Subaccounts for WooCommerce
| 开发者 | mediaticus |
|---|---|
| 更新时间 | 2024年11月22日 08:37 |
| PHP版本: | 5.7 及以上 |
| WordPress版本: | 6.7 |
| 版权: | GPLv2 or later |
| 版权网址: | 版权信息 |
详情介绍:
Subaccounts for WooCommerce allows the creation of subaccounts for your WooCommerce customers and subscribers.
Two modes are available:
- Sub-User mode: multiple separate accounts grouped together under one parent account (e.g. Holding Company).
- Multi-User mode: multiple users have access to a same master account (useful in case of Corporate Accounts).
- 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.
- Possibility for customers to create/add new subaccounts (up to 10 subaccounts for each parent account in the free version).
- Ability for a parent account to to edit subaccount details (Account Details, Billing Address, Shipping Address) directly from its My Account area.
- 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).
- 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.
- 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).
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安装:
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
- Download the plugin zip file to your computer
- Go to the WordPress admin panel menu Plugins → Add New
- Choose upload
- Upload the plugin zip file, the plugin will now be installed
- After installation has finished, click the 'activate plugin' link
- Download the plugin file to your computer and unzip it
- Using an FTP program, or your hosting control panel, upload the unzipped plugin folder to your WordPress installation's wp-content/plugins/ directory.
- Activate the plugin from the Plugins menu within the WordPress admin.
屏幕截图:
常见问题:
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 the WordPress backend (admin dashboard)?
This option, along with many others, is only available in Subaccounts Pro, the premium version of the plugin.
Is it possible to switch from Sub-User to Multi-User mode and vice versa after some orders have already been placed?
We have done our best to ensure the highest level of compatibility between the two modes. Despite this, switching from one mode to the other after some orders have already been placed may result in some data being inaccurate. For this reason we strongly recommend that you choose the mode that best suits your needs and stick with it.
Does the plugin work on multisite installations?
WordPress Multisite installations are not officially supported for now.
更新日志:
1.6.2
Release Date November 21, 2024
- Fix – Call to undefined function
sfwc_query_users_for_possible_selection_as_subaccounts()resulting in the User Switcher not loading subaccounts. - Fix – Check if nonce exists before trying to verify it when the User Switcher form is submitted.
- Improvement – Code improvements and security hardening.
- Improvement – Load subaccounts present in both the User Switcher dropdown menu and the Subaccount Orders dropdown menu using Ajax search and infinite scroll to reduce memory usage for user queries.
- Improvement – Updated Selectize CSS/JS to version 0.15.2.
- Improvement – Updated Freemius SDK to version 2.9.0.
- Fix – When obtaining subaccounts from the parent, a check has been added to ensure that the "Account Type" of the subaccounts is correct (to avoid inconsistencies if the subaccount's Account Type is later changed).
- Dev – Added new filter:
sfwc_add_valid_roles, to allow developers to declare additional user roles as valid (SFWC_VALID_ROLE_LOOSE_MODEconstant has to be defined and set totruein wp-config.php file). - Dev – Added helper function:
sfwc_get_valid_rolesto determine which roles are valid.
- Improvement – Updated Freemius SDK to version 2.7.3.
- Fix – Fixed order metadata not being saved when creating new orders on block-enabled themes using the block-based Checkout page.
- Tweak – Added back-end notice about incompatibility with WooCommerce Blocks.
- Dev – Declared incompatibility with WooCommerce Blocks.
- Improvement – Updated Freemius SDK to version 2.7.2.
- Dev – Added new hook:
sfwc_frontend_edit_subaccount_after_account_details_fields, to allow developers to add extra fields in theAccount Detailstab on the frontendEdit Subaccountpage. - Dev – Added new hook:
sfwc_frontend_after_edit_subaccount_validation, to allow developers to save extra data when editing a subaccount on frontend.
- Improvement – Flush permalinks to avoid
Error 404on front-endsubaccountsendpoint. - Improvement – Compatibility with Pantheon hosting provider.
- Fix – Fixed front-end
Manage Subaccountstab not loading content in some cases. - Tweak – Added tooltip text for the option
Select the buyer role(s) to enable the subaccount system for. - Tweak – Minor changes in
readme.txtfile. - Dev – Provide possibility to add prefix to cookie names.
- Dev – Removed no longer necessary
SFWC_REQUIRES_PERMALINK_UPDATEPHP constant and related code.
- Tweak – Conditionally hide part of front-end notice about successful subaccount creation if user switcher is disabled.
- Dev – Removed code previously used for back-end notice about
Order Approval Add-Onrelease. - Dev – Added
blueprint.jsonto enableLive Previewbutton. - Dev – Added new
Requires Pluginsheader.
- Fix – Make sure JavaScript functions are called after page load.
- Improvement – Minor CSS improvements.
- Improvement – Updated Freemius SDK to version 2.6.2.
- Tweak – Added the
Edit orderbutton among those that can be shown in caseOrder Approval Add-Onis active. - Tweak – Added back-end notice about
Order Approval Add-Onrelease. - Dev – Added new hook:
sfwc_frontend_edit_subaccount_accordion, to allow developers to add additional accordion tabs on theEdit subaccountpage on front end. - Dev – Changed priority of function:
sfwc_order_placed_by_update_order_meta_after_payment, to prevent a race condition in caseOrder Approval Add-Onis active.
- New –
Multi-Userfeature officially released (no longer in beta stage). - New – Possibility to enable/disable the user switcher.
- Improvement – If Multi-User mode is enabled, when an order is placed by a subaccount or by a Manager on behalf of a subaccount, send the WC email notification to the subaccount.
