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How do I manage Customer Permissions?

If you have the Business Customers plugin installed, you can now assign different roles and permissions to customer users. This allows you to control what each user in a company can view or do in the shop.

Customer Roles

Out of the box, four default roles are provided:

  • Superuser: Has access to all features, including order approvals, billing, and creating new users.

  • Standard: Can view products, prices, stock levels, create baskets, place orders, and view invoices, but cannot approve baskets, manage billing, or create new users.

  • View Only: Can only view products,, stock levels, company orders, and invoices. Cannot create baskets or place orders.

  • Restricted: Has the most limited access. Can only view products, prices, stock levels, create baskets, and view invoices. But cannot place orders without approval.

When you select a role from the dropdown, the default permissions are displayed.

  • Locked permissions appear greyed out and cannot be changed.

  • Editable permissions can be checked or unchecked as needed.

  • Switching roles resets the permissions to the role’s defaults.

  • Saving preserves any custom adjustments you have made.


Permissions in Detail

Product Access

  • View Products: Allows browsing, searching, and viewing product/category pages.
    Without it, users are blocked from all product-related pages and redirected to the home page.

  • View Stock Levels: Shows or hides stock availability messages and filters.

  • Create Baskets: Allows users to add products to their basket and access the basket page. Without it, add-to-basket buttons are hidden.

Orders and Approvals

  • Place Orders: If enabled, users can proceed to checkout directly. If disabled, orders must be sent for approval before checkout.

  • Approve Baskets: Allows users to approve or reject orders awaiting approval. Approvers receive email notifications with order summaries and can action them directly.

  • View Company Orders: Lets users see all orders placed by their company, not just their own.

Account Management

  • View Invoices: Grants access to invoice export (PDF, CSV). Without it, the button is greyed out.

  • Manage Billing Information: Allows editing billing details for the company.

  • Create New Users: Enables the “Users” table in My Account, where users can create and manage other customer users within their company.

Behaviour of Permission Changes

When permissions are changed, users simply need to refresh the page to see the updates applied.

✅ This new functionality gives you complete flexibility to manage how your business customers interact with your shop, ensuring that the right people have the right level of access.