FROM CACHE - en_header

Login as Customer

gustavo-garcia
Shopify Partner
14 0 5

 

Does anyone know if there a feature or application to allow admin to "log in as customer"?

 

we need the admin can log in as a customer in the frontend site.

Replies 64 (64)
Rae
Shopify Staff (Retired)
Shopify Staff (Retired)
1166 95 326

Hi, @gustavo-garcia

 

Rae from Shopify here. Thank you for posting this question. 

 

To log in as a customer on your own storefront, I recommend creating a customer account for yourself on your website, just as a regular customer would. To see this option, make sure to have customer accounts enabled within your admin.

 

Creating this customer account will require you to use an email address and create a unique password tied to your customer account only. Once you're logged in to this account, you will be able to see the order history, as well as account details - such as saved addresses - tied to your account. 

 

Is this the type of setup you're looking for? 

 

Please feel free to share some additional information about why you're looking to login as a customer on your own site, and what details you're hoping to see when you do this. Once I have more context regarding this, I'll be glad to help further. 

 

I look forward to hearing back from you! 

Rae | Social Care @ Shopify 
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gustavo-garcia
Shopify Partner
14 0 5

No, I refer to the Admin can log in with any customer account in the storefront. The feature is called "Login as customer". Example. In the customer list, the admin can click in one and then log in as a customer in the storefront. 

 

This app is for Magento(Login as customer ) but I'm looking for similar for Shopify.

 
Rae
Shopify Staff (Retired)
Shopify Staff (Retired)
1166 95 326

Hi, @gustavo-garcia!

 

Thank you for getting back to me with these details. 

 

All of the information listed within a customer's account can be found directly inside the 'Customers'  section of your Shopify admin. This document outlines all of the details that are listed in this section. With this in mind, can you tell me a bit more about why you're looking for this specific option? 

 

While there isn't currently an app within the Shopify App Store that offers this functionality, I recommend speaking with Shopify Experts about this to find out if it's possible to have this feature built or coded into your site. Experts are third party developers and designers who are especially skilled in our platform, so they're the best people to discuss this with further. 

 

Let me know if there is anything else I can help with! 

Rae | Social Care @ Shopify 
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Runeskovbo
Shopify Partner
12 0 8

Hi there,

 

I was searching for the same (I think) solution and just wanted to add a bit of background to our needs.

 

In my view this is mostly a B2B feature, where an area salesman or agent, can view a list of all the customers that belongs to his/her district og customer portfolio. Now, when the agent visits or is contacted by a customer, the agent can select that specific customer from the list and log in on the customers behalf and place an order.

This also means that each customer has to be linked/paired to a specific agent - maybe just trough "tags".

I haven't found this option in Shopify and our plan is therefore to create a small "login site" in front of Shopify, that the agent can log in to. We will then have an integration running, that syncs the customers between Shopify and this mini site and now we should be able to utilize "Multipass" (https://help.shopify.com/en/api/reference/plus/multipass) to allow the agent to log in as the user.

That's the rough plan at least 🙂

 

@Rae  Does this sound doable?

@gustavo-garcia Is that in line what what you need?

gustavo-garcia
Shopify Partner
14 0 5
Rae
Shopify Staff (Retired)
Shopify Staff (Retired)
1166 95 326

Hi, @Runeskovbo!

 

Thanks for reaching out to share these details. I can see how a feature like this would be beneficial for your business, as well as other businesses. 

 

It sounds like the setup you're working on is quite complex, and requires API functionality, which is outside of the scope of our general Support team. So, I recommend speaking with Shopify Experts further to find out if it's possible to create this on your storefront. However, please keep in mind that the Multipass API feature you mentioned is only available to Shopify Plus merchants. 

 

In the meantime, have you had to chance look into the B2B Private Store app? This app offers the ability to lock the store, and only display content to approved users. For your particular site, you may be able to use this app to create accounts for your agents, and this will allow only these individuals to login to your site and place orders on behalf of their clients. B2B Verify Customers is another app that offers similar functionality, and may work well for your business, too. However, these are both third party integrations, so if you have any questions or concerns about using these apps, please reach out to the app developers directly for more information. 

 

Feel free to reply back to me here if you have any other questions or concerns! 

Rae | Social Care @ Shopify 
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 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

bleopold
New Member
2 0 2

Did you find a solution to this? We need an identical functionality.

gustavo-garcia
Shopify Partner
14 0 5

@bleopold No, there is no app to do this. You need to use https://help.shopify.com/en/api/reference/plus/multipass

Runeskovbo
Shopify Partner
12 0 8

@bleopold - We are working on a solution to do this.

