Setting up sales staff for B2B

Shopify Plus

The B2B feature is only available to stores on the Shopify Plus plan. For information about Shopify Plus plan pricing, contact us.

Sales staff scale revenue-generating capabilities as your business grows. For example, sales representatives can be dedicated agents employed by your company to promote your brand to other businesses. They can also be independent contractors employed by a third party that represent your brand along with many others.

If you employ sales staff for your business, then you can adapt your staff permissions for different types of sales staff profiles. You can assign each staff a set of permissions that restrict their access to only the company records that have been assigned to them.

Note

If your staff had Customers permissions before January 31, 2024, then they were automatically granted Companies permissions. This is because Companies permissions were previously a part of Customers permissions. The content your staff has access to hasn't changed, and you can now control your staff's permissions with more granularity.

Setting up sales staff

Staff permissions support any type of sales staff. The two most common types of sales staff are sales managers and sales representatives:

• Sales managers: Staff who manage which sales representatives are assigned to which company location. This staff member can be the same as a store admin.
• Sales representatives: Staff who can access only the company locations and records they're assigned to. You can also grant sales representatives permissions to edit or create companies and company locations.

You can control what level of permissions each sales staff member has using a combination of permissions in your Organization Settings, including Companies permissions. The following steps provide recommended permissions for each role, but you can add permissions based on what you want your sales staff to be able to do.

Consider assigning your sales staff the Customers, Orders, and Draft orders permissions. However, avoid assigning your sales staff the Analytics, Marketing, or Home permissions, as those pages can contain sales data that isn't filtered by company, even when the Restrict permissions to assigned company locations is active.

Tip

If you want all sales staff to have the same permissions, then consider setting up sales roles in your Organization.

Set up sales manager permissions

Sales managers are staff who manage which sales staff are assigned to which company location. Within a company location, sales managers can view and manage the Assigned staff section for any company location.

Steps:

1. Log in to any store in your Plus Organization.
2. Go to Settings > Users.
3. Click the staff member that you want to set as a sales manager.
4. In the Stores section, click the ... next to the store that you want them to be a sales manager for, and then click Edit.
5. In the Store permissions section, click Companies and assign them at least the following permissions:
   1. View companies.
   2. Assign other staff to company locations.
6. Optional: You can also assign additional permissions, such as Customers, Orders, Draft orders, or any other staff permissions that you want the sales manager to have.
7. Click Save.
8. Optional: Repeat these steps for all stores in the Stores section that you want the staff to have sales manager permissions for.

Set up sales representative permissions

Sales representatives are often responsible for a specific subset of companies and locations. You can limit their admin views to display only information relevant to the company locations that they're assigned.

Steps:

1. Log in to any store in your Plus Organization.
2. Go to Settings > Users.
3. Click the staff member that you want to set as a sales representative.
4. In the Stores section, click the ... next to the store that you want them to be a sales representative for, and then click Edit.
5. In the Store permissions section, click Companies and assign them at least the following permissions:
   1. View companies.
   2. Restrict permissions to assigned company locations.
6. Optional: You can also assign additional permissions such as Customers, Orders, and Draft orders so sales representatives can place orders on behalf of the customer. You can also assign any other staff permissions that you want the sales representative to have.
7. Click Save.
8. Optional: Repeat these steps for all stores in the Stores section that you want the staff to have sales representative permissions for.

Assign sales staff to a company location

Sales managers—or any staff member with the Assign other staff to company locations permission—can assign another staff member to company locations.

If the Restrict permissions to assigned company locations condition is applied to the sales staff's permissions, then the Shopify admin limits some content that displays in the sales staff's view of the Shopify admin to only those from company locations the staff is assigned to. For example, the Customers, Orders, Draft orders, and Companies pages only display information based on the company locations that the staff is assigned. However, all other pages in the admin aren't filtered by company.

The same sales staff can be assigned to multiple company locations. Up to 10 sales staff can be assigned to each company location.

Steps:

1. Log in to your Plus Organization and navigate to the appropriate store.
2. Go to Customers > Companies.
3. Click the company that you want to assign one or more sales staff to.
4. In the Locations section, click the company location that you want to assign sales staff to.
5. In the Assigned staff section, click the pencil icon.
6. Select the staff that you want to assign to the company location. You can select multiple staff at one time.
7. Click Save.