There are times when customers need help with their order. To see what they see, store administrators can use Login as Customer, which allows them to see what the customer sees and take actions on their behalf.
Any actions taken while logged in as the customer are applied to the actual customer’s account.
When it is enabled for an Admin user, the Login as Customer button will appear in multiple pages:
Login As Customer
Enable Login as Customer
Enabling Login as Customer requires that you enable the feature in your Magento instance and then enable access for Magento Admin users in the user role permissions.
Enable the feature
On the Admin sidebar go to Stores > Settings > Configuration.
In the left panel, expand Customers and choose Login as Customer.
Set Enable Login as Customer to
(Optional) Set Disable Page Cache for Admin User to
Noto enable the page cache when the Magento Admin user logs in as a customer.
Disabling the page cache (
Yes- default) ensures that the user logging in as Customer will get fresh, uncached data.
(Optional) Set Store View to Log in to
Manual Selectionif you have a multi-site and/or multi-store setup and want the Magento Admin user to select the store view when logging in as a customer.
When complete, click Save Config.
Enable access for Magento Admin users
On the Admin sidebar, go to System > Permissions > User Roles.
Click a role in the list to edit it.
In the Role Information left panel, click Role Resources.
Change Role Resources on the page to
With this option selected, the resource hierarchy is displayed in the page.
Scroll to the Customers parent item and the Login as Customer item underneath. Then, select the resources that you want to enable for the role:
- Allow Login as Customer - This allows the Admin user to use the Login as Customer feature.
- View Login as Customer Log - Allows the Admin user to see the Login as Customer Log.
Click Save Role.
Login as a customer from the admin panel
On the Admin sidebar, go to Customers > All Customers.
Open a user in edit mode.
In the Customer Information panel, choose the Account Information section.
Set the Allow remote shopping assistance to
The administrator can now log in as a user without their permission from the storefront.
Login as Customer logging
Magento provides a logging for the Login as Customer actions. It lists all sessions where a Magento Admin user accesses the feature. To access the logged actions, go to the Admin Actions Report.
You can filter the report setting Action Group to
Login As Customer at the top of the page and clicking Search.
Filter the Actions Report
Customer account permission for remote shopping assistance
To allow the ability for the merchant to log in as the customer from the Admin, a customer must enable the feature:
Go to the Account Information page.
Select the Allow remote shopping assistance checkbox.
Click the Save button.
Account Information Page
Without this permission, an Admin user cannot login as this customer to provide assistance.
Using Login as Customer
To use Login as Customer, ensure your Magento Admin is configured as described earlier.
Login as Customer allows you to see the site just as the customer does, and allows you to troubleshoot and take other actions for the customer. If you have an assigned user role with the required permissions:
- You can click Login as Customer on the pages listed in the previous section.
- The Login as Customer actions are available in the Actions Report.
Any actions taken while logged in as Customer (such as add/remove products) are applied to the actual customer’s order.
On the storefront, a banner is displayed when you are “logged in as customer_name” to provide a reminder of the special state.