Assign Companies

There are two ways to assign a company to a shared catalog. You can make the assignment from the Shared Catalogs grid, or edit the company and assign the shared catalog as you would choose a customer group.

Assign Companies

Method 1: Assign Companies from Shared Catalogs

  1. On the Admin sidebar, tap Catalog. Then, choose Shared Catalogs.

  2. Find the shared catalog in the grid. Then in the Action column, select Assign Companies.

    The list of available companies appears in the grid. Companies that are already assigned to the catalog do not appear in the list.

    Available Companies

  3. Find the company that you want to assign to the shared catalog. Then in the Action column, click Assign.

  4. Repeat for each company that you want to assign to the shared catalog.

    The company is assigned to the shared catalog, and is removed from the list of available companies.

  5. When complete, tap Save.

Method 2: Edit the Company

  1. On the Admin sidebar, tap Customers. Then, choose Companies.

  2. Find the company in the grid. Then in the Action column, click Edit.

    Edit Company

  3. On the company page, scroll down and expand the Advanced Settings section.

    Customer Groups / Shared Catalogs

  4. Set Customer Group to the appropriate shared catalog.

    Changing the shared catalog assignment also changes the customer group assignment for all company members.

  5. When prompted to confirm, tap Proceed. Then, Save.