Approve a company account
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.
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Approve a pending company account
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On the Admin sidebar, go to Customers > Companies.
You can use the Columns selector above the grid to display the Status column.
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In the Action column, click Edit.
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Set Company Status to
Active
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When prompted to confirm, click Change status.
The company administrator receives email notification that the company is now active.
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If applicable, set Sales Representative to a specific Admin user account.
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Expand the Account Information section and use the Comment field to enter notes about the account.
The comments are not visible from the storefront.
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When complete, click Save.
A confirmation email is sent to the company and company administrator that the company account is approved.