Configure SoftwareSilo Sublogin

Open Stores > Configuration > MageB2B > Sublogin. Choose the website or store view before changing values. Most settings are scope-aware, so an unexpected storefront result often comes from a website or store-view override rather than the default configuration.

Configure the base account journey first. Leave Roles, Budget and Order Approval at their defaults until a sublogin can sign in and complete a normal checkout.

Safe starting configuration

For a first staging test:

enable Sublogin;
keep Restrict order view for sublogins enabled;
keep payment and shipping filters disabled;
keep cart and wishlist sharing disabled;
keep email confirmation and public signup disabled;
allow parent-account impersonation for support testing;
use all parent customer addresses or assign a small approved set;
keep plain-password emails disabled.

This gives one buyer a clear, isolated journey without introducing approval, budget or method-filter failures at the same time.

Sublogin general settings in Magento Admin

General settings

Setting	Default	What it changes
Enabled	Yes	Turns the base Sublogin functionality on for the selected scope.
Default Value Can Create Sublogins	No	Sets the initial value of the per-sublogin permission to manage other sublogins. Grant it only to trusted team leads.
Restrict order view for sublogins	Yes	Shows a sublogin only their own orders. Disable it only when every company user may see company-wide order history.
Fallback label for missing sublogin	`N/A`	Replaces the sublogin name in order views if the original record no longer exists. Use a phrase staff will understand, such as `Former company user`.
Allow impersonate sublogin account	Yes	Lets the main account enter a sublogin session without knowing that person's password. The storefront shows a context banner and a way back to the main session.
Enable payment methods filter	No	Applies the payment-method list stored on each sublogin. Enable only after every active sublogin has been reviewed.
Enable shipping methods filter	No	Applies the shipping-method list stored on each sublogin. Saved values use full carrier and method codes.
Use shared cart	No	Uses one cart for the main account and attached sublogins. One user's changes become visible to the others.
Use shared wishlist	No	Uses one wishlist for the account family.
Send sublogin order email also to customer account	No	Copies the main customer on order confirmation for a sublogin order.
Save customer email in order table	No	Stores the parent customer's email on the order instead of the sublogin email. The sublogin ID still records who placed it. Check exports and integrations before changing this.
Massactions in frontend	Activate, Deactivate	Selects bulk actions the main account may use. Other options include newsletter, email preference and the ability to manage sublogins.
Require email confirmation of new created sublogin	No	Keeps access blocked until the sublogin follows the confirmation flow. Use this when the email owner must prove access before signing in.
Sublogin can delete own account	No	Adds self-deletion in the storefront. Review retention and support implications before enabling it.
Reactivate account when disabled	Yes	Reactivates eligible sublogins when the parent customer account is enabled again. Disable it if reinstatement requires an individual review.

Shared cart and wishlist

Shared resources are convenient when a purchasing team builds one order together, but ownership becomes less clear. Test simultaneous sessions and decide who may remove items or change quantities. Sharing does not add collaborative quote editing.

Payment and shipping filters

The global switches activate restrictions already assigned to each sublogin. Roll them out in this order:

Assign allowed methods to every active sublogin.
Test an address that produces the expected shipping rates.
Enable one filter in staging.
Confirm checkout still offers at least one valid option.
Enable the second filter only after the first works.

An empty result can block checkout. See Payment and Shipping Restrictions.

Setting	Default	What it changes
Enable public sublogin signup	No	Makes a request form available to guests who name an existing parent customer email.

The form validates the parent email, the applicant's email and password, but a matching parent email is not proof that the applicant belongs to that company. A new request always starts inactive: the parent customer receives an approval email with a confirmation link, and an administrator can also activate the record in Admin.

The storefront route is /sublogin/signup/index under the active store base URL.

Admin settings

Filter Sublogin Addresses on Customer Edit is enabled by default. It hides sublogin-owned addresses from the normal customer-address grid, which keeps the parent customer's address list focused on parent records. Disable it only when administrators need to manage both address types from that grid.

