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Configure Guest Access

In you Oro application, you can enable or disable guest website access, in addition to managing its different aspects, such as guest shopping lists, guest checkout, guest RFQ and guest quick order form.

Configure Guest Website Access

In order to prevent non-registered customers from accessing OroCommerce front store, the administrator can disable website access by non-authenticated visitors. This can be done globally, per website, or per organization.

When guest access is disabled:

  • New users can register, if self-registration is enabled in Commerce > Customer > Customer Users > Registration Allowed.
  • Guest users can register if self-registration is allowed, even if the website access is closed.
  • Guest users cannot access any website pages, except for the login/forgot/reset password page.
  • Guest users are redirected to the login page when they try to access the homepage.

Enabling Guest Website Access Globally

To enable guest access globally:

  1. Navigate to System > Configuration > Commerce > Guests > Website Access.

Note

For faster navigation between the configuration menu sections, use Quick Search.

  1. Select the Enable Guest Access checkbox.
  2. Click Save Settings.

Note

To disable guest access globally, clear the Enable Guest Access checkbox.

Enabling Guest Website Access per Organization

To enable guest access per organization:

  1. Navigate to System > User Management > Organizations.
  2. For the necessary organization, hover over the More Options menu to the right of the necessary organization, and click to start editing the configuration.
  3. Select Commerce > Guests > Website Access in the menu on the left.

Note

For faster navigation between the configuration menu sections, use Quick Search.

  1. Select the Enable Guest Access checkbox.
  2. Click Save Settings.

Note

To disable guest access globally, clear the Enable Guest Access checkbox.

Enabling Guest Website Access per Website

To enable guest access per website:

  1. Navigate to System > Websites.
  2. For the necessary website, hover over the More Options menu to the right of the necessary website, and click to start editing the configuration.
  3. Select Commerce > Guests > Website Access in the menu on the left.

Note

For faster navigation between the configuration menu sections, use Quick Search.

  1. Select the Enable Guest Access checkbox.
  2. Click Save Settings.

Note

To disable guest access globally, clear the Enable Guest Access checkbox.

Configure Guest Checkout

Guest checkout allows unregistered customers proceed through the steps of the checkout similarly to registered customers, with the exception of needing to enter their data manually as there is no pre-filled information available in the checkout forms. They are also limited to 1 shopping list.

When proceeding through the checkout, unauthenticated customers can choose whether the wish to register, login or continue as guests.

Important

As creating a shopping list is the key component of the checkout process, guest checkout can only operate properly when shopping lists are enabled in the system. g

The following is the list of actions that unregistered customers can and cannot perform when guest checkout is enabled in your Oro application:

GUEST CUSTOMERS CAN GUEST CUSTOMERS CANNOT
  1. Proceed to the checkout.
  1. View their placed orders.
  1. Create one shopping list and add items to it.
  1. Save their details for future use on the website.
  1. Use the quick order form.
  1. View created quotes.
  1. Submit a request for quote.
  1. Communicate with the manager through the website.
  1. Proceed as guests with the option to register within guest checkout.
  1. Proceed to checkout.

Note

For complete guest checkout experience, it is recommended to enable guest shopping lists, guest quick order form and guest requests for quotes.

Guest checkout can be configured on three levels – globally, per organization and website.

Note

Please note that website settings override organization, organization settings override system settings.

Configure Guest Checkout Globally

To enable guest checkout globally:

  1. In the main menu, navigate to System > Configuration.
  2. Select Commerce > Sales > Checkout in the menu to the left.

Note

For faster navigation between the configuration menu sections, use Quick Search.

The following page opens:

  1. In the Guest Checkout section, set whether guest checkout should be enabled or disabled.

    By default, guest checkout is disabled.

    To enable it, clear Use Default and select the Enable Guest Checkout check box.

  2. In the Guest Checkout Owner Settings section, select the default owner of the guest checkout. Depending on the roles and permissions of the owner, guest data (e.g. shopping lists) may or may not be viewed and managed by the users who are subordinated to the owner.

    Note

    To enable users from the same business unit or organization (that the owner belongs to) to view and manage guest checkout data, adjust permissions for the checkout entity in their roles accordingly.

  3. Click Save Settings.

Configure Guest Checkout per Organization

To enable guest checkout per organization:

  1. Navigate to System > User Management > Organizations in the main menu.
  2. For the necessary organization, hover over the More Options menu to the right of the necessary organization and click to start editing the configuration.
  3. Select Commerce > Sales > Checkout in the menu to the left.

Note

For faster navigation between the configuration menu sections, use Quick Search.

The following page opens:

  1. In the Guest Checkout section, set whether guest checkout should be enabled or disabled.

    By default, guest checkout is disabled.

