Customers > Customer Configuration

To access the store configuration settings, choose Stores > Settings > Configuration from the Admin sidebar.

Account Sharing Options

Account Sharing Options

Field
Scope
Description
Share Customer Accounts
Global
Determines the scope of customer accounts in the store hierarchy. Options:
Global - Customer account information is shared with every website and store in the Commerce installation.
Per Website - Customer account information is limited to the website where the account was created.

Online Customers Options

Online Customers Options

Field
Scope
Description
Online Minutes Interval
Global
Determines the length of time that a customer’s online activity is accessible from the Admin. Leave empty for a default interval of 15 minutes.
Customer Data Lifetime
Global
Determines the number of minutes before unsaved data that is entered by the customer expires. By default, unsaved data expires after 60 minutes.

Create New Account Options

NOTE
+--------------------------------------------------------------------------------+ | badge informative | +================================================================================+ | 2.4.7-beta1 | +--------------------------------------------------------------------------------+ | Available in 2.4.7-beta1 only | +--------------------------------------------------------------------------------+There are updates included in the 2.4.7-beta1 release that provide enhancements to the described functionality. If you are using this release version, review the release notes for detailed information about the changes.

Create New Account Options

Create New Account Options (VAT Fields)

Field
Scope
Description
Enable Automatic Assignment to Customer Group
Store View
Determines if customers are automatically assigned to the default customer group. To show VAT number in the store, set Show VAT Number in the storefront, select Yes. Options:
Yes - The system does not automatically validate customer VAT IDs nor does it change customer groups.
No - The system behavior is as usual, and the default customer group can be set in the Default Group field.
Default Group
Store View
Identifies the initial customer group assigned when an account is created.
Default Value for Disable Automatic Group Changes Based on VAT ID
Global
(Available only if current configuration scope is set to Default Group.) Choose whether the automatic change of customer group based on VAT ID is enabled or disabled by default. The setting can be overridden on the product level. The setting influences the system behavior in the following situations:
- The VAT ID of the customer’s default address or the whole default address changes.
- Customer group change was emulated during the checkout for a registered customer who had no previously saved address or for a customer, who registered during the checkout.
If the automatic group change is enabled, then in the first case the customer group changes automatically, and in the second case the temporarily emulated customer group is assigned to customer. If the automatic group change is disabled, the customer group that is assigned never changes, unless an administrator changes it manually.
Show VAT Number on Storefront
Website
Determines if the VAT number is visible to customers in the store. Options: Yes / No
Affects regular non-B2B customer accounts only. Company accounts have their own separate VAT Number field.
Default Email Domain
Store View
Identifies the default email domain for the store. For example: mystore.com
Default Welcome Email
Store View
Identifies the email template used for the default Welcome email.
Default Welcome Email Without Password
Store View
An alternate Welcome email template that is used for new customer accounts created by the Administrator that don’t yet have a password assigned.
Email Sender
Store View
Identifies the store contact that appears as the sender of the Welcome email.
Require Emails Confirmation
Website
Determines if a request to create an account requires confirmation from the customer. Options: Yes / No
Confirmation Link Email
Store View
Identifies the email template that is used for the confirmation email. Default template: New account confirmation key
Welcome Email
Store View
Identifies the email template that is used for the Welcome message that is sent after the account is confirmed.
Generate Human-Friendly Customer ID
Global
Determines if the field that is used to enter and store the VAT ID number is visible from the storefront. Options: Yes / No

