Introduction

The Customer Approval extension modifies customer registration process. When a new customer is registered on the site his new account need to be approved by the administrator before customer could log in to the site.

After the administrator approves the customer's account, the customer will be notified with a notification email for the approval of his account so he could successfully login on the site.


Compatibility

- This extension is compatible with Magento CE 1.7.x – 1.9.2.4


 

 


Installation

If you have compilation enabled, please disable it before installing this extension. You can check compilation status in System → Tools → Compilation under 'Compiler status'.

1. Copy the folders (and its content): "app" and "skin" to your root Magento directory.

2. Clear the Magento cache.

3. Log out and log in again in your Magento admin.




Configuration 

System -> Configuration -> B2B Extensions -> B2B Customer Approval


1. Info & Support: An overview of the extension information such as version number, compatibility, documentation and support.


2. License: Add your license key to this section.

 



3. Customer Approval Settings:

Approval is Needed: Choose if customer account should be approved by the admin user. Yes/No

Alert Administrator on Customer Registration: Choose if the administrator will be notified after new customers will register on the site.

Administrator Email AddressIf the previous setting is enabled, in this field need to be filled the admin user email address, to whom the new customers emails will be send to.

Administrator Notification Email Template: Choose the email template that will be send to the administrator.

- Customer Approval Email Template:  Choose the email template that will be send to the new customer, after his account has been approved.

- Customer Rejection Email Template:  Choose the email template that will be send to the new customer, after his account has been rejected.





Approving customer account


After the new customer has registered on the site, a new message is shown, reporting the customer that his account needs to be first approved, before he could login to the site.




 Administrator can choose to approve or reject customers accounts in the Customer admin grid.






If the customer account is approved, then it also could be send an approval email to the customer notifying that his account is approved and ready to use.





If the customer account is rejected, then there can also be send an email to the customer notifying for his account rejection.

 



In the cases in where the default Magento "Customer Confirmation Email" setting is enabled, the module behavior is as the following flow:




1. Customers makes a registration on the website.

2. A registration message is shown, that the customer need to confirm his account.



3. Customer confirms his account.

4. An Approval message is shown on the Login Page, informing customer that his account need to be approved from the administrator.




5. Administrator approves/rejects customer account.

6. Customer if approved can login to the site.


 

 

 

 

In the case in where the default Magento functionality "Require Emails Confirmation" is disabled, then the flow is reduced by one step.


1. Customers makes a registration on the website.

2. An Approval message is shown on the Login Page, informing customer that his account need to be approved from the administrator.

3. Administrator approves/rejects customer account.

4. Customer if approved can login to the site.



Transactional Emails:











Uninstall

1. Change the “Active” element to “false” /etc/modules/Ecomwise_CustomerApproval.xml and save the file.

2. Flush Magento cache.


This will set the extension to inactive. However, if more explicit action is needed:

- Remove all files from file system.

- Remove the entry with code='customerapproval_setup' in the core_resource database table.






Updates


20 May 2016

  • Bug fixes


01 March 2016

  • Documentation link update

20 February 2016
  • Bugs fixed


Support

Please browse to our FAQ page for more details or contact http://support.b2b-extensions.com.