Logging in to customer accounts allows you to tackle issues faster and to help customers with their requests more effectively. Our facilitates the process and allows you to log in as customer without a password.
But what if customers' accounts don't have a password, like Shopify B2B accounts?
That's what you'll find out in this guide. We'll walk you through detailed steps on how to log in to B2B customer accounts in Shopify in a few clicks.
However, let's start with the basics.
How Does B2B Login Work in Shopify?
Unlike a traditional Shopify login with email and password, logging in to B2B Shopify accounts requires a unique 6-digit code. So a customer goes to the login page, enters their email, receives a 6-digit code to that email and enters in on Shopify login.
The process is a little bit complicated, making it even more difficult to assist those customers (if they have any issues with their accounts or order placement).
But there's a solution.
How to Log in to B2B Customer Accounts in Shopify?
Although the B2B login logic is more complicated, Magefan Login as Customer app still makes it easy for you as a support manager.
The app generates a unique temporary email you'll use to log in. This email is valid for a specific period, which you set in the app settings.
So before we begin the login process go to Apps > Magefan Login as Customer > Configuration > New Customer Account and set the New Email Lifespan (in minutes).
Then navigate to Apps > Magefan Login as Customer > Customers and find a customer you'd like to log in as.
Once you click on it a popup with detailed login instructions appears. Although all the instructions are already there, we'll guide you through the process.
Copy the unique Email and hit Sign In. It opens a new tab with the login form.
Paste the copied email in the corresponding field and click Continue.
Go back to the admin panel and copy the 6-digit code you receive there.
Once again, paste the code in a corresponding field on the login tab and Submit the form.
That's it. You're in the B2B customer account.
Note: the app overrides customer's login email temporarily. So if you want to work in your customer's account simultaneously with the customer, just share the email and code you've just received with them.
This allows you to streamline the process and provide support without the hassles with the login information. But that's not the only thing the Magefan app is good at.
Except for the Shopify admin panel, you can log in to your customer account from your helpdesk or any CRM system using the API.
