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Sub-Accounts & Multi-User Accounts

The Dealers Site supports multi-user dealer accounts through the Subaccounts & Multi-User Accounts plugin (plugins/subaccounts-multiuser-accounts/). This allows a dealer company to have a primary account holder (the "parent") and one or more sub-users (team members) who can act on behalf of the company.

Plugin Details​

PropertyValue
PluginSubaccounts & Multi-User Accounts
DeveloperWebWizards (webwizards.dev)
Version1.3.0
Locationplugins/subaccounts-multiuser-accounts/

How It Works​

Parent Accounts​

  • Primary dealer accounts are standard WooCommerce customer accounts
  • Parent accounts control all sub-account settings
  • The parent account holds the pricing catalog, credit terms, and company information

Sub-Accounts (Team Members)​

  • Created by the parent account from /my-account/subaccounts/
  • Each sub-account has its own login credentials
  • Permissions are set by the parent: order placement, order viewing only, catalog access, etc.

Shared Features​

  • Sub-account orders are visible to the parent account
  • The billing_company and billing_email are inherited from the parent by default
  • Shopping carts can optionally be shared across sub-accounts

Theme Integration​

The WooCommerce\User module integrates with the plugin via the smuac_after_multiaccount_created action hook:

$this->add_action( 'smuac_after_multiaccount_created', 'set_subaccount_defaults' );

set_subaccount_defaults() runs immediately after a sub-account is created and:

  • Sets the pricing catalog to match the parent account
  • Assigns default capabilities
  • Emails a welcome message to the new sub-user

Custom Text Overrides​

The theme applies custom string overrides to the plugin's labels via:

add_filter( 'gettext_smuac', [ $this, 'revise_subaccount_text' ], 10, 3 );

This allows replacing generic "sub-account" terminology with dealer-specific wording in the UI.

Team Accounts Integration​

inc/integration/class-team-accounts.php provides additional team-account management features beyond the plugin's defaults, including shared order history views and CSV export capabilities.

Configuration​

Navigate to WP Admin → Subaccounts → Settings to configure:

  • Maximum number of sub-accounts per parent
  • Default sub-account capabilities
  • Email notification templates
  • Checkout visibility rules for sub-accounts