In the navigation, select Shop configurations.

On Shop configuration, select the Account tab. The Account tab opens.

Under Account activation, select the rule the system uses to match a customer to ERP data. The options are By sync key, By sync key and email, By sync key and phone, and By sync key and custom field. When activation uses a phone number, the system ignores hyphens when it compares the entry with the ERP number, so a customer can type it with or without one.

Optional: If you select By sync key and custom field, enter the label for the custom activation input in Account activation — custom field label. The storefront shows this label above the custom activation input.

Under Account activation two-factor authentication, select Yes or No. This setting controls whether activating an ERP customer user requires a one-time code sent to the supplied phone or email. The code step applies to activation by phone or by email, and activation by sync key alone is always a single step.

Optional: Under Individual product list, select Yes or No. This setting controls whether product visibility can be limited to a customer-specific product list instead of the full catalog.

Optional: Under Show products to guests, select Yes or No. This setting controls whether unauthenticated guests can browse and view product cards and pages.

Optional: Under Customer two-factor authentication, select Yes or No. This setting controls whether customer users must complete email-based two-factor authentication after login. Under Customer login methods, choose which login methods customers can use.

Optional: On the Account tab, enter the one-time code lifetime in seconds. This lifetime applies to both account-activation and login two-factor authentication, so a change affects both flows. The shared lifetime defaults to 180 seconds.

Optional: Under Show base price to guests, select Yes or No. This setting controls whether unauthenticated guests can see product pricing.

Optional: Under Date format, select the format for displaying dates. The format applies to dates across the application, including orders, documents and shipping dates. The formats are DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD, DD.MM.YYYY, MM.DD.YYYY, and YYYY/MM/DD.

Select Save. When the tab opens, Save is unavailable.