multi user - adding sub-accounts - magento · parent_customer_id - the sub user needs to have a...

Multi User - Adding Sub-AccountsEdit this Article (https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/55930088e4b0f49cc3ffd712)

Adding User Sub-AccountsTo 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 Nameand Email address.

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

https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/55930088e4b0f49cc3ffd712

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

PermissionNext 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 alook on Multi User - Send for Approval (http://creativeminds.helpscoutdocs.com/article/655-multi-user-send-for-approval) article)

These permissions are summarized in the table below:

http://creativeminds.helpscoutdocs.com/article/655-multi-user-send-for-approval

Sub User's viewView All Orders - Set whether or not the Sub User is able to view all the orders that have been placed by theaccount 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.

Notification emailsGet Order notification emails - Sets whether or not to send notification emails to the Sub User when they create anorder.

Get Invoice notification emails - Sets whether or not the Sub User should receive Invoice notification emails whenthey create an order.

Get Shipment notification emails - Sets whether or not the Sub User should receive shipment notification emailsfor orders they create.

There are also three fields which determine what type of emails Sub Account should get: you may get moreinformation about these emails in the Multi User - Email notifications(http://creativeminds.helpscoutdocs.com/article/654-multi-user-email-notifications) article.

PasswordThe Sub User's Password must be entered and rentered.

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

http://creativeminds.helpscoutdocs.com/article/654-multi-user-email-notifications

CreativeMinds Homepage (https://www.cminds.com/)

Hot Deals and Special Offers (https://www.cminds.com/creativeminds-hot-deals-special-offers-coupon-codes-discounts/)

WordPress Plugins Store (https://www.cminds.com/wordpress-plugins/)

Magento Extensions Store (https://www.cminds.com/magento-extensions/)

Open a Support Ticket (https://www.cminds.com/wordpress-plugin-customer-support-ticket/)

© CreativeMinds (https://www.cminds.com) 2017. Powered by Help Scout (https://www.helpscout.net/features/docs/?utm_source=docs&utm_medium=footerlink&utm_campaign=Docs+Branding) - LogOut (/logout)

Last updated on August 23, 2017

Be sure to also check the guide Multi User - Binding Customer to Sub Users(http://creativeminds.helpscoutdocs.com/article/985-multi-user-sub-accounts-addon).

Get more information about the Multi User Account (https://www.cminds.com/ecommerce-extensions-store/magento-multi-user-account-extension/) Magento Extension

Find other Magento products at the CreativeMinds Magento Store(https://www.cminds.com/ecommerce-extensions-store/)

Let us know how we can Improve this Product Documentation Page(https://www.cminds.com/support-documentation-feedback/)

To open a Support Ticket (https://www.cminds.com/httpsecommerce-cminds-comcm-support/)visit our support center

RELATED SUPPORT DOCUMENTS

� Multi User - Installation (/article/249-multi-user-installation)

� Multi User - Configuration (/article/250-multi-user-configuration)

� Multi User - Administrator Control (/article/252-multi-user-administrator-control)

� Multi User - Video Overview (/article/266-multi-user-account-video-overview)

https://www.cminds.com/

https://www.cminds.com/creativeminds-hot-deals-special-offers-coupon-codes-discounts/

https://www.cminds.com/wordpress-plugins/

https://www.cminds.com/magento-extensions/

https://www.cminds.com/wordpress-plugin-customer-support-ticket/


https://www.helpscout.net/features/docs/?utm_source=docs&utm_medium=footerlink&utm_campaign=Docs+Branding

http://creativeminds.helpscoutdocs.com/logout

http://creativeminds.helpscoutdocs.com/article/985-multi-user-sub-accounts-addon

https://www.cminds.com/ecommerce-extensions-store/magento-multi-user-account-extension/

https://www.cminds.com/ecommerce-extensions-store/

https://www.cminds.com/support-documentation-feedback/

https://www.cminds.com/httpsecommerce-cminds-comcm-support/

http://creativeminds.helpscoutdocs.com/article/249-multi-user-installation

http://creativeminds.helpscoutdocs.com/article/250-multi-user-configuration

http://creativeminds.helpscoutdocs.com/article/252-multi-user-administrator-control

http://creativeminds.helpscoutdocs.com/article/266-multi-user-account-video-overview

Multi User - Adding Sub-Accounts (CSV Import)Edit this Article (https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/58ecda3e2c7d3a52b42f602e)

CSV ImportIt's possible for new Sub Users to be added via CSV Import. This is particularly useful when large numbers of SubUsers must be added at once. The CSV Import method can also be used for editing existing Sub User accounts.

