WizShop Admin Guide: Leads, Users & Webiste Managment

WizShop is your B2B website, the online store your customers log into to browse, see their own pricing, and place orders themselves.

As an admin, you control who gets access, approve new buyers, follow up on abandoned carts, and manage what customers see. Depending on the access granted to your team, you may also have direct editing access to parts of your storefront, this guide covers all of it.

To get there: Log in to WizShop using your login credentials 

Table of Contents

Before You Begin

• You must have an Admin role, with WizShop (website) permissions enabled in your role settings.
• Some WizShop settings and storefront-editing access are managed or granted individually by the WizCommerce team rather than shown by default in your admin backend. If you need access to something you can't see, reach out to our support team at help@wizcommerce.com.
• Buyers can't sign themselves up without approval, new registration requests come to you as Leads.

A. How WizShop Works for Admins

WizShop has two sides: the buyer-facing storefront your customers shop on, and the admin backend where you manage it. As an admin, your work splits into two distinct areas, managing your customers, and managing the storefront itself.

» Managing WizShop Customers

This is your day-to-day work, done through the WizOrder web portal, there's no separate login. It covers:

• Leads: Approving or rejecting new buyer registration requests
• Website Users: Controlling who can log in, inviting buyers, and resetting access.
• Website Carts: Following up on carts buyers left without checking out.
• Order approval: Reviewing and approving orders placed on the storefront.

» Managing the WizShop Website

This is the storefront's design and content, homepage, menus, banners, landing pages, popups, and blog. Where your team has been granted editing access, it's done through a WordPress login, not the WizOrder. Section G covers each task with its full guide.

B. Leads: Approving New Buyers

Buyers can't get access to your WizShop website freely, when someone registers on your storefront, their request lands in the Leads table for your review. This keeps your wholesale storefront closed to the public.

To get there: Customers > Leads. The newest leads appear first, and each is tagged as either a New Customer or an Existing Customer:

• New Customer: A retailer with no prior relationship, visiting the storefront for the first time, they're prompted to sign up before they can see prices. To approve, open the submitted form (click the buyer's name or View in the Action column), verify the details, and click Approve & Add User. The buyer gets a confirmation email granting access.
• Existing Customer: A buyer whose company is already a customer but who is accessing the storefront for the first time. They select Existing Customer, fill in the required fields, and submit. To approve, verify the details, click Approve & Add User, and map them to the existing customer account. They're added as a new row under that customer's Profile section.
• Reject the application if it's not a legitimate or qualified buyer.

C. Website Users: Managing Buyer Access

Website Users are your buyer accounts, everyone who has been invited, is pending, or can currently log into the storefront. Go to Customers > Website Users to manage them. From the three-dot menu in the Action column, you can:

• Mark as Inactive: Suspend a buyer's access without deleting their account. Their details and history are preserved, and you can reactivate them anytime.
• Delete User: Permanently remove the user from the storefront. This can't be undone.
• Invite a new user, resend an invitation, or reset a password: Manage login access for buyers who are locked out or never received their invite. Buyers (your customers) can also bring their your own team onto the storefront, see Invite Your Team to Your WizShop Storefront.
• Log in as a website user: See the storefront exactly as that customer sees it, including their assigned pricing. Use it to troubleshoot what a buyer reports, or to place an order on their behalf.

D. Website Carts: Following Up on Abandoned Orders

When a buyer adds products to their WizShop cart but leaves without checking out, the cart is saved automatically and appears under the Website Carts tab in WizOrder (Sales → Website Carts) after a set period of inactivity.

The tab lists every open cart across a rep's customers, showing Customer, Status, Cart Value, Total Items, Total Units, and Cart Created On.

From here, reps can:

• View a cart's contents: Click the edit icon in the Action column to open the cart. The panel shows the customer name, how long ago the cart was abandoned, contact details, and a full product breakdown with SKUs, quantities, and prices.
• Mark a cart as viewed: Flip the status from Open to Viewed so the rep can track which carts they've already followed up on.
• Convert a cart to an order: Click Proceed to Checkout to place the order directly in WizOrder, or Login as Userto complete it inside the buyer's WizShop.
• Delete a cart: Remove an abandoned cart from the customer's profile when it's no longer needed.

Use this to follow up with the buyer directly, or rely on the automated cart-abandonment reminder emails to nudge them back.

E. What Buyers See on the Storefront

It helps to know what your customers experience, since you'll field questions about it. When a buyer logs in, they get:

• A home page with featured collections and categories.
• Product pages showing their own customer-specific pricing, live inventory, and AI "View Similar" recommendations.
• A wishlist to save products or share with their sales rep.
• Search by name, SKU, and more.
• A shopping cart and self-serve checkout, with support for multiple named carts in one session.
• Recently Viewed products at the top of listing pages (most recent first), which persist across logins and work on both WizShop and WizOrder.

The defining feature is that pricing is personal, each buyer sees the pricing tier they've been assigned, with no manual workarounds.

F. Storefront Setup and Who Manages It

A storefront's design, homepage, banners, menus, and footer, is set up by the WizCommerce team during onboarding. Depending on the setup and the access granted, admins may be able to edit parts of it themselves.

Where self-editing access has been granted, it's given to specific people and taught in a dedicated session. Within that access, admins can typically:

• Edit homepage sections: Hero images/sliders, banner text, buttons, and links
• Edit the category display widget: Which categories show, their images, and layout
• Edit navigation menu items and footer links
• Adjust fonts and colors within the site's existing design system

On WordPress-based storefronts, admins can also build and manage full pages themselves — no developer needed:

• Build a landing page for a collection, category, seasonal sale, or launch: pick a template, customize it in Elementor, and publish. Pages can go live immediately or be scheduled for a set date and time, with an optional expiry date for time-bound campaigns.
• Create a popup, write and publish blog posts, edit existing pages in Elementor, and manage site content via the CMS.

Admins can always manage these two, regardless of storefront type:

• Product display settings: Which products appear on the storefront. See Bulk manage product display settings on WizShop.
• Bulk-loading storefront logins: Bringing many buyers online at once by importing website users in bulk. See Website user import.

Not sure what editing access applies? Reach out to our support team help@wizcommerce.com

FAQs

Q. Do buyers get storefront access as soon as they sign up?

A. No. Signing up sends their request to you as a Lead, access isn't automatic. The buyer can log in only after you approve the request, the invite goes out, and they reset their password.

2. How do I see the storefront the way a specific customer sees it, or place an order for them?

A. Under Website Users on the Sales tab, use "Log in as a website user." This opens that buyer's exact view, including their assigned pricing, use it to troubleshoot what they're seeing, or to build a cart and place an order on their behalf when they can't do it themselves.

3. How do I change my storefront's homepage or menu?

A. If your team has editing access, you can edit existing homepage sections, menus, and the footer yourself, check with your CSM if you're unsure. On WordPress-based storefronts, admins can also build new landing pages and schedule them to go live on a future date, straight from the admin, no developer needed. If your storefront isn't set up for self-service page building, that still goes through the WizCommerce team, contact support at help@wizcommerce.com.

4. If I delete a buyer's website access, can they come back?

A. Yes. Deleting doesn't block their email address, they can register again later, and you (or another admin) can re-approve them as a new lead.