Manage page layouts to support account and contact registration requests

You can allow a prospective account-based shopper to request registration of a new store account.

This section applies to Storefront Classic only.

Enabling this feature lets a shopper submit an account registration request for a new account by providing required business details. The information is then reviewed by an administrator from the merchant side after the shopper submits the required details, and, if needed, the administrator may request additional details such as credit checks. The account registration request is then either approved or rejected. If the request is approved, the new contact for the account is activated. Refer to Configure Business Accounts to learn more about account registration requests.

You can also allow an existing account-based shopper (contact) or a registered non-account-based shopper to submit a contact registration request. A registered non-account-based shopper can be defined as a shopper with an email address that is not registered. An existing account-based shopper would have an email address that was registered as part of their role as an account-based shopper. The contact request process feature lets a shopper submit a request to be added as a contact to an existing business account by providing required contact and account details. The information is reviewed by an administrator or a delegated administrator from the merchant side after the shopper submits the required details. If needed, the administrator may request additional details from the shopper such as credit checks. The contact registration request is then either approved or rejected. If the request is approved, the new contact for the account is activated and added to the account. Refer to Configure Business Accounts to learn more about contact registration requests.

To manage and configure page layouts for account-based shopping that supports account registration requests and contact registration requests, do the following:

• Enable the store user interface to allow business shoppers to submit an account registration request for a new account by providing required business details. Do this by making sure you have a Contact Login (for Managed Accounts) element in the Header widget in your site Home layout. That way, when an anonymous shopper or an account-based shopper logs in, a Contact Login (for Managed Accounts) element displays a Register link that allows the shopper to submit contact registration requests. For further details, refer to Customize your store layouts for information on using different elements in your layouts.
• Make sure you have enabled the account registration feature in the Settings area of Administrator user interface. Refer to Configure Account-based Shoppers in the Configure Shopper Settings section for more details.
• Configure the correct automated emails that are generated during the account registration request and contact registration request approval/rejection process. Refer to Configure Email Settings for more information.
• If you want Delegated Administrators to be able to manage contact registration requests, add the Contact Registration Requests layout to the Profile Navigation - Account Shoppers widget, and configure the layout to appear to shoppers with the Administrator role.