Adding new Sub AccountsNavigate to Customers → Import Accounts. This will bring up the import page.

For an empty template CSV to get started click on " sample CSV". This can be opened in a spreadsheet editor andthen exported with the data added.

Some instructions are given for how to fill out the different rows for a new product on the Import page.

customer_id - This should be left blank for adding new customers.

first_name - This row is where the Sub User's first name should be entered.

last_name - This row is where the Sub User's last name should be entered.

email - The Sub User's email address should be entered here.

password - Here a password for the Sub User should be assigned.

parent_customer_id - The sub user needs to have a parent user or master user assigned the ID of the parentshould be entered here.

permission - Using the following codes set the level of permission that the Sub User will have.1 - read only

https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/58ecda3e2c7d3a52b42f602e








2 - Modify Account

3 - Order Creation

4 - Order Creation & Modify Account

5 - Read Only/Approval needed

For the remaining columns use 1 to enable the setting and 0 to disable it.

Editing Sub AccountsEditing Sub Accounts is done is the same way as adding new Sub Accounts with two minor differences.

The customer_id of the Sub Account that you wish to edit should be entered rather than being left blank.

The password field should be left blank.

Note that you can add new customers and edit existing customers in the same CSV upload.

Be sure to also check the guide Multi User - Binding Customer to Sub Users(http://creativeminds.helpscoutdocs.com/article/985-multi-user-sub-accounts-addon).

Get more information about the Multi User Account (https://www.cminds.com/ecommerce-extensions-store/magento-multi-user-account-extension/)Magento Extension












http://creativeminds.helpscoutdocs.com/article/985-multi-user-sub-accounts-addon





Multi User - Adding Sub-Accounts (Soap v2 API)Edit this Article (https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/59413f7f04286305c68d1066)

Adding Sub User accounts using the Soap v2 APIIt is possible for developers to use the Soap v2 API to allow the creation, editing and deletion of sub accounts from

external sources without the need to have log in credentials as either a User or as a site Administrator on the site.

To do this the developer will need session tokens for authentication. The documentation for the initial setup of the

Soap API can be found by following this link (http://devdocs.magento.com/guides/m1x/api/soap/introduction.html).

When the API has been Configured the following three methods may be used along with the included parameters.

Create a new Sub Account profile$result = $soap->subaccountCreate($session_id, array( ‘website_id’ => ‘3’, ‘store_id’ => ‘3’, ‘firstname’ => ‘cminds’, ‘lastname’ => ‘team’, ‘email’ => ‘[email protected]’, ‘password’ => ‘demo123’, ‘parent_customer_id’ =>‘159’, ‘permission’ => ‘4’, ‘view_all_orders’ => ‘1’, ‘can_see_cart’ => ‘1’, ‘have_access_checkout’ => ‘1’, ‘get_order_email’ => ‘1’, ‘get_order_invoice’ => ‘1’, ‘get_order_shipment’ => ‘1’, ));

Parameters details and options

website_id - This is the ID of the website. To obtain this go to System → Manage Stores. Then hover over

'Main Store'.

store_id - The ID of the store. To obtain this go to System → Manage Stores. Then hover over the name of the

store.

firstname - The first name of the user of the sub account being created.

lastname - The last name of the user of the sub account being created.

email - The email address of the user of the sub account being created.

password - The initial password to be assigned to the sub account being created.

parent_customer_id - The Customer ID of the Parent customer to be assigned to the sub user account.

permission - The permission level to be given to the sub account user.

1 = Read Only

2 = Modify Account

3 = Order Creation

4 = Order Creation and Modify Account

5 = Read Only / Approval needed

Read more about the different Permission settings by clicking here

(https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/55930088e4b0f49cc3ffd712/).

view_all_orders - Determines whether the sub user can view all the orders of the parent user or just their own.

