SlideShare a Scribd company logo
Website: http://www.itoris.com
Email: sales@itoris.com
ITORIS INC.
WEB DEVELOPMENT COMPANY
extension
http://www.itoris.com
sales@itoris.com
DEVELOPMENT COMPANY
Pending Registration
extension for Magento2
User Guide
version 1.0
ending Registration
for Magento2
User Guide
version 1.0
Page | 1
ending Registration
for Magento2
Website: http://www.itoris.com
Email: sales@itoris.com
ITORIS INC.
WEB DEVELOPMENT COMPANY
Contents
1. Introduction ................................
2. Installation ................................
2.1. System Requirements
2.2. Installation
2.3. License................................
3. How to Use................................
3.1. Settings................................
3.1.1. General Settings
3.1.2. Email Settings
3.1.3. Bulk Status Updater
3.2. Managing Customers' Statuses
3.2.1. Managing status from the list of customers
3.2.1. Managing status from the customer
3.3. Frontend................................
http://www.itoris.com
sales@itoris.com
DEVELOPMENT COMPANY
................................................................
................................................................
2.1. System Requirements ................................................................
2.2. Installation................................................................
................................................................
................................................................
................................................................
3.1.1. General Settings ................................................................
3.1.2. Email Settings................................................................
3.1.3. Bulk Status Updater................................................................
3.2. Managing Customers' Statuses ................................
3.2.1. Managing status from the list of customers
3.2.1. Managing status from the customer configuration page
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3.2.1. Managing status from the list of customers................................................................
configuration page ................................................................
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Website: http://www.itoris.com
Email: sales@itoris.com
ITORIS INC.
WEB DEVELOPMENT COMPANY
1. Introduction
The document is a User Guide for extension
describes the extension functionality and provides some
The purpose of the Pending Registration extension is to allow the web
approve customers' registrations.
Administrator either
2. Installation
2.1. System Requirements
The extension requires Magento 2.x
2.2. Installation
The extension is provided as a .zip archive with the source code and the installation instruction
Unpack the source code into
the following commands in the SSH console:
php bin/magento module:enable
php bin/magento setup:upgrade
Then log into Magento backend and flush cache in
If you experience any issues with the extension installation please contact us here
https://www.itoris.com/contact
2.3. License
The extension has
Magento2 website and its development instances.
needs. Redistribution of the extension or its parts is not allowed. Please read more details h
https://www.itoris.com/magento
http://www.itoris.com
sales@itoris.com
DEVELOPMENT COMPANY
Introduction
The document is a User Guide for extension Pending Registration
describes the extension functionality and provides some
The purpose of the Pending Registration extension is to allow the web
customers' registrations. Upon registration
Administrator either Approves the account or Declines
Installation
Requirements
xtension requires Magento 2.x
Installation
The extension is provided as a .zip archive with the source code and the installation instruction
Unpack the source code into /app/code/Itoris/Itoris_PendingRegistration
the following commands in the SSH console:
php bin/magento module:enable --clear-static
php bin/magento setup:upgrade
Then log into Magento backend and flush cache in System
If you experience any issues with the extension installation please contact us here
https://www.itoris.com/contact-us.html
The extension has full open source code. One license/purchase can be used on a single
Magento2 website and its development instances. The extension can be customized for the license owner
needs. Redistribution of the extension or its parts is not allowed. Please read more details h
https://www.itoris.com/magento-extensions-license.html
ending Registration created for Magento2 websites. It
describes the extension functionality and provides some tips for a quick start.
The purpose of the Pending Registration extension is to allow the web store administrator
pon registration the customer's account gets the Pending status
eclines it. Until approved the customer can't log in
The extension is provided as a .zip archive with the source code and the installation instruction
Itoris_PendingRegistration/ folder on your server. And run
static-content Itoris_PendingRegistration
System -> Cache Management -> Flush Magento Cache
If you experience any issues with the extension installation please contact us here -
One license/purchase can be used on a single production
The extension can be customized for the license owner
needs. Redistribution of the extension or its parts is not allowed. Please read more details h
license.html
Page | 3
created for Magento2 websites. It
administrator manually
the Pending status.
Until approved the customer can't log in.
The extension is provided as a .zip archive with the source code and the installation instructions.
folder on your server. And run
Itoris_PendingRegistration
> Flush Magento Cache
production
The extension can be customized for the license owner
needs. Redistribution of the extension or its parts is not allowed. Please read more details here -
Website: http://www.itoris.com
Email: sales@itoris.com
ITORIS INC.
