Located in Web Settings > Customer Settings
Initially set to "Public" meaning anyone can access your website, Customer Access Restrictions allow you to set only logged-in or approved customers to view or shop on your website.
Specify if your website will be Public or Restricted by one of the rules in this drop-down setting.
If you restrict your website to login or login/register, this setting allows you to upload a custom logo that will be used on the login screen.
If you restrict your website to login or login/register, this setting allows you to upload a custom background image that will be used on the login screen.
If you restrict your website to login or login/register, this message will appear below the logo and above the login form
If you restrict your website to login or login/register, this message will appear after a user has successfully signed in.
Require new customers or only B2B customers to be approved by the store administrator.
When a customer requests an account they can be created as a Contact, or as a Lead and Contact, or Opportunity and Contact. If you do not require account approval you can also have the registration create an Account and Contact.
Opportunities and Leads have their own workflow built-in for review and approval.
YES or NO -Require Approval will show only if you have the form creating a Contact. This setting will hide when Account Registration Type is Opportunity or Lead.
Yes or No - Configure email settings for registration approval in Settings > Emails
This will be the Customer Group assigned to the customers registering.
Leave empty for default (2). Valid range: 1-4
Sort customer addresses in the order they were entered, or alphabetically by Name, Company, Street, City, State etc...
Yes/No - this setting specifies if the user will need to confirm their email address (using a confirmation link sent to them after registering) before they can log-in.
When set to Yes customers will be able to add new addresses to their address book. If set to No and no addresses exist the customer will be unable to checkout. Guest Checkout will still allow users to enter any address. You can disable Guest Checkout under Setup->Checkout Settings
When set to Yes customers will be able to edit existing addresses in their address book
When set to Yes customers will be able to delete existing addresses in their address book
Yes or No.
If enabled, address will be assigned as the Default Billing and Default Shipping address for the customer.
Yes or No - Customer will stay on the current page if "No" is selected.
Never or every 30/60/90/180/360 Days customers will be forced to reset their password.
Yes or No - If using multi-language or multi-currency, you may restrict Customer Groups to specified language and currency.
Yes or No - Setting to YES will allow you to configure custom Order, Invoice, Credit Memo or Shipment ID numbers for users assigned to this customer group.
Yes or No - Setting to Yes will give you a Past Due Day Limit option in which Net Terms will not be available to the Customer. They will have to select a Payment Method at checkout.
When the above setting is set to Yes, Customers with past due orders will not be allowed to place new orders until the past due Invoices are paid.
Enter the number of days past the net terms days to consider the Invoice past due.
Yes or No - When set to Yes, orders will be placed in "Pending Shipment" state and the due dates will be calculated from the date of the order's first shipment.
Yes or No - When set to No, Credit will be held only for Orders that have been Shipped.
This is the Term Detail text displayed in the Checkout.
This will then display a checkbox that allows users to sign-up for your newsletter when they checkout on the last step before submitting the order. Email addresses will be added to Customers>Subscribers and can be synchronized with 3rd party services such as MailChimp, Constant Contact and so forth.
Please note in accordance with anti-spam regulations, this checkbox cannot be preselected by default. The user must check it off.
Updated about 1 month ago