Customer Configuration

Stores > Settings > ConfigurationCustomers > Customer Configuration

Account Sharing Options

Account Sharing Options

Field Scope Description
Share Customer Accounts Global Determines the scope of customer accounts in the store hierarchy. Options:
Global - Customer account information is shared with every website and store in the Magento installation.
Per Website - Customer account information is limited to the website where the account was created.

Online Customers Options

Online Customers Options

Field Scope Description
Online Minutes Interval Global Determines the length of time that a customer’s online activity is accessible from the Admin. Leave empty for a default interval of 15 minutes.
Customer Data Lifetime Global Determines the number of minutes before unsaved data that is entered by the customer expires. By default, unsaved data expires after 60 minutes.

Create New Account Options

Create New Account Options

Create New Account Options (VAT Fields)

Field Scope Description
Enable Automatic Assignment to Customer Group Store View Determines if customers are automatically assigned to the default customer group. To show VAT number in the store, set Show VAT Number in the storefront, select “Yes”. Options:
Yes - The system does not automatically validate customer VAT IDs nor does it change customer groups.
No - The system behavior is as usual, and the default customer group can be set in the Default Group field.
Default Group Store View Identifies the initial customer group assigned when an account is created.
Default Value for Disable Automatic Group Changes Based on VAT ID Global (Available only if Current Configuration Scope is set to “Default Group”.) Choose whether the automatic change of customer group based on VAT ID will be enabled or disabled by default. The setting can be overridden on the product level. The setting influences the system behavior in the following situations:
- The VAT ID of the customer’s default address or the whole default address changes.
- Customer group change was emulated during the checkout for a registered customer who had no previously saved address or for a customer, who registered during the checkout.
If the automatic group change is enabled, then in the first case the customer group changes automatically, and in the second case the temporarily emulated customer group is assigned to customer. If the automatic group change is disabled, the customer group that is assigned never changes, unless an administrator changes it manually.
Show VAT Number on Storefront Website Determines if the VAT number is visible to customers in the store. Options: Yes / No
Default Email Domain Store View Identifies the default email domain for the store. For example: mystore.com
Default Welcome Email Store View Identifies the email template used for the default Welcome email.
Default Welcome Email Without Password Store View An alternate Welcome email template that is used for new customer accounts created by the Administrator that don’t yet have a password assigned.
Email Sender Store View Identifies the store contact that appears as the sender of the Welcome email.
Require Emails Confirmation Website Determines if a request to create an account requires confirmation from the customer. Options: Yes / No
Confirmation Link Email Store View Identifies the email template that is used for the confirmation email. Default template: New account confirmation key
Welcome Email Store View Identifies the email template that is used for the Welcome message that is sent after the account is confirmed.
Generate Human-Friendly Customer ID Global Determines if the field that is used to enter and store the VAT ID number is visible from the storefront. Options: Yes / No

Password Options

Password Options

Field Scope Description
Password Reset Protection Type Store View Determines the method used to reset a Customer password. Options:
By IP and Email - The password can be reset online after a response is received from a reset notification that is sent to the email address associated with the Admin account.
By IP - The password can be reset online.
By Email - The password can be reset by responding to an email notification that is sent to the email address associated with the Admin account.
None - The password can be reset only by the store administrator.
Max Number of Password Reset Requests Store View Limits the number of password reset requests per hour. For unlimited requests, enter zero (0).
Min Time Between Password Reset Requests Store View Determines the number of minutes between password reset requests. For no delay between requests, enter zero (0).
Forgot Email Template Store View Identifies the email template that is used when customers forget their passwords. Default template: Forgot Password
Remind Email Template Store View Identifies the email template that is used when customers receive a password reminder, or hint. Default template: Remind Password
Reset Password Template Store View Determines the email template that is used when customers reset their passwords.
Password Template Email Sender Store View Determines the store contact that appears as the sender of password-related emails.
Recovery Link Expiration Period (hours) Global Specifies the number of hours before a password recovery link expires.
Number of Required Character Classes Global Determines the number of different character classes (lowercase, uppercase, numeric, and special characters) that must be included in a password.
Maximum Login Failures to Lockout Account Global Determines the number failed login attempts until the Admin account is locked. For unlimited attempts, enter zero (0).
Minimum Password Length Global Determines the minimum number of characters allowed in a password. The number must be greater than zero (0).
Lockout Time (minutes) Global Determines the number of minutes an Admin account is locked after too many failed attempts to log in.