Password Options

Password Options

Field
Scope
Description
Password Reset Protection Type
Store View
Determines the method used to reset a customer account password. Options:
By IP and Email - The password can be reset online after a response is received from a reset notification that is sent to the email address associated with the Admin account.
By IP - The password can be reset online.
By Email - The password can be reset by responding to an email notification that is sent to the email address associated with the Admin account.
None - The password can be reset only by the store administrator.
Max Number of Password Reset Requests
Store View
Limits the number of password reset requests per hour. For unlimited requests, enter zero (0).
Min Time Between Password Reset Requests
Store View
Determines the number of minutes between password reset requests. For no delay between requests, enter zero (0).
Forgot Email Template
Store View
Identifies the email template that is used when customers forget their passwords. Default template: Forgot Password
Remind Email Template
Store View
Identifies the email template that is used when customers receive a password reminder, or hint. Default template: Remind Password
Reset Password Template
Store View
Determines the email template that is used when customers reset their passwords.
Password Template Email Sender
Store View
Determines the store contact that appears as the sender of password-related emails.
Recovery Link Expiration Period (hours)
Global
Specifies the number of hours before a password recovery link expires.
Enable Autocomplete on login/forgot password forms
Website
Determines if autocomplete is enabled on login/forgot password forms. Options: Yes / No
Number of Required Character Classes
Global
Determines the number of different character classes (lowercase, uppercase, numeric, and special characters) that must be included in a password.
Maximum Login Failures to Lockout Account
Global
Determines the number failed login attempts until the customer account is locked. For unlimited attempts, enter zero (0).
Minimum Password Length
Global
Determines the minimum number of characters allowed in a password. The number must be greater than zero (0).
Lockout Time (minutes)
Global
Determines the number of minutes a customer account is locked after too many failed attempts to log in.

Account Information Options

Account Information Options

Field
Scope
Description
Change Email Template
Store View
Identifies the default email template that is used when a customer changes their email address.
Change Email and Password Template
Store View
Identifies the default email template that is used when a customer changes their email address and password.

Name and Address Options

Magento Open Source options

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Name and Address Options - Open Source

Field
Scope
Description
Number of Lines in a Street Address
Website
Determines the number of lines in the street address. The street address consists of from 1 to 4 lines. If the field is blank, the default street address of three (3) lines is used.
Show Prefix
Website
Determines if the customer name includes a prefix at the beginning, such as Mr. and Ms. Options: No / Optional / Required
Prefix Dropdown Options
Website
Defines the list of prefix options. Separate values with a semicolon. Place a semicolon before the first value to display an empty value at the top of the list.
Show Middle Name (initial)
Website
Determines if the middle initial is included as part of the customer name. If used, the middle initial is an optional field. Options: Yes / No
Show Suffix
Website
Determines if the customer name includes a suffix at the end, such as Jr., Sr., and III. Options: No / Optional / Required
Suffix Dropdown Options
Website
Defines the list of suffix options. Separate values with a semicolon. Place a semicolon before the first value to display an empty value at the top of the list.
Show Date of Birth
Website
Determines if the customer date of birth is included in the name and address form. Options: No / Optional / Required

Important: In keeping with current security and privacy best practices, be aware of any potential legal and security risks associated with the storage of customers’ full date of birth (month, day, year) with other personal identifiers. It is recommended that you limit the storage of customers’ full birth dates and suggest using customer year of birth as an alternative.
Show Tax/VAT Number
Website
Determines if the Tax or VAT number is included in the name and address form. Options: No / Optional / Required
Show Gender
Website
Determines if gender is included in the name and address form. Options: No / Optional / Required
Show Telephone
Website
Determines if the customer’s telephone number is included in the name and address form. Options: No / Optional / Required
Show Company
Website
Determines if the customer’s company is included in the name and address form. Options: No / Optional / Required
Show Fax
Website
Determines if the customer’s fax number is included in the name and address form. Options: No / Optional / Required

Adobe Commerce options

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Name and Address Options - Commerce

Field
Scope
Description
Prefix Dropdown Options
Website
Defines the list of prefix options. Separate values with a semicolon. Place a semicolon before the first value to display an empty value at the top of the list.
Suffix Dropdown Options
Website
Defines the list of suffix options. Separate values with a semicolon. Place a semicolon before the first value to display an empty value at the top of the list.
Show Telephone
Website
Determines if the customer’s telephone number is included in the name and address form. Options: No / Optional / Required
Show Company
Website
Determines if the customer’s company is included in the name and address form. Options: No / Optional / Required
Show Fax
Website
Determines if the customer’s fax number is included in the name and address form. Options: No / Optional / Required

Store Credit Options

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Store Credit Options

Field
Scope
Description
Enable Store Credit Functionality
Global
Determines if Store Credit is enabled. Disabling it removes Store Credit from customer accounts and from the Admin Manage Customers page. Options: Yes / No.
Show Store Credit History to Customers
Website
Determines if the balance history is visible in customer accounts. Options: Yes / No.
Refund Store Credit Automatically
Global
Determines if store refund is issued automatically. Options: Yes / No
Store Credit Update Email Sender
Store View
Determines the store identity that appears as the sender of credit update notifications sent to customers.
Store Credit Update Email Template
Store View
Determines the email template used for credit updates.

