Magento 2 is a popular eCommerce platform that offers advanced features and flexibility to users. One of the essential features of Magento 2 is the customer account access configuration. In this guide, we explain how to set up and configure customer account access in Magento 2.
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What is Customer Account Access?
Customer account access is the process of defining which customers can access specific content or functions on a website. In Magento 2, the customer account access feature allows users to create custom groups and assign specific permissions to each group. These groups enable website owners to manage customer access to pages, products, pricing, shipping rates, discounts, and more.
Steps for Configuring Customer Account Access in Magento 2
Configuring customer account access in Magento 2 is a straightforward process. Follow these simple steps to set up and configure this feature.
Step 1: Access the Admin Panel
To access the admin panel, open your Magento 2 dashboard and click on "Stores" in the left sidebar. From there, select "Configuration."
Step 2: Select Customer Configuration
In the "Configuration" tab, click on "Customer Configuration" under the "Customers" section.
Step 3: Set up Customer Groups
In the "Customer Configuration" section, click on "Customer Configuration" in the left sidebar. Scroll down to the "Customer Groups" section and click on "Add New Customer Group" to create custom groups. Here are some examples of customer groups that you can create:
- Wholesale Customers: For customers who buy in bulk and require lower pricing.
- VIP Customers: For high-spending customers who may be entitled to exclusive discounts or promotions.
- Non-Registered Customers: For visitors who have not yet created an account on your website.
You can create as many customer groups as you need. Once you have created the groups, you can assign specific permissions to each group.
Step 4: Assign Permissions to Customer Groups
In the "Customer Configuration" section, click on "Customer Group" in the left sidebar. Scroll down to the "Group Name" section and click on the group you want to edit. You can then assign permissions to the group by clicking on "Save."
For example, you may want to allow your wholesale customers access to specific product categories or set different pricing for VIP customers. You can also create custom shipping rates and taxes for each group.
Step 5: Configure Guest Checkout
In Magento 2, customers can choose to checkout as a guest without creating an account. To configure guest checkout, click on "General" in the "Customer Configuration" section. In the "Account Sharing Options" section, select "Yes" or "No" under "Allow Guest Checkout." You can also enable or disable the "Require Customer to Be Logged In to See Prices" and "Require Customer to Be Logged In to See Stock Status" options.
Step 6: Manage Customer Privacy
In the "Customer Configuration" section, click on "Privacy Settings" in the left sidebar. Here, you can configure settings such as the maximum number of login attempts, the length of time before a session times out, and the cookie restriction mode.
Step 7: Save Settings
After configuring the customer account access settings, click on "Save Config" to apply the changes.
Conclusion
Configuring customer account access in Magento 2 is an essential step in managing your website’s content and functions. By creating custom groups and setting permissions, you can control which customers have access to specific pages, products, pricing, and more. Follow the steps outlined in this guide to set up customer account access in Magento 2 and take control of your website’s customer management system.