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Multi User Customer Account for Shopify

Updated 7 September 2022

Do you want your customer’s account to be accessed by multiple users? If yes then, here is the solution. Yes! we came up with the concept of allowing multiple members to use your customer’s account on your Shopify store with the Multi User Customer Account App for Shopify.

With the Multi-User Customer Account app, you can enable customers to share their shopping carts with the members & let them purchase products added to your carts.

You can allow customers to add members, create groups & let the approved members get access to the customer’s shopping cart.

This way, you can now have multiple users for your customer’s account on your Shopify store.

Purpose

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The purpose of allowing multiple users to share their shopping carts is to simplify the purchasing process for a group or family. Basically, you are automating the purchasing process for your customers that ultimately results in higher productivity & make the product selling process easier.

How to Install?

You can simply install the Multiple User Customer Account from the Shopify App Store. The app comes with a pricing plan of $11 USD per month. Get App

Workflow

ADMIN END

As soon as you install the app to your Shopify store, firstly you need to configure the app front end to enable the app functionality for the customers.

Set-up Store Front

In order to display the options for customers on your store front end, you need to add the codes to the required template file in Shopify store Themes. You can either auto-inject the codes or add the codes to the template files.

CART PAGE CONFIGURATIONS

Code to display the ‘Share with Member’ button on the cart page:-

<button id='wk-share-cart-btn' type='button' data-customer-id='{{customer.id}}' data-customer-email='{{customer.email}}'>Share with Member</button>

Code to display pop-up on the cart page to share the cart with friends or groups:-

<div class='wk-share-cart-content'></div>

Link To Member Management Page:

<a href='/pages/shared-cart'>Member Management</a>
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Online Store 2.0 – Code Instructions

If you are using Online store 2.0 (Example- Dawn), you need to follow the steps to add the codes.

Code to display the ‘Share with Member’ button on the cart page, add the codes to main-cart-footer.liquid file:-

<button id='wk-share-cart-btn' type='button' data-customer-id='{{customer.id}}' data-customer-email='{{customer.email}}'>Share with Member</button>
Screenshot-17

Code to add into main-cart-footer.liquid file to display pop-up on the cart page to share the cart with friends or groups:-

<div class='wk-share-cart-content'></div>
Screenshot-18

 To add the Member Management Page Link, add the codes to customers/account.liquid file:-

<p><a href='/pages/shared-cart'>Member Management</a></p>
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Moreover, you can verify or create a new asset in case you change the theme of your Shopify store.

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The Final Step of Configuration:-

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To share the shopping cart with other members, the customer login is mandatory.

Member Management

After adding the codes:

As soon as the customers log in to their accounts, they will view the Member Management button on the “My Account” section.

Account-–-multiuseraccount-demo

MEMBER MANAGEMENT

Clicking on it, the customer will be redirected to the Member section. From this section, the customers can add new members.

How does a Customer Add Members?

MEMBERS

Clicking the Member Management button, the customer will be straightaway redirected to the Members section. This section lists all the added members either in request pending or approved state.

By clicking the Add Member button, the customer can add a new member who will be added to the default group.

Shared-Cart-–-multiuseraccount-demo-2

Customer Adding a New Member

The customer will enter the Name & Email of the member & click the Add Member button.

Shared-Cart-–-multiuseraccount-demo-3

This way, the customers can request the members to access his/her account on your Shopify store for sharing carts with each other.

Now, you as an admin can configure if you want the customers to join the members with or without their approvals.

CASE 1: Auto-join option is Enabled & the customer has added a new member.
In this case, the new member simply gets notified via mail that the member is added to access customer’s account with certain permissions. Thus, the member will not get the option to accept or reject the request & is directly added.

Admin End>>Configuration>>General Configuration.

CASE 2: Auto-Join option is Disabled & the customer has added a new member.
In this case, the new member will receive a request to use the customer’s account. He/she can either accept or reject the request from his/her panel.

