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New Account Options

In the Create New Account Options section of the configuration, the basic account options are combined with more advanced options that relate to VAT ID Validation and custom integrations. The following instructions cover only the most frequently used options. To learn about automatic customer group assignments, see: VAT ID Validation.

Create New Account Options

To set up the basic customer account options:

1. On the Admin sidebar, tap Stores. Then under Settings, choose Configuration.
2. In the panel on the left under Customers, choose Customer Configuration.
3. Expand the Create New Account Options section. Then, do the following:
a. Set Default Group to the customer group that is assigned to new customers when an account is created.
a. If you have a Value Added Tax number, and want it to be visible to customers, set Show VAT Number on Storefront to “Yes.”
b. Enter the Default Email Domain for the store. For example:
c. Set Default Welcome Email to the template that is used for the Welcome email sent to new customers.
d. Set Default Welcome Email without Password to the template that is used when a customer account is created that does not yet have a password. For example, a customer account created from the Admin does not yet have a password assigned.
e. Set Email Sender to the store contact that appears as the sender of the Welcome email.
f. To require that customers confirm their request to open an account with your store, set Require Emails Confirmation to “Yes.” Then, set Confirmation Link Email to the template that is used for the confirmation email.
g. Set Welcome Email to the template that is used for the Welcome message that is sent after the account is confirmed.
4. When complete, tap Save Config.