Creating Company Teams

The structure of a company account should reflect the purchasing organization, whether it is simple and flat, or complex organization with different teams for each subdivision and division of the company.

If your Magento installation is configured to allow companies to manage their own accounts, setting up the company structure is one of the first tasks for a company administrator to complete after the account is approved. In the company account, the structure of the company is represented as a tree, with the company admin at the top.

Company Structure with Teams

To set up company teams:

  1. Sign in to your account as the company administrator.

  2. In the panel on the left, choose Company Structure.

  3. Under Business Structure, click Add Team. Then, do the following:

    Add Team

    • Enter the Team Title and Description.

      The Team Title can be anything that represents the structure of the company, such as a team, office, or division within the company

      Add Team

    • When complete, tap Save.

    • Repeat these steps to create as many teams as you need.

      Company Structure with Teams

  4. To create a hierarchy of teams, do the following:

    • Highlight the parent team, and click Add Team.

      Company Structure with Divisions

    • Enter the Team Title and Description, and tap Save.

  5. Repeat these steps to create as many teams, or divisions and subdivisions, as you need.

    Company Structure with Divisions and Subdivisions

To move a team:

As you’re working on the company structure, you can drag teams or divisions to other locations in the company structure.

  1. Select the team to be moved, and hold down the mouse button.

  2. Drag the team to a new position in the company structure, and release the mouse button.

To delete a team:

Before deleting a team, make sure that the correct team is selected. Deleted teams cannot be restored.

  1. Select the team to be deleted.

  2. Click Delete Selected. When prompted to confirm, tap Delete.

To expand or collapse the team structure:

As you’re working on the company structure, you can collapse or expand the tree, as follows:

  • Click Collapse All or Expand All.
  • Click to collapse a team, or

    to expand a team.

Company Structure Icons

Icon Description
Represents the company administrator in the company structure.
Represents a team in the company structure.
Moves a team to another position in the company structure.
Expands a team in the company structure.
Collapses a team in the company structure.