Customers & accounts

Customers, companies and the people who serve them.

Every customer gets an account with orders, downloads, addresses and profile — extended by Pro add-ons with subscriptions, licenses, gift cards and wishlist tabs. B2B companies carry buyers and credit limits. Your staff get two real roles instead of admin-or-nothing.

Account tabs, extendableB2B companies and buyersStore Manager and Support Agent roles
5
account tabs in Free — more with Pro add-ons
2
staff roles with real capabilities
2
GDPR exporters and erasers registered
Account area

One page, tabs you can extend.

The customer account is a single block or shortcode with tabs — dashboard, orders, downloads, addresses, profile — selected by a query argument. Add-ons add their own tabs through a filter and render them through an action, which is how Subscriptions, Licenses, Gift cards and Wishlist appear. Logged-out visitors see a branded login card.

  • Dashboard, orders, downloads, addresses, profile
  • Re-download purchased files while access is valid
  • ambikly_account_tabs filter for your own tabs
  • Social Login with Google and Facebook (Pro)
B2B

Companies, buyers and credit.

A company record holds a credit limit, credit used, Net Terms and a price-tier discount, with several buyer logins attached. Buyers on the company can check out on terms; the company owner manages their own buyers from the storefront. Available through the REST API today; a dedicated admin screen is not in the current release.

  • Credit limits reserved atomically at checkout
  • Buyers managed by the company owner or staff
  • Orders billed to the company, listed per company
Your team

Two roles, no admin-or-nothing.

Store Managers can change products, orders, customers, coupons, shipping, tax, reviews and add-ons. Support Agents see orders, customers and reports read-only — they cannot refund, change settings or cancel subscriptions. Settings, payment credentials, webhooks, import/export and system status stay with Administrators. Roles self-heal on every admin load.

  • ambikly_manage_store and ambikly_view_store capabilities
  • Every REST route permission-checked against them
  • GDPR: exporters and erasers for customers and orders
Free vs Pro

Customers & accounts, by plan.

CapabilityFreePro / Agency
Customer accounts with five tabs Included Included
B2B companies, buyers, credit limits Included (REST) Included (REST)
Store Manager and Support Agent roles Included Included
GDPR export and erase Included Included
Wishlist and social login Wishlist · Social Login
Store credit and loyalty points Store Credit Wallet · Loyalty Points
CRM sync (Mailchimp, HubSpot) CRM Sync

Pro is $199 per year or $549 once for one site; Agency covers 10 sites. Every paid plan includes all 35 add-ons.

FAQ

Customers & accounts — common questions.

Can customers check out as guests?

Yes. Accounts are optional; guest orders are matched to a customer record by email.

What can a Support Agent do?

Read orders, customers and reports. They cannot refund, change settings, cancel subscriptions or see payment credentials.

Is there a B2B admin screen?

Not in the current release — companies and buyers are managed through the REST API, and company owners manage their own buyers from the storefront.

All of this is in the free plugin.

Install it, take a real order, and turn on Pro add-ons the day one earns it.