After installing the AIRBYTES Sub Logins / Sub Accounts Magento 2 extension, you will be able to create child accounts under a parent one which is the main account. Each child account will get its own login parameters, credentials, and access levels. Furthermore, sub logins can be restricted, and orders created from them should be approved by the main account to be placed. Also, it is possible to set budget limitations per order, day, month or year for each sub login. These and other B2B features of the Sublogin Magento 2 module are described below.'
Table of contents
- Ability to create sub accounts per user account in the backend;
- Creation of sub logins from the customer account area;
- Options to separate or share shopping carts for different users;
- Configurable email notifications with account details;
- Option to set an expiration period for a sub login account;
- Address book restrictions;
- Import of sublogin data via CSV;
- Ability to enable order approval by the main account;
- REST API and SOAP API support;
- Multi-store installation;
- Custom ACL for managing sublogins’ rights;
- Ability to specify budget limits per sub account.
The core feature of the AIRBYTES Sub Logins Magento 2 module is the ability to create sub accounts with unique credentials and selected limitations based on the main account. Thus, one main account can include several employee accounts with full control over them, which is a very useful B2B feature.
Note that sub accounts can be created from both backend and frontend. Besides, each sub login gets its own shopping cart. Thus, if several sub login users shop simultaneously, the products they select will never get mixed in the same cart.
To timely inform sub account users, the AIRBYTES Sub Logins Magento 2 extension sends email notifications with login credentials. Also, note that it is possible to define expiration time for each sub account. Thus, an account can be automatically deactivated after a specified period.
Address book restrictions are also possible on the sub login basis. If you don’t want to provide particular sub accounts with addresses from the main account, the extension allows implementing the restriction.
Moreover, similar to other AIRBYTES tools, the Sub Logins Magento 2 module supports data import via CSV. It means that you can easily modify all the necessary data in a CSV file and then import it into the system.
There are lots of other useful features that we’d like to show you in the backend exploration of the Sub Accounts Magento 2 extension.
Let’s start from the configuration section. It is divided into the following tabs: Information, General settings, Order approval settings, Form fields, Default values for form fields, Budget settings, Email settings, Comment settings, Content settings, and Catalog restriction settings. The first tab shows the module version installed on your store.
General settings allow you to enable/disable the creation of sublogins by default value and restrict order view for sublogins so that they will be able to see only their own orders in the customer area. The same is about My Sublogin area restrictions – activate this feature to hide My Sublogins area from sublogins. As for the “Enable main account login” feature, it lets the main account log in to sublogins without passwords if enabled. Here, you can also allow sharing sublogins card with customers. The next feature in this section enables order notifications sent to the main account when a sub login places an order. Besides, you can replace sub login emails with an email address from the main account in the sales order table.
In the same tab, you select mass actions for the frontend, insert an URL for redirecting to sublogins, choose a method for sublogins address management, and activate/deactivate auto-add of new customer’s address to a sublogin’s address book.
Next, you decide whether to use customer default addresses as sublogin default addresses and show a customer address in the My Account section for sublogins. Here, you can also allow sublogins to add new addresses during the checkout, enable email confirmation for newly created sublogin accounts, and transfer customers to sublogin based on the matching emails. Besides, you can allow/disallow sublogins delete their own accounts, automatically activate sublogin accounts on signup, and reactivate accounts after disabling.
In Order Approval Settings, you can activate order approval by the main account, allow customer edit order in the approval state, add an order approval notice for a cart page, and enable/disable automated removal of not approved orders.
Besides, you can select various states and statuses for orders and enable/disable automatic approval of modified orders.
In the following section of the Sub Logins/Sub Accounts module’s configuration, you select fields that will be displayed in the sublogin registration form on the frontend and admin panel, as well as address fields shown to admin.
Next, you can specify default values for the fields in the sublogin form.
As for Budget settings, here, you decide whether main accounts will be able to set a budget for their sublogins, when to apply main account budget limit, select available budget types, and set the date considered as a beginning of a yearly budget.
These are various email settings that can be configured by admin:
The sublogin Magento 2 extension also allows admin to enable comments for editing, approving, or declining an order.
Furthermore, the module enables users to place a static block before the sublogin grid and set catalog restrictions.
You can view and manage all created sublogin accounts on a dedicated grid. The Sublogin screen also allows adding new sublogins by clicking the “Add New” button.
While creating a new sub login, first, you need to select a customer, types of sublogin and catalog restriction, a store view and specify customer address information.
Then, enter an email and optional email, activate email notifications, and allow/prohibit to create sub logins. Besides, you can specify a customer’s prefix, first name, last name, and password.
Next, select an ACL, activate the subscription, decide whether each order needs approval or not, specify order approval amount check, and enable/disable a new sublogin account.
The new sublogin page also allows adding sublogin addresses.
In the Catalog Restriction tab, you can select necessary products on the grid.
Note that a customer account gets a new tab called Sublogin. Here, you can allow a customer to create sub logins and set a limit on their number. An optional email can be entered here as well.
In Budget Information, you should select a sub login to which you want to apply the restriction and a budget type. Next, specify a limit per order and number of orders per year. It is also possible to define a yearly budget without any limits on orders.
This is how a grid with sublogin budgets looks:
From the backend perspective, AIRBYTES Sub Logins Magento 2 Extension is quite straightforward: you need to configure the extension, create sub accounts, and set budget limitations. Let’s see how it behaves on the frontend.
While adding a sub login from the customer account, the extension allows you to specify an address, email, and optional email, as well as activate notifications and the ability to create sub logins.
Next, add a prefix (if necessary) and specify first name, last name, and password.
Besides, you can set the expiry date and select Acl. As for other available features, they are:
- Is subscribed;
- Order needs approval (by the main account);
- Active (the sub account can be deactivated here).
All sub logins are gathered in a grid where they can be deleted or edited.
And this is how a new budget can be added on the frontend:
The procedure is similar to adding the budget from the backend. As for the grid with budgets, it has the following appearance:
Orders created by sub logins can be approved or declined from the main account (if the feature is enabled):
There are also some shopping cart-related improvements. For instance, a sub login user gets a message informing him or her about the necessity to get an approval of the order.
And this is the example of a message related to budget limitations:
The AIRBYTES Sub Logins Magento 2 extension adds an essential B2B feature. By installing the module, you will provide your business partners with the ability to create fully controllable sub accounts for their managers. This functionality is crucial for most B2B websites. Since the default platform doesn’t provide it, the only way to solve the problem is to install the AIRBYTES Sub Logins Magento 2 module. The price of the Magento 2 tool is €899, but it is worth this money.'