Screen Company Employees will be displayed as a menu item in the account dashboard's side menu for the B2B Buyer.
How: Login as a B2B Buyer, Navigate Account > Company EmployeesB2B Buyers can view the list of employees, search, create new employees and edit data about company employees.
The components of the screen Company Employee List include:
Title: “Company Employees”
Fullname column: Display the full name of the company's employees.
User ID column: Display the User ID of the company's employees.
Email column: Display the Email of the company's employees
Time Created column: Display the Time Created for the company's employees' account
Role column: Display the role of the company's employees.
Level column: Display the level of the company's employees.
Enable column: Activate or deactivate Employees' accounts.
Action column: B2B buyers can edit/ delete Employees' accounts there.
How: Login as a B2B Buyer, Navigate Account > Company Employees
B2B Buyer can sort information in 4 columns: Full name, User ID, Email and Level.
How: Login as B2B Buyer (Owner) Navigate Account > Company Employee. Click the "Sort " icon to arrange the data order in each column.
When B2B Buyers enter a keyword and press enter, the list will return all of the employees with the keyword in their full name or email.
How: Login as a B2B Buyer, Navigate Account > Company Employees > enter information in Search fields.
The information B2B Buyer needs to fill in to create a new employee account includes:
Senior
Junior
Default permissions that Admin can set up for each level include:
Cart Management
Place Order
Order Management
View Order Detail
Export Order
View Order History
Rule: “Passwords must be at least 7 characters and contain alphabetic, numeric, and special characters“
*Auto Generate button: B2B Buyer (Owner) can auto-generate passwords for B2B Buyer Employees. When employees log in, they will be requested to change their password.
How: Login as a B2B Buyer, Navigate Account > Company Employees > Create Employee. Fill in the information then click Create. If you don’t want to create an Employee, click Cancel.
The information B2B Buyer can edit regarding employee's data includes:
Senior
Junior
- Password: (required field)
Rule: “Passwords must be at least 7 characters and contain alphabetic, numeric, and special characters“
*Auto Generate button: B2B Buyer (Owner) can auto-generate passwords for B2B Buyer Employees. When employees log in, they will be requested to change their password.
How: Login as a B2B Buyer, Navigate Account > Company Employees.
In the Action column, click Edit. After editing data, click Update to save changes.
After updating, a toast message will be displayed for 3 seconds: “Employee has been updated successfully".
If you don’t want to perform the Employee data changes, click Cancel.
How: Login as a B2B Buyer, Navigate Account > Company Employees.
In the Action column, click Delete.
After deleting, a toast message will be displayed for 3 seconds: “The selected user has been deleted successfully.”
Or if you want to hide the employee’s information and limit their access but don't want to delete their information permanently, Enable toggle can help.
How: Login as a B2B Buyer, Navigate Account > Company Employees.
Toggle the button to activate or deactivate employees' accounts.