Today, let’s get into Magento 2 B2B Company Structure, as known as Company Account – The first default features developed in Magento 2.2 B2B features edition.
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, which meets 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, but only under the defined roles and permission.
With the support of Magento 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 complicated 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 required to deal with such a workload. Then, the Magento 2 B2B Company Structure is introduced and applied 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 the limited roles and permissions. Only company admin has the full permissions to create, assign, and remove company users from the company structure.
The list of assigned users is presented 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 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.
DO NOT 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 store admin as wanted.
Go to Customers => Companies grid, B2B admin can manage individual or multiple company accounts professionally.
To be exact, various actions are available to be applied, consisting of an active account, block account, delete the account, convert credit, or edit several company values.
Above we’ve walked through the first Magento 2 B2B Company Structure new feature for the EE. From this post, we hope that you have 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, FIGURE OUT Why Magento 2 Wholesalers Need to Create Company Account?
Also, check all B2B solutions by BSS Commerce.
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