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:

  • Active
  • Pending Approval
  • Rejected
  • Blocked

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.

Pending Approval

To approve a pending company account:

  1. On the Admin sidebar, go to Customers > Companies.

    All pending requests appear at the top of the list. To make them more noticeable, you can adjust the grid layout to include the Status column.

  2. In the Action column, click Edit. Then, do the following:

    • Set Company Status to Active.

    • When prompted to confirm, click Change status.

    The company admin receives notification that the company is now active.

    Company Status

  3. If applicable, set Sales Representative to a specific Admin account.

  4. Expand Account Information and use the Comment field to enter notes about the account.

    The comments are not visible from the storefront.

  5. When complete, click Save.

    A confirmation email is sent to the company and company admin with instructions to set the account password.

Company Status

Field Description
Active The company is approved and can be managed from the storefront by the customer.
Pending Approval A request to create a company account has been submitted from the storefront, but is not yet reviewed
Rejected The request to create a company account was rejected by the store administrator.
Blocked The company account is no longer in good standing, and the customer cannot access the account from the storefront.