Customer approval – Magento 2
USER MANUAL
Supported Version: 2.0, 2.1, 2.2, 2.3
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Table Of Contents
Preface ......................................……………………………………......3
Installation...................................………………………………………..4
Option 1: Magento 2 install extension using COMMAND LINE .........…………..…..4
Option 2: Magento 2 install extension manually ………………………………….......5
Backend Example ………………………………………………………...……...6

Extension configuration………………………………………………………...6
Frontend Example………………………………………………………………….11
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Preface:
- Customer Approval extension allows you to restrict customers from logging in
to your website without prior approval. This is particularly helpful when you
want to verify the customer's details before giving them access to the
website. It can also be used to force the customers to login before they can
make a purchase by disabling Guest Checkout which is a standard feature in
Magento.
- The extension allows you to redirect customers to any URL internal or external.
It also allows you to configure the extension for your store to send email
notifications to the admin upon account creation and to the customer upon
approval and rejection of the customer application. Email templates for admin
notification, customer approval and rejection come with the extension. Custom
emails templates can be created using the Transactional Emails feature in
Magento. The extension is configurable at the store view level allowing you to
have different settings for different stores in your multi store setup.
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Installation:
There are two ways of installing extension in magento2.
1) Using COMMAND LINE.
2) Manually install extension.
Option 1: Magento 2 install extension using COMMAND LINE (Recommended).
Follow below steps to install extension from the command line.
Step 1: Download the extension and unzip it.
Step 2: Upload it to code directory in your magento installation’s app directory.
If code directory does not exists then create.
Step 3: Disable the cache under System → Cache Management.
Step 4: Enter the following at the command line:
php bin/magento setup:upgrade
php bin/magento setup:static-content:deploy
Step 5: Once you complete above steps log out and log in back to the admin
panel and switch to Stores → Configuration → Mageants → Customer
approval. The module will be displayed in the admin panel.
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Option 2: Magento 2 install extension manually.
Step 1: Download the extension and unzip it.
Step 2: Upload it to code directory in your magento installation’s app directory.
If code directory does not exists then create.
Step 3: Disable the cache under System → Cache Management Edit
app/etc/config.php file and add one line code: ‘Mageants_Customer
approval’ → 1
Step 4: Disable the cache under System → Cache Management
Step 5: Once you complete above steps log out and log in back to the
admin panel and switch to Stores → Configuration → Mageants →
Customer approval, the module will be displayed in the admin panel.
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Backend example
After Installation of Extension login to magento admin panel to set
configuration of the extension.
As per below screen shot you can set all the settings here.
Extension Configuration
You can find configuration at Stores → Configuration → Mageants →
Customer Approval.
General
Enabled: Select Yes/No to Enable/Disable the extension respec-
tively. This can be configured at a store view level if you have a mutli
store setup.
Auto Approve Customer Account: Select Yes approve cus-
tomer account upon registration. Accounts approved can be rejected
in the admin.
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EMAIL SETTINGS
Notify Customer when approved or rejected: Select Yes to notify
the customer when their account is approved or rejected.
Email Sender: Select the email sender you wish to send the
emails to the customer. Magento email senders can be configured by
going to Stores → Configuration → Store → Store Email Addresses,
specify the contact name and email address for the contacts.
Approved Email Template: Select the email template to use when
customer is notified that their account has been approved. A default
email comes with our extension package. You can also override the
email by creating a transactional email of your own by going to
System → Transactional Emails, creating your own email template by
selecting the Customer Approved Template in the drop-down under
Load default template fieldset. Once you've saved the new transaction
email go back to System → Configuration → Mageants → Customer
Approval. Select the new template for the field Approved Email
Template.
Rejected Email Template: Select the email template to use when
customer is notified that their account has been rejected. You can
override the default template by following the steps mentioned in
Approved Email Template except that select Customer Rejected Email
Template in the dropdown under Load default template fieldset.
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REDIRECT SETTINGS
Redirect Customers: Select Yes to redirect the customers to a dif
fer ent page when their account has not been approved. This can be
either a CMS page or any internal or external URL.
Unapproved Customer Message: This message will be displayed
when the customer tries to login and their account has not been ap
proved.
Custom Redirect URL: Enter the URL to the page unapproved cus
tomers will be redirected to.
ADMIN NOTIFICATION: Notify Admin after account creation: Select
Yes to notify the admin of the new registration.
Email Sender: Select the email sender from list of email senders
available in magento. To configure please check Email Sender under
Email Settings explained above.
Email Template: Select the email template you want to use to
send to the admin when a customer registers on the site. You can
override the default template by following the steps mentioned in Ap
proved Email Template
except that select Account registration
admin
notification in the dropdown under Load default template fieldset.
Recipients: Enter admin email(s) separated by a comma(,). Exam
ple: johndoe@example.com, janedoe@example.com

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ADMIN NOTIFICATION: Notify Admin after account creation:
Customer Page
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APPROVE / REJECT CUSTOMERS
To approve / reject customers go to Customer > All Customers. There are
three ways to approve or reject customers.
1. Click on the Approve / Reject options to Approve / Reject the
customer corresponding to the grid row.


2. On the customer edit page, click on Approve button to Approve
customer and Reject button to Reject customer.
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3. To Approve / Reject customers in batch, go to Customers > All
Customers. Select the customers by selecting the check-boxes on
Corresponding to the customers you want to Approve / Reject.
Each row Click OK in the pop-up if you want to Approve / Reject.
Frontend example
Redirected Page After Registration
Displays message which is specified in Store Configuration.
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Login Page
Display message that customer is Pending or Rejected, if cus-
tomer will try to Login before approval.
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Thank you!
if you have any questions or feature suggestions, please contact us at:
https://www.mageants.com/contact-us
Your feedback is absolutely welcome!
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