Let your customers login to your store after pre-approval

Transcription

1 Customer Approve & Disapprove Let your customers login to your store after pre-approval Extension Specification Document Version: Magento 2 Extension URL: Support URL: PAGE 1

2 Index Overview 3 Why Customer Approve & Disapprove? 3 Features 3 Configuration 4 Use cases 7 CLI Commands 10 PAGE 2

3 Overview This extension extends the customer registration functionality without affecting the default registration process and provides an option to automatically or manually approve customers those register to your store. Newly registered customer can be get approved automatically after registration or can be manually approved by the admin from backend. Admin will get notification on every registration and can approve one or more customers at same time. Each customer will get notify as soon as he gets approved (in case of manual approve). Easy configuration for backend and can be done for each store or website separately. It doesn t affect the existing customer of the store, all remain active until they manually disapproved from backend after extension installation. Why Customer Approve & Disapprove? Pre verification of every new customer registers to your store. Suspend any customer account from backend to deny login access. Features 1. Multi store configuration with single installation: Extension can be configure for each and every store created in your Magento installation. 2. Auto and Manual account approval: It provides an option to approve new account registration automatically after registration and manually from backend. Customers can be approved one by one or multiple at a time from grid. 3. Approval waiting CMS page: There is an option to create custom CMS page with waiting for approval message, where customer can be redirected after registration when admin approval is required for account access. 4. Custom templates: Admin can create custom templates and select it for account approval notification that sends to customer, once his account gets approved. 5. Auto notification: Admin and customer auto notification on registration and account approval. 6. Custom message and redirection: Custom message can be displayed to customer after registration or login in case of not approved account and customer can be redirected to another page. 7. CLI commands operations: CLI commands to perform customer approve and disapprove action from command line. PAGE 3

4 Configuration Extension configuration is required to make it ready to function and set-up according to your requirements. Here is step by step guide to configure if. Store > Configuration > Extension Hut > Customer Approve & Disapprove General Settings 1. Enable the extension to start its operational mode. 2. Auto Approve Account provide an option to auto approve every customer who register to your store and they can be disapprove by admin from backend if required. Set it to No if you want to approve every customer from backend after registration. 3. Enable Welcome to send greetings, to every newly registered customer. Customer Group Restriction 1. Enable customer group functionality to operate the extension on selected customer groups only. Set to No to operate on all customers without any group restriction. 2. Customer Group selection box to select one or more customer groups to add under restriction. PAGE 4

5 Approval Settings 1. Send Approval notification when customer account gets approved by admin from back end. 2. Sender can be any address among the added in backend. 3. Template to send in mail. You can create custom template and send it as account approval notification. Admin Notification 1. Send Notification After Account Creation on your store. Every time the admin will get notify about the new customer registration with an alert. 2. Sender can be any address group from list. 3. Template with required information can be set in notification mail. 4. Recipients can be one or more who will be get notified on new registration. Multiple recipients can be added with comma separated . PAGE 5

6 Redirect Settings 1. Redirect Unapproved Customers to the custom created page to make him aware about the approval process. If set to No then customer will be redirected to previous page. 2. Redirect To CMS Page which would display the required information to the customer. You can create CMS page your own and set it for the newly registered customer info page. 3. Use Custom Redirect URL to take the customer to any other page or site according to requirement except redirecting to CMS page. 4. Custom Redirect URL would be added here if you enable above option. Error Message Settings 1. Display Error Message to Unapproved Customer except redirecting them to another page. This message would be shown on same registration screen. PAGE 6

7 2. Error Message to display on screen. You can type any text you want to display for your customer after registration. Use Cases We can use this extension with many different way or as per our requirement. Here are some possible case: Don t let any customer login to their account before admin approval: In this case every customer registers to your store would be unapproved by default and can not be login to his account until admin approve his account manually from backend. Once the admin approve the account he will get notify and login access to the account he is registered with. Auto approve all customers and disapprove or suspend them from backend later: In this case every customer registers to your store would get approved by default and can access his account directly without any pre approval. Admin can disapprove or suspend any customer account form backend if required. After admin disapproval the customer can not login to his account until it get approved by admin. PAGE 7

8 Approve and disapprove status in customer grid: Approve/Disapprove two or more customers at once: PAGE 8

9 Approve/Disapprove customer from customer edit screen: Filter customers records according to approve/disapprove status: PAGE 9

10 template setting for approval notifications: CLI Commands: Accept multiple IDs with comma separated. -- End of Document -- PAGE 10