Member Requests

MEMBER REQUESTS

Customers or members can view the requests received from each other from the “Member Requests” section of their respective panels.
A member can either accept or delete the request. Once the member accepts/rejects the request, the same will be no more available in the list.

Shared-Cart-–-multiuseraccount-demo-5

GROUP

All the members will be added to a default group once they accepts the request. Also, the customer can create a new group & add members to it.

Shared-Cart-–-multiuseraccount-demo-6

How to Add Group?

From the Groups section, a customer can create a new group, add members to the group, view the added members and also delete the members, if required.

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Clicking the Create New Group button, the customer needs to enter a group name & select the members to be added to the group.

Note:-All the approved members will be listed in the “Select Member” listing (as shown in the below screenshot). So, only those members can be added to the group.

Shared-Cart-–-multiuseraccount-demo-7

Now, clicking the “View Member” button, the customer can view all the added members of that group.

Shared-Cart-–-multiuseraccount-demo-8

SHARED CARTS

In the Member Management section, the customer can view the list of all the carts shared with him/her & also the carts he/she has shared with other members.

Shared-Cart-–-multiuseraccount-demo-9

This section lists the shared carts.

Clicking the Share by Me button, the customers/members can view the carts shared by him/her to other members.

Screenshot-2020-01-10T183519.921

Now, clicking the View Cart button, customers can view the members who purchased products from the shared cart.

Screenshot-2020-01-10T183747.763


Clicking the Share with Me button, the customers/members can view the carts shared with him/her.

CART PAGE: Customer Sharing Cart with Members

SHARE WITH MEMBER

Now, once the customer adds a product to the cart, he/she will get the option to share the cart with members.

On the cart page, the customer can view a button Share with Member.

Your-Shopping-Cart-–-multiuseraccount-demo

Clicking on it, the customer will be asked to enter the name of the member with whom he/she is going to share his/her cart.

Screenshot23

Once the customer shares his/her shopping cart with other members, the member will receive a request.

Customer Sharing Cart with Groups

SHARE WITH GROUP

The customer can select a group & share the cart with all the members added to that group.

Screenshot24

Merge Carts

MERGE CART

This feature is used to merge the products of the existing shared cart with the products of the current cart.

Note:- If the cart you are going to share already contains some products that are in your current cart then, the quantity gets updated accordingly in the merged cart.

Screenshot-2020-01-10T183302.994

Allow member to add products to shared carts

You can enable the option “Allow member to add products to shared carts” to let members add products to share carts.

Multi-User-Customer-Account-6

Allow member to delete products from shared carts

You can enable the option “Allow member to delete products from shared carts” to let members add products to share carts.

Multi-User-Customer-Account-7

Translation

You can also translate the labels in the app from the Translation menu of the app.

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Email Configuration

Moreover, you can configure the email templates in the app.

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Shared Cart

You can view the list of all the shared carts of your store.

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Clicking the View Cart, you can view all the products added to the shared cart.

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Group

The admin can view the list of all the groups created by the customers/members on his/her store.

Multi-User-Customer-Account-12

Clicking the View Member button, the admin can view all the members added to the respective groups. Moreover, the admin can check the status if the member has joined the group or not.

family group

Customers

From this section, you can view the list of all the customers & members added by them.
Members
Customers who added “Someone” as a member
Groups created by ‘that member’.

Multi-User-Customer-Account-13

From the Dashboard, You can track the ongoing progress of your store i.e. Total Revenue, No of shared carts, total groups, etc.

Dashboard

This is all about the Multi User Customer Account for Shopify.

Demo

Check the Demo of the Multi User Customer Account for Shopify:-https://multiuseraccount-demo.myshopify.com/pages/demo

If you need any kind of support, just raise a ticket at http://webkul.uvdesk.com/ or feel free to drop a mail at [email protected].

Hope you like this blog. Keep in touch with us for more interesting blogs!

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