When using a switch-to plug-in to switch to the front end to order for a customer, for some reason, the customer group visibility options for products will collide with the previous customer group you switch from. The only way to prevent this is to clear the cache every time, and this does not entirely solve the problem. It creates product visibility issues for B2B customers on the front end when the 'switch to' plug-in is utilized.
Is there something I am missing in the B2B King setting?
How are other clients ordering for their customers on the front end with success and switching between customer groups without issues that have different price tiers and different visibility settings?
What are the best ways to order for the customer on the front end and the easiest way to switch to them? *Most B2B platforms we have used in the past have an easy option to switch to any customer we like as an admin with a dropdown bar.
Generally we have not seen any issues related to switching as other users and visibility. We have seen either the Switch to, or "Login as User" plugin being utilised without issues: https://wordpress.org/plugins/login-as-user/ - I am happy to recommend the login as user plugin .
"The only way to prevent this is to clear the cache every time, and this does not entirely solve the problem
It creates product visibility issues for B2B customers on the front end when the 'switch to' plug-in is utilized."
What you are describing suggests to me that there is likely a caching misconfiguration on your site.
If you use product visibility or different content / products / prices for different users, these users cannot share the same cache. You would need to either deactivate caching for logged in users, or have a unique cache for each user.
Otherwise, you can run into issues such as users seeing incorrect products, prices, etc.
What cache plugin are you using? If you use WP Rocket for example, they have a user cache setting that adds a unique cache for each user: https://docs.wp-rocket.me/article/313-user-cache - this should be enabled.
If your caching plugin does not have a feature for a unique cache per user, then you would need to deactivate caching for logged in users (keep it only for logged out users).
When using a switch-to plug-in to switch to the front end to order for a customer, for some reason, the customer group visibility options for products will collide with the previous customer group you switch from. The only way to prevent this is to clear the cache every time, and this does not entirely solve the problem. It creates product visibility issues for B2B customers on the front end when the 'switch to' plug-in is utilized.
Is there something I am missing in the B2B King setting?
How are other clients ordering for their customers on the front end with success and switching between customer groups without issues that have different price tiers and different visibility settings?
What are the best ways to order for the customer on the front end and the easiest way to switch to them? *Most B2B platforms we have used in the past have an easy option to switch to any customer we like as an admin with a dropdown bar.
Hi there,
Generally we have not seen any issues related to switching as other users and visibility. We have seen either the Switch to, or "Login as User" plugin being utilised without issues: https://wordpress.org/plugins/login-as-user/ - I am happy to recommend the login as user plugin .
"The only way to prevent this is to clear the cache every time, and this does not entirely solve the problem
It creates product visibility issues for B2B customers on the front end when the 'switch to' plug-in is utilized."
What you are describing suggests to me that there is likely a caching misconfiguration on your site.
If you use product visibility or different content / products / prices for different users, these users cannot share the same cache. You would need to either deactivate caching for logged in users, or have a unique cache for each user.
Otherwise, you can run into issues such as users seeing incorrect products, prices, etc.
What cache plugin are you using? If you use WP Rocket for example, they have a user cache setting that adds a unique cache for each user: https://docs.wp-rocket.me/article/313-user-cache - this should be enabled.
If your caching plugin does not have a feature for a unique cache per user, then you would need to deactivate caching for logged in users (keep it only for logged out users).
Kind regards,
Stefan