A Brief Guide on Customer Configuration in Magento 2

A Brief Guide on Customer Configuration in Magento 2

A Brief Guide on Customer Configuration in Magento 2

To continue the previous blog How to manage customer, this article will introduce customer configuration in Magento 2.

Navigate to Store > Configuration > Customers > Customer Configuration.

1. Online Customers Options

Online Customers Options

Online Minutes Interval: the period that customer’s online activity is accessible from the backend admin.

2. Account Sharing Options

Account Sharing Options

Share Customer Accounts:

  • Global: Customer account information is shared with all websites and stores.
  • Per Website: Customer account information is restricted to the website that account was created.

3. Create New Account Options

Create New Account Options

  • Enable Automatic Assignment to Customer Group: Choose Yes to automatically assign a customer to a particular customer group, then choose that group in Default Group. For example: if you choose General group, any newly created account will be allocated to a General customer group.
  • Default Value for Disable Automatic Group Changes Based on VAT ID: If choose Yes, automatic change of customer group based on VAT ID will be enabled by default.
  • Show VAT Number on Storefront: If choose Yes, customers see the VAT number in the frontend.
  • Config to set up mail when creating a new account:  
  • Default Email Domain: Specify the default email domain.
  • Default Welcome Email: Specify email template for welcome email.
  • Default Welcome Email Without Password: Specify email template of welcome email for new customer accounts which are created by admin and don’t have an assigned password yet.  
  • Email Sender: Specify the store contact for sending a welcome email.
  • Require Emails Confirmation: Choose Yes to require customer confirmation when creating an account.
  • Confirmation Link Email: Specify the email template for a confirmation email.
  • Welcome Email: Specify the email template for the welcome email after the account is confirmed.
  • Generate Human-Friendly Customer ID: Choose Yes to create human-friendly customer ID.

4. Password Options

Password Options

  • Password Reset Protection Type: Decide the method to reset a customer password. If choose None, the password can be reset only by the store administrator.
  • Max Number of Password Reset Requests: Limits the number of passwords reset requests per hour. For unlimited requests, enter 0.
  • Min Time Between Password Reset Requests: Limit time between password reset requests. For no delay enter 0.
  • Config to set up email template:
  • Forgot Email Template: Specify the email template when customer forgot the password.
  • Remind Email Template: Specify the email template when the customer receives password reminder/hint.
  • Reset Password Template: Specify the email template when customer reset the password.
  • Password Template Email Sender: Choose the store contact as the sender for password-related emails.
  • Another config to set up password reset for the customer:
  • Recovery Link Expiration Period (hours)
  • Number of Required Character Classes
  • Maximum Login Failures to Lockout Account
  • Minimum Password Length
  • Lockout Time (minutes)

5. Name and Address Options

Name and Address Options

  • Number of Lines in a Street Address: If the field is blank, the default street address of two lines is used.
  • Config to set up name fields for the customer:
  • Show Prefix
  • Prefix Dropdown Options
  • Show Middle Name (initial)
  • Show Suffix
  • Suffix Dropdown Options
  • Another config to decide which fields to be included in Name and Address Form:
  • Show Date of Birth
  • Show Tax/VAT Number
  • Show Gender

6. Login Options

customer configuration 6

Choose Yes to redirect the customer to Account Dashboard after logging in.

7. Address Templates

Address Templates

  • Text: The template is used for all addresses that are printed.
  • Text One Line: The template is used for the order of address entities in the customer’s shopping cart address book list. Progress during checkout.
  • HTML: the template is used for the order of address fields located under the Customer Addresses area in the Admin panel (Customers > Manage Customers) and those located on the Add New Address page when a customer creates a new billing or shipping address on his or her account page.
  • PDF: The template is used for the display of billing and shipping addresses in the printed invoices, shipments, and credit memos.



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Hope you can find this article helpful. Please stay tuned for more blogs on set-up for customer and customer group in Magento 2.

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