Login as Website User, Review Cart, and Place Order

Log in as a customer's website user directly from WizOrder to review their cart and place an order on their behalf, without needing their password.

To get there: WizOrder → CRM → Customers

Table of Contents 

Before You begin

• Log out of your own WizOrder or admin session first. Staying logged in as yourself can cause the Login as User session to behave unexpectedly.
• The website user must be Active. If they're still showing as Invited, they haven't set a password yet and you won't be able to log in as them.

A. What Login as User Does

Login as User lets you sign in as a customer's website user and see exactly what they see on WizShop, their order history, saved carts, profile details, and pricing, without needing their password.

It's useful when a customer calls in and wants an order placed for them, when you need to verify their profile or order history is displaying correctly, or when a customer is having trouble checking out and you need to see the issue from their side.

B. Log in as a Website User 

1. Log in to WizOrder.
2. Go to Sales → Customers.
   
   
3. Select the customer.
   
   
4. Open their profile and go to the Website Users tab.
   
   
5. Find the user, click the three-dot menu next to their name, and select Login as User.
   
   

This opens a new window signed in as that customer. Everything you do from here, browsing, cart, checkout, happens exactly as the customer would experience it.

C. Complete the Order

1. Navigate to the existing cart. If the customer already added items before calling in, their cart carries over; open it from the cart icon.
2. Review the order details. Check the line items, quantities, and pricing to confirm they match what the customer wants.
3. Proceed to checkout. Confirm the billing and shipping address, add a PO number or note if needed, and submit the order.
   
   

The order is placed under the customer's account, the same as if they'd checked out themselves, and it appears in their order history the next time they log in.

FAQs

1. Do I need the customer's password to log in as them?

A. No. Login as User doesn't require the customer's password, that's the point of the feature.

2. What if the website user shows as "Invited" instead of "Active"?

A. You can't log in as an Invited user yet; they haven't set a password, so the account isn't fully active. Resend the invite from the same three-dot menu, or set a password for them directly if you need to proceed immediately.

3. Will an order placed this way look different from one placed in WizOrder?

A. No. Whether the order comes from WizOrder or through Login as User on the storefront, it's tied to the customer's account and shows up in their order history and yours the same way.