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My Account
How My Account works
How My Account works
8 min read

The My Account page offers your customers autonomy to manage their orders and personal data on a single page. This feature facilitates the operation of your business by reducing operational costs associated with customer service.

In basic settings, you can configure which sections will appear for the client. The existing sections are as follows:

To learn about My Account customization, see our developer documentation My Account - StoreV2 version. Be aware that VTEX does not offer support for My Account when customized.

Profile

In this section, customers can manage their personal data saved in the store. They can edit their profile information, set a new password, and choose whether to receive emails with promotions.

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Edit

The Edit button allows you to change the following profile information:

  • First name
  • Last name
  • ID type and number
  • Phone number
  • Gender (optional)
  • Date of birth (optional)

If the customer is a legal entity, they can Include business fields and fill in the following information about their company:

  • Corporate name
  • Business name
  • Corporate phone
  • State registration
  • Trade name

Password

The Set password button allows you to create a new password.

Newsletter

Customers can check the option I want to receive the newsletter to receive promotions by email.

Addresses

This section displays all customer’s addresses saved in previous purchases.

Edit

The Edit button allows customers to change their address information saved in the store.

Add address

The Add address button allows customers to include new addresses besides the ones added in previous purchases.

Orders

In My Account, customers can only access their orders from the last two years.

This section displays a list of all orders placed by the customer in your store. The list is sorted by creation date and displays details such as order date, total price of the order, order ID, status, and items purchased.

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The Orders section allows customers to track the progress of their orders and offers options such as cancel or change orders. See below all available options.

Order again

In Order again, the selected shopping cart will be duplicated. This means that the customer can place a new order by generating a new cart with the same items as in previous ones.

Request Cancellation

Customer may request cancellation of his or her order at any time. If requested during thegrace period for cancellation, store approval is not required for the cancellation to take effect. Learn more about setting the grace period for order cancellation

View order details

By clicking on an order in the list, the customer will be able to view the details of that order, such as delivery address, payment method, and total amount. In addition, they can view tracking information and a timeline indicating the order flow.

Customers can also use the option Order again in this page. By clicking on More options, the Change order and Request cancellation features will be displayed (if enabled in your store and the order is in the Handling shipping status).

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Change order

If the order is in the Handling shipping status, they can Change order by clicking on More options on the order details page.

To provide this option, the retailer must allow customers to change orders in the Orders module.

The More options button allows customers to change their order information, such as address, payment method and items, without the need to place a new order or contact the store's customer service team. Read the article How Order replacement works to learn more.

Credit cards

In the Credit cards section, the customer has autonomy to manage the credit cards related to his account through the following actions:

  • Add new cards
  • Remove cards with an expired expiration date

To add new cards, follow the steps below:

  1. Open My Account in the store.
  2. Click the Credit cards tab.
  3. Click the ADD NEW CARD button.
  4. Enter the card and billing address details.
  5. Click the SAVE NEW CARD button.
  6. Solve the reCaptcha challenge.
  7. The card validation process will happen automatically. If there is no problem, you will be redirected to the card list and the new card will appear on the list.

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However, there are limitations for stores using 3DS authentication (V1 or V2) in their acquirers:

  • If the customer tries to add a new card that has not been previously used in your store, the following message will be displayed: There was an error while trying to save the card. For more details, visit our documentation The "Save new card" option does not work when using 3-D Secure (3DS).

  • In Subscriptions, it is not possible to save the card and then enable the subscription option. For this reason, it is necessary to enable the subscription when making a purchase, so the card will be saved automatically.

  • If the credit card saved in the Credit cards section expires, the user will need to remove it and make a new purchase to save a new card. This is because 3DS authentication requires a transaction to update and confirm credit card details.

  • For marketplaces, the Save card option in the Credit cards section will not be available if the payment condition for that credit card is associated only with the white label seller. This is because the credit card validation occurs directly on the main account, through a test transaction that charges an amount of 1.50 USD on the given card. This amount is refunded after the card is verified.

    So, to save a credit card, the credit card payment condition also needs to be associated with the main account, in this case, the Marketplace.

Subscriptions

In this section, customers can manage all their subscriptions, as well as modify their subscription data. Read the article How subscriptions work to learn more.

Authentication

This section can be accessed on the left side menu by clicking on Authentication in the user profile settings. It offers options for password and session management.

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Password management

The Password component allows users to create their passwords, if they do not already have one, or change their existing passwords. To create a new password, follow the instructions below:

  1. Click on the SET PASSWORD button. The fields to create a password will be displayed, and the user will receive an email with a code to authorize the procedure. The email address to which the verification email was sent will appear at the top of the component.
  2. In the Code field, enter the verification code received by email.
  3. In the New password field, enter a new password. Below those fields, you will see the requirements for setting a valid password. As the user types the password meeting those requirements, their symbols will change from red to green. The password will be valid only if all symbols are green.
  4. Once you have entered a valid password, click on the SAVE PASSWORD button.
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To change an existing password, follow the instructions below:

  1. Click on the RESET PASSWORD button.
  2. Enter the current password in the corresponding field.
  3. Enter the new password in the corresponding field, following all the requirements.
  4. Click on SAVE PASSWORD.
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If you have forgotten your password, you cannot recover it using the option for resetting passwords. To recover your password, you must log out of your current session, try to log in using your email address and password, and click on I forgot my password.

Session management

The Session management component allows you to view all your active sessions, including the current session, and remotely revoke access to other sessions.

To view active sessions, click on the VIEW SESSIONS button, and you will be redirected to the session management page. This page will display all of your active sessions. For each session, there will be information about the type of device logged in, the last access, browser, operating system, IP address, and the date and time of the first access. The first component refers to the current session and cannot be used to log out. From the second component on, in case there is one, you can see other sessions.

To revoke access from other sessions, click on the LOG OUT button of that session.

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Basic settings

In My Orders, you determine which sections will be visible to the customer in their space. The configurable options are as follows:

  • In PROFILE, the Show non-binary genders when editing profile option determines whether the customer is treated as gender-neutral when editing their Profile.
  • In CARDS, the Visible option defines whether the customer will have the Cards section to manage their credit cards.
  • In ORDERS, the Visible option determines whether the customer has the Orders section to track their orders.
  • In ADDRESSES, the Visible option defines whether the customer will have the Addresses section with their address’ details.

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By default, the CARDS and ORDERS options are configured as visible. To change these settings or enable others, follow the steps below:

  1. In Admin VTEX, access Apps > App Store, or type App Store in the search bar at the top of the page.
  2. In the All Apps section, use the search bar to find My account.
  3. On the My account card, click on Settings.
  4. Select the checkboxes as desired.
  5. Click Save.
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