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.

Customer groups are automatically created for each company and include the customers that belong to the organization. There are also predefined customer groups that can also be managed from the storefront by the authorized end customers themselves, ensuring the right members of their organization have the right permissions.

You are able 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.

5. 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.