Multi-user support for customer service representatives – login as any company employee in a B2B environment
In B2B transactions, customer service representatives regularly handle and process orders on behalf of customers, especially for telephone orders or orders requiring extensive consultation.
Currently, they log in to the backend with administrator rights and then use the "Log in as customer" function in the frontend to place orders directly in the shop or to assist customers with their use.
However, this approach currently only works for the primary user of a company account.
In cases where a customer uses multiple employee accounts within a company structure, it is not possible to log in as another employee of that company to, for example, place an order on behalf of a specific employee or to review their purchase approvals.
Goal / Benefit
To enable customer service representatives or administrators to log in to the shop as any employee of a company account.
This allows support staff to authentically process telephone orders, approval processes, or reorders on behalf of the correct employee.
Improved traceability (correct customer, correct rights and approvals) and simplification of customer support in the B2B environment.