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More about Magento 2 Pending Registration Extension : https://www.itoris.com/magento-2-pending-registration.html\n\nOther Magento 2 Extensions: https://www.itoris.com/magento-2-extensions/

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itoris inc web development company development

ITORIS INC.

WEB DEVELOPMENT COMPANY

DEVELOPMENT COMPANY

Pending Registration

ending Registration

ending Registration

for Magento2

extension

extension for Magento2

for Magento2

User Guide

User Guide

version 1.0

version 1.0

Website: http://www.itoris.com

Email: sales@itoris.com

sales@itoris.com

http://www.itoris.com

Page | 1

itoris inc web development company development 1

ITORIS INC.

WEB DEVELOPMENT COMPANY

DEVELOPMENT COMPANY

Contents

1. Introduction ................................

................................................................

................................................................................................

.................................................. 3

2. Installation ................................

................................................................

................................................................................................

.................................................... 3

2.1. System Requirements

2.1. System Requirements ................................................................

................................................................

............................................................ 3

2.2. Installation

2.2. Installation................................................................

................................................................................................

.............................................. 3

2.3. License ................................

................................................................

................................................................................................

.................................................... 3

3. How to Use ................................

................................................................

................................................................................................

.................................................... 4

3.1. Settings ................................

................................................................

................................................................................................

................................................... 4

3.1.1. General Settings

3.1.1. General Settings ................................................................

................................................................

.............................................................. 4

3.1.2. Email Settings

3.1.2. Email Settings ................................................................

................................................................................................

.................................. 4

3.1.3. Bulk Status Updater

3.1.3. Bulk Status Updater ................................................................

................................................................

......................................................... 5

3.2. Managing Customers' Statuses

3.2. Managing Customers' Statuses ................................

................................................................................................

.............................................. 6

3.2.1. Managing status from the list of customers

3.2.1. Managing status from the list of customers

3.2.1. Managing status from the list of customers ................................................................

.................................................... 6

3.2.1. Managing status from the customer

3.2.1. Managing status from the customer configuration page

configuration page ................................................................

................................ 7

3.3. Frontend ................................

................................................................

................................................................................................

................................................. 7

Website: http://www.itoris.com

Email: sales@itoris.com

sales@itoris.com

http://www.itoris.com

Page | 2

itoris inc web development company development 2

ITORIS INC.

WEB DEVELOPMENT COMPANY

DEVELOPMENT COMPANY

1. Introduction

The document is a User Guide for extension

describes the extension functionality and provides some

describes the extension functionality and provides some

describes the extension functionality and provides some tips for a quick start.

Introduction

The document is a User Guide for extension Pending Registration

ending Registration created for Magento2 websites. It

created for Magento2 websites. It

The purpose of the Pending Registration extension is to allow the web store administrator

The purpose of the Pending Registration extension is to allow the web

approve customers' registrations.

Administrator either

Administrator either Approves the account or Declines

The purpose of the Pending Registration extension is to allow the web

customers' registrations. Upon registration

administrator manually

the Pending status.

the customer's account gets the Pending status

eclines it. Until approved the customer can't log in

Until approved the customer can't log in.

2. Installation

Installation

2.1. System Requirements

The extension requires Magento 2.x

xtension requires Magento 2.x

Requirements

2.2. Installation

The extension is provided as a .zip archive with the source code and the installation instruction

The extension is provided as a .zip archive with the source code and the installation instruction

The extension is provided as a .zip archive with the source code and the installation instruction

The extension is provided as a .zip archive with the source code and the installation instructions.

Installation

Unpack the source code into

the following commands in the SSH console:

the following commands in the SSH console:

Unpack the source code into /app/code/Itoris/Itoris_PendingRegistration

Itoris_PendingRegistration/ folder on your server. And run

folder on your server. And run

php bin/magento module:enable --clear-static

php bin/magento module:enable

php bin/magento setup:upgrade

php bin/magento setup:upgrade

static-content Itoris_PendingRegistration

Itoris_PendingRegistration

Then log into Magento backend and flush cache in

Then log into Magento backend and flush cache in System

System -> Cache Management -> Flush Magento Cache

> Flush Magento Cache

If you experience any issues with the extension installation please contact us here

If you experience any issues with the extension installation please contact us here -

If you experience any issues with the extension installation please contact us here

https://www.itoris.com/contact

https://www.itoris.com/contact-us.html

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

https://www.itoris.com/magento-extensions-license.html

license.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

needs. Redistribution of the extension or its parts is not allowed. Please read more details h

needs. Redistribution of the extension or its parts is not allowed. Please read more details here -

One license/purchase can be used on a single production

The extension can be customized for the license owner

The extension can be customized for the license owner

production

Website: http://www.itoris.com

Email: sales@itoris.com

sales@itoris.com

http://www.itoris.com

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WEB DEVELOPMENT COMPANY

DEVELOPMENT COMPANY

3. How to Use

How to Use

3.1. Settings

3.1.1. General Settings

General settings are available following

Pending Registration

Pending Registration -> General.

3.1.1. General Settings

General settings are available following STORES -> Settings

Settings -> Configuration -> ITORIS EXTENSIONS

ITORIS EXTENSIONS ->

Extension Enabled

Extension Enabled - Yes/No. Enables or disables the extension function

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.

general customers be approved automatically.

