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Single Login Customer Swapping

SuiteCommerce Solution by Anchor Group Developers

This SuiteCommerce extension enables users to switch between customer records without needing to log out and log back in. Not only will many B2B customers find this useful, but this extension can also help your team be more efficient. This functionality would enable your own support team to easily log in under different customer records for demoing processes to customers or placing orders for those who require additional assistance.

Extension Features

  • Switch between customer records (perhaps assigned to different locations) without having to log out and back in
  • Contacts associated with multiple customer records can choose which one to login as upon initial sign-in
  • Once signed in, a contact can toggle between customer records at any time
  • No need to log out and back in to switch customer records

Use alongside our Contact Management Solution, and gain the ability to create a new contact for a customer that you were not logged in as!

Business Use Cases

  • Sales reps can order on behalf of their customers (without the need for using a NetSuite full access user license)
  • Wholesalers can allow customer's internal buyers to place orders on behalf of different customer store accounts/locations
  • Companies operating under a franchise model can toggle between the customer records for each franchise location
  • Allow your own support team to be able to log in as different customers and help them out with things

Toggle Account Feature

See the customer account toggle feature of our Single Login Customer Swapping Extension in action, and learn how this extension can be customized to better fit your company's needs.

Only want parent-customer contacts toggling between accounts?

If you don't need to allow child customers (sub-customers) to toggle between accounts, we can implement a simpler version of this extension. Ask our team about the option to restrict parent customer contacts to only toggle to child customer accounts in SuiteCommerce.

Product Details

Type

SuiteCommerce Extension

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Bundled?

No

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Category

My Account

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Free Trial

No

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