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  1. #1
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    Default Login as customer

    157 vanilla install w/demo data
    Drop tables
    import DB backup from live site
    install DPU Dynamic Price Updater. Website goes crazy upon db restore without it.
    install clone template

    Admin - Admins can now login to a customer account (login as that customer), to place an order on their behalf.
    Not sure how admin login as customer is expected to function.
    I have been using encrypted master password in all previous versions and have a special admin profile and user for the sole purpose of logging into customer's accounts.

    I cannot find any EMP type of setup in the admin config (yet)
    The password for my EMP account does not function.
    I use LastPass for all my passwords, so generally haven't a clue what any particular password is.
    I do know the Admin password that functions with past EMP admin profiles.

    Are the special instructions on how this now included feature is intended to work?
    Rick
    RixStix (dot) com
    aka: ChainWeavers (dot) com

  2. #2
    Join Date
    Feb 2006
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    Default Re: Login as customer

    Go to Admin > Configuration > My Store.
    If you only want one admin to be able to place orders (or login as the customer), set Customer Place Order: Single Admin ID to that admin's ID.
    If you want anyone with a specific admin profile to be able to place orders (or login as the customer), set Customer Place Order: Admin Profiles to that profile ID.

    You can find admin ids on the left hand side of the screen shown when you go to Admin > Admins > Admin Users.
    You can find profile ids on the left hand side of the screen shown when you go to Admin > Admins > Admin Profiles.

    To allow all superusers to use this function, set Customer Place Order: Admin Profiles to 1.

    When you click place order from the Admin > Customers screen, you will be prompted to enter a password for that customer; enter your admin password.
    That Software Guy. My Store: Zen Cart Modifications
    Available for hire - See my ad in Services
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    Do you benefit from Zen Cart? Then please support the project.

  3. #3
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    Default Re: Login as customer

    TNX, found those settings and they are already in the db from the import from live site, so all should work as in the past with EMP installed?

    Sorry, not trying to be obtuse but

    Build a cart from the website
    Go to checkout
    enter customer email address
    enter the password for the admin ID that has always been setup and worked using EMP in 156c
    Error: no match for email and/or password
    Rick
    RixStix (dot) com
    aka: ChainWeavers (dot) com

  4. #4
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    Default Re: Login as customer

    EMP is the old way. What I just described is the new way.
    That Software Guy. My Store: Zen Cart Modifications
    Available for hire - See my ad in Services
    Plugin Moderator, Documentation Curator, Chief Cook and Bottle-Washer.
    Do you benefit from Zen Cart? Then please support the project.

  5. #5
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    Default Re: Login as customer

    So there is no way to view a customer's cart from the website side of things, that function was removed?

    I never use it to place an order; only to help a customer troubleshoot an order.

    TNX,
    Rick
    RixStix (dot) com
    aka: ChainWeavers (dot) com

  6. #6
    Join Date
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    Default Re: Login as customer

    i had to install master password, (where i can set a master password in admin.) for login as customer to work. the new way requires you to click log in as customer and than put in admin password. old way click login as customer and click ok to login.

  7. #7
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    Default Re: Login as customer

    Quote Originally Posted by RixStix View Post
    So there is no way to view a customer's cart from the website side of things, that function was removed?
    The button "Place Order" from the customers screen allows you to login as a customer. You have to configure it, as noted above.
    That Software Guy. My Store: Zen Cart Modifications
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    Do you benefit from Zen Cart? Then please support the project.

  8. #8
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    Default Re: Login as customer

    Quote Originally Posted by swguy View Post
    Go to Admin > Configuration > My Store.
    If you only want one admin to be able to place orders (or login as the customer), set Customer Place Order: Single Admin ID to that admin's ID.
    If you want anyone with a specific admin profile to be able to place orders (or login as the customer), set Customer Place Order: Admin Profiles to that profile ID.

    You can find admin ids on the left hand side of the screen shown when you go to Admin > Admins > Admin Users.
    You can find profile ids on the left hand side of the screen shown when you go to Admin > Admins > Admin Profiles.

    To allow all superusers to use this function, set Customer Place Order: Admin Profiles to 1.

    When you click place order from the Admin > Customers screen, you will be prompted to enter a password for that customer; enter your admin password.

    Thank you. If I may add one admin profile setup requirement to your list,

    The admin profile must now have the "Customers" checkbox checked under the "Customers" category.

    I have an admin profile that is/was dedicated to EMP. That profile had zero checkboxes checked. Now the admin profile has only one checkbox checked.

    Other than that change/requirement, all my EMP admin settings saved within the database are functional in the built-in version.
    That was not a requirement to be set in EMP in order to be functional from the consumer facing website.

    Also, the built-in LogInAsCustomer DOES function from the consumer facing website once the Customers/Customers checkbox is checked in addition to being able to use the "Place Order" button from within ADMIN.
    Rick
    RixStix (dot) com
    aka: ChainWeavers (dot) com

  9. #9
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    Default Re: Login as customer

    If you have a minute, it would be great to capture all of this in a small help file. You can submit a PR to https://github.com/zencart/documentation
    The file should go in content/user/running. If you're not comfortable doing using Github, you can just PM me your writeup.
    That Software Guy. My Store: Zen Cart Modifications
    Available for hire - See my ad in Services
    Plugin Moderator, Documentation Curator, Chief Cook and Bottle-Washer.
    Do you benefit from Zen Cart? Then please support the project.

  10. #10
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    Default Re: Login as customer

    I will give it a try. If I fail, then I will PM the text to you. Github usually looks like a huge ant race to me with a few red and green ants sprinkled on top. :-)
    Rick
    RixStix (dot) com
    aka: ChainWeavers (dot) com

 

 
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