Solved

Manually approve new customer accounts?

YnkSch
Excursionist
33 0 14

Is there a way to manually approve new customer accounts? Is it possible with coding?

 

I'm using dawn theme.

Accepted Solution (1)

AvadaCommerce
Shopify Partner
3879 839 945

This is an accepted solution.

Hi @YnkSch 

By default, Shopify does not support manually approving new customer accounts.

You can consider some solutions:

#1. Not put a signup link on the website, but have a "request membership" sign up form. You could use the contact page for that if you wanted.

When you get an email when they fill that out, you create the account (just copy and paste the info) and email them an invitation. They click the link in the invite to make the password.

#2. Allow them to create the account, but hide the pages with the Locksmith app. Then after you approve them, you would apply a "tag" to the customer account so they can see the pages and products locked with Locksmith.

#3. Using Customer Fields app.

The app has a feature to allow staff/admins to easily approve or deny customers after they submit a registration form. Customers will get emails upon submission of the form, and they'll also get emails if/when their account is approved (or denied). Any customer who submits this type of registration form is not saved into Shopify until after their account is approved by your team.

If you feel like my answer is helpful, please mark it as a SOLUTION. Let me know if you have any questions!

banned

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Replies 6 (6)

AvadaCommerce
Shopify Partner
3879 839 945

This is an accepted solution.

Hi @YnkSch 

By default, Shopify does not support manually approving new customer accounts.

You can consider some solutions:

#1. Not put a signup link on the website, but have a "request membership" sign up form. You could use the contact page for that if you wanted.

When you get an email when they fill that out, you create the account (just copy and paste the info) and email them an invitation. They click the link in the invite to make the password.

#2. Allow them to create the account, but hide the pages with the Locksmith app. Then after you approve them, you would apply a "tag" to the customer account so they can see the pages and products locked with Locksmith.

#3. Using Customer Fields app.

The app has a feature to allow staff/admins to easily approve or deny customers after they submit a registration form. Customers will get emails upon submission of the form, and they'll also get emails if/when their account is approved (or denied). Any customer who submits this type of registration form is not saved into Shopify until after their account is approved by your team.

If you feel like my answer is helpful, please mark it as a SOLUTION. Let me know if you have any questions!

banned
YnkSch
Excursionist
33 0 14

Thank you!

AvadaCommerce
Shopify Partner
3879 839 945

You're welcome! @YnkSch 

banned

erionmesicpw
Visitor
2 0 3

Had the same issue and figured it out myself:

Settings -> Metafields -> Customers -> Add definition

Name: Reseller

Namespace and key: custom.reseller

Description: Make sure customer is a reseller

Select content type: True or False

Save definition, this will create a true/false status for all customers

go to:

Sales channel -> Online Store -> Edit Code

Edit CodeEdit Code

go to Sections -> cart-template.liquid 

find:

<button type="submit" name="checkout" class="btn">{{ 'cart.general.checkout' | t }}</button>

You need to wrap the checkout button with an if statement:

{%- if customer.metafields.custom.reseller != true -%}
<p>Not a reseller yet!</p>
{%- else -%}
<button type="submit" name="checkout" class="btn">{{ 'cart.general.checkout' | t }}</button>
{%- endif -%}

This will not allow customers that are not resellers to check out.

 

To make a customer a reseller go to:

Customers -> click on the customer name and change the Metafields Reseller to "true"ResellerReseller

 

 

beauxbreaux
Shopify Partner
183 13 32

This works for me. Although customers can technically manually enter the URL into the browser to checkout. This is far less likely to happen but we would essentially just not fulfil the order if it did. I thought about creating a redirect instead to a page were a person could learn about becoming a reseller but that will be for a later date. This solution was super easy to implement and covers what I need for now. 

Beaux Barker
Developer

JaviExpress
Shopify Partner
131 14 20

If you mean Shopify's New Account Dashboard, I think this can be accessed just with the email, regardless of if the account is not created yet or disabled.

 

Account Approval can only be applied with Classic Accounts. We agree that using a custom form or an app would be the best options, along locking site or content like price if you need. Only that we find cuter just replacing the registration form, this should work in most themes, we wrote more about it here.

Customer Accounts Concierge
Turn the account page into a beautiful and multifunctional customer portal. Integrate contents, tools, and CRM features from other apps to drive a longer, richer and more personalized customer experience: Profile, Order History, Loyalty, Wishlist, Social Login, Customer Forms.