1 = They can see all orders

0 = They can only see their own

https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/59413f7f04286305c68d1066

http://devdocs.magento.com/guides/m1x/api/soap/introduction.html

https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/55930088e4b0f49cc3ffd712/

can_see_cart - Determines whether or not the sub account user can view the items they have added to their

cart.

1 = They can view items in their cart

0 = They cannot view their cart

have_access_checkout - Sets whether or not the sub account user can proceed to the checkout page.

1 = They can proceed to checkout

0 = They cannot proceed to the checkout page

get_order_email - Defines whether or not the sub account user receives a confirmation email when they've

placed the order

1 = They do receive the confirmation email

0 = They don't receive the confirmation email

get_order_invoice - Defines whether or not the sub account user receives an email with the invoice for the order

1 = They do receive the order invoice

0 = They do not receive the order invoice

get_order_shipment - Defines whether or not the sub account user receives a notification email when their order

has been shipped.

1 = They receive a shipment status notification email.

0 = They do not receive a shipment status notification email.

Edit an existing Sub Account profile$result = $soap->subaccountEdit($session_id, array( ‘firstname’ => ‘cminds222’, ‘lastname’ => ‘team444’, ‘email’ => ‘[email protected]’, ‘password’ => ‘demo123’, ‘permission’ => ‘4’, ‘view_all_orders’ => ‘1’, ‘can_see_cart’ => ‘0’, ‘have_access_checkout’ => ‘0’, ‘get_order_email’ => ‘1’, ‘get_order_invoice’ => ‘1’, ‘get_order_shipment’ => ‘1’, ‘customer_id’ => 141 ));

Using the subaccountEdit method is almost identical to the subaccountCreate method with a few slight differences:

customer_id - This is the customer ID of the sub account to be edited. It is used as the identifier for the account.

The rest of the parameters can be modified.

website_id and store_id are not needed when editing a sub account profile.

Deleting a Sub Account profile$result = $soap->subaccountDelete($session_id, array( ‘customer_id’ => 143 ));

Finally the simplest of the three methods is the subaccountDelete method for removing Sub Account profiles.

This method only requires the customer_id of the sub account user.

Multi User - Administrator ControlEdit this Article (https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/559300c4e4b0f49cc3ffd714)

Administrator Control of AccountsThe admin has the ability to create, preview and edit sub-accounts of any customer.

To access sub-accounts as an admin, log in as admin and navigate to Customers → Manage Customers.

On the "Manage Customers" page Master Users and Sub Users are distinguished by the "Parent Customer" column.Master Users will have no Parent Customer and will only display a dash in this column. Sub Users will display thename of their Master User here. Clicking on this Master User name in a Sub User's row will bring you to the edit pagefor the Master User.

Viewing Sub accounts of a Master UserTo view the Sub Accounts of a Master User either click on the row of a Master User or click on the name of a MasterUser in the "Parent Customer" row of a Sub User.

On the details page select the "Sub Account" link from the left menu bar. You will see a list of all sub-accountscreated by a selected customer.

Editing Sub User detailsClicking on a Sub User's row will bring up the Edit page for the selected Sub User. Here the Name, email Permissionsettings, frontend view, notification email settings and Password can all be changed for a given Sub User. Beforeleaving the Edit page remember to Save.

https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/559300c4e4b0f49cc3ffd714







Last updated on April 10, 2017

Get more information about the Multi User Account (https://www.cminds.com/ecommerce-extensions-store/magento-multi-user-account-extension/) Magento Extension
















Multi User - Split SessionEdit this Article (https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/56fa564dc6979115a340a57a)

Split SessionHow it worksSub-Users can have either individual or shared carts. Split Session is the name given for when the sharing option is

enabled.

Note: when Sub-User accounts are first added, they also create new customers automatically. Cart sharing is the

only change in these new accounts: all other functionality, such as notification emails, order data etc, remains the

same.

If you delete a Sub-User, our extension will automatically delete the connected customer.

Enabling Split SessionTo enable Split Session, set 'Sub-Accounts have individual carts' to "No" in System → Configuration → Customers→ Sub Account Configuration → Split Session, as shown:

This, in turn, will reveal the options for Split Session:

https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/56fa564dc6979115a340a57a








Available Options

Allow Sub-Accounts to Transfer CartsWhen enabled, Sub-Accounts not allowed to create Orders will able to send their cart to any sibling Sub-Account

with at least "Order Creation" permission who does not require order approvals.

