Approve a company account

Last update: November 3, 2023

CREATED FOR:

  • Beginner
  • Intermediate
  • Admin
  • User

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.

Pending Approval

Approve a pending company account

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

    You can use the Columns selector above the grid to display the Status column.

  2. In the Action column, click Edit.

  3. Set Company Status to Active.

    Set the company status

  4. When prompted to confirm, click Change status.

    The company administrator receives email notification that the company is now active.

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

  6. Expand Expansion selector the Account Information section and use the Comment field to enter notes about the account.

    The comments are not visible from the storefront.

  7. When complete, click Save.

    A confirmation email is sent to the company and company administrator that the company account is approved.