Important

You are browsing the documentation for version 4.1 of OroCommerce, OroCRM and OroPlatform, which is no longer maintained. Read version 5.1 (the latest LTS version) of the Oro documentation to get up-to-date information.

See our Release Process documentation for more information on the currently supported and upcoming releases.

Configure Customer User Settings per Organization

To change the default customer user configuration settings for an organization:

1. Navigate to System > User Management > Organization in the main menu.

2. For the necessary organization, hover over the More Options menu to the right of the necessary organization and click to start editing the configuration.

3. Select Commerce > Customer > Customer Users in the menu to the left.

   Note

   For faster navigation between the configuration menu sections, use Quick Search.

   

4. To customize any of the options:

   1. Clear the Use System box next to the option.

   2. Select the new option.

5. In the Customer Users Registration section, configure the following options:

   • Default Customer Owner — Service information that determines which user has full access to managing and viewing customer information. Usually, this is the default customer administrator or the administrator assigned to the customer. Applies to the customers created in the back-office as well as to those who register on the OroCommerce website.

   • Registration Allowed — Enables/disables registration of new customers from the storefront login screen.

   • Confirmation Required — Enables/disables the email confirmation step following user registration.

   • Show Registration Link — Shows/hides the registration link from the storefront login screen. The link is next to the Sign In link in the top bar.

   • Require Company Name — Shows/hides the company name field in the registration form in the storefront. Required for individual customers who do not belong to any company.

   • Show Registration Instructions — Enables/disables registration instructions in the storefront login page. This option is disabled by default.

   • Registration Instructions Text — If Show Registration Instructions is enabled, the text provided in the field is displayed in the storefront login page.

6. In the Customer Visitor section, configure the options for the anonymous users:

   • Customer Visitor Cookie Lifetime (Days) — Once the provided period expires, active customer visitor (anonymous user) sessions will be reset. Keep in mind that the uniqueness of email addresses and personal data is checked only for the registered users. It means that no two users can have identical personal information unless they are customer visitors (guest users). Multiple guest customers are allowed to have exactly the same data, including email addresses.

Hint

The Login as Customer User feature is available in the Enterprise edition since OroCommerce v4.1.0. To check which application version you are running, see the system information.

7. In the Login as Customer User section, you can enable user impersonation for a specific organization. User impersonation allows back-office users with the Impersonate User role capability to access and operate the OroCommerce storefront as if they were logged in as a specific customer user.

8. Click Save Settings.