- Improvement – Keep users selected in the
Filter Ordersfront-end form while navigating through order list pages when Multi-User mode is enabled. - Improvement – Display
On behalf ofvalue in theOrder placed bycolumn on front-end order list page when an order is placed by a Supervisor on behalf of a Manager or Subaccount with Multi-User mode enabled. - Improvement – Better handling of those situations where an order was placed without storing the
_sfwc_order_placed_by_user_idorder meta value (prior to version 1.4.3). - Improvement – Better handling of those situations where the admin switches from Multi-User to Sub-User mode after some orders have already been placed.
- Improvement – Improved user role assignment logic when creating new subaccounts in front end.
- Improvement – Word "password" is now translatable on
Edit Subaccountpage in front end. - Improvement – Updated Freemius SDK to version 2.6.1.
- Fix – Fixed missing redirect to the first page of the order list after submitting the
Filter Orders / Select Subaccount Ordersform in frontend. - Tweak – Removed "beta" warning from Multi-User option in backend.
- Tweak – Changed tooltip text for the options
Show subaccounts information on WooCommerce order pageandShow subaccounts information on WooCommerce orders list page. - Dev – Store
_sfwc_order_placed_during_subaccount_modeorder meta value on order creation. - Dev – Added helper function:
sfwc_order_placed_during_subaccount_modeto determine if an order was placed while the plugin was in Sub-User or Multi-User mode (by passing $order_id). - Dev – Pass additional argument
$parent_user_idinsfwc_frontend_after_add_subaccount_validationhook. - Dev – Added new hook:
sfwc_frontend_add_subaccount_form_before_fields, to allow developers to add additional fields on front-end subaccount creation form.
- Improvement – User switcher now working also with persistent object cache enabled.
- Improvement – Always store
_sfwc_order_placed_by_user_idorder meta value, to provide better compatibility in case of switch from Sub-User to Multi-User mode and vice versa. - Fix – Fixed
Order placed bydisplaying incorrect information on front-end orders list page when the Manager places an order with Multi-User mode enabled. - Fix – Fixed
Order placed bydisplaying incorrect information on front-end order pages when the Manager places an order with Multi-User mode enabled. - Fix – Fixed an issue where customers were unable to view certain orders on frontend when Multi-User mode is enabled.
- Fix – Fixed some translatability issues.
- Improvement – General improvement in the orders query on front end when Multi-User mode is enabled (e.g. include orders placed by subaccounts before multi-user mode was enabled).
- Improvement – Make the
Subaccount Infometa box appear on back-end order pages when HPOS is enabled. - Improvement – Updated Freemius SDK to version 2.5.12.
- Fix – Changed the URL of the order number links in the
Ordercolumn onSubaccount Orderspage. - Tweak – Updated plugin icon on settings page.
- Tweak – Conditionally add
Protext next to the plugin title on the settings page in case the premium version of the plugin is active.
- Fix – Fixed undefined
selected_subaccount_orders_sanitizedon Orders page in frontend when Multi-User mode is enabled. - Fix – Fixed undefined
current_useron Edit Subaccount page in frontend. - Dev – Added new hook:
sfwc_frontend_after_add_subaccount_validation, to allow developers to save extra data on frontend subaccount creation.
- New – Ability for a parent account to edit its subaccounts directly from its My Account area, within the newly introduced
Manage Subaccountspage. - New – Multi-User mode [Beta feature].
- Improvement – Minor code improvements.
- Improvement – Updated Freemius SDK to version 2.5.10.
- Fix – Fixed some user queries that prevented users with custom roles from being visible.
- Fix – Prevented users with custom roles from appearing if their role is disabled in the plugin settings.
- Fix – Call the
save()method in functionsfwc_store_subaccounts_meta_data_on_order_creation.
- 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
Optionstab beforeAppearancetab on plugin settings page. - Dev – Added helper function:
sfwc_is_current_user_role_validto determine if current user role is eligible for the subaccount system. - Dev – Added helper function:
sfwc_is_current_user_role_enabledto determine if current user role is enabled from plugin settings. - Dev – Added helper function:
sfwc_is_user_role_validto determine if user role is eligible for the subaccount system (by passing user ID). - Dev – Added helper function:
sfwc_is_user_role_enabledto determine if user role is enabled from plugin settings (by passing user ID).
- Improvement – Added
Accountcolumn in Subaccount Orders page in front end. - Improvement – Display
Account,Account typeandOrder placed byinformation 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 Namesetting in "Order placed by" column in front end. - Tweak – Minor text changes and corrections.
- 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_columnswithwoocommerce_account_orders_columns.
- Fix – Restored function
sfwc_register_subaccounts_endpointto prevent endpoint returningNot Found Error.
- New – Added
Accountsubmenu item to show license activation status (Subaccounts Promust be installed for the submenu item to appear). - Improvement – Updated Freemius SDK to version 2.5.3.
- Improvement – Make sure the
session expirednotice 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_classon 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
Optionspage in back end. - Removed – Removed function
sfwc_add_subaccounts_query_vars. - Removed – Removed function
sfwc_register_subaccounts_endpoint.
- 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_existingon Add Subaccount page in front end.
- Fix – Fixed undefined
sfwc_option_display_nameon Subaccount Orders page in front end.
- 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 Errorin some cases. - Dev – Defined two new PHP constants:
SFWC_CURRENT_VERSIONandSFWC_REQUIRES_PERMALINK_UPDATE. - Dev – Store current plugin release information in
wp_optionstable.
- Initial release.