Admin panels › Users
User Accounts
Every customer account your store holds: finding them, editing them, seeing what they are worth, and the per-account rules that change what they pay. 5 parts.
Quick links
Where to find it:WP Admin › EasyCart › Users › User Accounts
The list
Finding and managing customers
Reading the customer list, narrowing it, and acting on a selection.
The customer list
Everyone who has an account, and how to find the ones you want
no stored settingsOne row per customer, with name, email, role, newsletter status, when they registered and when they last signed in. Last login fills in as customers sign in, so it is blank on accounts created before tracking began rather than wrong, and the screen says so rather than showing a misleading date.
Filter by registration date, role, newsletter status and account state, including accounts still pending activation and those that have never logged in. Quick edit changes the common fields without opening the record.
Customers can be exported, either the selected rows or everything matching the current filters, which is how you get a list out for a mail platform or a data request.
Acting on many at once
Roles, activation and password resets across a selection
no stored settingsSelect customers and change their role, resend activation emails to accounts that never completed sign-up, or force a password reset. Forcing a reset across a group is the correct response to a suspected credential problem, and it is far safer than setting passwords yourself.
There is a cap of five hundred customers per operation. That is deliberate: bulk changes across a large list are slow and a half-finished run is worse than two clean ones.
Only site administrators can assign admin-level roles, so a store manager cannot promote an account past their own level.
💡 Note: Bulk operations are capped at five hundred customers at a time. Run several passes rather than trying to defeat the limit; a half-completed bulk change is harder to unpick than two clean ones.
The record
Inside a customer
Identity and addresses, the per-account rules that change checkout, and what the customer is worth to you.
The customer record
Identity, addresses, sign-in and internal notes
no stored settingsThe record opens on the essentials: name, sign-in email, role and newsletter status. A new customer has to be saved with those filled in before the remaining sections unlock, which stops half-formed records accumulating.
Addresses holds the default billing and shipping addresses used at checkout, with a copy-to-shipping shortcut, plus an optional alternate email that is copied on receipts.
Password and security covers setting a password, generating a strong one, and sending a reset link. Sending the reset link is the recommended route: it avoids you ever knowing the customer’s password, and the screen says as much.
Admin notes are internal and never shown to the customer. The record also shows whether a linked WordPress account exists, and flags a Stripe test-mode customer so you do not mistake a test record for a real one.
💡 Note: Whether new accounts need email confirmation, a billing address or a terms agreement is set under Settings › Accounts. This screen manages the accounts those rules produce.
Tax and shipping exemptions
Per-account rules applied at checkout
no stored settingsIndividual customers can be excluded from tax, excluded from shipping charges, or allowed to bypass a disabled shipping address. These are applied at checkout for that account only.
They exist for the real cases that come up in trade selling: a tax-exempt institution, a wholesale account with shipping built into its pricing, an account that collects rather than receives. Used for anything else they quietly lose you money, because nothing on the order flags that the exemption was the reason the total looked odd.
The VAT registration number is stored here too, which is what pairs with your tax settings to zero-rate qualifying business orders.
⚠️ Careful: Tax and shipping exemptions apply silently at checkout, and nothing on the resulting order explains why the total is lower. Use them only for accounts that genuinely qualify, and keep a note on the record saying why.
Insights and account tools
What the customer is worth, and the things you can do to their account
no stored settingsThe commerce view pulls together orders, lifetime spend, subscriptions, downloads and a timeline of the customer’s activity, which turns a name into a picture of the relationship before you answer their email.
Login as customer signs you in as them, which is the fastest way to see what they are seeing when they report something you cannot reproduce. Export customer CSV produces their data in one file, which is the practical answer to a subject access request.
The danger zone deletes the account. It removes the profile and addresses and keeps the orders, so your sales records stay intact, and it cannot be undone.
⚠️ Careful: Deleting an account removes the profile and addresses and cannot be undone. Orders are deliberately kept so your records and reporting stay intact.
Keep going
Related panels
Roles, role prices and which panels staff can open.
Registration rules that decide how accounts are created.
The newsletter list, which overlaps with but is not the same as this one.
The orders behind a customer’s lifetime spend.
Recurring agreements held by these customers.
Tax setup, which the per-account exemptions override.
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