Assign a customer group to a company
Assigning a customer group to a company is essentially the same as assigning a shared catalog. If Shared Catalog is not enabled in the configuration, a Customer Group — rather than a Shared Catalog — is assigned to a company.
- Only one customer group or shared catalog can be assigned to a company at a time. A customer group that is associated with a shared catalog cannot be deleted.
- Changing the customer group assigned to the company updates the profiles of all company members.
- If the customer group assignment is changed from a shared catalog to a regular customer group, company members lose access to the shared catalog and the primary catalog becomes available to them from the storefront.
- After changing the company group, a company user must log out and log in on the Storefront to see new prices in the catalog.
Change the customer group
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On the Admin sidebar, go to Customers > Companies.
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Find the company in the grid and click Edit in the Action column.
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On the company page, scroll down and expand
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Set the appropriate Customer Group.
The Customer Group list includes all existing shared catalogs, even if Shared Catalogs is disabled in the configuration.
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When prompted to confirm, click Proceed.
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Click Save.