Company accounts: setup and test

A company account lets several people order under one company, each with their own login, and see the orders of the company together. The module is ready after installation, but you switch it on and choose how companies register in your shop. This article walks through the settings and a short test.

Before you start

• the customer group you want to give to all users of a company (optional), for example "Wholesale",
• a decision whether you confirm new companies yourself or they are activated at once.

1. Switch on company accounts

Stores › Configuration › Magelan › Companies

1. In the General group set Enable company accounts to Yes.

2. For Company fields on the registration form choose Optional, Required or Hidden. With "Optional" a visitor who fills in the company name registers a company and becomes its administrator; a visitor who leaves the fields empty registers as an ordinary person. "Hidden" does not show the fields on the registration form, but a company can still be registered in the account (My account › My company).

2. Decide what happens to new companies

1. Activate new companies at once: with No a new company waits for you (Customers › Companies › Activate) and its users cannot order meanwhile. With Yes they can order straight away.

2. Tax number required: if on, a company cannot be registered without a tax number. One tax number means one company; spaces and dashes do not matter.

3. Customer group of new companies: all users of a company get this customer group. With -- Users keep their group -- we do not change the group.

4. Role of people who join on request: the role (buyer or viewer) of people an administrator lets in after a request to join.

5. Add earlier orders of a new user to the company: with Yes the orders a person placed before joining show in the order history of the company.

3. Tell yourself about new companies

In the E-mails group choose the Sender and, if you like, enter an address in Tell this address about new companies. An empty field means nobody is told. Save with Save Config.

4. A test in five steps

1. Signed out, create an account on the registration page and fill in the Company section (company name and tax number).

2. If new companies are not activated automatically, activate the company in Customers › Companies with Activate.

3. In the account open My account › My company and invite a colleague with a different e-mail address (article Inviting a colleague to the company).

4. The colleague signs in or registers with that address, orders a product and completes the checkout.

5. The first user sees the colleague's order in My account › Company orders.

Common problems