Login Options

Login Options

Field
Scope
Description
Redirect Customer to Account Dashboard after Logging in
Website
Determines what happens after customers log in to their accounts. To redirect customers to their account dashboard, select Yes. Options:
Yes - The account dashboard appears when customers log in to their accounts.
No - Customers can continue shopping after logging in to their accounts.

Address Templates

Address Templates

Template
Scope
Description
Text
Store View
The template is used for all addresses that are printed.
Text One Line
Store View
This template defines the order of address entities in the customer’s shopping cart address book list. Progress during checkout.
HTML
Store View
This template defines the order of address fields located under the Customer Addresses area in the Admin panel (Customers > Manage Customers). This also affects those on the Add New Address page when a customer creates a billing or shipping address on their account page.
PDF
Store View
The template defines the display of billing and shipping addresses in the printed invoices, shipments, and credit memos.

Customer Segments

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Customer Segments

Template
Scope
Description
Enable Customer Segment Functionality
Global
Determines if customer segments can be used to create targeted promotions. Options: Yes / No
Real-time Check if Customer is Matched by Segment
Global
Determines if customer segments are validated in real time. Options:
Yes - Customer segments are validated in real time (default value).
No - Customer segments are validated by a single combined condition SQL query. This improves performance of segments validation if there are many customers segments in the system. However, the validation does not work with a split database or when there are no registered customers.

CAPTCHA

CAPTCHA

Field
Scope
Description
Enable CAPTCHA on Storefront
Website
Enables CAPTCHA in the stores associated with the Commerce website. Options: Yes / No
Font
Website
Determines the font that is used to display the CAPTCHA. To add your own font, put the font file in the same directory as your Commerce installation and add the declaration to the config.xml file at app/code/Magento/Captcha/etc.
Forms
Website
Determines the forms where CAPTCHA is used. Options:
Applying Coupon Code
Checkout/Placing Order
Create user
Login
Forgot password
Contact Us
Change password
Share Wishlist Form
Send to Friend Form
Payflow Pro (see security patch)
Add Gift Card Code Adobe Commerce
Create company Adobe Commerce

Note: The Create User, Forgot Password, and Payflow Pro forms are always enabled when selected.
Displaying Mode
Website
Determines when the CAPTCHA appears. Options:
Always - CAPTCHA is always required to log in.
After number of attempts to login - This option applies only to the Admin Sign In form. When selected, the Number of Unsuccessful Attempts to Login field appears. Enter the number of login attempts that you want to allow. A value of 0 (zero) is similar to setting Displaying Mode to Always.
Note: To track the number of unsuccessful login attempts, each attempt to log in under one email address and from one IP-address is counted. The maximum number of login attempts allowed from the same IP-address is 1,000. This limitation applies only when CAPTCHA is enabled.
Number of Unsuccessful Attempts to Login
Website
Specifies the number of times a customer can try to log in before the account is locked.
CAPTCHA Timeout (minutes)
Website
Determines the lifetime of the current CAPTCHA. When the CAPTCHA expires, the user must reload the page.
Number of Symbols
Website
Determines the number of symbols that appear in the CAPTCHA, with a maximum of 8. You can also specify a range, for example, 5-8.
Symbols Used in CAPTCHA
Website
Determines the letters (a-z and A-Z) and numbers (0-9) that appear in the CAPTCHA. Symbols that are hard to distinguish from other symbols, such as i, l, or 1, are not included in the default set of CAPTCHA symbols.
Case Sensitive
Website
Determines if CAPTCHA characters are case-sensitive. Options: Yes / No
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