WooCommerce Automatic User Role Switcher enables you to automatically switch user roles based on various conditions like a specific product purchase, the total order amount, the customer’s total lifetime amount spent, and more.
Managing users across different roles enable merchants to offer different pricing, promotions, products, and personalized choices to improve the user experience and conversion rate. However, managing users across different roles manually is time-consuming. Our extension can help in automatically switching user roles based on various conditions.
<h2>Features</h2>
<ul>
<li>Automatically switch user roles based on variation conditions</li>
<li>Rule-based management to switch user roles</li>
<li>Add rule beginning and ending dates</li>
<li>Option to revert the user role after X days</li>
<li>Send customizable email notifications to customers about role changes</li>
<li>Ability to grant additional user role</li>
<li>Switch or grant additional user roles based on:
<ul>
<li>Purchase of a specific product</li>
<li>Purchase of any product from the selected products</li>
<li>Purchase of specific quantity from selected products</li>
<li>If, an order falls within a specific amount range</li>
<li>Customer’s total lifetime spending</li>
<li>Products purchased from a specific category or tag</li>
<li>Customer registration email domain</li>
</ul>
</li>
</ul>
<h2>Automatic user roles switching</h2>
You can create multiple rules to switch user roles based on various conditions. While creating a new rule you can customize the following options:
<ul>
<li>Add rule tile</li>
<li>Choose assign new user role switch existing user role</li>
<li>Select current user role(s)</li>
<li>Specify new role</li>
<li>Select the condition for switching</li>
<li>Add starting and ending dates for rule</li>
<li>Enter X days to revert to a previous role (leave it empty to permanently grant a new role)</li>
</ul>
Role switching conditions includes:
Following are the conditions based on which you can automatically switch the user role of any customer.
<ul>
<li>Purchasing from selected products 
You can select specific products and grant user roles if a customer purchases from any of the selected products.</li>
<li>Purchase specific quantity from selected products 
You can select the individual products, categories and set quantity requirement. The user role will be switched/assigned once the customer purchased required quantity from selected products.</li>
<li>Current order amount 
You can specify a minimum and maximum amount and switch the role as soon as the order total falls in the defined range.</li>
<li>Customer’s lifetime spending 
You also change user roles based on the lifetime spending of your customers on your website.</li>
<li>Purchases any product from specified categories or tags 
The user role will switch if a customer purchases any of the products from selected categories and tags.</li>
<li>Domain name of customer’s email address 
The user role will switch if the customer email address has specific domain. For example when you have abc.com or xyz.com the customers having email will automatically gain or switch to selected user role. (john@xyz.com, johan@abc.com)</li>
</ul>
<img class="alignnone size-full wp-image-18734000203438" src="https://woocommerce.com/wp-content/uploads/2021/07/User-roles-switcher-rule.png" alt="" width="980" height="788" />
<h2>History of user roles switching:</h2>
The extension maintains a brief history of the user roles switching along with the reason for the switch such as specific product purchase, product purchased from a specific category or tag, order price range, lifetime spent of a customer.
<img class="alignnone size-full wp-image-8291538" src="https://woocommerce.com/wp-content/uploads/2021/07/User-Roles-Change-History.jpg" alt="" width="980" height="547" />
<h2>Email notifications</h2>
You can customize the email notifications that are sent to customers when their user role is changed. The extension offers multiple variables to customize the email body copy.
<img class="alignnone size-full wp-image-8258320" src="https://woocommerce.com/wp-content/uploads/2021/06/Email-settings-1.jpg" alt="" width="980" height="313" />
<h3>Requirements</h3>
Minimum PHP version: 5.6

Automatic User Roles Switcher

Automatically switch user roles based on various conditions like product purchase, customer’s life-time spent, order amount and more.

