Login & Shop as Customer

The extension allows you to troubleshoot the order process and place orders on behalf of customers.

Installation

Download the .zip file from your WooCommerce account.
Go to: WordPress Admin > Plugins > Add New and Upload Plugin with the file you downloaded with Choose File.
Install Now and Activate the extension.

More information at Install and Activate Plugins/Extensions.

Setup and Configuration

Once the plugin is installed and activated, you will notice a new menu item in admin tool bar; WordPress Admin panel > Admin toolbar > Shop as customer.

How To Use

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Once the extension is installed, go to WooCommerce > Settings > Shop as customer tab. Here you can:

Enable Plugin – Check the box to enable plugin if disabled, none of the settings will work.
Enable History – By enabling this setting, you will get detailed admin login history, but if disabled, then you cannot view any record.
Enable login button in order table – Once enabled, the Login as Customer button will display on the admin’s order listing page.
Enable login button in order detail page– Check to enable Login button on order detail page.

After configuring extension, login as admin and visit the frontend, you will notice a new option “Switch to Customer” in admin header toolbar under the profile picture menu. Clicking on “Switch to customer” will open a popup that will allow you to login as any customer.

How To Switch to Customer

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You can switch to customer by following these three methods:

Method 1: Through WordPress Admin Panel

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Once you have activated the plugin:

Go to WordPress
Go to frontend of your store
From the Admin Panel toolbar, select Switch to Customer
Add customer’s email and click on switch
You are successfully switched to customer

Method 2: Through Order Listing Page

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Suppose you want to open order details for a specific customer. To switch for that particular customer:

Go to WordPress and navigate to Woocommerce
Go to orders
Choose any order made by the desired customer
You will see a login as customer button against the order
Click the button, and you’re switched to the customer
Now you can shop on behalf of this customer

Method 3: Through Order Detail Page

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To switch from customer’s order detail page, follow these steps:

Go to WordPress and navigate to Woocommerce
Go to orders
Choose any order made by the desired customer
Click on the order number to view order details
You will see a login as customer button below customer details
Click the button, and you’re switched to the customer
Now you can shop on behalf of this customer

How to Change Customer’s Billing and Shipping Addresses

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You can also edit billing addresses on behalf of customers from the frontend. To make changes in billing details:

Visit frontend of your store
Go to Admin Panel Bar & click Switch to customer
From the top Menu, select My Account
Scroll down to Addresses
To edit the billing information, edit the billing section
To edit the shipping information, edit the shipping section

How to Change & Add Payment Methods on Customer’s Behalf

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In order to change payment methods:

Visit frontend of your store
From Admin Panel Bar, click Switch to customer and add the customer email
Decide if you want to continue with the existing cart or make changes to it and visit cart page
Once decided go to My Account Page
From the side menu select Payments Methods
Now, add or delete any payment you would like to

How to Style Admin Bar

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To add customized colors to admin bar, follow these steps:

Go To WordPress
Navigate to WooCommerce
Click Settings and go to Shop as customer tab
Select Style option:

Here, you can view three different styling options:

Header Bar Background Color– Select color for background of header bar displayed at frontend of your store
Switch Button Background Color– For Switch to Customer button choose a color from the palette
Button Text Color– Select color for Switch to Customer button text

Admin login history:

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You can enable/disable admin login history from extension’s general settings tab. Click on “Admin Login History” to view the records.

FAQ’S

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Q1. Which data can I edit on customer’s My Account Page?

You can edit customer’s billing and shipping addresses from My Account Page. The extension also allows you to change and add payment methods from the same page.

Q2.Is customer data editable on checkout

Once you have switched as a customer, you can edit billing details from the Checkout page and My Account page.

Q.What roles can switch to customer?

By using the extension, only admins and shop managers can switch as a customer.