Share Address BooksWhen enabled, sub accounts will have different carts but use addresses assigned to parent. You can set the sharing

range in the following option, that becomes available after enabling shared address books:

Get more information about the Multi User Account (https://www.cminds.com/ecommerce-

extensions-store/magento-multi-user-account-extension/)Magento Extension

Find other Magento products at the CreativeMinds Magento Store

(https://www.cminds.com/ecommerce-extensions-store/)

Let us know how we can Improve this Product Documentation Page

(https://www.cminds.com/support-documentation-feedback/)

To open a Support Ticket (https://www.cminds.com/httpsecommerce-cminds-comcm-support/)

visit our support center













Multi User - Email NotificationsEdit this Article (https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/56fa6d8ac6979115a340a5de)

Email NotificationsIn Admin Panel, admin can configure global settings for email notifications and decide who should getorder/invoice/shipment email.

Besides those global settings, both the Admin and Master Account may decide if specific Sub Accounts shouldreceive emails or not.

See the screens below which shows how it looks from both the Admin and Master sides.

Sub-users edit/create form as seen from the front end.

https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/56fa6d8ac6979115a340a5de








Sub-users edit/create form as seen from the admin panel.

















Multi User - Send for ApprovalEdit this Article (https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/56fa79de9033601eb6737272)

Send For ApprovalWhen the 'Order Approval needed' permission is chosen for a Sub-User, they require approval from the MasterAccount to create an order.

Seeking Approval (Sub-User)To gain approval the Sub User may use the ' Send for Approval' button in the cart view or in the checkoutreview. Below an example is shown.

Sub-users cart as seen from the Sub-User side.

Providing Approval (Master Account)After 'Ask for Approval' has been clicked, the Master Account receives an email notification with all the products inthe Sub-User's cart and a link to the cart view with the approving button, 'Approve this cart', to be used. See thescreen below for the previous example.

https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/56fa79de9033601eb6737272

Sub-users cart as seen from the Master Account side.

Placing the orderAfter the cart has been approved by the Master Account, an email notification is sent to the Sub-User that requestedit and the order may be placed.

If the Sub-User decides to edit the cart before placing the order, an error message will appear stating that a newapproval must be requested.

Admin ViewThe Admin Panel shows a new grid with a column for the status of the Sub-User's cart.

This view will only appear for Sub-Users with 'Order Approval needed' permission configured.










Let us know how we can Improve this Product Documentation Page (https://www.cminds.com/support-documentation-feedback/)














Multi User - Emulate SessionEdit this Article (https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/579a0fc7903360293603a42b)

Emulate SessionIn the Master User's front-end dashboard select, 'Manage Users' from the left bar, choose which sub-user accountyou wish to emulate clicking on 'Login' from the options on the right.

The session will then be changed to the chosen Sub User. The Sub User's account can now be controlled as iflogged in as normal as that Sub User.

To return to the Master Account view, click on 'Restore Session' at the top right of the page, as shown in the imagebelow.



https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/579a0fc7903360293603a42b



Multi User - Binding Customer to Sub UsersEdit this Article (https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/579a1273c6979160ca1486b7)

Extra Sub AccountsIt is possible to bind customers to specific sub-users, and therefore have access to the corresponding account.

To enable the Extra Sub Accounts module, upload the module files to the Magento root folder. " Sub Account

Configuration" Will now appear below the "General Options" and "Create New Sub-Account Options" sections.

In Customers → Manage Customers, choose a Master User, then select the Sub Accounts tab.

Editing Sub Users can be done by clicking on " Edit" to the right of the Sub User's row as indicated below.

In the "Sub Account" menu, on the left is the 'Binded Customers' tab. Here Customers can be assigned to the Sub

User account.

After assigning Customers to the Sub User log in as the Sub User. In your Account links navigation, you will see a

new link: 'Binded Customers'.

https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/579a1273c6979160ca1486b7








You can choose one of your assigned Customers and switch the session to their profile. You will then be logged in as

the chosen Customer, and be able to process orders and other actions as them.

