Seller-Assisted Buying

Seller-assisted buying lets a store administrator sign in as a customer and act on their behalf — browsing products, adding items to a cart, and placing orders. A banner at the top of every page tells the administrator they are browsing as that customer. Afterward, the customer can see every administrator action in their account activity log.

Two blocks support this feature on the customer account pages:

• commerce-seller-assisted-buying-settings — lets the customer allow or revoke administrator access to their account.
• commerce-seller-assisted-buying-activity — shows the customer a history of administrator actions taken during assisted sessions.

Before using this feature, complete the prerequisite setup in the Login as Customer guide on Experience League: enable the feature in store configuration, grant the Admin user role permission, and ensure the customer has allowed remote shopping assistance either from their account or from the customer’s edit page in the Admin.

What shoppers see

Customer preference control — the customer uses this to allow or revoke administrator access

Administrator activity log — the customer reviews actions taken by an administrator during assisted sessions

The session banner appears at the top of every page while an administrator is browsing as a customer.

Session banner displayed during an administrator-assisted buying session

How To

Sign in as a customer

Once you have generated a one-time password (OTP) from the customer’s edit page in the Admin:

1. Go to your storefront sign-in page.

2. Enter the customer’s email address and paste the OTP as the password, then sign in.

   The session banner appears at the top of every page. You are now browsing as the customer.

Caution

Every action you take during the session — adding items to the cart, updating addresses, placing orders — is applied to the actual customer’s account and recorded in their activity log.

How To

End a session

1. Click Close Session in the banner at the top of the page.

   The session ends and you are redirected to the home page.

The customer can also revoke administrator access at any time from their account settings page using the commerce-seller-assisted-buying-settings block.

Block tables

Neither block requires any configuration rows. A header-only table is enough to place the block on a page.

Place commerce-seller-assisted-buying-settings on your customer account settings page:

commerce-seller-assisted-buying-settings

Place commerce-seller-assisted-buying-activity on your customer account activity page:

commerce-seller-assisted-buying-activity

Related resources

• Login as Customer — full Admin setup and OTP generation steps on Experience League