B2B Edition User Guide | Setting up B2B Edition

B2B Edition can be included with new Enterprise stores or provisioned for existing Enterprise stores. In this chapter, we’ll be showing you how to activate B2B Edition, set up additional users, and navigate its settings.

If you purchased a new store with B2B Edition included, it is automatically active in your control panel. To provision B2B Edition in an existing Enterprise store, contact your Customer Success Manager.

If you do not have a Customer Success Manager, contact our Sales team, or email our Upgrades team at upgrades@bigcommerce.com.

Obtaining Your Owner User Credentials

Once B2B Edition has been activated in your store, the BigCommerce store owner user automatically receives a B2B Edition user account with the Store Owner role. The user login credentials are sent in an email with the subject line, Welcome to B2B Edition from b2bedition@bigcommerce.com.

Go to Apps › B2B Edition in your control panel, and log in using the provided credentials.

The B2B Edition control panel is located in Apps › B2B Edition within your BigCommerce control panel, and is where you manage all of your store’s B2B features. From the Dashboard page, you can view a count of the Companies, Price Lists, and Super Admins in your store, as well as links to previous import and export summaries. Unread notifications are marked with a red circle, and can be filtered from the list.

Use the sidebar to navigate to the different areas of the B2B Edition control panel. You can also click the links at the bottom to contact support, view the B2B Edition changelog, change your control panel language, and log out.

When new features are added to B2B Edition, a banner notification appears in your control panel. Click the button on the banner to be taken to the control panel area where the feature is located, or click Learn more to view related user documentation.

After you have received your owner login credentials, you can begin adding users to your B2B Edition account. To accomplish this, you will need to configure their control panel user permissions to access the app. See Creating a New User in B2B Edition for step-by-step instructions.

When creating a user account, assign a user role to control what actions they can take within the app. B2B Edition has the following predefined roles that can be assigned to users:

• Sales Rep — can only view and manage the companies, orders, and quote requests of Company accounts assigned to them. Sales Reps cannot access users, roles, or settings in the B2B Edition control panel.
• Accountant — can view and export invoicing data, such as invoiced orders and invoice payments, but cannot create or edit them.
• Financial Manager — can view and export invoicing data, such as invoiced orders and invoice payments, including the ability to create and edit invoice payments.
• Administrator — can access all Company account information and manage users, roles, and settings. There can be more than one Administrator user.
• Store Owner — assigned by default as the store owner user in the BigCommerce control panel. The Store Owner has access to all areas of the B2B Edition control panel. There can be only one user assigned as Store Owner.

In addition to the predefined user roles, administrators and the store owner can create custom user roles with tailored permissions. To create a custom role, go to the Roles tab of Settings › System users and roles in the B2B Edition control panel and click Create role. Name your custom role and assign your desired permissions. When you are done, click Save.

B2B Edition allows you to precisely control the access and capabilities of B2B clients in your storefront. It also provides your B2B customers, also known as buyers, or Company users, with the ability to assign roles to create, approve, and manage orders from the Buyer Portal.

To add a new buyer to a Company account, go to the Companies area of the B2B Edition control panel and select View Details from the Action menu of the Company.

In the Company users tab, click Add User and fill out the details in the pop-up window. Save your changes when finished.

Additionally, buyer users can be created via the following methods:

• You can create buyer users for multiple Company accounts in bulk via CSV import.
• B2B buyers with the appropriate permissions can add users in the Buyer Portal.

Buyer Roles and Permissions

By default, buyers in all Company accounts can be assigned to one of the following user roles:

• Junior Buyer — can request quotes and submit Shopping Lists for approval. Junior Buyers cannot make purchases on their own. This role is useful for Company employees that require approval to make purchases for their business.
• Senior Buyer — can approve Shopping Lists from other buyers or create their own. Senior Buyers can also place orders on the storefront and view Company order history. This role can be used for Company managers that regularly make purchases on behalf of their business, or who oversee a team that creates purchase lists to be approved.
• Admin — In addition to the actions available to Senior Buyers, Admins can manage other aspects of their Company account, such as setting up business addresses, adding new users, and paying invoices. This role should be assigned to individuals that manage the entire Company account.

If you’re on the Buyer Portal experience, you can also create custom buyer roles with their own set of permissions, providing your B2B clients with specialized access control for their staff. To learn more about assigning roles to buyer users and creating custom roles, see B2B Edition Buyer Roles and Permissions.

Can I delete any of the predefined roles in B2B Edition?

No, only custom B2B Edition user and Company buyer roles can be deleted.

Can I create user accounts in bulk?

While multiple buyer users can be created at a time via CSV import, seller user accounts must be created individually.

How do I change the language in the B2B Edition control panel?

To change the language of your B2B Edition control panel, click the Language tab and select your desired language. The following languages are supported in B2B Edition:

• English (default)
• Chinese
• French
• Dutch
• German
• Italian
• Spanish
• Japanese

In the next chapter, we’ll cover how to manage customer Company accounts in B2B Edition, including creating accounts, approving or rejecting account requests from customers, and organizing a Company’s addresses.