Assigning one Sub User to Multiple MastersThis is feature is possible by installing the Multiple master sub-account module(https://www.cminds.com/magento-extensions/magento-multi-user-account-extension/?af=7789#modules). This

add-on also supports moving sub accounts from one master account to another.


extensions-store/magento-multi-user-account-extension/) Magento Extension













https://www.cminds.com/magento-extensions/magento-multi-user-account-extension/?af=7789#modules





Multi User - Binding Customer to Sub UsersEdit this Article (https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/579a1273c6979160ca1486b7)

Extra Sub AccountsIt is possible to bind customers to specific sub-users, and therefore have access to the corresponding account.

To enable the Extra Sub Accounts module, upload the module files to the Magento root folder. " Sub Account

Configuration" Will now appear below the "General Options" and "Create New Sub-Account Options" sections.

In Customers → Manage Customers, choose a Master User, then select the Sub Accounts tab.

Editing Sub Users can be done by clicking on " Edit" to the right of the Sub User's row as indicated below.

In the "Sub Account" menu, on the left is the 'Binded Customers' tab. Here Customers can be assigned to the Sub

User account.

After assigning Customers to the Sub User log in as the Sub User. In your Account links navigation, you will see a

new link: 'Binded Customers'.

https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/579a1273c6979160ca1486b7








You can choose one of your assigned Customers and switch the session to their profile. You will then be logged in as

the chosen Customer, and be able to process orders and other actions as them.

Assigning one Sub User to Multiple MastersThis is feature is possible by installing the Multiple master sub-account module(https://www.cminds.com/magento-extensions/magento-multi-user-account-extension/?af=7789#modules). This

add-on also supports moving sub accounts from one master account to another.


extensions-store/magento-multi-user-account-extension/) Magento Extension













https://www.cminds.com/magento-extensions/magento-multi-user-account-extension/?af=7789#modules





Multi User - Cart Management as Master UserEdit this Article (https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/589856d0dd8c8e73b3e9542a)

Manage Sub User cart as Master UserIt is Possible for the Master User not only to approve or decline the the sub user’s orders but also to manage theircart when placing orders and to process orders themselves.

To enable this feature set ' Share Sub Accounts Cart' to "No" in System → Configuration → Customers → Sub

Account as shown on the screen below.

In the example below an order has been created for various Items. In this case the Sub User is restricted to requiringapproval from the master user before being able to complete the order.

As the Master User, first login. Then Navigate to Account → My Account → Manage Users, then scroll down to thechosen Sub User's Cart is to be managed. Click on ‘Cart’.

https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/589856d0dd8c8e73b3e9542a

A page very similar to the Sub User's cart page will be displayed:

To Change the Quantity of a particular item being ordered change the value in the quantity field then click Update.This will then be updated in the Master's cart and the Sub User's cart pages. Similarly any quantity updates carriedout by the Sub User in their cart will appear in the master user’s view of the cart.

Below the sub user’s updated cart can be seen to have updated too.

It is possible for the master user to place the order directly from their view of the cart, rather than approving it for thesub user to do later. To accomplish this click on the ‘ Place Order’ button above the cart items.

A success page should then load showing that the order has been successful placed.(*if the sub user has notentered a shipping address then a notification will appear instead, to notify the master user of this).

The Administrator can now view this as a successfully placed order through the backend of the site. By navigatingthrough Sales → Orders.

Multi User - Transfer CartEdit this Article (https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/5900b0b72c7d3a057f889563)

Transferring Cart ContentsMulti User comes with the ability to allow Sub Users who require Order Approval to transfer their cart contents to

another user with Order Create permission settings.

To enable this feature go to System → Configuration → Sub Account Configuration, then in the General Options

section toggle 'Allow Sub Accounts to Transfer Carts' to Yes. Click on Save Config. (Note that for the Transfer Cart

feature to work 'Share Sub Account Cart' must be set to No.)

Transferring Cart (Cart Sender)Now when a Sub User Order Approval Needed permission settings reaches the checkout page the 'Transfer

Cart' button will appear.

https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/5900b0b72c7d3a057f889563

Clicking this will produce a modal with a list of other Sub Users who have Create Order permission settings. Multiple

recipients can be chosen for the transferred cart, the first user to process the cart will remove it from the view of the

other users.

