Changing the Company Assignment

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If allowed in the configuration, the company administrator adds users to the company. However, the company assignment of a customer profile can also be made or changed from the Admin.

If an individual already has a personal account with the store, and later goes to work for a company, do not assign the person’s individual account to the company. Instead, create a new company user account for the person with a company email address.

Assign a customer to a company

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

  2. Find the customer in the grid and click Edit in the Action column.

  3. In the left panel, choose Account Information.

  4. Click Associate to Company and type the first few letters of the company name in the input box.

    The system generates a list of all possible matches.

    Associate to Company

  5. In the list, select the company where you want to assign the customer and click Done.

  6. If the customer was previously assigned to a different company, click Confirm.

    The customer is reassigned to the customer group (or shared catalog) of the company and added to its company structure.

  7. When complete, click Save Customer.

    The following columns are updated in the Customers grid:

    • The Group column changes to the name of the customer group (or shared catalog) that is assigned to the company.
    • The Company column displays the name of the company to which the customer profile is now associated.