WEB DEVELOPMENT COMPANY
3. How to Use
3.1. Settings
3.1.1. General Settings
General settings are available following
Pending Registration
Extension Enabled
Select which Customer Groups you would like to validate manually
groups will be validated manually.
the manual approval for
3.1.2. Email Settings
The extension sends
1. Notification
2. Notification
3. Notification
4. Notification to the customer if the registration has been declined
All the emails can be customized and configured individually.
The email settings are available following
Pending Registration
http://www.itoris.com
sales@itoris.com
DEVELOPMENT COMPANY
How to Use
3.1.1. General Settings
General settings are available following STORES -> Settings
Pending Registration -> General.
Extension Enabled - Yes/No. Enables or disables the extension function
Select which Customer Groups you would like to validate manually
be validated manually. But you can set it
the manual approval for the wholesalers and let the
3.1.2. Email Settings
sends 4 types of emails:
otification to admin when new registration requires moderation
otification to the customer when their regist
Notification to the customer once the registration has been
Notification to the customer if the registration has been declined
All the emails can be customized and configured individually.
The email settings are available following STORES ->
Pending Registration -> Events.
Settings -> Configuration -> ITORIS EXTENSIONS
the extension functionality.
Select which Customer Groups you would like to validate manually (multi-select). By default all customer
it to auto-approve specific groups. For instance,
the general customers be approved automatically.
tion requires moderation
when their registration requires moderation
the registration has been approved
Notification to the customer if the registration has been declined
All the emails can be customized and configured individually.
> Settings -> Configuration -> ITORIS EXTENSIONS
Page | 4
ITORIS EXTENSIONS ->
y default all customer
pprove specific groups. For instance, enable
general customers be approved automatically.
ITORIS EXTENSIONS ->
Website: http://www.itoris.com
Email: sales@itoris.com
ITORIS INC.
WEB DEVELOPMENT COMPANY
Admin notification email template sender
senders following
Admin notification email template
select the default email template provided with the extension, or select
can create a custom email te
New customer notification email template sender
New customer notification email template
"Disabled") or select
template.
Approved customer notification email template sender
Approved customer notification email template
"Disabled") or select
template.
Declined customer notification email template sender
Declined customer notification email template
"Disabled") or select
template.
3.1.3. Bulk Status
You can update the status
EXTENSIONS -> Pending Registration
http://www.itoris.com
sales@itoris.com
DEVELOPMENT COMPANY
Admin notification email template sender. Select the sender
senders following STORES -> Settings -> Configuration
Admin notification email template. Here you can either
the default email template provided with the extension, or select
can create a custom email template following MARKETING
New customer notification email template sender.
New customer notification email template. Here you can
or select the default email template provided with the extension, or select
customer notification email template sender
customer notification email template. Here you can
or select the default email template provided with the extension, or select
customer notification email template sender
customer notification email template. Here you can
or select the default email template provided with the extension, or select
tatus Updater
You can update the status for all existing customers following
> Pending Registration -> Existing users
. Select the sender the email will be sent from.
Configuration -> GENERAL -> Store Email Addresses
either disable this notification type (select
the default email template provided with the extension, or select your custom email template.
MARKETING -> Communications -> Email Templates
. Select the sender the email will be sent from.
Here you can either disable this notification type (
the default email template provided with the extension, or select your custom email
customer notification email template sender. Select the sender the email will be sent from.
Here you can either disable this notification type (
the default email template provided with the extension, or select your custom email
customer notification email template sender. Select the sender the email will be sent from.
Here you can either disable this notification type (
the default email template provided with the extension, or select your custom email
all existing customers following STORES -> Settings -> Configuration
xisting users
Page | 5
the email will be sent from. You can edit
Store Email Addresses
select "Disabled") or
your custom email template. You
Email Templates
the email will be sent from.
this notification type (select
your custom email
the email will be sent from.
this notification type (select
your custom email
the email will be sent from.
this notification type (select
your custom email
Configuration -> ITORIS
Website: http://www.itoris.com
Email: sales@itoris.com
ITORIS INC.
WEB DEVELOPMENT COMPANY
Make all users status
to all customers currently available in the system.
3.2. Managing
3.2.1. Managing
The extension adds another column
You can reorder the column if needed by dragging it.
the customer's status in the grid click on the
http://www.itoris.com
sales@itoris.com
DEVELOPMENT COMPANY
Make all users status. Choose either Pending or Approved
to all customers currently available in the system.
