Manage company accounts

Last update: November 13, 2024

CREATED FOR:

  • Beginner
  • Intermediate
  • Admin
  • Leader
  • User

The Companies page lists all current company accounts, regardless of status. Any pending requests for approval appear at the top of the list.

Companies Grid

Use the Columns control to customize the columns displayed in the grid. Customize the companies displayed in the view using the search and filter capabilities.

  • Find companies in the Companies grid by using the Search. The search indexes the Company Name and Parent columns.

  • Customize the view to include records that meet specific criteria by using the Filter. For example, if the B2B site is configured to manage both single company accounts and company hierarchies, you can filter by Company Type - Company to display only single companies, or by Company Type - Parent to show only the parent company for each hierarchy.

Apply an action to multiple company records by using the Actions control above the grid. For example, rather than approving each individual company request, you can select multiple requests to activate the accounts in a single action. The available actions depend on the permissions for the role that is assigned to your Admin user account.

Company role resources

The Role Resources settings determine the ability to:

  • Add a company
  • Delete a company
  • Apply a balance reimbursement
  • View companies

These role resources must be set for the User Role that is assigned to the Admin user account.

Manage company accounts from the Companies grid

View and manage the user accounts for companies from the Admin menu by selecting Customers > Companies to open the Companies page.

You can manage accounts individually or in groups.

  • View or change configuration settings for an individual company account by selecting Edit in the Action column for the company account record.

    Select action to apply to selected companies

  • View or change a group of selected company accounts by using the options available from the Actions** control above the grid.

    Select action to apply to selected companies

See the following sections for instructions to apply each action.

Activate company accounts

  1. From the Actions control, select Set Active.

  2. When prompted to confirm, click OK.

Set active/inactive

Customers with inactive accounts cannot log in or make purchases from their accounts. There are two methods to set a customer account as active or inactive:

Method 1: From the Customers grid

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

  2. From the Actions menu, select one of the following:

    • Active
    • Inactive

  3. When prompted, select OK to apply the change.

Method 2: From the account edit page

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

  2. In the grid, find the customer record to be edited.

  3. In the Actions column on the far right, select Edit.

  4. Select the Account Information tab.

  5. Set Customer Active to Yes or No.

  6. Click Save Customer.