the same way, the main account user can view the Forbidden access.

Create New Sub-Account

After that, as written above, when the main account user clicks on the Add New Sub Account button and the following form will appear.

First Name: The main account user will enter the first name of the new sub-account user.

Last Name: The main account user will enter the first name of the new sub-account user.

Email: The main account user will enter the email ID of the new sub-account user.

Available Roles: The main account user will select a role that has been created by the admin.

Forbidden Access: You can use frontname or frontname_controller or frontname_controller_action. Access must be a comma(,) separated to forbid access to particular sections at the storefront.

Max Order Per Day: The main account users can set the maximum number of orders that can be placed in a day by the sub-account user.

Max Order Per Month: The main account users can set the maximum number of orders that can be placed per month by the sub-account user.

Active: The main account user will set Yes to this field to activate the sub-account.

In Case of Max Order Per Day/Max Order Per Month :

In case the max order per day has been set to 1, then the sub account user will only be able to place one order. If the sub account user wants to place another order then he must request to the main account user for the same. Same will be the case for Max order per month.

Below you can see that, the sub account user needs to request the permission for placing the second order.

After tapping the Request Cart Approval, the customer sub account user can see the generated request as per the below snapshot.

The main customer account user can see this request and can approve, disapprove or delete as required.

After the approval, the Magento 2 customer sub account user can check the status under his account panel.

After that, the customer sub account user can proceed further to place the order by tapping the Order link under the actions column as displayed in the above screenshot.

Manage Cart Approval

Further, under this section, the main account user will check the list of cart approved/disapproved requests by the sub-account users.

The main account user can click on the Approve button to proceed with the approval of the cart request. The popup message will appear when the approval will be completed.

By clicking on the View button under the items tab, the main account user can check item details as shown below:

Manage Merge Carts

Moreover, in the next section, the customer will manage the merge cart requests made by the sub-user accounts. The main account user can click the Merge/Disapprove button under the actions tab.

The main account user can also view the items of the merge request by clicking on the view button under the Items Tab.

Sub Account Orders

Under this section, the main account user will be able to check the orders placed by their sub-account users. The user can also view any order by clicking on the View Order button.

By clicking on the view order, the order will appear as shown in the image below:

Magento 2 Customer Sub Account User Functionalities

After all these, the sub-account user can also log in to their accounts by the regular login process. Moreover, they can perform multiple activities that allow by the parent account user.

Some of the allowed activities mention below in the user guide.

Note: The sub-account can set the password for their account from the link sent in the email.

Manage Magento 2 Customer Sub Accounts

Further, if the sub-account users have permission to manage the sub-accounts then only this tab will be visible to them. They can also create new sub-account users for them.

They can also provide a set of permissions to their sub-account users.

The sub-account users can also perform the actions like logging into the sub-account user’s account, editing their account details, and deleting their accounts.

Approve Carts

Again if the sub-account user has permission to manage the cart approval, then they can do so. The functionality will be the same as discussed above in the case of the main account. 

Here, actually, the sub-account users can approve/disapprove the cart approval request done by their sub-account users. And they can continue with the order only if the approval is done. 

Main Wish List

This particular sub-account user has permission to view the wish list of the main account. That means, they can check the wishlist products added by the main account user to their own wishlist.

The sub-account user can also add/ delete the products from the main account wishlist.

Main Account Orders

Under this section, the sub-account user will also check the separate list of orders placed by the main account users. They can also view the orders and check the detail.

The sub-account user can also check details like order ID, date, ship to, order total, status, and action.

Sub Account Orders

Just like the list of the main accounts orders, the sub-account user can also check the list of orders placed by all the sub-account users.

Here also, the sub-account user can also check details like order ID, date, ship to, order total, status, and action. 

Requests From Sub Account User End

Further the sub-account users will also have to make some requests. These requests may include the Cart Approval and Cart Merge requests. The button for both the requests will be visible on the cart page as shown in the image below:

Moreover, the requests will be visible under the My Cart Request tab as shown in the image below. Here, they can also check the status of the request. The status will be either Pending or Approved.

The sub-account user can also check the details of the items of the request. The view is visible in the image below:

That’s all for the Magento 2 Customer Sub Account. Still, have any issues please email us at [email protected] else you can generate a ticket at https://webkul.uvdesk.com/en/