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How to limit form access to certain Magento 2 customer groups?

Limit form access to certain Magento 2 customer groups in Blue Form Builder

Yes, creating forms for your website is a great way to get in touch with customers. However, sometimes, you just want to show your forms to certain users while others cannot see them. In this article, we will show you how to display a form to your wanted Magento 2 customer groups in Blue Form Builder.

The article will cover:

  1. Magento 2 customer groups
  2. Decide which customer groups to see your form

Magento 2 Customer Groups

By default, Magento 2 has four user groups including:

  • General
  • NOT LOGGED IN
  • Retailer
  • Wholesaler

However, you can create a new customer group based on your need. To do this, please refer to this document.

Decide which customer groups to see your form

Once you create a form with Blue Form Builder, you can decide who can see it on the storefront. Just follow these steps:

Step 1: Open the edit mode of a form

– On the admin sidebar, tap Content. Under Blue Form Builder, choose Manage Forms. You will see a grid with all the forms on your website.

Display a form to certain Magento 2 customer groups-All form management grid

– Find your wanted form. Then click Select > Edit in the Action column to open the edit mode of the form. Or more easily, just click on the form name in the Name column.

Display a form to certain Magento 2 customer groups-Open form edit mode

After that, you will be redirected to the form edit mode (or form settings).

Display a form to certain Magento 2 customer groups-Form settings

Step 2: Choose customer groups

– Open Settings > Customer Groups. You will see a cell containing all customer groups of your website.

Display a form to certain Magento 2 customer groups-Choose groups to see the form

– Choose the groups you want to display the form to. You can choose more than 1 group. Leave blank to show the form to all groups.

Note:

  • You can only configure this function for each form separately.
  • If you only want logged in users to see the form, choose any customer groups except NOT LOGGED IN.
  • New customer groups you create will be auto included in the cell with default Magento 2 ones.

Step 3: Click Save button on the top right corner of the screen to save your change.

Conclusion

In this article, we’ve looked at how to give form access to certain Magento 2 customer groups in Blue Form Builder. We hope that it will be a useful guide that can help you apply to your own forms. If you have any questions, don’t hesitate to leave us a comment below.

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