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Magento 2 Pending Registration Extension By ITORIS INC

More about Magento 2 Pending Registration Extension : https://www.itoris.com/magento-2-pending-registration.html<br><br>Other Magento 2 Extensions: https://www.itoris.com/magento-2-extensions/

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Magento 2 Pending Registration Extension By ITORIS INC

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  1. ITORIS INC. WEB DEVELOPMENT COMPANY DEVELOPMENT COMPANY Pending Registration ending Registration ending Registration for Magento2 extension extension for Magento2 for Magento2 User Guide User Guide version 1.0 version 1.0 Website: http://www.itoris.com Email: sales@itoris.com sales@itoris.com http://www.itoris.com Page | 1

  2. ITORIS INC. WEB DEVELOPMENT COMPANY DEVELOPMENT COMPANY Contents 1. Introduction ................................ ................................................................ ................................................................................................ .................................................. 3 2. Installation ................................ ................................................................ ................................................................................................ .................................................... 3 2.1. System Requirements 2.1. System Requirements ................................................................ ................................................................ ............................................................ 3 2.2. Installation 2.2. Installation................................................................ ................................................................................................ .............................................. 3 2.3. License ................................ ................................................................ ................................................................................................ .................................................... 3 3. How to Use ................................ ................................................................ ................................................................................................ .................................................... 4 3.1. Settings ................................ ................................................................ ................................................................................................ ................................................... 4 3.1.1. General Settings 3.1.1. General Settings ................................................................ ................................................................ .............................................................. 4 3.1.2. Email Settings 3.1.2. Email Settings ................................................................ ................................................................................................ .................................. 4 3.1.3. Bulk Status Updater 3.1.3. Bulk Status Updater ................................................................ ................................................................ ......................................................... 5 3.2. Managing Customers' Statuses 3.2. Managing Customers' Statuses ................................ ................................................................................................ .............................................. 6 3.2.1. Managing status from the list of customers 3.2.1. Managing status from the list of customers 3.2.1. Managing status from the list of customers ................................................................ .................................................... 6 3.2.1. Managing status from the customer 3.2.1. Managing status from the customer configuration page configuration page ................................................................ ................................ 7 3.3. Frontend ................................ ................................................................ ................................................................................................ ................................................. 7 Website: http://www.itoris.com Email: sales@itoris.com sales@itoris.com http://www.itoris.com Page | 2

  3. ITORIS INC. WEB DEVELOPMENT COMPANY DEVELOPMENT COMPANY 1. Introduction The document is a User Guide for extension describes the extension functionality and provides some describes the extension functionality and provides some describes the extension functionality and provides some tips for a quick start. Introduction The document is a User Guide for extension Pending Registration ending Registration created for Magento2 websites. It created for Magento2 websites. It The purpose of the Pending Registration extension is to allow the web store administrator The purpose of the Pending Registration extension is to allow the web approve customers' registrations. Administrator either Administrator either Approves the account or Declines The purpose of the Pending Registration extension is to allow the web customers' registrations. Upon registration administrator manually the Pending status. the customer's account gets the Pending status eclines it. Until approved the customer can't log in Until approved the customer can't log in. 2. Installation Installation 2.1. System Requirements The extension requires Magento 2.x xtension requires Magento 2.x Requirements 2.2. Installation The extension is provided as a .zip archive with the source code and the installation instruction The extension is provided as a .zip archive with the source code and the installation instruction The extension is provided as a .zip archive with the source code and the installation instruction The extension is provided as a .zip archive with the source code and the installation instructions. Installation Unpack the source code into the following commands in the SSH console: the following commands in the SSH console: Unpack the source code into /app/code/Itoris/Itoris_PendingRegistration Itoris_PendingRegistration/ folder on your server. And run folder on your server. And run php bin/magento module:enable --clear-static php bin/magento module:enable php bin/magento setup:upgrade php bin/magento setup:upgrade static-content Itoris_PendingRegistration Itoris_PendingRegistration Then log into Magento backend and flush cache in Then log into Magento backend and flush cache in System System -> Cache Management -> Flush Magento Cache > Flush Magento Cache If you experience any issues with the extension installation please contact us here If you experience any issues with the extension installation please contact us here - If you experience any issues with the extension installation please contact us here https://www.itoris.com/contact https://www.itoris.com/contact-us.html 2.3. License The extension has Magento2 website and its development instances. needs. Redistribution of the extension or its parts is not allowed. Please read more details h https://www.itoris.com/magento https://www.itoris.com/magento-extensions-license.html license.html The extension has full open source code. One license/purchase can be used on a single Magento2 website and its development instances. The extension can be customized for the license owner needs. Redistribution of the extension or its parts is not allowed. Please read more details h needs. Redistribution of the extension or its parts is not allowed. Please read more details h needs. Redistribution of the extension or its parts is not allowed. Please read more details here - One license/purchase can be used on a single production The extension can be customized for the license owner The extension can be customized for the license owner production Website: http://www.itoris.com Email: sales@itoris.com sales@itoris.com http://www.itoris.com Page | 3

