After working with tons of B2B clients, we realize that there are many showing interests in the Company Account features of Magento. Therefore, today, let’s get into Magento 2 B2B Company Structure, as known as Company Account – the first default feature in Magento 2.2 B2B edition.
To help you merge into the flow, here below, we will discuss:
- B2B account
- Company structure
- Company users
- Roles and permissions
- Company account management
Magento 2.2 B2B Features Company Account
The release of Magento 2.2 EE version comes along with the introduction of the Magento 2 Company Account feature for B2B merchants. It aims to meet the complicated requirement for B2B account management of your customers.
Accordingly, this business account grants access to more than one user. Then, those multiple users of the Magento 2 B2B account can share information for each other or make specific decisions related to the B2B e-commerce sales process. All are only under the defined roles and permission, though.
With the support of Magento 2.2 B2B company account, business-to-business customers can log in and fully manage over the account information, company profile, company structure, and company users as well as keep track of the orders, the quotes, the requisition lists, etc. At the same time, admins of Magento 2 B2B stores also have a specific right to manage the company account.
Magento 2 B2B Company Structure
B2B e-commerce is complicated – not only because its products and services are far more complicating than those of B2C business but also due to its long sales cycles, which involved various processes.
For that reason, a logical and expandable structure is vital to deal with such a workload. Then, the development team introduced and applied the Magento 2 B2B Company Structure to reflect such the B2B business structure.
After the B2B account is active, the company structure includes company admin only and can be expanded by that admin for various operation management purposes. That structure should match the practical purchasing process with multiple teams of company users per company division and subdivision.
MUST CHECK >>> How to Build B2B Company Team? to find out ways to set up, move, delete, expand, or collapse the team structure.
Magento 2 Company Users
In Magento 2.2 Enterprise Edition, company account can grant to be accessed by multi-users, typically the B2B buyers, with limited roles and permissions. Only company admin has the full permissions to create, assign, and remove company users from the company structure.
You can find the list of assigned users on the Company User tab of Account Dashboard. By clicking on the Add New User button, then the company administrator can create any number of sub-users and define their roles in the company. In Company Structure, specific users are easily dragged under the particular team as wanted.
In the Admin Panel, B2B wholesalers can also assign any customers to the company or adjust the assignment if needed.
Let’s scroll down to discover the various roles and levels of permission regarding company users.
Magento 2 Roles and Permissions
To improve the performance and operation management of the B2B business, each company user, other than fully-accessed company admin, must be limited to access specific information and resources in Magento 2 stores.
As can be seen, super-administrators can create and edit unlimited roles, then assign such roles and permissions to sub-users. Moreover, the default Magento 2 B2B Account feature has supported three user roles, including default user, senior buyer, and assistant buyer.
Specifically, the default user will take responsibility for sales and quotes, and the users under the senior buyer role might be able to reach all sales and quotes information. However, both of these roles can only view the company profile or company credit, etc. The assistant buyer users might be charged with the order placement using the quote checkout. They can see orders, quotes, and company profile information.
DON’T FORGET TO CHECK step-by-step instruction on Magento User Roles and Permissions of Company Account.
Manage Company Account in The Admin
Besides, the company profile can also be updated right from the backend by the store admin as wanted.
Go to Customers => Companies grid, B2B admin can manage individual, or multiple company accounts professionally.
To be more specific, various actions are available to be applied, consisting of an active account, block account, delete the account, convert credit, or edit several company values.
Despite the benefits of the default Magento 2 B2B Company Structure, it shows some limitations regarding price. You may spend a fortune on buying the whole Magento 2.2 B2B solution of Magento to use only the company account feature. Your online business will suffer a huge loss of resources.
No need to worry! There are a plethora of great modules on the market to serve your purpose. Consider them carefully and pick a good one for your Magento store.
BOOK A LIVE DEMO of Magento 2 Company Account INSTANTLY to experience a professional way of company management.
In brief, we’ve walked through the first Magento 2 B2B Company Structure new feature for the EE. From this post, we hope that you have got an overview of the company account, its structure, and the division in the roles of company users.
People also search for Magento 2.2 B2B features, Magento 2.2 B2B company features, Magento 2 Company Structure, etc.
Next time, remember FIGURE OUT Why Magento 2 Wholesalers Need to Create Company Account?
Also, check all B2B solutions by BSS Commerce.
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