Agent Login - Login system for sales representatives and agents

Preview: Agent Login - Login system for sales representatives and agents

Self-hosted

Support

Support by: VIOSYS AG
Support languages:

This Extension Partner responds very quickly to support requests

Details

Order number: VIO2574799709407m
Extension Partner: VIOSYS AG
Version: 3.0.1
Last update: 19 Jun 2024
Language support:
Self-hosted compatibility:

6.4.0.0

6.4.1.0 – 6.4.1.2

6.4.2.0 – 6.4.2.1

6.4.3.0 – 6.4.3.1

6.4.4.0 – 6.4.4.1

6.4.5.0 – 6.4.5.1

6.4.6.0 – 6.4.6.1

6.4.7.0

6.4.8.0 – 6.4.8.2

6.4.9.0

6.4.10.0 – 6.4.10.1

6.4.11.0 – 6.4.11.1

6.4.12.0

6.4.13.0

6.4.14.0

6.4.15.0 – 6.4.15.2

6.4.16.0 – 6.4.16.1

6.4.17.0 – 6.4.17.2

6.4.18.0 – 6.4.18.1

6.4.19.0

6.4.20.0 – 6.4.20.2

6.5.0.0

6.5.1.0 – 6.5.1.1

6.5.2.0 – 6.5.2.1

6.5.3.0 – 6.5.3.3

6.5.4.0 – 6.5.4.1

6.5.5.0 – 6.5.5.2

6.5.6.0 – 6.5.6.1

6.5.7.0 – 6.5.7.4

6.5.8.0 – 6.5.8.11

6.6.0.0

6.6.0.2 – 6.6.0.3

6.6.1.0 – 6.6.1.2

6.6.2.0

6.6.3.0 – 6.6.3.1

Your business model includes sales with sales representatives, agents, multi-debiters, group... more

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Product information

Highlights

Login as sales representative
Own profile for each agent
Agents can log in and out as any number of customers

Features

Login as sales representative to initiate orders for a customer
Own profile for each representative
Several customers can be assigned to one representative

Description

Your business model includes sales with sales representatives, agents, multi-debiters, group customers, ...? Then this app is a highlight for you:

The VIO.Representatives extension offers you the possibility to create sales representatives who can log into the store with their own logins. These representative accounts can be set up by the store operator via the administration, so that these representatives then subsequently have access to various customers assigned to them by the store operator.

Configuration options for our app:

Choose the appropriate display format for the customer list - table or boxes.
Determine which fields should be displayed in the customer list. The following fields are available (examples): Customer number, Email, First name, Last name, Full name, Last login, Company, Street, Zipcode, City, Country and many more.
Activate/deactivate the search function for the customer list
Define if representatives should be redirected to their customer list after login or not

Non-binding noteVIO.B2B Login Extension B2B Representative rights VIO.B2B Login
: The extension can be combined with our extension, using the . With this combination, it is possible for representatives to log in not only as a customer, but also as an employee of the assigned customer, in order to then enjoy e.g. the roles and rights definitions of the extension "". This makes it possible for representatives to use only certain payment methods, for example.

You need support for this VIO.App?

Please contact us in the following ways:

Support message online: https://www.viosys.de/shopware-plugin-support/

Support message by phone: +49 341 355 29 660

A video introduction to the functions of the app as well as answers to frequently asked questions can be found at: https://www.viosys.de/shopware-plugin-vertreter-login/

Translated with www.DeepL.com/Translator; Only the function description in German is binding.

