In this article, you will learn more about the following:
To view the customer settings, navigate to Settings → Customers.
Custom Fields
Custom Fields allow administrators to collect additional information from customers during account registration.
Adding a Custom Field
To create a new custom field, click the Add Custom Field button.
A modal window will appear prompting you to enter a name for the new field. Enter the desired field name and click Add Custom Field to create it.
Custom Field Settings
Each custom field includes the following configuration options:
Activate
Determines whether the custom field is active and available for use.
When enabled, the field can be displayed and completed according to its configuration. When disabled, the field remains in the system but is not available for use.
Is Required
Determines whether customers must complete the field.
When enabled, the field becomes mandatory and must be completed before registration can be submitted.
When disabled, the field is optional.
Show On Registration
Determines whether the field is displayed during account registration.
When enabled, customers will see the field on the registration form and can provide the requested information while creating their account.
When disabled, the field will not appear during registration. Administrators will need to input information into these fields manually.
Show In Customer Account
Determines whether the field is visible within the customer's account after registration.
When enabled, customers can view the field and its value from their account page.
When disabled, the field remains hidden from the customer account interface.
The available settings for each custom field are shown below.
Adding Additional Custom Fields
To create additional custom fields, click the Add Custom Field link located at the top of the custom fields list.
There is no limit to the number of custom fields that can be added, allowing administrators to collect any additional information required for their business processes.
Deleting a Custom Field
To remove a custom field, click the three-dot menu located on the far right side of the field row and select Delete.
Note: Deleting a custom field permanently removes it from the system. If the field may be needed in the future, consider disabling it instead by turning off the Activate setting.
Customer Groups
Passcode Display For Customer Group Selection
This setting determines how customers select a customer group when creating an account.
Customer groups allow administrators to organize customers and apply group-specific settings, such as payment methods, shipping method restrictions, category restrictions, and more. Groups can also be configured with passcodes that allow customers to assign themselves to the appropriate group during registration.
This setting provides two display options:
Text Input
When Text Input is selected, customers can enter a registration passcode during account creation.
On the registration page, customers will see an option indicating that they have a passcode for registration. After selecting this option, a text field will appear where they can enter their passcode.
If the passcode matches an existing customer group, the customer will automatically be assigned to that group when their account is created.
If an invalid passcode is entered, account creation will not be completed and the customer will receive the following message:
Customer group with this passcode was not found.
Select Dropdown
When Select Dropdown is selected, customers are presented with a list of available customer groups during registration.
There are two options for what to display:
If Passcodes is selected, then customers will be presented with a dropdown of codes at registration, and they will be tasked with selecting code that they were given.
If Group Names is selected, customers will see the names of the groups, and they will be tasked with selecting the group to which they belong.
Once registration is completed, they are automatically assigned to the selected group.
This option is recommended when customer groups are intended to be self-selected by customers.
Note: To learn more about creating and managing customer groups, see the Customer Groups article.
Customer Registration
Advanced Domain Settings
The Advanced Domain Settings allow administrators to control how customer registrations are handled based on the domain portion of a customer's email address.
Note: These rules are evaluated before the default registration behavior.
To enable this feature, simply toggle on Enable advanced domain settings under the Customer Registration section.
Domains can be configured as:
- Allowed Domains
- Allowed Domains With Approval
- Not Allowed Domains
Allowed Domains
Customers registering with an email address from an Allowed Domain can create an account and access the store immediately.
No approval is required, even if the default registration behavior is configured to require approval.
Example
If the default registration behavior is set to Allowed Account Registration With Approval, but company.com is listed as an Allowed Domain, customers registering with an email address such as user@company.com will be granted immediate access to the store.
Allowed Domains With Approval
Customers registering with an email address from an Allowed Domain With Approval can create an account, but they cannot access the store until approval has been granted.
When a registration is submitted:
- An email notification is sent to the configured approver(s).
- The approver follows the provided link and reviews the registration within the store.
- The approver can either approve or deny the request.
- The customer receives an email informing them whether access has been granted or denied.
Multiple approvers can be configured if needed.
Not Allowed Domains
Customers registering with an email address from a Not Allowed Domain cannot create an account.
The registration request is blocked and the customer must contact their administrator for assistance.
If access is required, an administrator must manually create the customer account through the administration portal.
Adding a Domain
To add a domain to one of these three catagories, click the Add Domain button next to your desired category.
You will then see a modal window, in which you can enter domains. Simply press space to enter a domain and move on to the next. When finished, click the Add Domains button.
Default Registration Behavior
This setting determines how registrations are handled when a customer's email domain does not match any configured Domain Registration Rule.
Three options are available:
Allowed Account Registration
Customers can create an account and access the store immediately.
No approval is required.
Allowed Account Registration With Approval
Customers can create an account, but they cannot access the store until approval has been granted.
When this option is selected, an additional setting becomes available that allows administrators to specify one or more approvers.
After registration:
- The approver receives an email notification.
- The approver reviews the registration within the store.
- The registration is approved or denied.
- The customer receives an email indicating the result.
Until approval is granted, the customer cannot access the store.
Manual Creation is Prohibited
Customers cannot create accounts themselves.
Instead, customer accounts must be created manually by an administrator through the administration portal.
Registration Processing Order
When both Domain Registration Rules and Default Registration Behavior are configured, domain-specific rules are evaluated first.
If a customer's email domain matches a configured domain rule, that rule takes precedence. If no matching domain rule exists, the system uses the Default Registration Behavior.
Example 1
Default Registration Behavior: Allowed Account Registration With Approval
Allowed Domain: company.com
Result:
- customer@company.com receives immediate access to the store.
- customer@gmail.com must wait for approval before accessing the store.
Example 2
Default Registration Behavior: Manual Registration Prohibited
Allowed Domain With Approval: company.com
Result:
- When customer@company.com tries to register, they will be allowed to create an account, but will need approval to access the store.
- All other customers must be created manually by an administrator.
That's all you need to know about the Customer Settings. In the next article, we will cover the Product Settings.