The Buying Agent extension allows selected storefront users to act on behalf of others. With the new Agent role, customer users can impersonate other Customers or Customer Users, given that the appropriate permissions are set in the back-office. This enables agents to effectively assist customers by placing orders, accessing account details, and making changes with the same access rights as the impersonated user.
Key Features & Benefits
New Customer User Role: A new role, named Agent, is added to the list of customer user roles. The Agent role has a dedicated ACL permission (“Can impersonate” under the Application category), which is configured in the back-office and allows users to act as other Customers/Customer Users.
Configurable Impersonation List: A new Impersonable Customer Users submenu is added to the Customer User page, allowing admins to add specific customer users that the Agent can impersonate.
Storefront Integration: Agents can launch impersonation from their profile page by clicking the Login as User button, which opens the storefront in impersonation mode.
Full Access During Impersonation: While impersonating, the Agent has the same storefront permissions as the selected Customer User, with a clear Impersonation Mode banner displayed on all pages.
Enhanced Customer Management: Supports smoother order handling and support tasks by enabling agents to perform actions on behalf of customers directly through the storefront.
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.