Jakir Hasan

WPXPO

Anik Biswas

🥇 Most advanced Wholesale Plugin for WooCommerce. 
🎁 Fatured packed solution to create B2B+B2C hybrid stores. 
💕 A plugin by WPXPO, empowering 60K+ businesses. 
📞 Dedicated support team with 4.9/5 customer satisfaction on <a href="https://uk.trustpilot.com/review/wpxpo.com" rel="nofollow ugc">Trustpilot</a>!
😲 <a href="https://trywholesalex.wpxpo.com/" rel="nofollow ugc">Free Demo</a> | 🔥 <a href="https://getwholesalex.com/" rel="nofollow ugc">WholesaleX Pro</a> | 📃 <a href="https://getwholesalex.com/documentation/" rel="nofollow ugc">Documentation</a>
<h3>WholesaleX – The Ultimate Wholesale Plugin for WooCommerce</h3>
WholesaleX is the most advanced WooCommerce wholesale plugin that comes with all the essential features that an ideal wholesaling store should have. However, it also comes with more effective features such as dynamic pricing & discounts, request a quote, buy x get y, etc, which are suitable for both woocommerce wholesale and retail stores.
And with features like catalog mode, and logging in to view prices, you can manage both B2C and B2B customers in the same store. That’s why WholesaleX is the best WooCommerce Wholesale Plugin.
WPGIZ made quite an in-depth review on WholesaleX. Here’s what they have to say:
<iframe loading="lazy" class="youtube-player" width="750" height="422" src="https://www.youtube.com/embed/0NpWuk3EaeE?version=3&rel=1&showsearch=0&showinfo=1&iv_load_policy=1&fs=1&hl=en-US&autohide=2&wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox"></iframe>
✅ Dynamic Pricing and Discount Rules 
✅ Tiered Pricing / Bulk Discount / Quantity Discount 
✅ Cart Discount 
✅ Payment Method Discount 
✅ Minimum and Maximum Order Quantity 
✅ Buy X Get 1 Free (BOGO) 
✅ Buy X Get Y Free 
✅ Catalog Mode 
✅ WooCommerce Wholesale Registration Form 
✅ WooCommerce Wholesale User Roles 
✅ WooCommerce Wholesale Bulk Order Form 
✅ Conversation 
✅ WooCommerce Request a Quote 
✅ Wholesale Wallet 
✅ WooCommerce Wholesale Subaccounts
<a href="https://getwholesalex.com/dynamic-rules/" rel="nofollow ugc">Dynamic Rules for Wholesale Pricing and Discounts</a>
Dynamic rules come with all essential wholesale pricing and discount criteria like quantity-based discounts, cart discounts, and more. Take a look at the following opportunities.
✔ Product Discount / Wholesale Pricing and Discount 
✔ Quantity-Based Pricing / WooCommerce Tiered Pricing 
✔ User Role Based Pricing 
✔ Cart Discount 
✔ Buy X Get 1 for Free (BOGO Discount) 
✔ Buy X Get Y for Free 
✔ Required Quantity for Payment Method 
✔ Shipping Rule 
✔ Tax Rule 
✔ Payment Method-Based Discount 
✔ Minimum Order Quantity 
✔ Maximum Order Quantity 
✔ Checkout Restrictions 
✔ Hidden Price 
✔ Nonpurchable for Catalog Mode
<a href="https://getwholesalex.com/user-roles/" rel="nofollow ugc">WooCommerce Wholesale User Roles</a>
It helps to create unlimited additional rules for B2B users. So you can facilitate and restrict a group of users at once.
<a href="https://getwholesalex.com/registration-form-builder/" rel="nofollow ugc">WooCommerce Wholesale Registration Form Builder</a>
The registration form builder allows you to create a custom registration form with unlimited additional fields and a role selection option. It simplifies customer acquisition and manages B2B & B2C users effortlessly.
<a href="https://getwholesalex.com/bulk-order/" rel="nofollow ugc">WooCommerce Wholesale Bulk Order Form</a>
The Bulk Order Form feature allows you to create a woocommerce wholesale area exclusively for B2B users. So, wholesale customers can order products in bulk or create & save purchase lists to order them later.
<a href="https://getwholesalex.com/private-store/" rel="nofollow ugc">Private Store and WooCommerce Product Visibility Control</a>
Hide your Wholesale store from guests and B2C users like an ideal WooCommerce Private store plugin. Either you can completely hide your entire store, or hide the prices and encourage potential B2B users with the login message to view prices.
<a href="https://getwholesalex.com/conversation/" rel="nofollow ugc">WooCommerce Wholesale Conversation</a>
WholesaleX has a built-in conversation system that can be added to the customer’s “My Account Page.” So they can send general queries and start communicating with the site’s admin.
<a href="https://getwholesalex.com/request-a-quote/" rel="nofollow ugc">WooCommerce Request a Quote</a>
Request a Quote is an exciting feature of the built-in conversation system for both B2B and B2C stores. So when the customers add any products to the cart, they will see a “Request a Quote” button. The customer can send quote requests and the store admin can negotiate with the buyer by sending custom offers.
<a href="https://getwholesalex.com/wallet/" rel="nofollow ugc">WholesaleX Wallet</a>
