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All About Configuring Customer Accounts In Magento 2

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HOW TO CONFIGURE CUSTOMER ACCOUNTS IN MAGENTO 2?

There are 6 simple steps to complete customer accounts configuration in Magento 2. Let’s get started!

  • 1st step: Set up length for each online session

Go the admin panel, navigate to CUSTOMERS, click on Settings

(Admin panel => CUSTOMERS => Settings)

Or: Go the admin panel, navigate to STORES, click on Configurations under Settings

(Admin panel => STORES => Configurations)

Then, expand the CUSTOMERS section on the left, choose Customer Configuration in the dropdown. In the first field, you must enter the number of minute allowed for each session in your site. To be more specific, after a certain period of time (called Online Minutes Interval) from when the customers log in their account, they have to log in their account again in order to continue their purchases.

If you leave this field blank, your site will use the default interval – 15 minutes per session. It’s worth noting that if you set a too short interval, it might cause buyers’ inconvenience and even lead to cart abandonment. Also, it is recommended to enable Persistant cart to save the purchasers’ cart in case they are logged out.

 

  • 2nd step: Configure for new accounts

Here, you have to set the account sharing options by choose between Per Website and Global. If you choose the first option, the customer accounts will be validated only in the website that it is created. Meanwhile, if your choose Global, the users can log in to their accounts by only one account in all of your websites as well as stores.

manage customer accounts magento 2

 

  • 3rd step: Configure new customer accounts

Choose the Default customer group among General/ Wholesale/ Retailer

Choose Yes if you want to show the specific VAT number on the frontend.

Set all related emails: Default welcome email, Default welcome email without password, Confirmation link email, Welcome email. Besides, you have to set Default email domain and Email Sender.

new account configurations magento 2

 

  • 4rd step: Configure customer passwords

Choose the type of password reset in case the customers forget their passwords (by IP/ Email/ None/ Both)

Set the maximum time for reset passwords.

Set the minimum time between password reset requests (in minutes). For example, if you set 10 minutes, if the buyer has just asked for reseting his/her password, he/she must wait for 10 minutes to make another request.

Choose the email templates for Forgot Email, Remind Email, Reset Password Email and then select the Email Sender.

Enter the the number of hours before the password recovery link expires.

You also have to set specific Number of required character classes, Maximum of login failures, Minimum password length, and Lockout time.

magento 2 configure customer accounts

 

  • 5th step: Configure name and adress of customer accounts

Set specific Number of lines in a street adress, the default value is 2.

Choose Optional/ Required if you want to show Prefix and Suffix and enter their different options.

Similarly, choose Optional/ Required if you want to show D.o.B, Tax and Gender of the customers.

config customer accounts in magento 2

 

  • 6th step: Choose the landing page after login

After the customer log in their accounts, if they want to move them to the Account Dashboard, them choose Yes. Otherwise, if you want to stay in the current page and continue shopping then choose No (prefered by most of the buyers).

manage and configure customers magento 2

Finally, save all the configurations, go to your storefront and check the results.

We have shown you how to manage and configure customer accounts in Magento 2. If you have any problems when following this tutorial, be free to ask us by leaving a comment below. See you in the next tutorials!


See More Of Our Magento “How To” Series:

How To Add Google Analytics and Google Adwords To Your Magento Website?

How To Create URL Rewrites in Magento 2? 

How To Create A Custom Widget in Magento 2?

How To Install A New Theme In Magento 2?

How To Create New Catalog Price Rule In Magento 2

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April LeeAll About Configuring Customer Accounts In Magento 2

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