Account Information Options

Account Information Options

Field Scope Description
Change Email Template Store View Identifies the default email template that is used when a customer changes their email address.
Change Email and Password Template Store View Identifies the default email template that is used when a customer changes their email address and password.

Name and Address Options

Name and Address Options

Field Scope Description  
Prefix Dropdown Options Website Defines the list of prefix options. Separate values with a semicolon. Place a semicolon before the first value to display an empty value at the top of the list.  
Suffix Dropdown Options Website Defines the list of suffix options. Separate values with a semicolon. Place a semicolon before the first value to display an empty value at the top of the list.
Show Telephone Website Determines if the customer’s telephone number is included in the name and address form. Options: No / Optional / Required  
Show Company Website Determines if the customer’s company is included in the name and address form. Options: No / Optional / Required  
Show Fax Website Determines if the customer’s fax number is included in the name and address form. Options: No / Optional / Required

Login Options

Login Options

Field Scope Description
Redirect Customer to Account Dashboard after Logging in Website Determines what happens after customers log in to their accounts. To redirect customers to their account dashboard, select “Yes”. Options:
Yes - The account dashboard appears when customers log in to their accounts.
No - Customers can continue shopping after logging in to their accounts.

Address Templates

Address Templates

Template Scope Description
Text Store View The template is used for all addresses that are printed.
Text One Line Store View This template defines the order of address entities in the customer’s shopping cart address book list. Progress during checkout.
HTML Store View This template defines the order of address fields located under the Customer Addresses area in the Admin panel (Customers > Manage Customers) and those located on the Add New Address page when a customer creates a new billing or shipping address on his or her account page.
PDF Store View The template defines the display of billing and shipping addresses in the printed invoices, shipments, and credit memos.

CAPTCHA

CAPTCHA

Field Scope Description
Enable CAPTCHA on Frontend Website Enables the CAPTCHA in the storefront. Options: Yes / No
Font Website Determines the font that is used to display the CAPTCHA. To add your own font, put the font file in the same directory as your Magento instance, and add the declaration to the config.xml file at: app/code/Magento/Captcha/etc
Forms Website Determines the form(s) where CAPTCHA is used. Options: Create User Login, Forgot Password, Checkout as Guest, Register during Checkout, Contact Us, Payflow Pro (Requires installing a patch according to KB PayPal Payflow Pro active carding activity)
Displaying Mode Website Determines when the CAPTCHA appears. Options:
Always - CAPTCHA is always required to log in.
After number of attempts to login - When selected displays the “Number of Unsuccessful Attempts to Login” field. Enter the number of login attempts allowed. A value of 0 (zero) is similar to setting Displaying Mode to Always. This option does not cover the Forgot Password and Create User forms. If CAPTCHA is enabled and set to be appear, then it is always included on these form.
Note: To track the number of unsuccessful attempts to log in, the attempts to log in under one email address from one IP-address are counted. The maximum allowed number of attempts to log in from one IP-address is 1,000. This limitation is only applied when the CAPTCHA functionality is enabled.
CAPTCHA Timeout (minutes) Website Determines the lifetime of the current CAPTCHA. When the CAPTCHA expires, the user must reload the page.
Number of Symbols Website Determines the number of symbols that are used in the CAPTCHA. Maximum allowed value is 8. You can also specify a range, for example, 5-8.
Symbols Used in CAPTCHA Website Determines which symbols are used in the CAPTCHA. Only letters (a-z and A-Z) and numbers (0-9) are allowed. The default set of symbols suggested in the field excludes similar looking symbols like i, l, or 1. Displaying these symbols in CAPTCHA decreases the chances that a user will recognize CAPTCHA correctly.
Case Sensitive Website Determines if the characters used in the CAPTCHA are case sensitive. Options: Yes / No