The Buying Agent extension enhances customer management by introducing a new customer user role “Agent” that allows designated users to impersonate other Customers/Customer Users directly from their storefront profile page. This feature streamlines purchasing and customer support processes by enabling authorized agents to act on behalf of specific Customers/Customer Users. The functionality is controlled through a back-office where administrators define the specific customer accounts each agent is permitted to access.
Key Features & Benefits:
New “Agent” Role: Grants select users the ability to impersonate Customers/Customer Users.
Controlled Access Management: Impersonation permissions are configured in the back-office, where administrators can assign Impersonable Customers/Customer Users for each agent.
Enhanced Customer Support: Agents can efficiently manage customer accounts, place orders on their behalf, or assist with profile updates, improving overall customer satisfaction.
Seamless Impersonation: The “Login as a Customer” action on the storefront account view page allows for a rapid transition to impersonation mode..
Identical Customer Access: Once impersonated, agents have the same storefront access level as the Customers/Customer Users they are acting for.
Clear Impersonation Indication: Impersonation mode bar is displayed at the top of every storefront page clearly indicating when an agent is acting on behalf of a customer, promoting transparency.
This extension simplifies customer interactions, improves support efficiency, and enhances operational flexibility for businesses managing multiple customer accounts.
Please note that the feature is only available for enterprise customers. Contact an Oro Representative to learn more.
Before installing this extension, please be aware of the following conditions that apply to its use.
- Please check Oro Documentation for extension installation and management instructions.
- This extension is provided “AS-IS” and without warranty of any kind, and it is not covered by the Oro User licenses agreement.
- Users of this extension can modify it and use modified code following OSL-3.0. licence.
- Before using this extension in a production environment, ensure it’s validated on any development environment.
Oro Team extensions maintenance and modifications are possible in scope of a dedicated agreement. Contact an Oro Representative for more information.