Magento Admin Panel Workshops part #7

1. Customers - basic info

In default magento 2 customers who open an account with your store enjoy a range of benefits, including:

Faster checkout. Registered customers move through checkout faster because much of the information is already in their accounts.
Self service. Registered customers can update their information, check the status of orders, and even reorder from their account dashboard.
User of your store has an access to his account, where user can gets more info about his orders, add shipping address, payment address etc.
All views u can see here:http://docs.magento.com/m2/ce/user_guide/customers/account-dashboard.html Or by creating your own account as user.

2. Conf. Customer Accounts

1. Online Session Length

Online session length is one of the most important thing for customers - even if they don't feel it. But in 2017 many of customers use their shopping cart as a wishlist, even if shop has such a feature itself. So set up time for how long user will be logged after log in can be a key issue.

TASK: Set up online session length

Help: http://docs.magento.com/m2/ce/user_guide/customers/customer-online-options.html If client is using shopping cart as a wishlist, it's good to enable Persistent Cart Enabled Persistent Cart means that the the contents of log in customer cart are saved for the next time they sign in to their accounts.

TASK: Check if your shop has enabled Persistent Cart, if not enabled it.
TASK: Make a test, and check of persistent cart works on your store.

2. Customer Account Scope

In case of having more than one website, we can decide if client that will create his account on website 1 can use it in all website or not.

TASK: Set up Customer Account Scope Help: http://docs.magento.com/m2/ce/user_guide/customers/account-scope.html

3. New account options

Basically new account options is the part of customer configuration, where we can choose to what group client should be assignee after creating account, what information u want to get from customers, set up if any created account should be confirmed by mail. etc.

More info: http://docs.magento.com/m2/ce/user_guide/customers/account-options-new.html