The digital wallet system can be used as a payment method. Both B2B & B2C customers can add funds to their wallets and then use them while purchasing products from your store.
<h3>Catalog Mode</h3>
Enable catalog mode for your WooCommerce store by making the products nonpurchasable. You can also add a Request a Quote button to collect leads.
<h3>WooCommerce Wholesale Subaccounts</h3>
It allows the registered B2B customer to create subaccounts. The subaccount holder can place orders on behalf of the main account holder. However, the main account holder can monitor and control the activities of the subaccount holder.
<h3>Email</h3>
WholesaleX comes with ready email templates for various purposes. You can replace the default text as per your requirements and customize the email templates using YayMail. They have a dedicated integration addon for WholesaleX – WooCommerce Wholesale Plugin. 
Check out all compatible plugins:
<ul>
<li>
<a href="https://wordpress.org/plugins/dokan-lite/" rel="ugc">Dokan</a>
</li>
<li>
<a href="https://wordpress.org/plugins/wc-multivendor-marketplace/" rel="ugc">WCFM Marketplace</a>
</li>
<li>
<a href="https://wordpress.org/plugins/yaymail/" rel="ugc">YayMail Email Customizer</a>
</li>
<li>
<a href="https://yaycommerce.com/yaymail-addons/yaymail-addon-for-wholesalex/" rel="nofollow ugc">YayMail Addon for WholesaleX</a>
</li>
</ul>
You can explore more about WholesaleX from the following video:
<iframe loading="lazy" class="youtube-player" width="750" height="422" src="https://www.youtube.com/embed/Zvfxpu8Gtd0?version=3&rel=1&showsearch=0&showinfo=1&iv_load_policy=1&fs=1&hl=en-US&autohide=2&wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox"></iframe>
Other Amazing Plugins
Thank you for considering WholesaleX – the ultimate WooCommerce wholesale plugin. Take a look at our other WordPress and WooCommerce Plugins.
🚚 <a href="https://wordpress.org/plugins/wow-table-rate-shipping/" rel="ugc">WowShipping 🔥</a>: The smartest way to manage WooCommerce shipping with 30+ table rate conditions with integrations with popular shipping carriers, including DHL, UPS, USPS, Sendle, and More.
➕ <a href="https://wordpress.org/plugins/product-addons/" rel="ugc">WowAddons 🔥</a>: The best product addons plugin for WooCommerce with 25+ extra options, custom fields, and conditional logic, allowing you to sell customizable products with ease.
💝 <a href="https://wordpress.org/plugins/product-blocks/" rel="ugc">WowStore</a>: The ultimate solution for building and managing eCommerce sites. Packed with features to enhance conversions and boost sales, it streamlines your store’s performance.
💸 <a href="https://wordpress.org/plugins/revenue/" rel="ugc">WowRevenue</a>: Advanced discounts plugin for WooCommerce, offering product bundles, BOGO deals, bulk discounts, and more. Increase order value and revenue with dynamic campaigns.
🧲 <a href="https://wordpress.org/plugins/optin/" rel="ugc">WowOptin</a>: A cutting-edge plugin for creating opt-ins and popups to capture leads and drive sales. It’s Canva-like builder ensures quick, customized designs to meet your goals.
📃 <a href="https://wordpress.org/plugins/ultimate-post/" rel="ugc">PostX</a>: The top plugin for creating news, magazine, or blog sites. With PostX, build professional websites in three easy steps, enjoying complete customization freedom.
<h4>Author</h4>
Developed by <a href="https://www.wpxpo.com" rel="nofollow ugc">WPXPO</a>. <a href="https://bitbucket.org/wpstabon/wholesalex/src/master/" rel="nofollow ugc">Contribute to WholesaleX on Bitbucket</a> and join the party.
<h3>📗 Translations</h3>
WholesaleX plugin is compatible with WPML Plugin and also it works perfectly with loco translate plugin. 
You can Translate WholesaleX on <a href="https://translate.wordpress.org/projects/wp-plugins/wholesalex/" rel="nofollow ugc">translate.wordpress.org</a>.

WholesaleX – B2B & Wholesale Plugin for WooCommerce with Wholesale Prices


WholesaleX delivers a comprehensive, flexible wholesale solution for WooCommerce — dynamic pricing, tiered discounts, bulk orders, hidden prices for guests — everything I need to run both B2B and B2C smoothly. Setup was straightforward, performance is stable, and compatibility with themes and other plugins is solid. Support responds fast when I had questions. If you’re building a wholesale-ready store, this plugin is a no-brainer. Five stars all the way.


Excellent for B2B/B2C — WholesaleX gives full control

Best WooCommerce wholesale plugin with features like b2b wholesale prices, wholesale order form, tiered pricing, catalog mode, dynamic pricing, etc!

Automatic User Roles Switcher vs WholesaleX – B2B & Wholesale Plugin for WooCommerce with Wholesale Prices