Manage company user accounts
On the storefront, company users are assigned by the company administrator, and are visible from the Company Users page. These individuals are typically buyers with varying levels of permission to access store services and resources.
The company administrator first sets up the company structure, and then completes the following tasks, as needed:
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Create company users and assign users to teams
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Define roles and permissions, and assign users to roles
Company users can be added, edited, inactivated, or deleted only by the company administrator.
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When a user is removed, the account status changes to inactive, and the customer can no longer log in to the company. Administrators can still access all content associated with the user. The account administrator can restore access by changing the account status to Active from the Company Users page.
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When a user account is deleted, the account and any associated content is deleted from the storefront. This action cannot be reverted.
Add company users
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From the storefront, the company administrator signs in to their account.
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In the left panel, chooses Company Users.
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Clicks Add New User and does the following:
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Enters the Job Title of the new user.
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Chooses the appropriate User Role if the roles and permissions are defined. Otherwise, they can return later to assign the role.
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Adds the user information in the remaining fields:
- First Name and Last Name
- Work Phone Number
By default, the Status of the account is
Active. -
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When complete, clicks Save.
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Repeats the process to create as many company users as needed.
The new users appear in the Company Users list, along with the Company Administrator.
To save time during their first order, the company administrator can remind each company user to add the default company billing and shipping address to their address book.
Remove a user from the Company structure
Company administrators can remove a user from the Company Structure.
After an account is removed, the user account status changes to inactive, and the user can no longer log into the storefront.
The administrator can reactivate an account by editing the user account information from the Company Users page.
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From the storefront, the company administrator signs in to their account.
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In the left panel, chooses Company Structure.
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Selects the company user in the company structure.
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Clicks Remove from Structure.
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When prompted to confirm, clicks Remove.
In the Admin, the company user remains listed in the Customers grid, but with an
Inactivestatus.
View and manage company user accounts
Company administrators can view and manage company user accounts using the view filters on the Company Users page.
- View only inactive users by selecting Show Inactive Users.
- View only active users by selecting Show Active Users.
- View all users by selecting Show All Users.
The company administrator can manage an individual account using the line item Actions to edit the account information, manage account status, or delete an account.
Edit company user account information
Company administrators can update user account profile information and change the account status.
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On the Company Users page, find the user account to update. Click Edit.
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Make any required changes to the user account information, including changing the account status.
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Apply the changes by clicking Save.
Deactivate or delete an active account
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On the Company Users page, find the user account to update. Click Manage.
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When prompted, inactivate or delete the user account as required.
Company user account profile field descriptions
Default User / (other roles)Active / Inactive