Sublogin Documentation

SoftwareSilo Sublogin lets a company use one Magento customer account without sharing one login. The main account can create separate sign-ins for buyers, branches or departments, decide which addresses and checkout methods each person may use, and keep orders tied to the person who placed them.

The base package covers account management, login context, address assignment, payment and shipping restrictions, shared carts and wishlists, and order ownership. Roles, budgets, approval workflows and catalogs are separate add-ons. Install only the parts your purchasing process needs.

Start with one real purchasing scenario

Before creating many accounts, choose one buyer and answer these questions:

Should this person see only their own orders or every order from the company account?
May they use every company address, selected company addresses, or an address of their own?
Are payment or shipping methods restricted for this person?
Should carts and wishlists be private or shared across the company account?
Do they need a role, a spending limit, an approval step or a restricted catalog?

Create that buyer first and place a complete trial order. This catches address, email and checkout conflicts before you import a larger account structure.

Main account and sublogin responsibilities

Account	Typical responsibility
Main customer account	Owns the company relationship, creates and manages sublogins, assigns addresses, and can sign in as a sublogin when impersonation is enabled
Sublogin	Signs in with a separate email and password, shops within assigned restrictions, and creates orders recorded with that sublogin identity
Magento administrator	Configures store-wide behavior, manages records in Admin, and supports account recovery and troubleshooting

Sublogin emails must be unique within Magento's configured customer-account scope. A sublogin cannot reuse the parent customer's email address.

What the base package includes

customer and Admin screens for creating and maintaining sublogins;
separate credentials with Magento password-policy checks;
active, expiry, email and newsletter controls;
optional main-account impersonation with a visible login-context banner;
own-order or company-order visibility;
parent-address assignment and optional sublogin-owned addresses;
per-sublogin payment and shipping method restrictions;
optional shared cart and wishlist;
order and product reports for administrators and, when enabled, customer accounts;
an optional public signup request for people joining an existing company account.

The public signup form is disabled by default. Its parent-email match helps attach a request to an account, but it does not verify the applicant's identity — every request starts inactive until the parent customer approves it through the emailed confirmation link or an administrator activates it.

Optional packages

Need	Package and guide
Reusable roles, storefront permissions and group hierarchy	`mageb2b/sublogin-role`: Roles and Permissions
Daily, monthly, yearly or per-order spending limits	`mageb2b/sublogin-budget`: Budget Management
A temporary allowance for the next order	`mageb2b/sublogin-budget-one-time`: One-Time Budget
Main-account or group approval before an order proceeds	`mageb2b/sublogin-orderapproval`: Order Approval
A product assortment for one or more sublogins	`mageb2b/sublogin-custom-catalog`: Sublogin Custom Catalog
REST and SOAP management of sublogins	`mageb2b/sublogin-api`: Web API
REST and SOAP management of roles, groups and permissions	`mageb2b/sublogin-role-api`: Role Web API
Magento CSV export and command-line import	`mageb2b/sublogin-importexport`: Import and Export
Customer-to-sublogin or sublogin-to-customer conversion	`mageb2b/sublogin-transform`: Transform Accounts
Hyvä storefront templates	Hyvä Compatibility Packages
Mageplaza One Step Checkout address selection	`mageb2b/sublogin-mageplaza-osc`: Mageplaza OSC Compatibility
Disposable development fixtures	Sample Data

Reports are part of the current base package. There is no separate Reports package to install.

Recommended setup path

Install the base package.
Review the Configuration Guide, especially order visibility, impersonation and address handling.
Create one sublogin with a reserved example address in staging.
Sign in as that sublogin and test product access, cart, address selection, payment, shipping and order history.
Add Roles, Budget, Order Approval or Custom Catalog only after the base journey works.
Repeat the complete order test after every add-on or checkout integration.

Important boundaries

Sublogin does not create a separate Magento customer for each employee. The records remain children of the main customer account.
The base package does not provide product and checkout roles. Those controls require the Role add-on.
Order Approval supports a per-sublogin subtotal threshold and an optional group hierarchy. It is not a general-purpose, amount-tier workflow engine.
The Budget add-on has a PHP service contract but no /V1/sublogin-budget REST endpoint.
Shared cart and wishlist are supported. Collaborative quote editing is not part of the verified base feature set.

Find the right guide

Requirements

PHP 8.1 or newer within the range supported by your Magento release
Magento 2.4
the Magento Integration module
a separate license and Composer entitlement for each optional package you install