Magento 2 B2B Extensions

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User Guide

1. Overview

Magento 2 Catalog Permission extension allows admin to assign permission to categories for each customer group. By setting catalog permission for customer groups, store owners can hide the content they do not want to share with specific customer groups.

2. How Does It Work?

2.1 General configs

Go to Admin ⇒ Stores ⇒ Configuration ⇒ BSSCommerce ⇒ Catalog Permission.

Enable Magento 2 Catalog Permission Extension

In Enable Catalog Permission Extension:

  • Enable: choose Yes to enable the extension.

2.1.1 Catalog Permission

Catalog-Permission-General-Settings

In Catalog Permission:

  • Enable Catalog Permission: choose Yes to restrict catalog to the chosen customer groups.
  • Error Message: tailor the Error Message you want to show on the page to which customers are redirected. You can also set different messages for different categories by going to Catalog => Categories.
  • Redirect to Page: choose among these six pages to redirect customers when they access a restricted page.

+ Sign-in Page

+ 404 Not Found

+ Homepage

+ Enable Cookies

+ Privacy Policy

+ About us

+ Customer Service

+ Sign-in Page

+ Custom URL

+ None

*Note:

+ If you create a new CMS page, it will be added to “Redirect to Page” options

+ Please make sure that the chosen page is not restricted by CMS permission function.

+ If the redirected page is disabled, customers will be redirected to Home Page.

  • Disable Category Link: choose Yes to hide the link of category on the menu and layered navigation.

*Notes:

+ If at least one sub-category that has different catalog permission from that of the parent category, the parent category link will be shown.

+ In other words, only when all subcategories have the same permission as the parent category will the parent category link be disabled.

  • Apply Parent Category Setting to Sub-Category: choose Yes so that the setting of parent category will be applied for its sub-categories.

Sub-category permission

  • Use Category Permission for Products Belonging to: choose Yes to disable products belonging to the restricted categories. For the product belongs to multiple categories: If at least one of those categories is restricted, the product will not be available to access in other categories.

If you choose No, non-permitted customers can still access the products under restricted categories.

2.1.2 CMS Page Permission

CMS Page Permission General Settings

In CMS Permission:

  • Enable CMS Page Permission: choose Yes to restrict the CMS pages to specific customer groups.
  • Error Message: tailor the Error Message you want to show on the page to which customers are redirected.
  • Redirect to Page: choose one of the options to redirect customers to the selected page. Catalog Permission for Magento 2 extension provides options as follow:

+ Sign-in Page

+ 404 Not Found

+ Homepage

+ Enable Cookies

+ Privacy Policy

+ About us

+ Customer Service

+ Sign-in Page

+ Custom URL

+ None

*Note:

+ If you create a new CMS page, it will be added to “Redirect to Page” options

+ Please make sure that the chosen page is not restricted by CMS permission function.

+ If the redirected page is disabled, customers will be redirected to Home Page.

2.2 Set permission for categories

Go to CatalogCategories and navigate to the category you want to set permission.

Restrict-access-to-specific-categories

In Redirect Type:

  • Use Global Config: apply the error message and redirect to page as you set above.
  • Customize per Category: Tailor message for a specific category and choose how to redirect visitors in Select Page, Custom URL, and BSS Error Message.

In Restricted Customer Group: select customer group(s) you do want to grant access to the category.

2.3 Set permission for CMS pages

Go to Content ⇒ Pages and navigate to the category you want to set permission.

Restrict-access-to-specific-CMS-Pages

Similarly, in Redirect Type:

  • Use Global Config: apply the error message and redirect to page as you set above.
  • Customize per Category: Tailor message for a specific CMS Page and choose how to redirect visitors in Select Page, Custom URL, and BSS Error Message.

In Restricted Customer Group: select customer group(s) you do want to grant access to the CMS page.

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