Roles and permission
To allow a B2B company to have full control over their company members and roles, each company location should include at least one customer with the “Admin” role.
Default roles
By default, the following buyer roles are available to all B2B Company location:
Junior Buyer
Junior Buyers can submit Shopping Lists for approval but are not permitted to complete purchases independently.
This role is ideal for employees who need managerial approval before making business purchases.
Senior Buyer
Senior Buyers (based on "Ordering only" permission) can approve Shopping Lists submitted by other team members or create their own. They are authorized to place orders directly on the storefront.
This role is ideal for managers or team leads who regularly make purchases or supervise purchasing activities within the company location.
Admin
Admins (based on "Location admin" permission) have full control over the Company location. Along with all the permissions of a Senior Buyer, Admins can manage business addresses, invite or remove users.
This role is ideal for individuals responsible for overseeing and maintaining the entire company location.
Junior Buyer
This role is useful for employees/junior staffs that require approval to make purchases for the business.
Senior Buyer
This role can be used for managers that regularly make purchases on behalf of the business, or who oversee a team that creates purchase lists to be approved.
Permissions
Order history
View their own orders for the company location
Shopping list
View Shopping lists from all members in company location
Create, delete, edit
Approve shopping lists from junior buyer
Create order from any shopping list
CSV Upload
Create Shopping list from CSV upload
Create order from CSV upload
Bulk SKU
Create Shopping list from bulk SKUs
Create order from bulk SKUs
Purchase from online store
Complete purchases from online store
Admin
This role should be assigned to individuals that manage the entire Company location.
Permissions
Order history
View their own orders for the company location
View the list of orders that all customers have placed for the company location
Shipping and billing
Edit billing and shipping addresses from their account page.
Member management
View all members within the company location
Create, edit, delete members and roles
Shopping list
View Shopping lists from all members in company location
Create, delete, edit
Approve shopping lists from junior buyer
Create order from any shopping list
CSV Upload
Create Shopping list from CSV upload
Create order from CSV upload
Bulk SKU
Create Shopping list from bulk SKUs
Create order from bulk SKUs
Purchase from online store
Complete purchases from online store
Custom roles
In addition to the default roles, admin can create custom roles with their own set of permissions in the Company members > Role manage from the Customer Account
Click on “Create role”
Add a role name and select base role (permissions for this custom roles will be based on the selected base role)
Customize and select permissions to their needs.
Save to update new custom role.
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