고객 계정¶
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.
팁
The customer account page can be customized with building blocks and other features through the website builder.
고객 계정 생성¶
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.
고객에게 이메일 초대장을 전송하려면:
으로 이동합니다.
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.
팁
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.
참고
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.
팁
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.
액세스 권한 제한¶
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.
매장 접근 권한 을 제한합니다;
Decide whether customers need to create an account to complete the checkout.
팁
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.
상점 액세스¶
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.
팁
To restrict access to the shop’s pricing, use pricelists with country groups.
결제 액세스¶
고객이 게스트로 결제할 수 있게 하거나 반드시 로그인/계정 생성을 하게 하려면 으로 이동하여 쇼핑 - 결제 프로세스 섹션까지 아래로 스크롤한 후 결제 시 로그인/가입 환경설정을 합니다. 다음 중에서 선택할 수 있습니다:
Optional: Customers can check out as guests and register later via the order confirmation email to track their order.
비활성화(게스트로 구매): 고객이 계정을 만들지 않고도 게스트로 결제할 수 있습니다.
Mandatory (no guest checkout): Customers must sign in or create an account at the Review Order step to complete their purchase.
참고
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.
다중 웹사이트 계정¶
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 the Shared Customer Accounts option.
참고
When operating both B2B and B2C online shops, it is recommended to use separate websites for each business model.