After working with tons of B2B clients, we realized that there are many showing interests in the Company Account features of Magento. Therefore, today, let’s get into Magento 2 B2B Company Structure, also known as Company Account – the first default feature in Magento 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
Also, DON’T MISS the blog Complete Magento 2 B2B Features to discuss other appealing functionalities for wholesalers.
Magento 2 B2B Features Company Account
Table of Contents
The release of the Magento 2 EE version comes along with the introduction of the Magento 2 Company Account feature for B2B merchants. It aims to meet the complicated requirements 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 with 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 a Magento 2 B2B company account, business-to-business customers can log in and fully manage the account information, company profile, company structure, and company users as well as keep track of the orders, quotes, requisition lists, etc. At the same time, admins of Magento 2 B2B stores also have a specific right to manage the company account.
Looking to take your B2B store to the next level? For more powerful features and tools, check out the B2B Extension Magento by BSS Commerce. Discover the ultimate B2B solution here and enhance your store today!
Magento 2 B2B Company Structure
Magento 2 B2B Company Structure in a hierarchy of division form
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 involve 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 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.
Magento 2 Company Users
Add new Magento B2B company users in minutes
In Magento 2 Enterprise Edition, a company account can be granted to be accessed by multi-users, typically 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
Create and assign any roles under Magento 2 B2B Company Structure
To improve the performance and operation management of the B2B business, each company user, other than the 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, and 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 quote 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
Perform mass action by ticking on the selected Magento 2 account.
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 companies accounts professionally.
To be more specific, various actions are available to be applied, consisting of an active account, blocking an account, deleting the account, converting credit, or editing 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 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.
Final Words
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 an overview of the company account, its structure, and the division in the roles of company users.
People also search for Magento 2 B2B features, Magento 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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