Magento 2 Login as Customer

Magento 2 Login as Customer allows the admin to login as customer to view the store as customers' point of view, take actions on their behalf and help them with their order.

 

Table of Content

  1. Extension Installation Guide
  2. Configuration
  3. Login as Customer Action/Button in Backend
  4. Manual Store View Selection While Login as Customer
  5. Login as Customer Success Message
  6. Admin Login Email Notification to the Customer
  7. Login as Customer Action Logs

 

  1. Extension Installation
  • For Magento Marketplace Customers
  • Create a folder structure in Magento root as app/code/Meetanshi/CustomerLogin
  • Download and extract the zip folder and upload our extension files to the app/code/Meetanshi/CustomerLogin via FTP.
    • Login to your SSH and run below commands step by step:
      • php bin/magento setup:upgrade
      • For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy
      • For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy –f
      • php bin/magento cache:flush

 

  • For Meetanshi Customers
    • Extract the zip folder and upload our extension to the root of your Magento 2 directory via FTP.
    • Login to your SSH and run below commands step by step:
      • php bin/magento setup:upgrade
      • For Magento version 2.0.x to 2.1.x - php bin/magento setup:static-content:deploy
      • For Magento version 2.2.x & above - php bin/magento setup:static-content:deploy –f
      • php bin/magento cache:flush

 

  1. Configuration
    To configure the extension, login to Magento 2 backend, move to Stores > Configuration > Meetanshi > Login as Customer where you can find various settings to configure the extension.
  • Login as Customer: Enable or disable the extension from here.

Note: For our extension users having stores in Magento versions 2.4.1 and 2.4.2, have to disable the default Magento 2 Login as Customer functionality by setting “No” to “Enable Extension” option at Stores > Settings > Configuration > Customers > Login as Customer > Login as Customer Settings.

  • Login as Customer in a New Tab: Set “Yes” to open a new tab on click of “Login as Customer” to login into the customer account.
  • Disable Page Cache: Set “Yes” to disable the page cache when the admin logs in as a customer.
  • Store View Selection: Select one of the store view selection options
    • Auto: The admin automatically logs in to the default store view.
    • Manual: The admin has to select the store view manually for the customer login.
  • Send Admin Login Notification to Customers: Set “Yes” to send admin login email notification to the customer whenever admin logs in to the customer account.
  • Email Sender: Select the email sender for the email notification to customers.
  • Email Template: Select the email template for the email notification to customers.

 

 

  1. Login as Customer Action/Button in Backend
    Once you’ve enabled the extension, it allows login as customer action/button in various grids and pages in the backend.
  • Login as Customer from Customers Grid
    Login as Customer action can be seen in the customer grid under Customers > All Customers. Click on “Login as Customer” from “Actions” column in the grid to login as customer.

  • Login as Customer from Customer Edit Page
    Login as Customer option can also be seen in the customer edit page under Customers > All Customers > Edit a Customer and you can see “Login as Customer” button.

  • Login as Customer from Sales Orders Grid
    Enables Login as Customer action in sales orders grid under Sales > orders in “Login as Customer” column.

 

  • Login as Customer from Order View Page
    You can see Login as Customer action button in the order view page from Sales > Orders > Order View.

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  • Login as Customer from Invoice View Page
    You can login as customer from the invoice view page using “Login as Customer” action button from the Sales > Invoices grid.

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  • Login as Customer from Shipment View Page
    You can login as customer from the shipment view page using “Login as Customer” action button from the Sales > Shipments grid.

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  • Login as Customer from Credit Memo View Page
    You can login as customer from the credit memo view page using “Login as Customer” action button from the Sales > Credit Memos grid.

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  1. Manual Store View Selection While Login as Customer
    If you have selected “Manual” option in the “Store View Selection”, on click of “Login as Customer” action/button from any page or grid, it asks the admin to select the “Store View” before Login as Customer.

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  1. Login as Customer Success Message
    Immediately after auto or manual store selection, the admin is logged in to the customer account and the success message gets displayed.

 

  1. Admin Login Email Notification to the Customer
    If you have set “Yes” to “Send Admin Login Notification to Customers”, the customer gets Email notification immediately when the admin logs in to the customer’s account.

 

  1. Login as Customer Action Logs
    All the action logs for the various admin users who have logged in as customer are saved in a separate backend grid in Login as Customer > Login As Customer Action Logs. The grid stores the admin user action log details such as admin ID, name, Email, website ID, customer ID to which the admin user has logged in, Customer first name, last name, customer email, customer group to which he/she belongs and date and time of the login to customer account.

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