    To enable it, clear Use System and select the Enable Guest Checkout check box.

  2. In the Guest Checkout Owner Settings section, select the default owner of the guest checkout. Depending on the roles and permissions of the owner, guest data (e.g. shopping lists) may or may not be viewed and managed by the users who are subordinated to the owner.

    Note

    To enable users from the same business unit or organization (that the owner belongs to) to view and manage guest checkout data, adjust permissions for the checkout entity in their roles accordingly.

  3. Click Save Settings.

Configure Guest Checkout per Website

  1. Navigate to System > Websites in the main menu.
  2. For the necessary website, hover over the More Options menu to the right of the necessary website and click to start editing the configuration.
  3. Select Commerce > Sales > Checkout in the menu to the left.

Note

For faster navigation between the configuration menu sections, use Quick Search.

The following page opens:

  1. In the Guest Checkout section, set whether guest checkout should be enabled or disabled.

    By default, guest checkout is disabled.

    To enable it, clear Use System and select the Enable Guest Checkout check box.

  2. In the Guest Checkout Owner Settings section, select the default owner of the guest checkout. Depending on the roles and permissions of the owner, guest data (e.g. shopping lists) may or may not be viewed and managed by the users who are subordinated to the owner.

    Note

    To enable users from the same business unit or organization (that the owner belongs to) to view and manage guest checkout data, adjust permissions for the checkout entity in their roles accordingly.

  3. Click Save Settings.

Configure Guest Checkout with Registration Options

You can control whether guest users are offered to login/register or continue as guests during the checkout. If they select to proceed as guests, they are once again offered to register during order review.

In addition, you can enable customers who choose to register at the checkout to proceed through its steps without email confirmation. In the management console, in such case, the placed order will be assigned to this customer as the registered one, instead of being attributed to an unauthenticated user.

Guest Checkout with Registration Options can be configured on three levels – globally, per organization or per website.

Note

Please note that website settings override organization, organization settings override system settings.

Configure Guest Checkout with Registration Options Globally

To configure guest checkout with an option to register globally:

  1. In the main menu, navigate to System > Configuration.
  2. Select Commerce > Sales > Checkout in the menu to the left.

Note

For faster navigation between the configuration menu sections, use Quick Search.

The following page opens:

  1. In the Customer Users Registration section, you can:

    1. Allow Registration — when the option is enabled, registration is allowed for customers on the checkout page.
    2. Allow Checkout without Email Confirmation — when the option is enabled, customers proceed to the checkout immediately once registration details are provided. When this option is disabled, the checkout does not start until the user confirms their email address.

    Note

    By default, both options are enabled. However, they are only relevant when guest checkout is enabled.

    To disable the options:

    1. Clear the Use Default check box.
    2. Clear the Allow Registration and Allow Checkout without Email Confirmation check boxes.
  2. Click Save Settings

Configure Guest Checkout with Registration Options per Organization

To configure guest checkout with an option to register per organization:

  1. Navigate to System > User Management > Organizations in the main menu.
  2. For the necessary organization, hover over the More Options menu to the right of the necessary organization and click to start editing the configuration.
  3. Select Commerce > Sales > Checkout in the menu to the left.

Note

For faster navigation between the configuration menu sections, use Quick Search.

The following page opens:

  1. In the Customer Users Registration section, you can:

    1. Allow Registration — when the option is enabled, registration is allowed for customers on the checkout page.
    2. Allow Checkout without Email Confirmation — when the option is enabled, customers proceed to the checkout immediately once registration details are provided. When this option is disabled, the checkout does not start until the user confirms their email address.

    Note

    By default, both options are enabled. However, they are only relevant when guest checkout is enabled.

    To disable the options:

    1. Clear the Use System check box.
    2. Clear the Allow Registration and Allow Checkout without Email Confirmation check boxes.
  2. Click Save Settings

Configure Guest Checkout with Registration Options per Website

  1. Navigate to System > Websites in the main menu.
  2. For the necessary website, hover over the More Options menu to the right of the necessary website and click to start editing the configuration.
  3. Select Commerce > Sales > Checkout in the menu to the left.

Note

For faster navigation between the configuration menu sections, use Quick Search.

The following page opens:

  1. In the Customer Users Registration section, you can:

    1. Allow Registration — when the option is enabled, registration is allowed for customers on the checkout page.
    2. Allow Checkout without Email Confirmation — when the option is enabled, customers proceed to the checkout immediately once registration details are provided. When this option is disabled, the checkout does not start until the user confirms their email address.

    Note

    By default, both options are enabled. However, they are only relevant when guest checkout is enabled.

