Customers

Shop Accounts

On the Shop accounts page you can see an overview of all shop accounts. You can create a shop account, edit and delete already existing shop account and import shop accounts from a CSV file.

You can search for a shop account by name, e-mail address and account ID and filter the shop accounts by the 'Activated' status and account type. You can also sort the shop accounts by name, e-mail, account type or ID, by the 'Activated' status and last login date. You can also view the last login date of the customer. If a customer selected the 'Remember me' checkbox while logging in the webstore, this will be considered as the last login date of a customer. The date will be updated when the customer log out (either manually or automatically when the authentication cookie expires - 30 days) and log in the web store again.

To create a shop account:

Step 1: Click New item.

Step 2: Enter the shop account information. The table below provides the description of the shop account fields:

Step 3: Set up permissions for a customer. You can define whether a customer should be able to order products, see prices and stock.

 NOTE

Shop account permissions depend on whether orderability, price and stock visibility are enabled or disabled globally in Sana Admin under: Setup > Products. If it is disabled globally, you cannot override it per customer. In this case, you will see a message that the setting has no effect when it is disabled on the webstore level.

Step 4: When the shop account information is entered and it is activated, click Save changes.

To import shop accounts from a CSV file

Step 1: In Sana Admin click: Customers > Shop accounts.

Step 2: Click Import.

Step 3: Download the CSV Example file and open it. This is just the template where you can enter the details of all shop accounts which you want to import. You will need to enter the same data as if you create a shop account in Sana Admin. See the CSV Example file. It can be downloaded directly from Sana Admin.

Step 4: Fill in the CSV Example file with the shop accounts details:

 NOTE

If you use Microsoft Excel to fill in the CSV file with shop accounts, please remember that Excel does not correctly handle the special characters (after it is saved) that are specific for some languages, for example Spanish. Thus, if you have special characters, for example in the customer's name, you should use some other editor (for example Notepad) to fill in the CSV file that can correctly handle the special characters.

Step 5: When the CSV file is filled in with shop account details, on the Import shop accounts page click Choose File to add the file.

Step 6: Click Import to import shop accounts from the CSV file.

 NOTE

If a shop account already exists (based on the e-mail address), it will be updated.