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magento_2:company_account

For more information, see the B2B Company Account for Magento 2 extension page.

Guide for B2B Company Account for Magento 2

Simplify purchases for your customers by introducing B2B Company Accounts to Magento 2 store. Let companies register multiple user accounts, allow special permissions to enhance the shopping, and get more orders.

  • Create multiple company accounts as a store admin;
  • Allow businesses to create and manage sub-accounts from the frontend;
  • Transfer users between company accounts in the backend;
  • Easily manage all company accounts in one place;
  • Offer personalized marketing and pricing based on company membership.

General Settings

To configure the B2B Company Account extension on your Magento 2 instance, start by adjusting the General Settings.

To access General Settings, please go to Stores → Configuration → Amasty Extensions → Company Account.

Allow Company Creation for Customer Group(s) - choose the customer groups that will see the Company Account tab in their customer account. It is especially handy if your store sells both to businesses and regular shoppers.

Approve Companies Automatically - set to Yes if you want all new company creation request automatically transfer to Active status without store admin approval. Set to No, if you want to approve each company request manually.

Inactivate Customer upon Removing from Company Account - set to Yes to inactivate user account upon removing from company account by the store admin.

Please note that, if the company administrator deleted a user from the company account management panel, the user will be permanently deleted from the system. In case the user will be deleted from store backend by store admin, the Inactivate Customer upon Removing from Company Account configuration in General Settings determines, what status (Active or Inactive) such user account would acquire.

Admin Notification

In the Admin Notification section store admins can configure what email notifications will be sent to store admins upon a specified event. Also, adjust the template that will be used for each notification type.

You can send automatic emails for events like:

  • New company registration request;
  • New company creation;
  • Sales representative appointment.

To manage the email templates, please go to Marketing → Communications → Email templates. Then, load the template by clicking the Add New Template button. After that, choose the template you'd like to load and adjust to your needs.

Customer Notification

In the Customer Notification section store admins can configure what email notifications will be sent to customers upon a specified event. Also, adjust the template that will be used for each notification type.

You can send automatic emails for events like:

  • Company account status is set to Active;
  • Company account status is set to Inactive;
  • Company account status is set to Rejected;
  • Customer is linked to the company;
  • Customer is deleted from the company;
  • New company administrator appointment;
  • Previous company administrator unassignment.

To manage the email templates, please go to Marketing → Communications → Email templates

Company Accounts

To manage all company accounts from the backend as a store admin, kindly go to Customers → Amasty Company Accounts →Manage Companies. Then, a Company Accounts grid will open.

On the grid, you can see all company accounts that are created in your store, and track the company status for each of them. The information like company phone number, customer group, company admin, country, and the city is also displayed by default.

To add a new company account manually from the backend, kindly click the Add New Company orange button in the top-right corner of the screen.

How to add new Company Account from the backend

To create a new company account from the backend as an admin, you need to complete 4 blocks with company information.

General Settings

Company Name - enter company name.

Status - choose the status of the company. When creating a company, only 3 statuses are available: Active, Inactive, Rejected.

However, if you are editing the company account based on company account registration request from the frontend, a Pending status will appear.
In case the store admin decides to assign the Rejected status to a company, several more fields will appear.

Rejected Date - this field will be completed automatically, based on the date when the Rejected status was assigned.

Rejected Reason - here you can specify the reason as to why the company was denied.

After the pressing the Save button with Rejected company status, the warning popup appears. It is designed to prevent any accidental rejects, and admins will be asked to fill in the Rejected Reason field to communicate the reasons for company disapproval.

Assign the same Customer Group to all Users - set to Yes to automatically assign customer groups to all users that will belong to the chosen company.

If your business prefers to assign customer groups based on VAT ID's as specified in Store → Configuration → Customers → Customer Configuration → Create New Account Options. Then you might want to choose the Assign the same Customer Group to all Users set to No to disable automatic assign to one customer group based on the company.

You can try the way it works in your store on the B2B Company Account extension demo.

Company Administrator - choose a company administrator from the list of existing customers.

