Share the task of our customer account among sub-account users, and increase teh store work efficiency.

1. Customer Sub Account
For Magento 2
Create multiple sub-account users for managing your personal
account to raise the sales and work efficiency. The task includes
placing orders, adding products, managing the orders, etc.
The parent/ main account user can restrict and provide the tasks
to the sub-account users

2. ➢ Now the customers can also create the multiple sub-accounts to manage the task related
to their customer account.
➢ The main motive of the module is to increase the work efficiency and complete the
account related tasks in the least time possible.
➢ The main or parent account users will provide some set of permissions to the sub account
users.
➢ Creating the new sub-account users requires least steps and the
➢ On-demand delivery brings a door of opportunity for the small scale retailers and
merchants.
Introduction

3. ➢ The email ID of the admin will be entered according to the website.
➢ The admin can manage the allowed Manageable Permissions for the Main Account.
➢ Admin can make sub account approval mandatory.
➢ Admin can manage whether to notify the main account user when order placed by sub
count
➢ The admin can Allow/Disallow forbidden access management.
➢ The admin can Activate/Deactivate the sub-accounts.
➢ Admin can view the mapping of the sub-account, main account, and parent account in the
list.
➢ The main user can log in to Subaccounts
➢ The main user can manage forbidden accesses
Features

4. ➢ Using this module, organizations can increase the purchase rate and work efficiency as the
jobs are shared among various users.
➢ This types of modules are most used in the B2B kind of marketplace.
➢ Any organizations that maintains continuous account management, like creating the
invoice, shipping labels, etc they can share their task among various customers.
➢ Any venture that trains the employees to buy any general supply products, then this
module will be a perfect match to help them provide a proper track of purchase done by
those employees.
How Customer Sub Accounts Beneficial?

5. Create Sub Account User
IMAGE
➢ Main users can simply add the new sub accounts. Some basic details like name, email
allowed permissions are required to do the same.d
➢ The main users can
also forbid the sub-
account user to
access some of the
websites.
➢ The option to
activate or
deactivate the
customer sub-
account is also
present.

6. Manage The Created Sub Accounts
IMAGE
➢ A separate tab is provided to the main account user for the management of created
sub accounts.
➢ With this the main account
user will maintain the
created sub-accounts.
➢ The main account user can
directly check the
permissions provided to
the sb-account user.
➢ The main account user can
also login the sub-account,
and edit the account details
whenever required.

7. Cart Merge Request
IMAGE
➢ The main account users or the sub account users with valid permissions need to
provide approval for cart merge request.
➢ The sub-account
users can request for
cart merge while
checking out.
➢ By this, the cart of
sub-account user gets
merge with the cart
oi main account
user.
➢ The main or parent
account can view,
delete, or Merge the
request.

8. Approve Cart Request
IMAGE
➢ The sub account users can be restricted to approve their carts from the main or
parent account user before making the checkout.
➢ The approval is
required in many cases
when the products
quantity and
configurations needs
to be inspected before
purchase.
➢ The quantity, subtotal,
items and actions are
visible on the same
page.
➢ The main user or
parent user view the
items added to the cart.

9. Check Sub Account Orders
IMAGE
➢ One of the permissions includes to check the orders placed by all the sub-account-
users for a specific account.
➢ The action performed by the
sub-account user is to view
the order and check the
details.
➢ One more feature permission
is provided, it is that the sub-
account users can also
check the orders placed by
main account user.
➢ The details include the orderID, Date, Ship To, Order Total, Status, and Action.

10. Manage Main Account Wishlist
➢ The sub-account users can also
add the products to the wishlist.
➢ The added products can also be
deleted by the sub-account users.
➢ The quantity and the price with the
name of the product will be visible in
the collection.
➢ Just Like this, the customer can view
the product and add it to the cart.
➢ The sub-account users can also view the wish list of the main account user if the
permissions are granted.

11. Sub Account User Checkout
➢ Finally, the sub-account user will make the checkout on behalf of the main user. They are
required to request for cart merge or cart approval.
➢ The sub account users can also be restricted to use the address of the main account users.
So, the details like invoice, shipment, etc will display the same details.

12. Main user or Sub Account user with proper permission can perform the following jobs:
➢ View/Create/Edit/Delete Sub Account users.
➢ Manage the status of the Sub Account users.
➢ Set Cart Approval Required for Sub Account users.
➢ Allow Sub Account users to Merge own Cart to Main Cart.
➢ Set whether a Sub Account user can Place Order.
➢ Set whether a Sub Account user can Approve Carts.
➢ Force usage of Main Account Address for Order.
Permissions For Sub-Account User

13. Main user or Sub Account user with proper permission can provide the following jobs to their
sub-account users:
➢ View Main Wishlist.
➢ Add to Main Wishlist.
➢ View Main Account’s Orders List.
➢ View Main Account’s Order Details.
➢ Remove From Main Wishlist.
➢ View Sub Account’s Orders List.
➢ View Sub Account’s Order Details.
➢ Get Notified on Order Place by Main Account.
➢ Get Notified on Order Place by Sub Account.
Set Of Permissions Provided By Main Users

14. Buy Now - https://store.webkul.com/magento2-customer-sub-account.html
User Guide - https://webkul.com/blog/magento2-customer-sub-account-users/
For further queries or customization requirements, please send an email to
support@webkul.com
Create a support ticket - https://webkul.uvdesk.com/en/customer/create-ticket/
Phone - India - (+91)-9650486699
US - (+1)-9143531684
Feel Free To Contact Us

15. THANK YOU