Frequently Asked Questions

Can I actually import the agents via API? Where is this API documented?
In short: Yes, this is possible via the Shopware 6 API.
Long version:
As a rule, our VIO.Apps for Shopware 6 do not provide their own endpoints in the API because they are not necessary. All data available in the API is provided by the API generated by Shopware itself. This API basically provides CRUD operation (Create / Read / Update / Delete) on all entities and their data fields in Shopware.
A complete documentation of all fields and functions of the API can be found in Shopware 6 by default at the following URL of your shop:[URL]/api/_info/swagger.html. (see: https://developer.shopware.com/docs/guides/integrations-api/general-concepts/generated-reference#swagger-ui
All API functions are also described in more detail in the official Shopware documentation: https://developer.shopware.com/docs/guides/integrations-api
I have protected my store with the AccessManager from Net Inventors GmbH and now representatives can't log in anymore
If you have both the AccessManager and the representative login app in use in your store and have activated the "Show store only after login" option in the configuration. You should add the representative login app to the "Whitelisted Controllers", otherwise a representative will always be redirected to the login page after logging in.
To do this, enter the following line in the "Whitelisted Controllers" field in the AccessManager configuration:
VioRepresentativeLogin\Storefront\Controller\AgentCustomersController

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Customer reviews

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Functionality

Usability

Documentation

Support

Hervorragende Erweiterung und toller Support

From: Jörg Bünger

28 Jan 2023

Die Erweiterung läuft einwandfrei. Unser Wunsch Lieferadressdaten in die Tabellenansicht des Vertreters einzuarbeiten wurde sehr zügig und mit höchst professioneller Korrespondenz vom Support umgesetzt. Sehr empfehlenswert!

Total

Functionality

Usability

Documentation

Support

From: VIOSYS AG

30 Jan 2023

Herzlichen Dank für die tolle Rückmeldung - das freut uns sehr!

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Configuration manual

as store owner create an agent in the administration in the area "customers" -> "representatives"
an initial password is set by the store owner, which the store owner has to send to the representative independently from the Shopware system
the representative can change his password at any time later
then assign one or more customers (multiple selection possible) to the representative
the representative account is inactive by default, and must be activated by the store operator

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Changelog

Version 3.0.1

Fixed a bug with the customer selection in on the representative detail page in the administration

Version 3.0.0

compatibility with shopware 6.5 established

Version 2.1.4

Fixed a bug that caused the rule condition "is representative order" to not work properly

Version 2.1.3

Removed login button in account dropdown menu and added redirect from login page to the overview page if agent is already logged in

Version 1.3.2

Sort list of customers in account area of representatives by last name

Version 2.1.2

Sort list of customers in account area of representatives by last name

Version 2.1.1

Fixed some flow related bugs that came with shopware 6.5
Events triggering e-mails should now work as expected.
However, for representative/agents orders (`checkout.agent.order.placed`), you'll need to update your e-mail template, as order extensions no longer work since shopware 6.5. You can find the representative related variables under order > customFields (e.g. `order.customFields.vio_representative_agent_salutation.translated.letterName`, `order.customFields.vio_representative_agent_firstName`)

Version 2.1.0

add forgot password feature for agents

Version 2.0.4

improved representative-listing performance in the administration

Version 2.0.3

Added a new checkbox to the registration form to confirm that the agent has read the data protection notice
Enhanced the functionality of the plugin by introducing a configuration option to control the display of information. This option allows users to choose whether nothing should be displayed, only the data protection notice and checkbox, or they should be displayed and required.

Version 2.0.2

fix customer registration and creation of new customers without logging in as an agent

Version 1.3.1

fix customer registration and creation of new customers without logging in as an agent

Version 2.0.1

small fixes after to complete the compatibility with shopware 6.5

Version 2.0.0

Compatibility with Shopware 6.5 established

Version 1.3.0

added feature to directly add a customer as an agent and automatically assign them to that agent.

Version 1.2.9

- renamed customer search input field 'search' to 'vio_representative_search' for compatibility with other plugins

Version 1.2.8

- small visual bug fix for displaytype box not showing the billing address headline if only name or company displayed without any address fields

Version 1.2.7

- add shipping address fields to list of available display fields

- some visual improvements to differentiate the extra fields (i.e. table header)

Version 1.2.6

added phone number to the list of available display fields

Version 1.2.5

fix bug with business event collector

Version 1.2.4

add company name to the list of available display fields
add configuration to decide whether the representative overview page or the customer list should be displayed after login