Customer Group - choose the customer group that will be assigned for all company members. Note that, you can also create custom customer groups for each specific company. It comes in especially handy if you want to restrict access to certain catalog pages or offer tier pricing based on user group.

Sales Representative - choose the Sales Representative for the company.

The Sales Representative users are configured in the System → Permissions → All users. You can assign special permissions for a users with Magento 2 User Roles functionality.

Company Information

In the Company Information block, you'll be asked to fill in the main info on the company.

Company Legal Name - enter the company legal name, as it is registered in official paperwork.

Company Email - enter the main email to contact the company.

VAT\TAX ID - enter the VAT/TAX ID number. It is the value-added tax number that is assigned to the company by some jurisdictions for tax reporting purposes. It is highly useful for EU businesses, and also in many other countries.

Reseller ID - enter the resale number that is assigned to the company for tax reporting purposes.

In the Company Legal Address block, you'll be asked to fill in the main info on the company registration address.

Street Address - add the street address where the company is registered to conduct business.

City - enter the city name where the company is registered to conduct business.

Country - choose the required country name from the dropdown list.

State/Province - enter the state or province, if applicable for a specific company.

ZIP/Postal Code - add the ZIP or postal code where the company is registered to conduct business.

Phone Number - enter the main phone number for the company.

Company Users

In this block, store admin can assign or unassign existing users to a new company from the backend. To add users, click on the Add New User in the top-right corner of the block.

Payment Restrictions

In this block, store admin can adjust what payment methods are allowed for each specific company. For example, you might not want to allow Cash on Delivery for certain businesses — and the module allows you to adjust that.

Simply choose the methods you don't want to display on the company's checkout. The payment options that are left unchecked will be displayed on the frontend.

To restrict payments based on shipping address, customer groups, store view or product attributes, try the Payment Restrictions for Magento 2 module. This way, you can multiply business opportunities and decrease risks.

Company Account on the frontend

With the B2B Company Account extension for Magento 2, company admins can set up different levels of access to company account information.

Check the demo to manage the company account as an admin user or to see the company as a regular employee.

The company administrator is the user that created a request for a company account or was assigned as a company admin from the backend by the store admin. The company admin has full access to the company account setting on the frontend.

Company Account

See the way Company Account looks on the frontend. A new block with Company Account, Users, Roles is added to the user account navigation left block.

Company Users

This is the way Company Users page looks like. Here, company admin can add users by choosing them from the list of registered store customers. Alternatively, company admin can create new users to add to the company.

Please note that the new user registration is possible only if the new user email is not registered/associated with any other customer account.

Also, users can delete, activate, or inactivate other users from the company, if they have user role permissions for such actions.

To manage the user, click the Edit button next to the required user name.

Enter the First Name and Last Name.

Add personal Email of the employee.

User Role - choose the user role of an employee to limit access to certain areas of Company Account. To adjust user roles, please go to the Roles tab in the Company Account.

Job Title - enter the job title of the employee.

Phone Number - fill in the contact phone number for the user.

Status - set to Active to activate the user.

Company Roles

In the Company Roles page, you can adjust the access level for each role.

To add a new role, click the + New Role button.

After that, you'll be asked to specify the Role Title - the name of the role that will be visible for all users within the company account.

Also, set up the Role Permission via the permission tree to allow or restrict access to certain areas or actions for all users that belong to this user role.

You can restrict the rights to place and view orders within a company. This way, B2B clients can precisely distribute appropriate user permissions and save time and efforts on communication.

Request to create company account from the fronted

If the user belongs to the customer group that is allowed to create requests for a company account, this user will see the Company Account section in their customer account.

After pressing the Create button, the user will be asked to fill in some information on the company, similar to the backend company creation.

After all necessary fields are completed, please click the Submit button. Then, the company account request will be sent to the store admin for approval (if in General setting automatic company approval is disabled).

The user will see a success message, and company status will be Pending upon admin's approval or reject. Below, see an example of how it looks on the frontend:


Find out how to install the B2B Company Account extension for Magento 2 via Composer.
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magento_2/company_account.txt · Last modified: 2020/07/09 08:30 by arhipenko