Configuration Guide

This guide covers the most-used configuration options for the Sales Staff extension.

Configuration Location

Navigate to: Stores >Configuration > MageB2B > Staff

General Settings

Session Management

Session Lifetime (seconds)

• Default: 900 (15 minutes)
• Range: 60 - 31536000 (1 year)
• Controls how long staff sessions remain active

Recommendation: Set to 3600-7200 if you want longer staff sessions.

Customer Assignment

Can customer have multiple staff

• Yes: Customers can be assigned to multiple staff members
• No: One customer = one staff member

Use Case: Enable for team-based sales, disable for territory management.

Enable search customers by staff for frontend

• Adds Staff Firstname/Lastname/Email/Phone filters to the staff customer grid
• Note: Hidden when "Can customer have multiple staff" is enabled

Frontend Links

Add footer link for staff signup

• Adds registration link to store footer
• Enable if you want public staff registration
• Note: staff signup creates an account that must be activated by an admin before the staff user can log in.

Add footer link for staff login

• Adds login link to store footer
• Recommended: Yes

Privacy Policy Page

• Select CMS page for privacy policy link on signup form
• Required for GDPR compliance

Customer Management

List customers in frontend

• Staff can see complete list of assigned customers
• Recommended: Yes

Activate check and staff in frontend

• Staff can check and add customers from frontend
• Useful for field sales

Show customers by default inside my customers section

• If disabled, list only shows after search
• Recommended: Yes for small customer bases, No for large

Login & Redirect

Login post url handle

• Example: staff/mypage
• Redirect URL after staff login
• Default: Staff dashboard

Permissions

Can staff delete his own customers?

• Only removes staff-customer relationship, not customer account
• Recommended: No (enable only if staff should manage their assignments)

Can customer reassign own account to another Sales Staff?

• Allows customers to choose their sales representative
• Use case: Customer preference, territory changes

Password Security

Reset link expiration period (hours)

• Default: 2 hours
• Minimum: 1 hour
• How long password reset links remain valid

Minimum Password Length

• Default: 8 characters
• Minimum: 1
• Enforce strong passwords

Display Options

Show comments in my customers list

• Display customer notes in grid
• Useful for quick reference

Display staff in customer dashboard

• Show staff information in customer account
• Builds customer-staff relationship

Display primary staff account only

• Only show primary staff (if multiple assigned)
• Cleaner customer interface

Default staff image

• Upload default profile image for staff without photos
• Recommended: Professional placeholder image

Advanced Filters

Enable External Customer ID on customer grid

• Add custom customer ID field to filters
• Use case: ERP integration, legacy system IDs

External Customer ID attribute code

• Specify customer attribute code
• Example: erp_customer_id

Search filters for customer grid

• Configure which filters appear in customer grid
• Drag to reorder, enable/disable filters

Filter default billing address only

• Only filter by default billing addresses
• Improves performance for large customer bases

Filter default shipping address only

• Only filter by default shipping addresses
• Improves performance

Enable limiter on Customer Grid

• Allow staff to change records per page
• Options: 10, 20, 50, 100, 250, All

Staff Groups

Default Staff Group

• Automatically assigned to new staff members
• Create groups first: Staff >Staff Groups

Access Control

Restrict customer groups

• Limit which customer groups staff can manage
• Use case: Separate B2B and B2C management

Not allowed handles

• Block staff from accessing specific pages
• Example: customer_account_login
• Security feature

Order Settings

Set staff permanently on order

• Assign customer's primary staff to all orders
• Even if different staff places order
• Use case: Commission tracking

Allow 0 Price on Item Price Edit

• Staff can set item price to zero
• Use case: Free samples, replacements

Commission Settings

Commission Type

Commission type

• Total excluding tax: Calculate on subtotal
• Total including tax: Calculate on subtotal including tax
• Product discount: Based on discount amount

Show commission for Staff at my staff account page

• Display commission earnings in staff dashboard
• Recommended: Yes for transparency

Admin Settings

Order Grid

Add Sales Staff to Order Grid

• Show staff column in admin order grid
• Recommended: Yes

Add Reassign feature for Sales Staff to Order Grid

• Mass action to reassign orders to different staff
• Useful for territory changes, staff departures

Customer Registration Settings

Frontend Customer Creation

Enable creating new customer

• Staff can create customer accounts from frontend
• Essential for field sales

Show customer group field on customer registration

• Allow staff to select customer group
• Use case: B2B vs B2C classification

Show address fields on customer registration

• Include address form in customer creation
• Recommended: Yes

Show vat field

• Display VAT number field
• Required for EU B2B

Can Staff set password for customer

• Staff can set initial password
• Alternative: Customer receives email invitation

Email Settings

Email Templates

Activated Emails

• Select which email templates are active
• Disable unused notifications

Apply following settings to

• Choose which order email templates to customize
• Example: New Order, Order Confirmation

Email order to

• None: No order email will be sent
• Customer (Receiver) and Staff (Receiver)
• Customer (Receiver)
• Customer (Receiver) and Staff (BCC)
• Staff (Receiver)

Sent email copy to staff when customer is placing an order

• Staff receives copy when customer orders directly
• Requires "Set staff permanently on order" enabled

Email Templates Configuration

Email template new staff

• Template: Staff New Account
• Sent when staff account is created

Email template password for customer created by staff

• Template: Customer Password Set by Staff
• Sent when staff creates customer with password

Email template for staff activation

• Template: Staff Activated
• Sent when admin activates staff account

Email template for staff de-activation

• Template: Staff Deactivated
• Sent when admin deactivates staff account

Email template for staff forgot password

• Template: Staff Forgot Password
• Password reset email

Email template for staff password updated

• Template: Staff Password Updated
• Confirmation after password change

Email Recipients

CC Receiver for staff emails

• Comma-separated email addresses
• Example: manager@example.com,sales@example.com

BCC Receiver for staff emails

• Hidden copy recipients
• Use for compliance, monitoring

Send order email from fixed Store View

• Always send from specific store view
• Use case: Multi-store with centralized sales

Staff name and email details

• Template for staff information in emails
• Variables: {{firstname}}, {{lastname}}, {{email}}, {{phone}}
• Add {{var order_staff_name_email_detail}} to order templates

Pricesystem Settings

Display additional pricesystem prices

• Show alternative prices from Pricesystem extension
• Requires: MageB2B_PricesystemCore
• Staff can select from dropdown when editing cart prices

Configuration Best Practices

For Small Teams (1-10 staff)

- Session Lifetime: 7200 (2 hours) - Multiple staff per customer: No - Show customers by default: Yes - Commission type: Total excluding tax - Email order to: Both

For Large Teams (10+ staff)

- Session Lifetime: 3600 (1 hour) - Multiple staff per customer: Yes - Show customers by default: No - Enable limiter: Yes - Restrict customer groups: Yes - Commission type: Total excluding tax

For Field Sales

- Enable creating new customer: Yes - Show address fields: Yes - Can staff set password: Yes - Login redirect: staff/customers - Display staff in customer dashboard: Yes

For Inside Sales

- Enable creating new customer: Yes - List customers in frontend: Yes - Allow 0 price editing: Yes - Email order to: Staff - Show commission: Yes

Testing Configuration

After configuration, test:

1. Staff Login: Try logging in as staff
2. Customer Assignment: Assign a test customer
3. Customer Impersonation: Log into customer account
4. Order Placement: Place test order
5. Commission Calculation: Verify commission is calculated
6. Email Delivery: Check all email templates work

Next Steps

Configuration complete? Create your first staff account:

Create Your First Staff Account →