OverviewBack to top
The purchasing process of B2B customers usually does not involve just one person within an organization but rather a team with different authority. A purchasing agent might be the one to research for products and make suggestions, but the purchasing manager will be the one to make decisions. Therefore, there is an urgent need for gathering their access under one single account for better management.
Our Company Account extension for Magento 2 was tailored-made to solve this need for facilitating purchasing by companies. It creates a professional process from product inquiry to buying decisions and unifies all company members in a hierarchical structure. No more messing with complicated and time-consuming purchasing as all users are granted appropriate access to the same account to do their tasks.
The Company Account extension possesses the most logical and convenient workflow for efficiently creating a purchasing team:
Step 1: The company admin or manager creates a normal account on the website and reaches the store admin via email or phone to sign up as a company account.
Step 2: The company admin or manager (from now referred to as account admin or company admin) can create the custom roles and assign them to different members of his company (who will now become sub-users).
Step 3: The sub-users will receive an email with instructions to create a password. Now they can log into the company account with their own email and password.
Step 4: Users of the company account with different access and permission join in the purchasing process, and the account admin can monitor all their actions.
Incredible Benefits of this Account Management extension for store owners and customers:
For Store Owners:
- Gather all information of a company customer into one single account and gain insights;
- Save yourself the hassle of answering questions from different company members about the other ones’ activities.
- Put all company members under one single account for better management;
- Get higher discounts and privileges as a VIP customer with great order values;
- Streamline the purchasing process with different staff doing different purchasing tasks.
- Turn Any Customer to Company Account
Like any other regular customer, a company must first have an account on the website. They can contact the store admin either before or after the registration to have a company account.
The store admin can manually review the request of each company to decide whether or not to approve their company account registration. The familiar default registration when a company first creates the account ensures a smooth workflow.
- Enable or Disable the Company Account Functionality Any Time
Store admin can switch any regular account to be a company account whenever he wants, similarly with the task of de-activating company functionality of any account.
Instead of navigating to every account detail page to enable/disable the company account functionality, the store admin can also mass-update the decision on the customer grid. An email will be sent to the company admin upon the decision of the store admin.
- Form a B2B Multi-User Company Account
Now that the account has been turned into a company account, the account admin can create custom roles and assign them to his/her staff members with appropriate permissions.
Roles: The role name could be the title or primary responsibility of the sub-users within the company. In B2B Commerce solutions, three suggested roles are Default user, Senior buyer and Assistant buyer.
Permissions: The store information and access to resources that are to be granted to the sub-users of this role.
Sub-users: They are defined by their email, role and permissions set by the store admin. Once added to the company account, they will receive a confirmation email to set their own password.
You can contact us by sending an email to firstname.lastname@example.org or leave us a message on Skype: support.bsscommerce.com.
Technical SpecificationsBack to top
Adobe Commerce platform compatibility
Open Source (CE): 2.4 (current)
18 June, 2021
Extensions, Content & Customizations, Personalization & Experience Management
Quality ReportBack to top
All tests were conducted on the latest versions of Adobe Commerce that existed for the compatible release lines at the moment of the extension submission. Latest versions of all other software were used, as applicable.
Release NotesBack to top
- Compatible with Open Source (CE) : 2.4
- Stability: Stable Build
v1.0.4: Support REST API that allows creating and deleting sub-users
SupportBack to top
The best place to start if you need help with a specific extension is to contact the developer. All Adobe Commerce developers have both a contact email and a support email listed.Contact Vendor