Company Accounts

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When you incorporate B2B company accounts in your store, you can simplify the corporate shopping experience by enabling companies to create multiple sub-accounts with flexible permissions based on user roles in their organization. Depending on the customer groups of the company, a store administrator can adjust promotions and prices to suit their needs, and create highly customized offers that cater to the shoppers’ demands and increase orders. Adding a company account association to a standard individual allows the customer to use the specific purchasing workflows defined for the company.

Advantages of a company account:

  • Offers unlimited company users and the creation of additional accounts, thereby simplifying corporate purchases.

  • Includes support for a “smart” company account hierarchy with different roles and permissions for placing orders.

  • Provides a mechanism for merchants to increase income by offering company store credit as a payment method.

  • Supports the management of all company accounts in the Admin.

View company accounts

The Companies grid lists all active company accounts and pending requests, regardless of status setting. It also provides the tools needed to create and manage company accounts. Use the standard grid controls to filter the list, and adjust the column layout. For a list of column descriptions, see the Column Descriptions section in Managing Company Accounts.

Customers can create a new company accounts from the storefront, or a merchant can create one from the Admin. By default, the ability to create company accounts from the storefront is enabled. If allowed by the configuration, a visitor to the store can request to open a company account. After the company account is approved, the company administrator can set up the company structure and users with various levels of permission.

In the Admin sidebar, go to Customers > Companies.