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Subaccounts for WooCommerce

By Mediaticus

Description

Subaccounts for WooCommerce allows the creation of subaccounts for your WooCommerce customers and subscribers.

The ability to create multiple subaccounts tied to a main parent account is extremely useful in all of the following usage scenarios:

  • companies that need to add and manage accounts for their employees
  • stores that need to place orders from different branches
  • businesses with multiple decision-makers for purchases
  • when parent accounts need to supervise and monitor all the activities made by their own sub-accounts (purchases, expenses, quotes, etc.) and even place orders on behalf of them;
  • in the case of company accounts that need to place orders from different purchasing departments or through multiple purchasing managers (B2B and similar);
  • in those situations where a sales agent or sales representative needs to create new accounts for newly acquired customers and, if desired, place orders on their behalf.

Main features

Subaccounts for WooCommerce (free version) provides support for the following features:

My Account area

  • Possibility for customers to create/add new subaccounts (up to 10 subaccounts for each parent account in the free version).
  • Possibility for a parent account to view subaccount orders directly from its My Account area.
  • Ability for a parent account to switch account to its subaccounts using our advanced and secure user switching system.
  • Ability for a parent account to monitor purchases made by its subaccounts and even place orders on their behalf.
  • For each purchase, display information about who did actually placed the order (whether it was placed by a parent account on behalf of a subaccount or by a subaccount itself).

Admin area

  • Customize the appearance of the User Switcher Pane to match the color scheme of your theme.
  • Possibility to limit the number of subaccounts that a parent account can create/add.
  • Possibility to choose user roles (including custom ones) to enable the subaccount system for.
  • In WooCommerce order page, for each order, display information about customer’s account type (whether a parent account or a subaccount).
  • In case of purchase made by a subaccount, for each order display information about the subaccount’s parent account, so that you know which user belongs to whom.

Premium features

Subaccounts Pro (premium version) is an extended version of the plugin and includes the following additional features:

  • Each parent account (Manager) can create an unlimited number of subaccounts.
  • Create, set and fully manage subaccounts directly from backend (as an administrator).
  • Possibility to force subaccounts to inherit the billing/shipping address from their Manager.
  • On admin side, in both WooCommerce orders list and WooCommerce order pages display information about who did actually placed an order (whether it was placed by a parent account on behalf of a subaccount or by a subaccount itself).
  • Possibility to show parent accounts and subaccounts information in WooCommerce orders list page.
  • Possibility to show parent accounts and subaccounts information in WordPress users list page.
  • On WordPress users list page, filter customers and subscribers based on account type (e.g. show only parent accounts or subaccounts).
  • Possibility to include parent account and sub-account information related to an order in WooCommerce new order emails (for either admin or customers, or both).

Upgrade to Subaccounts Pro and get a full suite of tools to create and manage subaccounts in WooCommerce!

Upgrading to Subaccounts Pro is easy: just install the free version of the plugin and navigate to: Admin Dashboard > WooCommerce > Subaccounts > Add-Ons. From there you will be able to easily and securely upgrade to the premium version of the plugin in just a few clicks.

Languages and translations

Subaccounts for WooCommerce is translation ready and is currently available in the following languages:

  • English
  • Italian

More translations soon available.

Screenshots

  • Plugin Settings Page - Options Tab
  • Plugin Settings Page - Appearance Tab
  • Admin Order List Page (premium feature)
  • Admin Order Page
  • My Account - User Switcher
  • My Account - Subaccount Orders
  • My Account - Add Subaccount
  • My Account - Orders
  • Add/Manage Subaccount from Admin Side (premium feature)
  • Admin Users List Page (premium feature)

Installation

Automatic installation

Automatic installation is the easiest option as WordPress handles the file transfers itself and you don’t even need to leave your web browser. To do an automatic install of Subaccounts for WooCommerce, log in to your WordPress admin panel, navigate to the Plugins menu and click Add New.

In the search field type “Subaccounts for WooCommerce” and click Search Plugins. You can install it by simply clicking Install Now. After clicking that link you will be asked if you’re sure you want to install the plugin. Click yes and WordPress will automatically complete the installation. After installation has finished, click the ‘activate plugin’ link.