    To disable the options:

    1. Clear the Use System check box.
    2. Clear the Allow Registration and Allow Checkout without Email Confirmation check boxes.
  2. Click Save Settings

Configure Guest Shopping Lists

You control whether to let unregistered customers purchase goods in the store by enabling or disabling shopping lists. This can be configured on three levels – globally, per organization and website.

By default, guest shopping lists are disabled. In addition, only 1 shopping list is available for guest customers.

Note

Please note that website settings override organization, organization settings override system settings.

Configure Guest Shopping Lists Globally

To enable guest shopping lists globally:

  1. In the main menu, navigate to System > Configuration.
  2. Select Commerce > Sales > Shopping List in the menu to the left.

Note

For faster navigation between the configuration menu sections, use Quick Search.

The following page opens:

  1. In the Shopping List Limit section, set the number of shopping lists allowed per customer. The default value is zero. This means that no limit of shopping lists is applied.

  2. In the Guest Shopping List section, set whether guests are allowed to create and manage shopping lists.

    By default, guest shopping lists are disabled.

    To enable guest shopping lists, clear Use Default and select the Enable Guest Shopping List check box.

  3. In the Guest Shopping List Owner Settings section, select the user who will be the default owner of all guest shopping lists. Depending on the roles and permissions of the owner, guest shopping lists may or may not be viewed and managed by the users who are subordinated to the owner.

    Note

    To enable users from the same business unit or organization (that the owner belongs to) to view and manage guest shopping lists, adjust permissions for the shopping list entity in their roles accordingly.

  4. Click Save Settings.

Configure Guest Shopping Lists per Organization

To enable guest shopping lists per organization:

  1. Navigate to System > User Management > Organizations in the main menu.
  2. For the necessary organization, hover over the More Options menu to the right of the necessary organization and click to start editing the configuration.
  3. Select Commerce > Sales > Shopping List in the menu to the left.

Note

For faster navigation between the configuration menu sections, use Quick Search.

The following page opens:

  1. In the Shopping List Limit section, set the number of shopping lists allowed per customer. The default value is zero. This means that no limit of shopping lists is applied.

  2. In the Guest Shopping List section, set whether guests are allowed to create and manage shopping lists.

    By default, guest shopping lists are disabled.

    To enable guest shopping lists, clear Use System and select the Enable Guest Shopping List check box.

  3. In the Guest Shopping List Owner Settings section, select the user who will be the default owner of all guest shopping lists. Depending on the roles and permissions of the owner, guest shopping lists may or may not be viewed and managed by the users who are subordinated to the owner.

    Note

    To enable users from the same business unit or organization (that the owner belongs to) to view and manage guest shopping lists, adjust permissions for the shopping list entity in their roles accordingly.

  4. Click Save Settings.

Note

When Use System check box is enabled, system settings are applied.

Configure Guest Shopping Lists per Website

To enable guest shopping lists per website:

  1. Navigate to System > Websites in the main menu.
  2. For the necessary website, hover over the More Options menu to the right of the necessary website and click to start editing the configuration.
  3. Select Commerce > Sales > Shopping List in the menu on the left.

Note

For faster navigation between the configuration menu sections, use Quick Search.

The following page opens:

  1. In the Shopping List Limit section, set the number of shopping lists allowed per customer. The default value is zero. This means that no limit of shopping lists is applied.

  2. In the Guest Shopping List section, set whether guests are allowed to create and manage shopping lists.

    By default, guest shopping lists are disabled.

    To enable guest shopping lists, clear Use System and select the Enable Guest Shopping List check box.

  3. In the Guest Shopping List Owner Settings section, select the user who will be the default owner of all guest shopping lists. Depending on the roles and permissions of the owner, guest shopping lists may or may not be viewed and managed by the users who are subordinated to the owner.

    Note

    To enable users from the same business unit or organization (that the owner belongs to) to view and manage guest shopping lists, adjust permissions for the shopping list entity in their roles accordingly.

  4. Click Save Settings.

Note

When Use System check box is enabled, system settings are applied.

Configure Guest Quick Order Form

Unregistered customers can use a guest quick order form for fast purchases in the Oro front store. By default, the guest quick order form is disabled, but you can enable it on three levels – globally, per organization and per website.

Note

Please note that website settings override organization, organization settings override system settings.

Configure Guest Quick Order Form Globally

To enable the guest quick order form globally:

  1. In the main menu, navigate to System > Configuration.
  2. Select Commerce > Sales > Quick Order Form in the menu to the left.

Note

For faster navigation between the configuration menu sections, use Quick Search.

The following page opens:

  1. In the Guest Quick Order Form section, set whether guests are allowed to create a quick order form.

    By default, the guest quick order form is disabled.

    To enable it, clear Use Default and select the Enable Guest Quick Order Form check box.

