It's hard to overestimate the importance of making a customer's journey on your website as flawless as possible. If your store is easy to interact with, people will definitely want to come back. As it happens, lots of those interactions happen through the customer account.
That's why you have to make use of the Magento customer account configuration settings. So you can not only make engaging with your store easier but manage customer account options according to your requirements.
The whole process may seem a bit complicated, considering the number of options Magento provides. However, in this article, we'll guide you through all the steps you have to take.
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In order to configure customer accounts in Magento 2, navigate to Stores > Configuration > Customers > Customers Configuration. As you can see, there are a lot of sections you'll need to fill out.
So, let's have a closer look at the steps you should take.
Account Sharing Options
If you manage multiple websites and stores, you have to set the scope for customer account sharing options.
In the Share Customer Accounts field, choose one of the two options:
- Global — customer account information is shared across all the websites and stores you run.
- Per Website — customer account information is available for a particular website only.
Online Customer Options
For convenient and effective client sessions on your website, fill out the Online Customer Options section.
- Set the Online Minutes Interval field to determine how much time has to pass before the customer's online activity is no longer accessible from the admin panel. The default value is 15 minutes. Leave this field empty to apply it.
- Enter the number of minutes that should pass before the unsaved data entered by a customer expires in the Customer Data Lifetime field. 60 is the default number, but you can modify it according to your needs.
Create New Account Options
Fill out the Create New Account Options section to manage the options required for the creation of an account on your website. Check out new customer account options configuration guide for more details.
Passwords are crucial for any type of account, be it a customer or an admin user. That's why you should thoroughly configure password options to ensure better security of customers' data.
Account Information Options
It often happens that clients want to change their email and/or password. So one important thing to configure here is the email templates.
- Choose the Change Email Templatethat will be sent to those customers who want to change their email addresses.
- Set the Change Email and Password Template. Your customers will get this email in case they want to change both the email and password of their accounts.
Name and Address Options
To provide a wider set of options during account creation, you should configure Name and Address Options. There are lots of fields to set up, but our customer name and address options guide will help you with this task.
While configuring Magento customer accounts make sure to consider the login options, since they might influence customer experience as well.
Choose either Yes or No in the Redirect Customer to Account Dashboard after Logging in to determine whether your customers will be sent to the dashboard page or will continue shopping after the log-in.
Jump to the Address Templates section to configure the way of displaying addresses in the invoices, shopping cart, credit memos, etc.
- Fill out the Text field, adding the variables used for all printed addresses.
- Enter the variables to determine the order of addresses in the shopping cart address book list in the Text One Line field.
- Fill out the HTML field, that defines the order of address fields in the Customer Addresses section in the admin panel.
- Add the variables to the PDF field to determine the display of the billing and shipping addresses in the printed invoices, shipments, credit memos etc.
Magento CAPTCHA is one of many features you can apply in your store to improve security. It's a useful tool that helps to prevent spam and fight brute force attacks on your storefront. So, to configure CAPTCHA for customer accounts:
- Enable CAPTCHA on Storefront by choosing Yes in the corresponding field.
- Choose the Font that will be applied for CAPTCHA.
- Specify for which Forms you would like to use your CAPTCHA.
- Set the Displaying Mode.
- Add the Number of Unsuccessful Attempts to Login after which the account will be locked.
- Enter the time for the CAPTCHA to expire in the CAPTCHA Timeout (minutes) field.
- Specify the Number of Symbols that make up the CAPTCHA. The highest value is 8, however, the number range (e.g. 3-6) works just fine.
- Enter the Symbols Used in CAPTCHA. You can use the letters (from A to Z in lower and upper case) and/or numbers (0-9).
- Choose either Yes or No in the Case Sensitive field to determine whether CAPTCHA characters are case-sensitive.
Don't forget to press the Save Config button once you fill out all sections in the Magento customer accounts configuration.
This process will take some of your time. But you have to fill out those options to make signing up and logging in convenient for both you and your customers.
Since not all customers want to create an account to place orders on your store, the other option you might need to set up is guest checkout.