. Managing Customers' Statuses
Managing status from the list of customers
adds another column "Status" to the list of customers
You can reorder the column if needed by dragging it.
customer's status in the grid click on the status cell.
Choose either Pending or Approved and click "Set Status". The status will be applied
ustomers
to the list of customers CUSTOMERS -> All Customers
You can reorder the column if needed by dragging it. Or hide it using the grid Columns configurat
cell.
Page | 6
The status will be applied
> All Customers.
configuration. To edit
Website: http://www.itoris.com
Email: sales@itoris.com
ITORIS INC.
WEB DEVELOPMENT COMPANY
Choose the new status and click "
3.2.1. Managing
You can also manage the status from the customer configuration page
{customer} -> Account Activation
Choose the new status and click "
automatically.
3.3. Frontend
Upon registration
login." appears.
Customer will not be able to login.
http://www.itoris.com
sales@itoris.com
DEVELOPMENT COMPANY
Choose the new status and click "Save". The email notification will be sent to the customer automatically.
Managing status from the customer configuration page
You can also manage the status from the customer configuration page
Account Activation
Choose the new status and click "Save Customer". The email notification will be sent to the customer
Frontend
pon registration message "Thank you for registration. Your account requires moderation before you can
Customer will not be able to login. Message "Your account requires moderation
The email notification will be sent to the customer automatically.
configuration page
You can also manage the status from the customer configuration page CUSTOMERS -> All Customers
The email notification will be sent to the customer
Thank you for registration. Your account requires moderation before you can
Your account requires moderation" will be shown.
Page | 7
The email notification will be sent to the customer automatically.
> All Customers ->
The email notification will be sent to the customer
Thank you for registration. Your account requires moderation before you can
will be shown.
Website: http://www.itoris.com
Email: sales@itoris.com
ITORIS INC.
WEB DEVELOPMENT COMPANY
If the customer's registration was declined message "
site administrator for more details
http://www.itoris.com
sales@itoris.com
DEVELOPMENT COMPANY
customer's registration was declined message "
site administrator for more details" will be shown.
customer's registration was declined message "Your registration has been declined. Please contact the
Page | 8
Your registration has been declined. Please contact the

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Magento 2 Pending Registration Extension By ITORIS INC.

  • 1. Website: http://www.itoris.com Email: sales@itoris.com ITORIS INC. WEB DEVELOPMENT COMPANY extension http://www.itoris.com sales@itoris.com DEVELOPMENT COMPANY Pending Registration extension for Magento2 User Guide version 1.0 ending Registration for Magento2 User Guide version 1.0 Page | 1 ending Registration for Magento2
  • 2. Website: http://www.itoris.com Email: sales@itoris.com ITORIS INC. WEB DEVELOPMENT COMPANY Contents 1. Introduction ................................ 2. Installation ................................ 2.1. System Requirements 2.2. Installation 2.3. License................................ 3. How to Use................................ 3.1. Settings................................ 3.1.1. General Settings 3.1.2. Email Settings 3.1.3. Bulk Status Updater 3.2. Managing Customers' Statuses 3.2.1. Managing status from the list of customers 3.2.1. Managing status from the customer 3.3. Frontend................................ http://www.itoris.com sales@itoris.com DEVELOPMENT COMPANY ................................................................ ................................................................ 2.1. System Requirements ................................................................ 2.2. Installation................................................................ ................................................................ ................................................................ ................................................................ 3.1.1. General Settings ................................................................ 3.1.2. Email Settings................................................................ 3.1.3. Bulk Status Updater................................................................ 3.2. Managing Customers' Statuses ................................ 3.2.1. Managing status from the list of customers 3.2.1. Managing status from the customer configuration page ................................................................ ................................................................................................ ................................................................................................ ................................................................ ................................................................................................ ................................................................................................ ................................................................................................ ................................................................................................ ................................................................ ................................................................................................ ................................................................ ................................................................................................ 3.2.1. Managing status from the list of customers................................................................ configuration page ................................................................ ................................................................................................ Page | 2 ..................................................3 ....................................................3 ............................................................3 ..............................................3 ....................................................3 ....................................................4 ...................................................4 ..............................................................4 ..................................4 .........................................................5 ..............................................6 ....................................................6 ................................7 .................................................7