Manual installation via the WordPress interface

  1. Download the plugin zip file to your computer
  2. Go to the WordPress admin panel menu Plugins > Add New
  3. Choose upload
  4. Upload the plugin zip file, the plugin will now be installed
  5. After installation has finished, click the ‘activate plugin’ link

Manual installation via FTP

  1. Download the plugin file to your computer and unzip it
  2. Using an FTP program, or your hosting control panel, upload the unzipped plugin folder to your WordPress installation’s wp-content/plugins/ directory.
  3. Activate the plugin from the Plugins menu within the WordPress admin.

FAQ

What is a subaccount?

A subaccount (or sub-account) is a secondary account that sits under a main parent account.

What is a Manager?

A Manager is a parent account.

How many subaccounts can be created for each customer/subscriber?

Subaccounts for WooCommerce (free version) gives you the possibility to create up to 10 subaccounts for each Manager (parent account).

With Subaccounts Pro (premium version) each Manager can have an unlimited number of subaccounts.

Can a parent account (Manager) place an order?

Both parent accounts and subaccounts can place orders. Parent accounts can also place orders on behalf of subaccounts, while a subaccount can place orders only for itself.

Is it possible to create multiple nested subaccounts (e.g. a subaccount of another subaccount)?

Only the creation of two account levels is allowed: a main parent account (so called Manager) and one or more subaccounts tied to the parent account.

With Supervisor Add-On it is possible to set a parent account (Supervisor) above a Manager account type, thus allowing you (as an administrator) to create a three-level structure of nested accounts.

Is it possible for an Administrator to create and set a subaccount for a customer from WordPress backend (admin dashboard)?

This option, along with many others, is only available in Subaccounts Pro, the premium version of the plugin.

Does the plugin work on multisite installations?

WordPress Multisite installations are not officially supported for now.

Reviews

Great WooCommerce plugin for subaccounts

Mar 3, 2023
We have tested a few plugins to handel groups with subaccounts, but Subaccount for Woocommerce is the one!Its easy to understand and display the manager and subaccounts orders/data good.  In the beginning we had some configuration problems but the support fixed it instantly, in one hour everything worked perfect. We looking forward start working with this plug-in and so far I can highly recommend Subaccount for Woocommerce.

Great functionality (Pro version)

Feb 15, 2023
This Plugin does exactly what it's supposed to do. And it does it very well. And equally important is, that the support is very quick and professional. Small issues are dealt with, within just a couple of hours, and it works the first time.

Best subaccount plugin for Woocommerce

Nov 17, 2022
This is the best subaccount plugin for Woocommerce, the interface is simple and work like a charm! And the best support I ever seen, I ask for a customization and in 4 days is online. Fantastic!

Great Plugin

Oct 14, 2022
I was looking for something simple and easy for my customers to use to manage their own Team Members and so far this plugin has been spot on! I have used it on 4 websites, so far everything works like expected. Just like anything new I had a few speed bumps but the developer had the concerns addressed within a few hours. Great support. I will be adding this plugin to the other sites I manage. I look forward to offering a few ideas for future functionality.

Very good plugin

Aug 16, 2022
I looked everywhere for a solution managing sub-accounts on Woocommerce, and finally I found this great plugin. The plugin is very easy to install, set and manage. I customized it a bit for my needs, which was very easy too. I had some questions to the support team which responded very fast and patiently. I recommend you to use this plugin if you need to manage sub accounts in your website. 🙂

Contributors & Developers

“Subaccounts for WooCommerce” is open source software. The following people have contributed to this plugin.

Contributors

Translate “Subaccounts for WooCommerce” into your language.

Interested in development?

Browse the code, check out the SVN repository, or subscribe to the development log by RSS.

