顧客アカウント¶
Using customer accounts for an ecommerce shop enables you to manage customers, control access to the shop, the checkout, or the customer portal, and support both B2B and B2C operations.
After logging in, customers can access their customer portal by clicking their username in the top-right corner of the screen and selecting My Account. From there, they can view all their documents in one place, such as quotations, orders, invoices, and more.
ちなみに
The customer account page can be customized with building blocks and other features through the website builder.
Customer account creation¶
You can choose whether customer accounts and document access are available to everyone or restricted to invited users only. To do so, go to , then scroll down to the Privacy section. Under Customer Account, select one of the following options:
On invitation: Customers can only create an account if the website owner sends them an invitation.
Free sign up: Every website visitor can create an account and sign in. They will get access to the portal by default.
To send an email invitation to a customer:
Go to .
Select a customer or click New to create one, ensuring an Email address is set.
Click the (Actions) icon next to the record's name at the top-left and select Grant portal access.
In the Portal Access Management pop-up, click Grant Access to send the invitation.
ちなみに
To invite multiple customers at once, switch to the customers List view, select several customers, click the Actions button, and select Grant portal access.
Once done, the customer(s) receive an email confirming their account creation, including instructions on setting a password and activating their account.
注釈
When selecting the Free sign up, a clickable Don't have an account? link appears under the login form on the website.
The On invitation option is especially useful for B2B businesses that prefer to keep prices hidden on the website and grant access only to invited customers.
ちなみに
It is possible to configure a website form with a Create a Customer action to automatically create a customer record in the backend when filled in.
アクセス制限¶
Once a customer account is created, it is still possible to adjust the access rights either globally or for individual users:
Revoke access or re-invite a customer using the related buttons in the Portal Access Management pop-up.
Restrict access to the shop;
Decide whether customers need to create an account to complete the checkout.
ちなみに
It is also possible to define the types of documents customers have access to. To do so, click your username in the upper-right corner of the website, select My Account and open the website builder. On the Customize tab, enable or disable access to specific documents as needed.
Shop access¶
To restrict access to the entire online shop for users who are not logged-in, go to , scroll to Privacy and under Ecommerce Access, select Logged in users. Select All users if the shop should be visible to every website visitor.
ちなみに
To restrict access to the shop's pricing, use pricelists with country groups.
Checkout access¶
顧客がゲストとしてチェックアウトできるようにするか、サインイン/アカウント作成を必須にするかを設定するには、 に移動し、:guilabel:`ショップ - チェックアウトプロセス`セクションまでスクロールして、 :guilabel:`チェックアウト時にサインイン/新規登録`の設定を構成します。利用可能なオプションは以下の通りです：
オプション：顧客はゲストとしてチェックアウトでき、注文確認メールから後で登録して注文を追跡することができます。
無効 (ゲストとして購入): 顧客はアカウントを作成せずにゲストとしてチェックアウトできます。
必須 (ゲストチェックアウト不可): 顧客は、購入を完了するために、注文内容の確認 ステップでサインインするか、アカウントを作成する必要があります。
注釈
Settings are specific to each website, allowing you to configure a B2C website with guest checkout and a B2B website that requires customers to sign in.
To use the wishlist feature, customers must create an account to save their favorite items for later.
複数のウェブサイトアカウント¶
When managing multiple websites, it is possible to make customer accounts available across all websites, allowing each customer to use a single account. To do so, go to , in the Privacy section, enable Shared Customer Accounts option.
注釈
When operating both B2B and B2C online shops, it's recommended to use separate websites for each business model.