Layout settings

Open your plugin settings page from YIT Plugins > Customize My Account  page > Settings and select the layout you prefer for your “My Account” menu. You can choose among sidebar and tab mode.

Sidebar

Menu in Sidebar

You can place the sidebar with the menu either on the right or on the left side of the content of the “My Account” page.

Tab

Menu in tab

You can customize colors of “My Account” section using the specific options available in plugin settings panel: elements that can be customized are “logout” button and all entries in “My Account” menu.

Style for colors

Custom avatar

In “My Account” page, you will see the avatar associated to the active user. In case you want to give your users the possibility to edit their own avatar, you can enable the option “Custom Avatar” available in “YIT Plugins > Customize My Account Page > Settings”.

Custom avatar option

Directly in their reserved areas, users will be able to upload a custom image by simply clicking on the avatar.

Customize avatar

Security options

The security tab allows you to set certain safety checks for your customers, in order for them to create an account.

  • Enable reCaptcha: customer has to prove he is not a robot before creating an account.
  • Enable account email verification: after registering an email will be send to the customer with a verification link. In order to complete the account they will have to verify their email address. A customer who will not verify its account will either be:
    • blocked from login
    • blocked from purchase
  • Block email domains: prevent that certain email addresses will be used to register an account, by blocking them.
customize account security

How to get the reCaptcha Keys

reCaptcha system refers to Google “No CAPTCHA reCAPTCHA”. In order to work correctly, it requires two data: reCaptcha site key and reCaptcha secret key. Follow these instructions to configure the reCaptcha correctly.

First register an account on Google, in case you did not have one yet, go to Google reCaptcha page and click on the button Get reCAPTCHA.

recaptcha step 1

Once logged into your Google account, register a new site for the application and add the required data.

recaptcha step 2

  • Labels: identifying labels of the reCaptcha you are activating.
  • Domains: list of all domains where Google reCaptcha system has been activated.
  • Owners: email addresses of all users, except yours, that can access reCaptcha system settings that you are now registering.

Once entered all data and clicked on “Register”, you will be redirected to a new page, where you will find all data required for the plugin.

recaptcha step 3

Once entered the data into “Site Key” and “Secret Key” in the plugin option panel, enable reCaptcha. From now on, whoever wants to create a new account on your site, will have to prove they are no robot.

How to configurate an endpoint

All endpoints in “My Account” page are listed in the plugin settings page, in section “Endpoints”. All WooCommerce endpoints are already available in the plugin.

Go to YITH Plugins > Customize My Account Page and then click on the Endpoints tab to start configuring your endpoints.

List of endpoints

Every endpoint available in the list can be customized, by changing slug, label, icon, content and the user role to whom this endpoint is visible.

Edit endpoint details

The slug is the text added to the page URL, the label is the text shown as “My Account” menu entry.

Slug and url

How to create a new endpoint

In order to create a new endpoint, you can click on the “Add new” button, that you can find below in the list of endpoints, enter the slug name of the new element and the click on “Add endpoint”.

New-endpoint

Once you have configured and saved settings, the new endpoint will be added into “My Account” page.

 

New endpoint

You can also add custom shortcode into the content, like [default_dashboard_content] to show the default dashboard content.

To temporarily disable view of one endpoint, you can click on the “Activate/Deactivate” button of the concerned endpoint.

Hide endpoint

How to create a new Group

Endpoints or custom links on My Account page can be grouped to keep your page usable and easy to navigate. To create a new group go to YITH Plugins > Customize My Account Page > Endpoints and click on the button New group.

New group

Give a name to the group and save.

After that, you can create all the endpoints or links you want to include or simply move the ones that you’ve previously created.

The only way to order items is with drag and drop. Make sure you indent the item to include it in the group, so they become subitems of the group.

Subitems

For every group, you can edit the following information:

  • label;
  • icon;
  • user role;
  • and choose whether to show the group open or collapsed.

Edit group

How to link a custom URL

Finally, you can also add a new menu item in My Account with a custom URL.

To create it, just go to YITH Plugins > Customize My Account Page > Endpoints and then click on New Link button at the top right of the table.

Custom link

Give a name to it and then click on it to configure the URL and all other available options.

Edit link

How to reset an endpoint

In order to reset default values for your endpoints, you can just click on the button “Reset Defaults” available on the bottom of the settings page.

Reset default values

In case you wanted to reset content of WooCommerce endpoints, remember leaving the content text area empty, except for the following entries:

  • My downloads: insert the shortcode [my_downloads_content]
  • View Order: insert the shortcode [view_order_content]

YITH WooCommerce Account Funds

YITH WooCommerce Account Funds allows all users to have a virtual wallet for their purchases. Users can make a deposit and their sum gets converted into virtual funds that they can use to purchase from your store, avoiding any kind of transaction before purchase.

The plugin adds two sections to the “My Account” page:

  • Make a Deposit
  • Income/Expenditure History

After activating both plugins, you will see the ‘Funds endpoints’ tab in grey and the warning which redirects you to the endpoint settings.

Funds endpoints account funds

By using the two plugins, you can edit the details in both sections (label, slug, icon and content) form the YITH WooCommerce Customize My Account Page admin panel without having to edit the code.

endpoints integrations

YITH WooCommerce Membership

YITH WooCommerce Membership is a plugin that allows you to organise the content of your site into plans and make it accessible only to users who have paid for it. With this plugin you can offer your users a wide selection of products in exchange of a cost.

membership endpoints

By activating both plugins, a new endpoint will appear in the Customize My Account Page endpoints settings. The combination of the plugins allows you to customize the “Membership Plans” section content in the My Account page, through which the users can track their plans, directly from the dashboard.

Membership account frontend