  • 3. Website: http://www.itoris.com Email: sales@itoris.com ITORIS INC. WEB DEVELOPMENT COMPANY 1. Introduction The document is a User Guide for extension describes the extension functionality and provides some The purpose of the Pending Registration extension is to allow the web approve customers' registrations. Administrator either 2. Installation 2.1. System Requirements The extension requires Magento 2.x 2.2. Installation The extension is provided as a .zip archive with the source code and the installation instruction Unpack the source code into the following commands in the SSH console: php bin/magento module:enable php bin/magento setup:upgrade Then log into Magento backend and flush cache in If you experience any issues with the extension installation please contact us here https://www.itoris.com/contact 2.3. License The extension has Magento2 website and its development instances. needs. Redistribution of the extension or its parts is not allowed. Please read more details h https://www.itoris.com/magento http://www.itoris.com sales@itoris.com DEVELOPMENT COMPANY Introduction The document is a User Guide for extension Pending Registration describes the extension functionality and provides some The purpose of the Pending Registration extension is to allow the web customers' registrations. Upon registration Administrator either Approves the account or Declines Installation Requirements xtension requires Magento 2.x Installation The extension is provided as a .zip archive with the source code and the installation instruction Unpack the source code into /app/code/Itoris/Itoris_PendingRegistration the following commands in the SSH console: php bin/magento module:enable --clear-static php bin/magento setup:upgrade Then log into Magento backend and flush cache in System If you experience any issues with the extension installation please contact us here https://www.itoris.com/contact-us.html The extension has full open source code. One license/purchase can be used on a single Magento2 website and its development instances. The extension can be customized for the license owner needs. Redistribution of the extension or its parts is not allowed. Please read more details h https://www.itoris.com/magento-extensions-license.html ending Registration created for Magento2 websites. It describes the extension functionality and provides some tips for a quick start. The purpose of the Pending Registration extension is to allow the web store administrator pon registration the customer's account gets the Pending status eclines it. Until approved the customer can't log in The extension is provided as a .zip archive with the source code and the installation instruction Itoris_PendingRegistration/ folder on your server. And run static-content Itoris_PendingRegistration System -> Cache Management -> Flush Magento Cache If you experience any issues with the extension installation please contact us here - One license/purchase can be used on a single production The extension can be customized for the license owner needs. Redistribution of the extension or its parts is not allowed. Please read more details h license.html Page | 3 created for Magento2 websites. It administrator manually the Pending status. Until approved the customer can't log in. The extension is provided as a .zip archive with the source code and the installation instructions. folder on your server. And run Itoris_PendingRegistration > Flush Magento Cache production The extension can be customized for the license owner needs. Redistribution of the extension or its parts is not allowed. Please read more details here -
  • 4. Website: http://www.itoris.com Email: sales@itoris.com ITORIS INC. WEB DEVELOPMENT COMPANY 3. How to Use 3.1. Settings 3.1.1. General Settings General settings are available following Pending Registration Extension Enabled Select which Customer Groups you would like to validate manually groups will be validated manually. the manual approval for 3.1.2. Email Settings The extension sends 1. Notification 2. Notification 3. Notification 4. Notification to the customer if the registration has been declined All the emails can be customized and configured individually. The email settings are available following Pending Registration http://www.itoris.com sales@itoris.com DEVELOPMENT COMPANY How to Use 3.1.1. General Settings General settings are available following STORES -> Settings Pending Registration -> General. Extension Enabled - Yes/No. Enables or disables the extension function Select which Customer Groups you would like to validate manually be validated manually. But you can set it the manual approval for the wholesalers and let the 3.1.2. Email Settings sends 4 types of emails: otification to admin when new registration requires moderation otification to the customer when their regist Notification to the customer once the registration has been Notification to the customer if the registration has been declined All the emails can be customized and configured individually. The email settings are available following STORES -> Pending Registration -> Events. Settings -> Configuration -> ITORIS EXTENSIONS the extension functionality. Select which Customer Groups you would like to validate manually (multi-select). By default all customer it to auto-approve specific groups. For instance, the general customers be approved automatically. tion requires moderation when their registration requires moderation the registration has been approved Notification to the customer if the registration has been declined All the emails can be customized and configured individually. > Settings -> Configuration -> ITORIS EXTENSIONS Page | 4 ITORIS EXTENSIONS -> y default all customer pprove specific groups. For instance, enable general customers be approved automatically. ITORIS EXTENSIONS ->
