DocumentationCommerceCustomer Management

New customer account options

Last update: Tue Jul 11 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Beginner
  • Intermediate
  • Admin
  • User

In the Create New Account Options section of the configuration, the basic account options are combined with more advanced options that relate to VAT ID Validation and custom integrations. The following instructions cover only the most frequently used options. To learn about automatic customer group assignments, see VAT Validation.

NOTE
+--------------------------------------------------------------------------------+ | badge informative | +================================================================================+ | 2.4.7-beta1 | +--------------------------------------------------------------------------------+ | Available in 2.4.7-beta1 only | +--------------------------------------------------------------------------------+There are updates included in the 2.4.7-beta1 release that provide enhancements to the described functionality. If you are using this release version, review the release notes for detailed information about the changes.
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Create New Account Options

Set up the basic customer account options

  1. On the Admin sidebar, go to Stores > Settings > Configuration.

  2. In the left panel, expand Customers and choose Customer Configuration.

  3. Expand the Create New Account Options section:

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    Create New Account Options default settings

  4. Set each of the options according to the customer experience that you need to support on your storefront:

    • Set Default Group to the customer group that is assigned to new customers when an account is created.

    • If you have a Value Added Tax number and want it to be visible to customers, set Show VAT Number on Storefront to Yes.

    • To require a customer’s email during Admin order creation for a customer, set Email is required field for Admin order creation to Yes.

    • Enter the Default Email Domain for the store, such as mystore.com

    • Set Default Welcome Email to the template that is used for the Welcome email sent to new customers.

    • Set Default Welcome Email without Password to the template that is used when a customer account is created that does not yet have a password. For example, a customer account created from the Admin does not yet have a password assigned.

    • Set Email Sender to the store contact that appears as the sender of the Welcome email.

    • To require customers to confirm their request to open an account with your store, set Require Emails Confirmation to Yes. Then, set Confirmation Link Email to the template that is used for the confirmation email.

    • Set Welcome Email to the template that is used for the Welcome message that is sent after the account is confirmed.

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      Create New Account Options with VAT enabled

      For detailed information about each of the options available in this configuration option set, see the Create New Account Options configuration reference.

  5. When complete, click Save Config.

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