Select which Customer Groups you would like to validate manually

groups will be validated manually.

the manual approval for

the manual approval for the wholesalers and let the

Select which Customer Groups you would like to validate manually

be validated manually. But you can set it

y default all customer

pprove specific groups. For instance, enable

3.1.2. Email Settings

3.1.2. Email Settings

The extension sends

sends 4 types of emails:

1.Notification

2.Notification

3.Notification

4.Notification to the customer if the registration has been declined

Notification to the customer if the registration has been declined

Notification to the customer if the registration has been declined

otification to admin when new registration requires moderation

otification to the customer when their regist

Notification to the customer once the registration has been

tion requires moderation

when their registration requires moderation

the registration has been approved

All the emails can be customized and configured individually.

All the emails can be customized and configured individually.

All the emails can be customized and configured individually.

The email settings are available following STORES ->

The email settings are available following

Pending Registration

Pending Registration -> Events.

> Settings -> Configuration -> ITORIS EXTENSIONS

ITORIS EXTENSIONS ->

Website: http://www.itoris.com

Email: sales@itoris.com

sales@itoris.com

http://www.itoris.com

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Admin notification email template sender

senders following

senders following STORES -> Settings -> Configuration

Admin notification email template sender. Select the sender

. Select the sender the email will be sent from.

Configuration -> GENERAL -> Store Email Addresses

the email will be sent from. You can edit

Store Email Addresses

Admin notification email template

select the default email template provided with the extension, or select

can create a custom email te

can create a custom email template following MARKETING

Admin notification email template. Here you can either

the default email template provided with the extension, or select

the default email template provided with the extension, or select your custom email template.

MARKETING -> Communications -> Email Templates

either disable this notification type (select

select "Disabled") or

your custom email template. You

Email Templates

New customer notification email template sender

New customer notification email template sender.

Select the sender the email will be sent from.

the email will be sent from.

New customer notification email template

"Disabled") or select

template.

New customer notification email template. Here you can

or select the default email template provided with the extension, or select

the default email template provided with the extension, or select your custom email

Here you can either disable this notification type (

this notification type (select

your custom email

Approved customer notification email template sender

customer notification email template sender

customer notification email template sender. Select the sender the email will be sent from.

the email will be sent from.

Approved customer notification email template

"Disabled") or select

template.

customer notification email template. Here you can

or select the default email template provided with the extension, or select

the default email template provided with the extension, or select your custom email

Here you can either disable this notification type (

this notification type (select

your custom email

Declined customer notification email template sender

customer notification email template sender

customer notification email template sender. Select the sender the email will be sent from.

the email will be sent from.

Declined customer notification email template

"Disabled") or select

template.

customer notification email template. Here you can

or select the default email template provided with the extension, or select

the default email template provided with the extension, or select your custom email

Here you can either disable this notification type (

this notification type (select

your custom email

3.1.3. Bulk Status

You can update the status

EXTENSIONS -> Pending Registration

> Pending Registration -> Existing users

tatus Updater

You can update the status for all existing customers following

all existing customers following STORES -> Settings -> Configuration

xisting users

Configuration -> ITORIS

Website: http://www.itoris.com

Email: sales@itoris.com

sales@itoris.com

http://www.itoris.com

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WEB DEVELOPMENT COMPANY

DEVELOPMENT COMPANY

Make all users status

to all customers currently available in the system.

to all customers currently available in the system.

Make all users status. Choose either Pending or Approved

Choose either Pending or Approved and click "Set Status". The status will be applied

The status will be applied

3.2. Managing

. Managing Customers' Statuses

3.2.1. Managing

The extension adds another column

adds another column "Status" to the list of customers

Managing status from the list of customers

ustomers

to the list of customers CUSTOMERS -> All Customers

> All Customers.

You can reorder the column if needed by dragging it.

You can reorder the column if needed by dragging it. Or hide it using the grid Columns configurat

You can reorder the column if needed by dragging it.

the customer's status in the grid click on the

customer's status in the grid click on the status cell.

configuration. To edit

cell.

Website: http://www.itoris.com

Email: sales@itoris.com

sales@itoris.com

http://www.itoris.com

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WEB DEVELOPMENT COMPANY

DEVELOPMENT COMPANY

Choose the new status and click "

Choose the new status and click "Save". The email notification will be sent to the customer automatically.

The email notification will be sent to the customer automatically.

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

You can also manage the status from the customer configuration page CUSTOMERS -> All Customers

3.2.1. Managing

You can also manage the status from the customer configuration page

{customer} -> Account Activation

Account Activation

configuration page

> All Customers ->

Choose the new status and click "Save Customer". The email notification will be sent to the customer

The email notification will be sent to the customer

The email notification will be sent to the customer

Choose the new status and click "

automatically.

3.3. Frontend

Upon registration

login." appears.

Frontend

pon registration message "Thank you for registration. Your account requires moderation before you can

Thank you for registration. Your account requires moderation before you can

Thank you for registration. Your account requires moderation before you can

Customer will not be able to login.

Customer will not be able to login. Message "Your account requires moderation

Your account requires moderation" will be shown.

will be shown.

Website: http://www.itoris.com

Email: sales@itoris.com

sales@itoris.com

http://www.itoris.com

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WEB DEVELOPMENT COMPANY

DEVELOPMENT COMPANY

If the customer's registration was declined message "

site administrator for more details

site administrator for more details" will be shown.

customer's registration was declined message "

customer's registration was declined message "Your registration has been declined. Please contact the

Your registration has been declined. Please contact the

Website: http://www.itoris.com

Email: sales@itoris.com

sales@itoris.com

http://www.itoris.com

Page | 8