B2B Company Accounts For Magento 2

Flexible General Settings for Managing Company Accounts

The Magento 2 B2B Company Account extension provides powerful configuration options to streamline company account management. Store admins can allow company creation directly from the registration page, automatically approve new company accounts, and choose customers should be deactivated when removed from a company. These settings help customize the extension’s behaviour to match your specific business workflows.

Additionally, admin notifications can be fully customized. You can define the sender, receiver, and choose specific email templates for actions like company registration requests, creation, and assigning sales representatives, ensuring smooth internal communication within your business.

Automated Customer Notifications for Transparency

To keep B2B customers informed, our extension offers dedicated notification settings for various company account activities. Store owners can automate emails for actions like account activation, deactivation, rejection, and when customers are linked or removed from a company account.

Moreover, the extension supports email notifications for actions such as deleting company accounts, assigning or removing company administrators, and updating store credits. With customizable email templates for each scenario, your communication remains professional and consistent.

Company Account Management From Backend

Magento 2 store admins can efficiently create, view, and manage company accounts from a centralized grid found at: Customers → Mageants Company Accounts → Manage Companies

Here, all existing company accounts are listed in a well organized grid. Admins can perform actions such as:

• Create new company accounts via the “Add New Company” button.
• Edit existing company profiles with detailed company information.
• Filter, search, and sort companies for faster management.

This functionality is designed to help admins handle multiple B2B customers without clutter or confusion, keeping business client data structured and easily accessible.

Add and Edit Detailed Company Profile

When creating or editing a company account, the extension provides a detailed form to capture comprehensive company details, such as:

• Company Name
• Company Admin
• Company Sales Representative
• Contact Details
• Company Legal Addresses

Admins can quickly update company information to ensure records remain accurate and relevant for operational needs.

Assign Sub Companies to Parent Companies

For businesses with multiple departments or branches, Magento store owners can link child companies under a parent company. This maintains a clear hierarchy within the system and simplifies reporting and user management. Admin can simply use the “Assign Companies” button to connect sub accounts.

Assign and Manage Users for Company Accounts

From the admin panel, store owners can assign multiple users to a single company account via the “Add New User” button on the company profile page. This section lists all users under the company and allows for:

• Adding new users
• Viewing user details
• Removing users if necessary

Each user is directly tied to the company account, enabling shared access to purchase, orders, and store credits.

Restrict Payment Methods Per Company Account

Magento 2 Company Account extension offers granular control over which payment methods each company can access at checkout. Admins can specify allowed or restricted payment options to align with agreements made with the company. For example:

• Allow Bank Transfer and Apple Pay for Company A
• Restrict Cash on Delivery for Company B

This flexibility strengthens business compliance and helps mitigate risk.

Manage Company Store Credit

Admins can allocate store credits specifically to company accounts, allowing company users to leverage credits during the checkout process. This feature enhances B2B purchasing flexibility and can support account level credit lines or promotional adjustments.
Within the admin, you can:

• View current store credit balances
• Update store credit amounts
• Track store credit usage history

Store Admin can also view the store credit list, which includes the store credit balance, comments, amount for each order, and the balance available.

Block Users Upon Rejection

If the store admin wants to reject a company account request, a confirmation pop-up will appear to confirm the action and block all users associated with that account from logging in. Blocked users are prevented from accessing the store, maintaining security, and clarity over account status.

Seamless B2B Onboarding From Frontend

Prospective business customers can create company accounts directly from the frontend via:

• A dedicated Company Signup Page
• A checkbox during standard customer registration to “Create an Account with Company Account”

This user-friendly registration process simplifies onboarding, encouraging more businesses to register through self-service.
Customers can easily create a customer account by providing their personal information, Sign in information, and Company details. All these details include name, email, contact number, company name, company legal name, email and much more.

Easily Manage Company Profile in ‘My Account’

After login, company users can access and manage their company profile from the “Company Account” tab under the “My Account” section. The user can view company details in the company account section and also access below options under “My Account” section

• Add or manage company users and sub accounts
• Review roles and permissions
• Add or manage company users and sub accounts

This makes ongoing management straightforward for B2B customers.

Role Based Permissions for Company Users

Company owners or admins can create custom roles for their users, specifying permissions based on business requirements. Let companies manage the company users’ roles and levels of access. Company Admin can set permissions of Add, Edit, View, and Delete for the users. For example, user A has only view access, and user B might have View & Add access too.

Add New Company Users Easily from Frontend

Company admins can add new users directly from their account interface on the frontend. They can view the company user’s list, their roles, status, email, contact details and have an access to edit, inactive and detelet the user from the their only.

Manage Sub Accounts under Companies

Admins and company owners can add sub accounts to main company profiles, each with all the required details including general information, legal details, company details and much more. This allows businesses to mirror their internal structure accurately.

Moreover, the extension supports email notifications for actions such as deleting company accounts, assigning or removing company administrators, and updating store credits. With customizable email templates for each scenario, your communication remains professional and consistent.