Groups

Manage customer groups.

The Customer Groups feature serves as a B2B user management tool. With customer groups, you define the relevant access permissions for your end customers from the same organization.

When you create a company in the system, the predefined customer groups are created simultaneously:

• Admin - has manage rights for users and checkout data, as well as read right for orders data.

• Contact - is assigned to the company as a contact person.

• Buyer - can make their purchases up to the account limit defined for the legal entity; purchases above the limit have to be approved by the Admin user.

• Requester - all their purchases have to be approved - the purchases up to the account limit have to be approved by the Buyer or Admin users; the purchases exceeding the account limit have to be approved by the Admin users.

When you create a new customer in MD or on the storefront, and assign them to the company, the person is automatically assigned to the Contact group.

The Admin customer group users can manage other users associated with the same organization directly from the storefront, ensuring the right members of their organization have the right permissions.

Management Dashboard allows you to modify the existing customer groups or create new ones to respond to your and your customers needs more adequately. You can view the groups that are assigned to each company on the company level. Navigate to the Customer Management -> Company, and view the Customer groups tab.

As customer groups are legal-entity-aware, the information relevant to the company (legal entity) can be read by the customer group.

Creating a customer group and managing access permissions

1. In the Management Dashboard, go to the Customer Management -> Groups and choose Create new group.

2. In the Details tab, provide the basic information about the group, such as its id, name, and description.

3. Select the company you are creating the group for.

4. In the Customer Settings section, set the access level to the particular entities. Decide which objects the group could view or manage, and choose Save to create the group in the system.

1. Go to the Members tab to assign customers to the group. Choose Add members and select the relevant people.

The group members get access to the specified entities with the specified scopes.

To see the example use case of a customer group, see the Company Related Orders and Customer Groups.