Customer Statuses: Invited, Active, Inactive — How to Invite Customers to Complete Registration

This update replaces the single Active (true/false) flag with a clear Status field that can be Invited, Active, or Inactive.
It enables you to create a customer in Admin and send a single-use invitation link so the customer can finish their registration by accepting Terms & Conditions and setting a password.

What’s included:

• Status field with the following options: Invited, Active, Inactive

• Admin UI: shows Status (instead of the "Active" boolean)

• Customer invitation email: automatically sent whenever a customer is created or updated to Invited

• Single-use registration link via token (Customer.RegistrationLink)

• New registration view: Terms & Conditions + Password (two inputs, with validation), then auto-login, to simplify the registration process

• Feature switches so you can opt in (existing storefronts default off; new storefronts default on)

Key Settings

• Customer Status (Customer Management > Edit)

  • Invited: Customer has been created but must complete registration via the email link.

  • Active: Customer can log in and use the storefront.

  • Inactive: Customer cannot log in.

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• Default Customer Status (Admin → Customer Settings)

  • Sets the preselected status when creating a customer.

  • If set to Invited, the create form will default to “Invited.”

  • Note: The Invited option appears only if the Customer Invitation Email template is active.

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• Message Template: “Customer Invitation Email”

  • System key: AccountManagement.Customer.RegisterInvite.

  • Enabled by default (ensure it remains active to use invitations).

  • Required token: Customer.RegistrationLink (inserts the customer’s single-use registration link).

  • Sent automatically when:

    • A new customer is created with Status = Invited, or

    • An existing customer’s status is changed to Invited in Admin.

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Use Cases

1. Admin-created accounts: Preload customer details in Admin, set Status = Invited, and let the customer complete T&Cs and password.

2. Re-invite a stalled customer: Change status back to Invited to re-send the invitation email.

3. Access control: Mark customers Inactive to temporarily prevent login without deleting the account.

4. Bulk onboarding: Import customers via CSV/API with Status = Invited to trigger invitations at scale.

Step-by-Step Implementation Guide

1) Enable & configure the invitation email

1. Open Email Message Templates in Admin.

2. Locate Customer Invitation Email (AccountManagement.Customer.RegisterInvite) and set it to Active.

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3. Ensure the template body contains Customer.RegistrationLink.

   • This inserts the single-use link for the customer to complete registration.

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4. Customize copy and (optionally) add translations per your needs.

2) Set the default customer status (optional)

1. Go to Customer Settings.

2. Choose a Default Status from the dropdown (e.g., Invited to default the create form).

   • Note: Invited appears in the dropdown only if the Customer Invitation Email template is active.

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3) Invite a single customer from Admin

1. Go to Customers → Create.

2. Enter customer details.

3. Set Status = Invited.

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4. Save.

   • The Customer Invitation Email is sent automatically.

   • If you later change an existing customer’s status to Invited, the email is sent again.

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What the customer sees:

• Clicking the email link opens the registration view with:

  • Terms & Conditions checkbox

  • Password and Confirm Password (with validation)

• On success, the customer is signed in automatically.

• The link is single-use; subsequent clicks will be invalid.

• Expired tokens show an expiry/error message.

4) Bulk create via CSV (Import/Export)

• Preferred (new): Locate the Status column and populate with one of:

  • invited, active, inactive (case-insensitive recommended)

• Backwards compatible: Legacy Active (true/false) still works.

  • If both Status and Active are present, Status takes priority.

  • Legacy Active = true maps to Active; false maps to Inactive.

• Importing with Status = invited triggers the invitation email.

5) API & MIS Connects

• API

  • New Status property supported: invited, active, inactive.

  • Legacy Active boolean remains accepted for backward compatibility.

  • If both provided, Status wins.

  • Creating/updating a customer with Status = invited triggers the invitation email.

• MIS Connects

  • Continue sending/receiving the legacy Active field where integrations expect it.

6) Password & T&Cs (customer completion screen)

Invited users who click their registration link will be shown a refined registration screen, requiring only password and T&C's confirmation as input.

• Two password inputs with validation.

• Password length (and related rules) follows your Admin password settings.

• Terms & Conditions must be accepted before continuing.