[Overview] Company members extensions

Company members is a powerful feature of Duos that allows companies to create "teams" of users that can share specific actions within B2B company location. Sometimes referred to as “user roles" or “member roles, this feature is designed to optimize company B2B purchasing and account management.

Leverage Shopify's latest Customer Account updates, specifically designed to support B2B businesses. This integration enhances the overall B2B experience and provides a more cohesive and powerful toolset for wholesale clients.

Once it is added to the Customer Account, this feature assists B2B company customers in managing members of their own company location. Each B2B customer within a company location has a role that determines what they can view and configure from their company location within the Customer Account:

• Let buyers add/remove/manage company members on their own.

• Each member has an assigned role that determines what they can do within the company’ B2B account.

• User roles with unique permissions to support specific workflows for buyers.

• Only manager-approved shopping lists are purchased, minimizing the chance of fraud.

Key features:

1. Role and permission

2. Member management

These extensions will inherit branding from the rest of the checkout and accounts experience, ensuring a consistent and familiar experience for customers.

Important

To allow B2B company to have full control over their company members and roles, the company location should include at least one customer with the “Admin” role.