Create customer account on behalf of someone but stay logged in as admin

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7 years ago
We need to know if it is possible to be logged in as an admin, create a new customer and NOT require a password if the admin is doing the creation of the account on behalf of the user.
Ultimately we want to register accounts on behalf of a customer calling into our center.
More or less it would be an account creation without a password.

But right now after we register it logs the Admin out and then re-logs in the admin in as the newly registered customer.  This is because we are locking the administration down for our call center people to not have the ability to create customers in the admin side, only through the client side through the registration form.
7 years ago
It would require customization.   Alternately, if they can't create account via admin and they have to "through the registration form", then they can in Chrome launch a "new incognito window" (or in IE, an InPrivate browsing), and then the newly launched browser will not impact the other session.
7 years ago
New York,

I think we are going to need to do some customization for our call center to use it.  We want the path easiest for them for them now.  Though the new Incognito window is a good idea, but requires more steps.  Might get more push back or after release request if we just don't do it now.
7 years ago
You might consider just having your call center staff use the username/email as the password temporarily. It works for us.
7 years ago
embryo wrote:
You might consider just having your call center staff use the username/email as the password temporarily. It works for us.


yes its other good idea. also may be they can keep common password for all staff members.

otherwise you need to customize it and you can create seperate staff role and apply custom logic to it that don't require passwords.
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