Subaccounts for WooCommerce

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About Subaccounts for WooCommerce

A full suite of tools to create and manage sub-accounts in WooCommerce.

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updated: 8 months ago
since: 2 years ago
author: Mediaticus

Description

Subaccounts for WooCommerce allows the creation of subaccounts for your WooCommerce customers and subscribers.

Two modes are available:

  • Sub-User mode: multiple separate accounts grouped together under one parent account (e.g. Holding Company).
  • Multi-User mode: multiple users have access to a same master account (useful in case of Corporate Accounts).

The ability to create multiple subaccounts tied to a main parent account is extremely useful in all of the following usage scenarios:

  • companies that need to add and manage accounts for their employees
  • stores that need to place orders from different branches
  • businesses with multiple decision-makers for purchases
  • when parent accounts need to supervise and monitor all the activities made by their own sub-accounts (purchases, expenses, quotes, etc.) and even place orders on behalf of them;
  • in the case of company accounts that need to place orders from different purchasing departments or through multiple purchasing managers (B2B and similar);
  • in those situations where a sales agent or sales representative needs to create new accounts for newly acquired customers and, if desired, place orders on their behalf.

🏆 Main features

Subaccounts for WooCommerce (free version) provides support for the following features:

My Account area

  • Possibility for customers to create/add new subaccounts (up to 10 subaccounts for each parent account in the free version).
  • Ability for a parent account to to edit subaccount details (Account Details, Billing Address, Shipping Address) directly from its My Account area.
  • Possibility for a parent account to view subaccount orders directly from its My Account area.
  • Ability for a parent account to switch account to its subaccounts using our advanced and secure user switching system.
  • Ability for a parent account to monitor purchases made by its subaccounts and even place orders on their behalf.
  • For each purchase, display information about who did actually placed the order (whether it was placed by a parent account on behalf of a subaccount or by a subaccount itself).

Admin area

  • Customize the appearance of the User Switcher Pane to match the color scheme of your theme.
  • Possibility to limit the number of subaccounts that a parent account can create/add.
  • Possibility to choose user roles (including custom ones) to enable the subaccount system for.
  • In WooCommerce order page, for each order, display information about customer’s account type (whether a parent account or a subaccount).
  • In case of purchase made by a subaccount, for each order display information about the subaccount’s parent account, so that you know which user belongs to whom.

🚀 Premium features

Subaccounts Pro (premium version) is an extended version of the plugin and includes the following additional features:

  • Each parent account (Manager) can create an unlimited number of subaccounts.
  • Create, set and fully manage subaccounts directly from backend (as an administrator).
  • Possibility to force subaccounts to inherit the billing/shipping address from their Manager.
  • On admin side, in both WooCommerce orders list and WooCommerce order pages display information about who did actually placed an order (whether it was placed by a parent account on behalf of a subaccount or by a subaccount itself).
  • Possibility to show parent accounts and subaccounts information in WooCommerce orders list page.
  • Possibility to show parent accounts and subaccounts information in WordPress users list page.
  • On WordPress users list page, filter customers and subscribers based on account type (e.g. show only parent accounts or subaccounts).
  • Possibility to include parent account and sub-account information related to an order in WooCommerce new order emails (for either admin or customers, or both).

Upgrade to Subaccounts Pro and get a full suite of tools to create and manage subaccounts in WooCommerce!

Upgrading to Subaccounts Pro is easy: just install the free version of the plugin and navigate to: Admin Dashboard → WooCommerce → Subaccounts → Add-Ons. From there you will be able to easily and securely upgrade to the premium version of the plugin in just a few clicks.

🔌 Add-Ons available

Order Approval Add-On: With the Order Approval Add-On parent accounts can edit and approve or reject subaccount orders.

Supervisor Add-On: With the Supervisor Add-On it is possible to set a parent account (Supervisor) above a Manager account type, thus allowing you (as an administrator) to create a three-level structure of nested accounts (e.g. Supervisor → Manager → Subaccount).

🌐 Languages and translations

Subaccounts for WooCommerce is translation ready and is currently available in the following languages:

  • English
  • French
  • Italian

More translations soon available.