Approving a Company Account
The status of requests received from the storefront to create a company are “Pending Approval” until the request is reviewed by the store administrator, and either approved or rejected. The status of a company account might be set to any of the following:
- Pending Approval
You can also use the Actions control to approve multiple company requests. New company requests are easy to find, because they appear at the top of the list in the Companies grid.
To approve a pending company account:
|1.||On the Admin sidebar, tap Customers. Then, choose Companies.|
All pending requests appear at the top of the list. To make them more noticeable, you can ajust the grid layout to include the Status column.
|2.||In the Action column, click Edit. Then, do the following:|
|a.||Set Company Status to “Active”.|
|b.||When prompted to confirm, tap Change status.|
The company admin receives notification that the company is now active.
|3.||If applicable, set Sales Representative to a specific Admin account.|
|4.||Expand the Account Information section. Use the Comment field to enter notes about the account. The comments are not visible from the storefront.|
|5.||When complete, tap Save.|
A confirmation email is sent to the company and company admin with instructions to set the account password.
The company is approved and can be managed from the storefront by the customer.
A request to create a company account has been submitted from the storefront, but is not yet reviewed
The request to create a company account was rejected by the store administrator.
The company account is no longer in good standing, and the customer cannot access the account from the storefront.