Customer Approve – Extension For Magento 2

Customer Approve – Extension For Magento 2

Installation

If you purchased an extension from Magento Marketplace then click on the How to Install Magento 2 Extension to install the extension.


If you purchased an extension from Solwin Site then follow the below steps to install the extension.

Installation Process

Note: Please take a backup of your all Magento files and database before installing or updating any extension.

Download the extension file:
  1. Download the Customer Approve extension .ZIP file from solwininfotech.com using your Solwin Infotech website account.
  2. Extract the .ZIP file which contains another .ZIP files.
  3. If you have purchased the extension for the Community Edition, then you will see the extension .ZIP file forMagento 2.1.x, Magento 2.2.x, Magento 2.3.x, and Magento 2.4.x version.
    If you have purchased the extension for the Enterprise Edition, then you will see the extension .ZIP file for Magento 2.1.x, Magento 2.2.x and Magento 2.3.x version version.
Extension Installation:

For Magento 2 Community Edition,

  1. If you are using Magento 2.1.x then you need to extract solwin-customer-approve-m2-2.1.x.zip file.
    If you are using Magento 2.2.x then you need to extract solwin-customer-approve-m2-2.2.x.zip file.
    If you are using Magento 2.3.x, Magento 2.4.x then you need to extract solwin-customer-approve-m2.zip file.

For Magento 2 Enterprise Edition,

  1. If you are using Magento 2.1.x then you need to extract solwin-customer-approve-m2-EE-2.1.x.zip file.
    If you are using Magento 2.2.x then you need to extract solwin-customer-approve-m2-EE-2.2.x.zip file.
    If you are using Magento 2.3.x then you need to extract solwin-customer-approve-m2-EE.zip file.

Following 2 to 6 steps are the same for Community and Enterprise edition.

  1. Copy the app folder and paste it into your magento ROOT directory.

    FTP
  2. Run upgrade command as specified : php bin/magento setup:upgrade.
  3. Run deploy command as specified : php bin/magento setup:static-content:deploy -f.
  4. Clear the cache either from the admin panel or command line php bin/magento cache:clean.
  5. Now, you can see the Solwin menu in admin panel. Please go to Solwin -> Customer Approve -> Configuration and select Enable to Yes.
  6. Change/Set all other options as per your requirements and save settings.

NOTE : Make sure the installation is done from under the FTP administrator account. Otherwise make sure to set 775 permissions to the store root directory after the extension is deployed.

Getting Started

A setup guide and general information to help you

This document covers the installation, set up and use of this extension and provide answers and solutions to common problems and issues. We encourage you to read this document thoroughly if you are experiencing any difficulties.

Introduction

Customer Approve Magento 2 Extension allows the store owner to verify and approve every customer register to the store. It provides an option to automatically or manually approve customers who register to store without affecting the default registration process. It doesn’t affect the existing customer of the store, all remain active until they manually disapproved from the admin control panel after extension installation. Admin will notify via email after customer registration. Provide mass action to approve or disapprove customers from the customer grid at the same time. Easy configuration from the admin control panel and it can be done for each store or website separately. Custom email templates can be created using the Transnational Emails feature in Magento. The extension allows the store owner to redirect customers to any internal or external URL.

Features

The Extension provides the below features:

  • Store owners set customer status as approve, disapprove, and pending.
  • Redirect pending and disapproved customers to an external or internal URL or a CMS page.
  • Configure the custom message for the customers when their account is not approved and try to log in.
  • Multiple customers can be approved/disapproved by the admin.
  • Add custom email templates for customer approval.

Settings

In the admin control panel from Solwin >> Customer Approve >> Configuration menu, the Customer Approve Magento 2 extension allows store owners to enable or disable the module in the store and provide more configuration options for Customer Approve.

There are some configuration options for Customer Approve. Let's discuss it all in more detail.

customer approve general settings

General Settings

  • Enable: Yes | No.
  • Auto Approve Status: Approved | Disapproved | Pending.
  • Enable Welcome Email: Yes | No.

Approval Email Settings

  • Send Approval Email: Yes | No.
  • Email Sender: Select the email sender.
  • Email Template: Select the email template.

Admin Notification

  • Send Email Notification After Account Creation: Yes | No.
  • Email Sender: Select the email sender.
  • Email Template: Select the email template.
  • Recipients: Set recipients email addresses.

customer approve general settings1

Redirect Settings

  • Redirect Disapproved Customers: Yes | No.
  • Redirection Option: Redirect To CMS Page | Custom Redirect URL.
  • Redirect To CMS Page: Select CMS page to redirect.
  • Redirect Pending Customers: Yes | No.
  • Pending Redirection Option: Redirect to CMS Page | Custom Redirect URL.
  • Redirect To CMS Page: Select CMS page to redirect.

Error Message Settings

  • Display Error Message For Disapproved Customers: Yes | No
  • Error Message: Set error message for disapproved customers
  • Display Error Message For Pending Customers: Yes | No.
  • Error Message: Set error message for pending customers.

How To Configure

Go to CUSTOMERS >> All Customers. select customers that store owners want to approve/disapprove/pending, click on Actions dropdown and click on Approve/Disapprove/Pending link to perform mass action on multiple items.

customer approve mass action


Open particular customers to manually change customer status

customer approve manually approve

How To Use

On the front end, if the admin sets Disapprove in “Account Approve Status” in the admin control panel then the customer gets the below screenshot error message.

customer approve error

On the front end, if the admin sets Pending in “Account Approve Status” in the admin control panel then the customer gets the below screenshot error message.

customer approve pending error

Support

If you have any questions or requests, please contact us at support@solwininfotech.com. We are very happy to assist you!

  1. Website: https://solwininfotech.com
  2. Blog: https://solwininfotech.com/blog
  3. Support: http://support.solwininfotech.com