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Configure customer records and customer login

Configure customer records and customer login. Prerequisites, steps and checks.

Choose whether customers shop as guests or sign in to view prices, order and follow their orders.

This guide concerns customer accounts in the storefront. Customer login and groups are included in Plus and Pro. They are separate from your administrator login and a payment provider’s authentication. A customer record or order contact details do not automatically mean the customer has created a usable login account.

Choose the customer journey you need

Optional login lets customers use account features while retaining guest checkout. For B2B, login and groups can provide agreed prices or specific assortments. Requiring login is not the same as verifying that a buyer is a business.

Enable login and choose access

  1. Open Customers → Settings/Customer settings in the correct shop.

  2. For a TPL theme, check Enable customer login and account features. For the newer theme editor, check customer login in the header as described below.

  3. Choose whether full access requires no login, or login is required to view prices and order.

  4. Under Not logged in , separately check which assortment a visitor can see.

  5. Choose whether signed-in customers may see payment and delivery status for their orders. Save.

The setting requiring login for prices and ordering must not be treated as a guarantee that all content becomes confidential or the entire website disappears. Visitor access also depends on assortment settings, pages and theme. Check the result while signed out.

Choose how new customers get accounts

Under New customers , choose administrator-created accounts or customer self-registration. Self-registered customers can be automatically approved according to the form. Do not treat open registration as an approval process for contract prices without checking the groups and prices new customers receive.

Check automatic group assignment and customer-number generation. Automatic numbering and permission to sign in are different settings. Newsletter consent or an order must not be confused with a working login and password.

Make login accessible in the correct theme

In themes with these controls, open Appearance → Themes → active theme → Content → Header → Customer login and enable the display. Other theme variants can place the link differently. Hiding the login link does not replace access rules in customer settings.

Distinguish customer login from other prompts

If a customer sees a Google, bank or other login prompt at checkout, identify the service and address showing it. It may be a payment wallet, browser service or provider authentication. Do not change store login requirements to disable another service’s authentication. Ask for the preceding steps and a screenshot without personal or payment information.

Check permitted and restricted access

Check a signed-out visitor, an ordinary signed-in customer and a customer in a restricted group. Inspect products, prices, ordering and order history. In multishop systems, also check the correct subshop and inherited customer settings. Never share a password between people to solve a customer-number requirement.

Quick start

  1. Choose guest checkout or the intended login requirement.

  2. Check access, self-registration and groups.

  3. Display login in the correct active theme.

  4. Verify signed-out and signed-in customers separately.

Customer login and groups are available in Plus and Pro. Payment-provider login and administrator 2FA are separate features.

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