Address settings

Choose Address management for sublogins first:

Mode	Result
Disallow using customer addresses	The sublogin cannot select parent customer addresses. Use this only when sublogin-owned addresses are enabled and maintained.
Allow to use all customer addresses	Every parent customer address is available to the sublogin. This is the default.
Use custom address management	The main account assigns selected parent addresses to each sublogin.

Then review the related settings:

Setting	Default	What it changes
Use sublogin address as a customer	No	Lets the parent customer use addresses created for sublogins.
Bind sublogin to customer default billing address	No	Forces checkout to the parent account's default billing address.
Enable add new address option for sublogins in checkout	No	Lets a sublogin create an address during checkout. Enable only if buyers are allowed to expand the company's address book.
Show customer address under My Account for sublogin	Yes	Displays parent customer addresses in the sublogin account area, subject to restrictions.
Automatically add new customer address	No	In custom management mode, assigns a newly created parent address to restricted sublogin address books. Review whether broad automatic assignment is acceptable.
Set customer default address as sublogin default	No	Uses the parent defaults only when the sublogin has no default address.
Allow customer to delete an address used by sublogins	No	Allows parent users to remove an address still assigned to sublogins. Keeping this off avoids broken assignments.
Show main address under My Sublogins	No	Displays a headline address on the sublogin management page.
Not available address message	`N/A`	Text shown when that headline address is missing.

Test billing and shipping separately. A setup can allow a delivery address while still binding billing to the parent default.

See Address Management for workflow examples.

Report settings

Reports are included in the base package.

Setting	Default	Guidance
Enable reports for customer	Yes	Shows order and product reports to the main account.
Enable reports for sublogin	No	Shows reports in a sublogin session. Enable only if the report scope matches that user's visibility policy.

The relevant Admin ACL permissions must also be granted to administrator roles.

Email settings

Setting	Default	Guidance
Email Sender	Sales	Magento sender identity used by Sublogin messages.
Use Sublogin Store ID	No	Uses the sublogin record's store for templates and labels instead of the store active during the order. Useful only for deliberate cross-store account management.
New, confirmation, reset and expiry templates	Module defaults	Create store-specific overrides through Magento's email template system rather than editing vendor files.
Send plain password in account emails	No	Keep disabled. Use setup and reset links so passwords are not copied into mailboxes.
BCC Receiver	Empty	Separate multiple recipients with semicolons. Consider privacy and retention before copying account messages.
Add order details to selected templates	Empty	Adds order context only to the selected Sublogin messages.
Email templates for store owner	Empty	Sends store-owner alerts for selected events.
Customer optional email templates	Module event list	Decides which messages may use the optional parent-customer email field.
Sublogin optional email templates	Module event list	Decides which messages may use the optional sublogin email field.

Send a setup message, a password-reset message and an order message to a staging mailbox. Confirm the store name, sender, recipient and links for every store view you operate.

See Email and Account Recovery.

Address templates and content

The address template fields control text, one-line and HTML rendering for Sublogin address data. Keep Magento template variables intact and test the result anywhere it is used. The HTML field accepts a limited set of safe formatting tags.

Static block for sublogin grid at frontend accepts a CMS block identifier. Use it for short company instructions above the grid, such as whom to contact before creating a buyer. Leave it empty when no instruction is needed.

Debug logging

Debug logging is disabled by default and available only at default scope. Enable it for a specific investigation, reproduce the issue, collect the relevant entries, and disable it again. Do not leave verbose logs enabled as routine monitoring.

Go-live check

Before enabling Sublogin for customers:

Verify one main account with two sublogins.
Confirm email uniqueness and account recovery.
Test own-order and company-order visibility.
Test every address mode you intend to offer.
Confirm at least one payment and shipping combination for each restricted buyer type.
Verify impersonation starts and ends clearly.
Test shared cart and wishlist with two simultaneous sessions if enabled.
Review the public signup setting.
Run the same checkout checks with every installed add-on.

Continue with Create Your First Sublogin.