Magento 2 Shopping Assistance: What It Is & How It Works?

The Magento 2 shopping assistance is one of the go-to features your customers can use at times of need, but as a store provider, how does it help you, and how do your customers enable this feature?

What is Magento 2 Shopping Assistance?

As the name suggests, this feature provides the needed help/assistance to the customer.

The store admin can log in as a customer, allowing them to make updates and changes as per the customer’s requirement. Any action that the admin takes will directly apply to the customer’s account.

Magento 2 doesn’t offer any built-in feature to enable this setting; it is an optional setting that allow remote shopping assistance in Magento 2 and let the admin take the needed action.

As the admin, you can carry out the following tasks from your customer’s account:

• You can create new orders
• You can update their order status
• You can create any new orders
• Also, manage their shopping cart

How Is Magento 2 Shopping Assistance Useful?

• You can offer immediate assistance to your customers in times of need.
• Enabling this feature helps to improve your customer satisfaction ratio.
• Easily finish a task for customers that might take them a few hours.
• This Magento 2 Shopper Assistance feature is a big win for non-technical customers; you, as a store owner, can immediately help in solving the issue.

How to Enable Login as Customer Feature in Magento 2?

Now that you have an idea of this feature, let’s look at how to enable Magento 2 to log in as a customer.

Here, we will look at two different steps:

1. Enable Customer Permission for Shopping Assistance
2. Use Login as Customer in Magento 2

Enable Customer Permission for Shopping Assistance

The first step is to enable the feature from the admin panel.

1. From the admin page, click Stores > Settings > Configuration.
2. In the left panel, expand Customers and choose Login as Customer.
3. Select Enable Login as Customer to Yes.
4. Click on Save Config.

For the rest of the points, you can make changes as per your requirements or keep it as it is. 

After this, you need to enable the access for the admin user. Here are steps to do so:

1. Head to Admin from the sidebar and go to  System > Permissions > User Roles.
2. Click the role in the list, head to Role information and click on Role Resources.
3. Change Role Resources to Custom.

4. Now scroll down a little and head to the Login as Customer part. And enable the following:
   – Allow Login as Customer – 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.

5. Click Save Role.

Use Login as Customer in Magento 2

Now that the foundation of this feature is set, you, as an admin, can log in to the store as a customer. Here is the navigation for you:

1. From the Admin sidebar, go to Customers > All Customers.
2. Now open a user in edit mode.
3. From the Customer Information panel, select the Account Information section.
4. Set the Allow remote shopping assistance to Yes.

Now, you can access the store as a customer without the user’s permission.

Wrapping Up

And that’s all you need to know about Magento 2 shopping assistance and how to set it up.

Now that Magento allows remote shopping assistance make the most of it. Follow these steps, and you can easily achieve the desired goal. If you found this resource helpful, here are some more for you:

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