  2. Click Save Settings.

Configure Guest Quick Order Form per Organization

To enable the guest quick order form per organization:

  1. Navigate to System > User Management > Organizations in the main menu.
  2. For the necessary organization, hover over the More Options menu to the right of the necessary organization and click to start editing the configuration.
  3. Select Commerce > Sales > Quick Order Form in the menu to the left.

Note

For faster navigation between the configuration menu sections, use Quick Search.

The following page opens:

  1. In the Guest Quick Order Form section, set whether guests are allowed to create a quick order form.

    By default, the guest quick order form is disabled.

    To enable it, clear Use System and select the Enable Guest Quick Order Form check box.

  2. Click Save Settings.

Configure Guest Quick Order Form per Website

To enable the guest quick order form per website:

  1. Navigate to System > Websites in the main menu.
  2. For the necessary website, hover over the More Options menu to the right of the necessary website and click to start editing the configuration.
  3. Select Commerce > Sales > Quick Order Form in the menu to the left.

Note

For faster navigation between the configuration menu sections, use Quick Search.

The following page opens:

  1. In the Guest Quick Order Form section, set whether guests are allowed to create a quick order form.

    By default, the guest quick order form is disabled.

    To enable it, clear Use System and select the Enable Guest Quick Order Form check box.

  2. Click Save Settings.

Configure Guest Request for Quote Submission

In order to let unregistered customers request quotes on the items they are interested in, you can enable Guest RFQ Forms in your Oro application. This will also allow sales reps collect information on potential sales in the management console. This can be configured on three levels – globally, per organization and website.

Hint

Make sure you enable Guest Shopping Lists in the management console to let guest customers create RFQs from the shopping lists in their front store.

Note

Please note that website settings override organization, organization settings override system settings.

Configure Guest Request for Quote Submission Globally

To enable guest request for quote submission globally:

  1. In the main menu, navigate to System > Configuration.
  2. Select Commerce > Sales > Request for Quote in the menu to the left.

Note

For faster navigation between the configuration menu sections, use Quick Search.

The following page opens:

  1. In the Guest RFQ section, set whether guests are allowed to submit a request for quote.

    By default, guest request for quote submission is disabled.

    To enable it, clear Use Default and select the Enable Guest RFQ check box.

  2. In the Guest RFQ Owner Settings section, select the user who will be the default owner of all guest RFQs. Depending on the roles and permissions of the owner, guest RFQs may or may not be viewed and managed by the users who are subordinated to the owner.

    Note

    To enable users from the same business unit or organization (that the owner belongs to) to view and manage guest RFQs, adjust permissions for the Request for Quote entity in their roles accordingly.

  3. Click Save Settings.

Configure Guest Request for Quote Submission per Organization

To enable guest request for quote submission per organization:

  1. Navigate to System > User Management > Organizations in the main menu.
  2. For the necessary organization, hover over the More Options menu to the right of the necessary organization and click to start editing the configuration.
  3. Select Commerce > Sales > Request for Quote in the menu to the left.

Note

For faster navigation between the configuration menu sections, use Quick Search.

The following page opens:

  1. In the Guest RFQ section, set whether guests are allowed to submit a request for quote.

    By default, guest request for quote submission is disabled.

    To enable it, clear Use System and select the Enable Guest RFQ check box.

  2. In the Guest RFQ Owner Settings section, select the user who will be the default owner of all guest RFQs. Depending on the roles and permissions of the owner, guest RFQs may or may not be viewed and managed by the users who are subordinated to the owner.

    Note

    To enable users from the same business unit or organization (that the owner belongs to) to view and manage guest RFQs, adjust permissions for the Request for Quote entity in their roles accordingly.

  3. Click Save Settings.

Configure Guest Request for Quote Submission per Website

  1. Navigate to System > Websites in the main menu.
  2. For the necessary website, hover over the More Options menu to the right of the necessary website and click to start editing the configuration.
  3. Select Commerce > Sales > Request for Quote in the menu to the left.

Note

For faster navigation between the configuration menu sections, use Quick Search.

The following page opens:

  1. In the Guest RFQ section, set whether guests are allowed to submit a request for quote.

    By default, guest request for quote submission is disabled.

    To enable it, clear Use System and select the Enable Guest RFQ check box.

  2. In the Guest RFQ Owner Settings section, select the user who will be the default owner of all guest RFQs. Depending on the roles and permissions of the owner, guest RFQs may or may not be viewed and managed by the users who are subordinated to the owner.

    Note

    To enable users from the same business unit or organization (that the owner belongs to) to view and manage guest RFQs, adjust permissions for the Request for Quote entity in their roles accordingly.

  3. Click Save Settings.

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