Change log

1.3.0

Release Date May 25, 2023

  • New – Possibility to limit the number of subaccounts that a parent account can create/add.
  • New – Possibility to choose user roles (including custom ones) to enable the subaccount system for.
  • New – Possibility to force subaccounts to inherit the billing/shipping address from their Manager (Subaccounts Pro required).
  • Improvement – Ability for the Manager to filter subaccounts present in the User Switcher dropdown menu.
  • Improvement – Preserve Subaccount Orders search while selecting subaccount orders.
  • Improvement – Updated Freemius SDK to version 2.5.8.
  • Tweak – Moved Options tab before Appearance tab on plugin settings page.
  • Dev – Added helper function: sfwc_is_current_user_role_valid to determine if current user role is eligible for the subaccount system.
  • Dev – Added helper function: sfwc_is_current_user_role_enabled to determine if current user role is enabled from plugin settings.
  • Dev – Added helper function: sfwc_is_user_role_valid to determine if user role is eligible for the subaccount system (by passing user ID).
  • Dev – Added helper function: sfwc_is_user_role_enabled to determine if user role is enabled from plugin settings (by passing user ID).

1.2.1

Release Date April 25, 2023

  • Improvement – Added Account column in Subaccount Orders page in front end.
  • Improvement – Display Account, Account type and Order placed by information also in front-end order pages.
  • Improvement – Minor CSS modifications in back-end users list to improve readability in case Subaccounts Pro is active.
  • Improvement – Updated Freemius SDK to version 2.5.6.
  • Fix – Honor Customer Display Name setting in “Order placed by” column in front end.
  • Tweak – Minor text changes and corrections.

1.2.0

Release Date March 20, 2023

  • New – Introduced support for the new WooCommerce High-Performance Order Storage (HPOS) feature.
  • Improvement – Updated Freemius SDK to version 2.5.5.
  • Dev – Replaced deprecated hook woocommerce_my_account_my_orders_columns with woocommerce_account_orders_columns.

1.1.4

Release Date February 15, 2023

  • Fix – Restored function sfwc_register_subaccounts_endpoint to prevent endpoint returning Not Found Error.

1.1.3

Release Date February 10, 2023

  • New – Added Account submenu item to show license activation status (Subaccounts Pro must be installed for the submenu item to appear).
  • Improvement – Updated Freemius SDK to version 2.5.3.
  • Improvement – Make sure the session expired notice appears in front end also if the parent account has switched to a subaccount.
  • Improvement – Escaped some URLs before redirects are applied.
  • Fix – Prevent <ul> tag from appearing twice in DOM on Subaccount Orders page in front end.
  • Fix – Prevent showing the Subaccounts Order form in case the logged in Manager has no subaccount.
  • Fix – Fixed undefined wp_button_class on Subaccount Orders page in frontend after form is submitted.
  • Tweak – Corrected typo in function name sfwc_insert_subaccounts_endpoint_content.
  • Tweak – Modified some texts in the Options page in back end.
  • Removed – Removed function sfwc_add_subaccounts_query_vars.
  • Removed – Removed function sfwc_register_subaccounts_endpoint.

1.1.2

Release Date December 5, 2022

  • Improvement – Make the user switcher pane appear immediately after the first subaccount is created for new accounts.
  • Improvement – Prevent displaying the user switcher pane when only no longer existing subaccounts are present (e.g. subaccount users deleted by admin).
  • Fix – Fixed undefined already_children_existing on Add Subaccount page in front end.

1.1.1

Release Date November 1, 2022

  • Fix – Fixed undefined sfwc_option_display_name on Subaccount Orders page in front end.

1.1.0

Release Date October 5, 2022

  • New – Possibility for a parent account to view subaccount orders directly from its My Account area.
  • Improvement – Enqueue front-end scripts and styles only on My Account area.
  • Improvement – Front-end subaccounts section splitted up in tabs.
  • Improvement – Added a notice in back end in case a permalink settings update is required after plugin updates.
  • Improvement – Updated Freemius SDK to version 2.4.5.
  • Fix – Fixed WooCommerce custom endpoint returning Not Found Error in some cases.
  • Dev – Defined two new PHP constants: SFWC_CURRENT_VERSION and SFWC_REQUIRES_PERMALINK_UPDATE.
  • Dev – Store current plugin release information in wp_options table.

1.0.0

Release Date June 25, 2022

  • Initial release.

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Issues resolved in last two months:

5 out of 5

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