Magento 2 - Customer Approval - Extension User Guide

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Introduction

Customer Approval extension allows you to restrict customers from logging in to your website without prior approval. This is particularly helpful when you want to verify the customer's details before giving them access to the website. It can also be used to force the customers to login before they can make a purchase by disabling Guest Checkout which is a standard feature in Magento.

The extension allows you to redirect customers to any URL internal or external. It also allows you to configure the extension for your store to send email notifications to the admin upon account creation and to the customer upon approval and rejection of the customer application. Email templates for admin notification, customer approval and rejection come with the extension. Custom emails templates can be created using the Transactional Emails feature in Magento. The extension is configurable at the store view level allowing you to have different settings for different stores in your multi store setup.

Customer approval can be done in one of the three ways:

• Using our Mass Actions to approve/reject multiple customers at the same time.
• Using the action provided on every grid row for each customer.
• Using the Approve / Reject buttons in the customer edit page.

Features Included

• Approve / Reject customers in batch from 'Manage Customers' grid.
• Approve / Reject single customer from the 'Manage Customers' grid row actions.
• Approve / Reject single customer from admin customer edit page.
• Display customer approval status on each row in the 'Manage Customers' grid.
• Configure to automatically approve customer account.
• Configure to notify admin when a new customer registers on the storefront.
• Add multiple email recipients for admin notification.
• Notify customer upon approval / rejection of the account.
• Email templates included for approval, rejection and admin notification.
• Custom email templates can be created under Magento Transactional Emails. The extension can be configured to use custom templates that override the templates provided with the extension.
• Redirect unapproved customers to an external or internal URL or a CMS page.
• Configure to display error message for unapproved customers with or without redirecting.
• Configure email sender for all emails.

Compatibility

Installation

Web Setup Wizard

Unpack extension files: Log in to our website. Download the Base Extension. Unpack the Base extension file downloaded from our site and upload the contents of the file to the root directory of your magento installation. Unpack the purchased extension file downloaded from our site and upload the contents of the file to the root directory of your magento installation.
Go to System > Web Setup Wizard.
Select component manager to install the extension.
Enable Modules: Click on Select link on the Base Extension row(Module Name: HS_All). Click the Enable button on the menu that pops up. Next, click on the Select link on the row corresponding to the extension you downloaded (Module Name: HS_CustomerApproval).
Step 1: Readiness Check Click on the button Start Readiness Check to check you are running Magento on a compatible environment. Click Next upon completion of previous step.
Step 2: Create Backup Create a backup before you install the extension, by selecting the checkboxes against the Backup Options and clicking the button Create Backup. Click Next, upon completion.
Step 3: Enable Module Click on the button Enable.
You will see this page as your module installation is in progress. You can check for errors in the Console Log.
Module installtion complete.

Configuration

Go to Stores > Settings > Configuration > Hungersoft Extensions > Customer Approval.

General

Enabled: Select Yes/No to Enable/Disable the extension respectively. This can be configured at a store view level if you have a mutlistore setup. Auto Approve Customer Account: Select Yes approve customer account upon registration. Accounts approved can be rejected in the admin.

Email Settings

Notify Customer when approved or rejected: Select Yes to notify the customer when their account is approved or rejected. Email Sender: Select the email sender you wish to send the emails to the customer. Magento email senders can be configured by going to Stores > Configuration > Store > Store Email Addresses, specify the contact name and email address for the contacts. Approved Email Template: Select the email template to use when customer is notified that their account has been approved. A default email comes with our extension package. You can also override the email by creating a transactional email of your own by going to System > Transactional Emails, creating your own email template by selecting the Customer Approved Template in the dropdown under Load default template fieldset. Once you've saved the new transaction email go back to System > Configuration > Customer > Customer Approval. Select the new template for the field Approved Email Template. Rejected Email Template: Select the email template to use when customer is notified that their account has been rejected. You can override the default template by following the steps mentioned in Approved Email Template except that select Customer Rejected Email Template in the dropdown under Load default template fieldset.

Redirect Settings

Redirect Customers: Select Yes to redirect the customers to a different page when their account has not been approved. This can be either a CMS page or any internal or external URL. Unapproved Customer Message: This message will be displayed when the customer tries to login and their account has not been approved. Redirect to CMS page: Select the CMS page unapproved customers will be redirected to. Custom Redirect URL: Enter the URL to the page unapproved customers will be redirected to.

Admin Notification

Notify Admin after account creation: Select Yes to notify the admin of the new registration. Email Sender: Select the email sender from list of email senders available in magento. To configure please check Email Sender under Email Settings explained above. Email Template: Select the email template you want to use to send to the admin when a customer registers on the site. You can override the default template by following the steps mentioned in Approved Email Template except that select Account registration admin notification in the dropdown under Load default template fieldset. Recipients: Enter admin email(s) separated by a comma(,). Example: johndoe@example.com, janedoe@example.com,...

Approve / Reject Customers

To approve / reject customers go to Customer > All Customers.

Click on the Approve / Reject options to Approve / Reject the customer corresponding to the grid row. OR, Click on the Edit option go to the Customer Edit page and Approve / Reject the customer.
On the customer edit page, click on Approve button to Approve customer and Reject button to Reject customer.
To Approve / Reject customers in batch, go to Customers > All Customers. Select the customers by selecting the checkboxes on each row corresponding to the customers you want to Approve / Reject. Click OK in the popup if you want to Approve / Reject.
Approval status will be displayed on the grid as shown in the image.

Read More

Benefits

• Free updates for 1 year.
• Free support for 1 year. If you have any issues with the extension purchased please contact us using the contact form or by using the live chat.
• Meets magento standard development practices. No core files will be over written.
• 100% open source.