  • 5. Website: http://www.itoris.com Email: sales@itoris.com ITORIS INC. WEB DEVELOPMENT COMPANY Admin notification email template sender senders following Admin notification email template select the default email template provided with the extension, or select can create a custom email te New customer notification email template sender New customer notification email template "Disabled") or select template. Approved customer notification email template sender Approved customer notification email template "Disabled") or select template. Declined customer notification email template sender Declined customer notification email template "Disabled") or select template. 3.1.3. Bulk Status You can update the status EXTENSIONS -> Pending Registration http://www.itoris.com sales@itoris.com DEVELOPMENT COMPANY Admin notification email template sender. Select the sender senders following STORES -> Settings -> Configuration Admin notification email template. Here you can either the default email template provided with the extension, or select can create a custom email template following MARKETING New customer notification email template sender. New customer notification email template. Here you can or select the default email template provided with the extension, or select customer notification email template sender customer notification email template. Here you can or select the default email template provided with the extension, or select customer notification email template sender customer notification email template. Here you can or select the default email template provided with the extension, or select tatus Updater You can update the status for all existing customers following > Pending Registration -> Existing users . Select the sender the email will be sent from. Configuration -> GENERAL -> Store Email Addresses either disable this notification type (select the default email template provided with the extension, or select your custom email template. MARKETING -> Communications -> Email Templates . Select the sender the email will be sent from. Here you can either disable this notification type ( the default email template provided with the extension, or select your custom email customer notification email template sender. Select the sender the email will be sent from. Here you can either disable this notification type ( the default email template provided with the extension, or select your custom email customer notification email template sender. Select the sender the email will be sent from. Here you can either disable this notification type ( the default email template provided with the extension, or select your custom email all existing customers following STORES -> Settings -> Configuration xisting users Page | 5 the email will be sent from. You can edit Store Email Addresses select "Disabled") or your custom email template. You Email Templates the email will be sent from. this notification type (select your custom email the email will be sent from. this notification type (select your custom email the email will be sent from. this notification type (select your custom email Configuration -> ITORIS
  • 6. Website: http://www.itoris.com Email: sales@itoris.com ITORIS INC. WEB DEVELOPMENT COMPANY Make all users status to all customers currently available in the system. 3.2. Managing 3.2.1. Managing The extension adds another column You can reorder the column if needed by dragging it. the customer's status in the grid click on the http://www.itoris.com sales@itoris.com DEVELOPMENT COMPANY Make all users status. Choose either Pending or Approved to all customers currently available in the system. . Managing Customers' Statuses Managing status from the list of customers adds another column "Status" to the list of customers You can reorder the column if needed by dragging it. customer's status in the grid click on the status cell. Choose either Pending or Approved and click "Set Status". The status will be applied ustomers to the list of customers CUSTOMERS -> All Customers You can reorder the column if needed by dragging it. Or hide it using the grid Columns configurat cell. Page | 6 The status will be applied > All Customers. configuration. To edit
  • 7. Website: http://www.itoris.com Email: sales@itoris.com ITORIS INC. WEB DEVELOPMENT COMPANY Choose the new status and click " 3.2.1. Managing You can also manage the status from the customer configuration page {customer} -> Account Activation Choose the new status and click " automatically. 3.3. Frontend Upon registration login." appears. Customer will not be able to login. http://www.itoris.com sales@itoris.com DEVELOPMENT COMPANY Choose the new status and click "Save". The email notification will be sent to the customer automatically. Managing status from the customer configuration page You can also manage the status from the customer configuration page Account Activation Choose the new status and click "Save Customer". The email notification will be sent to the customer Frontend pon registration message "Thank you for registration. Your account requires moderation before you can Customer will not be able to login. Message "Your account requires moderation The email notification will be sent to the customer automatically. configuration page You can also manage the status from the customer configuration page CUSTOMERS -> All Customers The email notification will be sent to the customer Thank you for registration. Your account requires moderation before you can Your account requires moderation" will be shown. Page | 7 The email notification will be sent to the customer automatically. > All Customers -> The email notification will be sent to the customer Thank you for registration. Your account requires moderation before you can will be shown.
  • 8. Website: http://www.itoris.com Email: sales@itoris.com ITORIS INC. WEB DEVELOPMENT COMPANY If the customer's registration was declined message " site administrator for more details http://www.itoris.com sales@itoris.com DEVELOPMENT COMPANY customer's registration was declined message " site administrator for more details" will be shown. customer's registration was declined message "Your registration has been declined. Please contact the Page | 8 Your registration has been declined. Please contact the