How To Create Different WooCommerce User Account Levels

How To Create Different WooCommerce User Account Levels

One of the best ways to personalize the shopping experience on your online store is with different user account levels or types. Out of the box, WooCommerce sets up only one type of user role for customers, which might not be enough for your purposes.

By setting up multiple types of WooCommerce user accounts, you’ll be able to do things such as offer different product prices for each. You can have user account levels for regular shoppers, wholesale customers, VIP buyers, and many more options.

In this article, we’ll show you a quick way to add new types of WooCommerce user accounts to your store using the Wholesale Prices plugin. Let’s get to it!

Why You Need Additional Types of WooCommerce User Accounts

User roles in WordPress determine what actions you can take on a website. If you’re the administrator, you can do everything including using the site and making any changes that you want to it. Regular users, however, are usually limited to two roles, which are Subscriber and Customer.

The latter role shows up as soon as you install WooCommerce. In essence, it works much the same as the Subscriber role, but it gives you an extra type of account to play with.

By play, we mean offering specific features, discounts, or actions that only the Customer role can take advantage of, such as:

  • Limiting the purchase of certain products to that specific role
  • Offering discounts to registered users
  • Keeping track of what coupons customers have used

Now imagine what you can do if you decide to create multiple types of WooCommerce user accounts instead of working with only one. With different user levels, you can offer discounts to wholesale customers, set special prices for different roles, and much more.

As for how to create those new WooCommerce user roles, there are several ways that you can do it. The easiest, though, is by using the Wholesale Prices plugin.

How to Create Different Types of WooCommerce User Accounts

There are a lot of plugins that you can use to add new user roles to WordPress and WooCommerce. However, for our purposes, we’re going to recommend that you use Wholesale Prices:

WooCommerce Wholesale Prices

We recommend Wholesale Prices for three reasons:

  1. The plugin is designed for wholesale stores, so you can set custom prices for each role that you create.
  2. Wholesale Prices works perfectly alongside other plugins such as Advanced Coupons, which enables you to further customer your offers.
  3. You can add new WooCommer user roles with only a few clicks.

As soon as you install the Wholesale Prices plugin, it’ll set up a new type of WooCommerce user account for you, called Wholesale Customer. You can see this role by going to the WooCommerce > Wholesale Roles tab on your dashboard:

WooCommerce user accounts
(click to zoom)

As you can read in the screenshot above, the free version of Wholesale Prices only enables you to set up one custom WooCommerce user role. If you need additional WooCommerce user accounts, you’ll want to use the Wholesale Suite:

With the full Wholesale Suite, you’ll be able to create as many types of WooCommerce user accounts as you need. To do so, all you need to do is return to the WooCommerce > Wholesale Roles tab and fill the fields within to add a new role.

Once you have the roles that you need, you can use them in any way that you see fit. For example, you can edit specific WooCommerce products and set custom prices for each role:

Setting custom prices for Wholesale customers
(click to zoom)

If you’re using the Wholesale Suite, you can also set minimum order requirements for specific user roles, which can come in quite handy.

How to Set Up Registration Forms for Wholesale-Level Customers

One challenge of running a WooCommerce store with multiple account levels is that every new user starts off with the Customer role. That means that you need to assign different roles manually on a case-to-case basis.

Changing user roles is simple. All you have to do is go to Users > All Users. Find the user account that you want to change and select the Edit option under its name. On the next page, you can change that user’s role using the drop-down menu next to the Role field:

Changing a user's WooCommerce role
(click to zoom)

If you’re using the Wholesale Suite, you don’t need to modify WooCommerce user accounts manually, though. The Suite includes the Wholesale Lead Capture plugin, which you can use to create custom registration forms for different user levels.

Once you install the plugin, you’ll gain access to a new section under the WooCommerce > Settings tab. Here, you can set up and customize a new wholesale registration form:

(click to zoom)

That form enables you to decide what role you want to assign to new users. Plus, you’ll be able to either manually approve registrations or confirm them automatically. If you want to learn more, check out our recent article on how to create multiple wholesale user registration forms.

Conclusion

Having more than one type of WooCommerce user role enables you to personalize your store in several ways. You can have user account levels for different types of customers and offer special prices for each. Another option is to hide products for specific user roles, so only the customers that you want will have access to them.

If you use the Wholesale Prices plugin, you can set up one custom WooCommerce user role. If that’s not enough for your needs, you can use the full Wholesale Suite, which enables you to create as many types of WooCommerce user accounts as you want.

Do you have any questions about how to create different WooCommerce user account levels? Let’s talk about them in the comments section below!

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