Add users to a company account

Last update: October 16, 2024

CREATED FOR:

  • Beginner
  • Intermediate
  • Admin
  • User

When enabled in the configuration, the company administrator adds and manages company users from the storefront. However, company users accounts can also be added and managed from the Admin.

If needed, you can assign a user to more than one company. For example, if B2B buyers support multiple companies, you can add their user accounts to all companies they do business with. On the storefront, buyers that are assigned to multiple companies can switch between company accounts by selecting from the available companies in the Company menu.

Associate to Company

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

Add a company user

When you add a company user, the first company you associate with the user account is the default company.

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

  2. Click Add new customer.

  3. Configure the new account.

    1. Specify initial account status by setting the Customer Active toggle.

      Turn it on to immediately activate the account, or disable it to create an inactive account.

    2. Select the website scope from the Associate to Website list.

    3. Click Associate to Company to view available companies.

      Associate to Company

      If needed, filter the list by typing the first few letters of the company name in the input box.

    4. In the list, select one or more companies where you want to assign the customer and click Done.

      Company users are added automatically to the customer group (or shared catalog) for each company associated with their account.

    5. Enter required user account information: First Name, Last Name, and Email.

    6. Allow sales representatives to log in to the storefront on behalf of the customer by enabling Allow remote shopping assistance.

    7. Apply the changes by clicking Save Customer.

      Customer grid with company assignments

The Customers grid shows a separate row for each company that the user is assigned to. The following columns are updated.

  • The Customer Type column updates to show the role assigned to the user.

    If this is the first time the customer has been assigned to a company, the Customer Type column updates from Individual user to Company User.

  • 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.

Assign a user to one or more company accounts

When you assign a new user, the first company you associate with the user account is the default 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. From the Associate to Company list, select one or more companies to assign to the company user and click Done.

  5. Apply the changes by clicking Save Customer.

Remove company assignment from a user account

Removing a company from a user profile revokes user access to that company. User data remains accessible in the Admin. If you remove all company assignments, the Customer Type changes to Individual user disabling B2B capabilities for the account.

  1. From the Customer grid in the Admin, edit the customer profile to update.

  2. In the *Account Information section, remove an assigned company from the Associate to Company field by clicking the X in the company name label.

  3. Apply the changes by clicking Save Customer.

NOTE
If a company user is assigned as the company administrator, you cannot the company association from this user until you update the Company account to assign a new company administrator.