However, as mentioned before you have to be a Shopify Plus client to be able to do it.

Just out of curiosity, are you a Shopify Plus client? Trying to get a sense of the market here 🙂

bleopold
New Member
2 0 2
No I’m not.
AusBuzz
Tourist
3 0 7

Please let me know when this is available and the cost.

Runeskovbo
Shopify Partner
12 0 8

Hi @AusBuzz 

We are building this as part of a B2B setup for a client, and the "login as customer" also known as "Impersonation" is gonna be step 2 of that process, so it's gonna be some months into the future.

Step 1 - if you are interested - is building true customer specific prices capabilities that tie into the clients ERP system, where the prices/discounts are managed.

pinejewellery
New Member
1 0 0

What use is there in getting customers to login?

AusBuzz
Tourist
3 0 7
Hi PineJewellery

The requirement is to allow an administrator logged into Shopify's backend
to act as if they were logged in as a customer.

We use a Shopify App called Discount Ninja - extremely flexible discounting
tool. However, if we initiate a cart or order on behalf of a customer, the
admin users does not get to see the discounts that apply to the customer
(Discount Ninja essentially allows individual pricing per customer).

Our requirement is to allow the administrator user to curate the customer
order process on behalf of the customer - let's say if they were phoning an
order in.
FloParis
Excursionist
14 0 10

Hi  All,

 

I do need the same requirement of "Connecting as user".

 

We have developped an App using the same credentials as Shopify and we do need a way to connect to the app as a customer to solve better helps our customers and solve potential app issues.

 

Shopify seems to be quite a big shot as we are a small startup.

 

Any idea or workaround ?

 

Regards

Ghorton
Tourist
8 0 3
Hello. Also really keen to hear about this type of app.

We are interested in both the pricing solution and the ability to log in as a customer.

As a third part of our requirements we are trying to work out how to email people information stored in Shopify (Eg pricing or order status Information.

We want to use shopify as our internal customer service tool.
CaraO
New Member
1 0 3

I'm a new Shopify Customer, Shopify Plus to be exact and I need this functionality. We're currently in the middle of developing our new website as we're moving away from our current ecommerce platform. With our other platform, we're able to look up any customer and log in as them. This is highly needed as we often get calls from customers and need to login as them to help work them through it. Also, it's nice to login as specific customers in order to be able to see if any discounts we're offering to them are working. Please advise how to do this within Shopify Plus.

Rae
Shopify Staff (Retired)
Shopify Staff (Retired)
1166 95 326

Hi, @CaraO

 

Rae from Shopify here.

 

Thank you for jumping in with these details. I appreciate you reaching out. 

 

At the moment, there isn't a specific built-in feature on our platform that allows merchants to log in as their customers. I understand you're looking to use this feature to troubleshoot, or test discount codes, and the best way to do this on Shopify is by creating a customer account for yourself, by following the steps that I mentioned here: 

 

To log in as a customer on your own storefront, I recommend creating a customer account for yourself on your website, just as a regular customer would. To see this option, make sure to have customer accounts enabled within your admin.

 

Creating this customer account will require you to use an email address and create a unique password tied to your customer account only. Once you're logged in to this account, you will be able to see the order history, as well as account details - such as saved addresses - tied to your account. 

Then, you can use this customer account to troubleshoot the customer experience from your end. 

 

However, it sounds like this is a key part of your workflow, so I also recommend reaching out to Shopify Experts to see if they're able to build a custom solution for this on your site. Experts are third party developers who are very skilled at building Shopify integrations, so they're a great resource to consider using for tasks like this. You can contact Experts via this link for more information. 

 

In the meantime, I can certainly share your feedback with our teams regarding this and ensure they're aware of how this impacts you and your business. If we make any changes regarding this on our platform, we will share these updates on our changelog, and our Announcements page, so please keep an eye out there. 

 

If there are any other Community members who would like to share feedback on this topic, please reply back to me here with your .myshopify.com URL and I'll be sure to share your thoughts regarding this with our teams. 

 

Thanks! 

Rae | Social Care @ Shopify 
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 - Was your question answered? Mark it as an Accepted Solution
 - To learn more visit the Shopify Help Center or the Shopify Blog

AusBuzz
Tourist
3 0 7

@Rae 

 

Thanks for your reply. This is not for testing. It is to allow customer service team to place orders on behalf of customers.

 

It will be used operationally on a daily basis.

 

Setting up test accounts is not what's wanted.