  4. ITORIS INC. WEB DEVELOPMENT COMPANY DEVELOPMENT COMPANY 3. How to Use How to Use 3.1. Settings 3.1.1. General Settings General settings are available following Pending Registration Pending Registration -> General. 3.1.1. General Settings General settings are available following STORES -> Settings Settings -> Configuration -> ITORIS EXTENSIONS ITORIS EXTENSIONS -> Extension Enabled Extension Enabled - Yes/No. Enables or disables the extension function the extension functionality. Select which Customer Groups you would like to validate manually (multi-select). By default all customer it to auto-approve specific groups. For instance, the general customers be approved automatically. general customers be approved automatically. Select which Customer Groups you would like to validate manually groups will be validated manually. the manual approval for the manual approval for the wholesalers and let the Select which Customer Groups you would like to validate manually be validated manually. But you can set it y default all customer pprove specific groups. For instance, enable 3.1.2. Email Settings 3.1.2. Email Settings The extension sends sends 4 types of emails: 1.Notification 2.Notification 3.Notification 4.Notification to the customer if the registration has been declined Notification to the customer if the registration has been declined Notification to the customer if the registration has been declined otification to admin when new registration requires moderation otification to the customer when their regist Notification to the customer once the registration has been tion requires moderation when their registration requires moderation the registration has been approved All the emails can be customized and configured individually. All the emails can be customized and configured individually. All the emails can be customized and configured individually. The email settings are available following STORES -> The email settings are available following Pending Registration Pending Registration -> Events. > Settings -> Configuration -> ITORIS EXTENSIONS ITORIS EXTENSIONS -> Website: http://www.itoris.com Email: sales@itoris.com sales@itoris.com http://www.itoris.com Page | 4

  5. ITORIS INC. WEB DEVELOPMENT COMPANY DEVELOPMENT COMPANY Admin notification email template sender senders following senders following STORES -> Settings -> Configuration Admin notification email template sender. Select the sender . Select the sender the email will be sent from. Configuration -> GENERAL -> Store Email Addresses the email will be sent from. You can edit Store Email Addresses Admin notification email template select the default email template provided with the extension, or select can create a custom email te can create a custom email template following MARKETING Admin notification email template. Here you can either the default email template provided with the extension, or select the default email template provided with the extension, or select your custom email template. MARKETING -> Communications -> Email Templates either disable this notification type (select select "Disabled") or your custom email template. You Email Templates New customer notification email template sender New customer notification email template sender. Select the sender the email will be sent from. the email will be sent from. New customer notification email template "Disabled") or select template. New customer notification email template. Here you can or select the default email template provided with the extension, or select the default email template provided with the extension, or select your custom email Here you can either disable this notification type ( this notification type (select your custom email Approved customer notification email template sender customer notification email template sender customer notification email template sender. Select the sender the email will be sent from. the email will be sent from. Approved customer notification email template "Disabled") or select template. customer notification email template. Here you can or select the default email template provided with the extension, or select the default email template provided with the extension, or select your custom email Here you can either disable this notification type ( this notification type (select your custom email Declined customer notification email template sender customer notification email template sender customer notification email template sender. Select the sender the email will be sent from. the email will be sent from. Declined customer notification email template "Disabled") or select template. customer notification email template. Here you can or select the default email template provided with the extension, or select the default email template provided with the extension, or select your custom email Here you can either disable this notification type ( this notification type (select your custom email 3.1.3. Bulk Status You can update the status EXTENSIONS -> Pending Registration > Pending Registration -> Existing users tatus Updater You can update the status for all existing customers following all existing customers following STORES -> Settings -> Configuration xisting users Configuration -> ITORIS Website: http://www.itoris.com Email: sales@itoris.com sales@itoris.com http://www.itoris.com Page | 5

  6. ITORIS INC. WEB DEVELOPMENT COMPANY DEVELOPMENT COMPANY Make all users status to all customers currently available in the system. to all customers currently available in the system. Make all users status. Choose either Pending or Approved Choose either Pending or Approved and click "Set Status". The status will be applied The status will be applied 3.2. Managing . Managing Customers' Statuses 3.2.1. Managing The extension adds another column adds another column "Status" to the list of customers Managing status from the list of customers ustomers to the list of customers CUSTOMERS -> All Customers > All Customers. You can reorder the column if needed by dragging it. You can reorder the column if needed by dragging it. Or hide it using the grid Columns configurat You can reorder the column if needed by dragging it. the customer's status in the grid click on the customer's status in the grid click on the status cell. configuration. To edit cell. Website: http://www.itoris.com Email: sales@itoris.com sales@itoris.com http://www.itoris.com Page | 6

  7. ITORIS INC. WEB DEVELOPMENT COMPANY DEVELOPMENT COMPANY Choose the new status and click " Choose the new status and click "Save". The email notification will be sent to the customer automatically. The email notification will be sent to the customer automatically. The email notification will be sent to the customer automatically. Managing status from the customer configuration page You can also manage the status from the customer configuration page You can also manage the status from the customer configuration page CUSTOMERS -> All Customers 3.2.1. Managing You can also manage the status from the customer configuration page {customer} -> Account Activation Account Activation configuration page > All Customers -> Choose the new status and click "Save Customer". The email notification will be sent to the customer The email notification will be sent to the customer The email notification will be sent to the customer Choose the new status and click " automatically. 3.3. Frontend Upon registration login." appears. Frontend pon registration message "Thank you for registration. Your account requires moderation before you can Thank you for registration. Your account requires moderation before you can Thank you for registration. Your account requires moderation before you can Customer will not be able to login. Customer will not be able to login. Message "Your account requires moderation Your account requires moderation" will be shown. will be shown. Website: http://www.itoris.com Email: sales@itoris.com sales@itoris.com http://www.itoris.com Page | 7

  8. ITORIS INC. WEB DEVELOPMENT COMPANY DEVELOPMENT COMPANY If the customer's registration was declined message " site administrator for more details site administrator for more details" will be shown. customer's registration was declined message " customer's registration was declined message "Your registration has been declined. Please contact the Your registration has been declined. Please contact the Website: http://www.itoris.com Email: sales@itoris.com sales@itoris.com http://www.itoris.com Page | 8

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