A success message should appear after successfully transferring the cart.

Transferring Cart (Cart Recipient)As stated before, the first Sub User to accept and process the Cart will disable the cart from the other Users' views.

When a User has had a cart transferred to them they will receive an email notification as well as the cart now

appearing in the Transferred Carts section of their dashboard.

On the 'My Account' of the recipient's dashboard choose Transferred Carts from the lefthand menu.

The Cart contents will then be listed below the 'TRANSFER THIS CART' Button. Transferring the cart will replace the

recipient's cart with the transferred cart. They must first complete any orders that are currently sitting in their cart

before making the transfer.




The Recipient Sub User will then be brought to the checkout page. From this point the cart behaves as if the

recipient User had filled it on the store front.

















Multi User - Limiting Sub Accounts spending pertime period

Edit this Article (https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/58f0bf652c7d3a52b42f7dfa)

Limiting Sub Users spending over a period of timeThe admin can choose to limit the amount that can be spent by a sub user.

To do this navigate to Customers → Manage Customers. Select the Master User of the Sub User to be given the

spending limit.

Either click on the Master User's row, or alternatively click on the Master User's account name in the "Parent

Customer" column.

In the Customer View for the Master User choose " Sub Accounts" from the lefthand menu. Then select the Sub

Account that you would like to limit.

The The Edit Sub Account view choose " General" on the left to display the general Account Information for the Sub

User.

At the bottom of the Account Information section two fields must be changed to Limit a Sub Account's spending

over a set period.

Limit Order Amount per - Sets the period of time over which you would like to limit the user's spending. After this

period is passed the Limit will reset. Choices are Not limited, per Day, per Month, per Year, per Order.

Limit Order Amount Value - Sets the amount by which the Sub User's spending will be limited by. This is in the

store's default currency.

Monitoring User Balance (Supplier Side)

https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/58f0bf652c7d3a52b42f7dfa



From the Master User Dashboard go to Manage Users from the left menu. Sub users who have had their spending

capped for a certain time period will display "Limit Order Amount - $xx.xx per Day / Month / Year / Order" .

Clicking "Check Balance" will display how much has been spent by the Sub User so far since the start of the current

time period.

Sub User Exceeding their Spending quotaShould a Sub User exceed their spending quota for a given time period when at Checkout a warning will appear

upon their attempting to complete the order.
















Multi User - Delegating Sub User ApproversEdit this Article (https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/5901cbf02c7d3a057f889bf3)

Delegating Sub User ApproversMaster users have the option to delegate Sub Users as order approvers. This functionality has many benefits.

To do this as a Master user go to the front-end dashboard and choose Manage Users from the lefthand menu.

Sub users must have Delegated Approvers assigned to them in their own profile permissions. To do this click on '

Edit' from the options on the right hand side of a user with 'Order Create and Modify Account' permission settings.

This will access the Edit User page.

Toggle ' Can approve shopping carts' to Yes.

Now the Sub users who may request Approval from the assigned delegates may be chosen.

Choose a Sub User with ' Order Approval needed' permission settings who is to be assigned Approval delegates.

Click Edit to the right of their row back in Manage Users.

https://secure.helpscout.net/docs/558fe040e4b01a224b42f30a/article/5901cbf02c7d3a057f889bf3





Choose one or more ' Assigned Approvers' from those listed. To select more than one hold Ctrl on a windows pc or

Cmd on a Mac.

Note that choosing no Sub Accounts as Assigned Approvers will result in all Sub Accounts with ' Can approve

shopping carts' permission set to Yes being able to approve Carts for the Sub User in this case.

Approvers can also be assigned in the Admin Panel. Go to Customers → Manage Customers, then choose the

master account of the Sub Account that is to have Approvers Assigned.

Choose Sub Accounts from the lefthand menu, then select the Sub Account. On the left click the General tab.

Changing the Assigned approvers in the Master User Dashboard will change approvers set in the admin panel and

vice versa, assigned approvers are a shared setting rather than depending on any hierarchy.

Remember to save your progress as you go.

Order Approval then follows the same process as usual, which can be seen in the Order Approval Documentation

page.


















multi user - adding sub-accounts - magento · parent_customer_id - the sub user needs to have a...

Documents