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Use the Customer Workspace to Add a Buyer for a B2B Store

The simplest way to add a buyer is to create the buyer account from the Customer workspace.

Required Editions

  1. In the navigation sidebar, select a store from the Store dropdown.
  2. Select Customers | Accounts.
  3. Click Create Buyer Account.
  4. For Record Type, select Person Account or Business Account.

    A person account represents an individual buyer. A business account includes multiple buyers. If you choose Person Account, make sure that person accounts are enabled in your org. See Enable Person Accounts for Commerce.

  5. Enter the information and click Save.
  6. If you created a person account, enter the user’s information.
    1. From the Actions dropdown, select Enable Customer User.
    2. Enter the username, email, and nickname.
    3. Select the license, profile, and permission set.
      The permission set determines the level of access that the buyer has to the store. See Permission Sets for Buyers, Buyer Managers, and Account Switchers for B2B Stores.
    4. Click Save.
  7. If you created a business account, add a contact to the account.
    A contact can access the stores that the account’s buyer group is associated with.
    1. Open the business account.
    2. Click Related, and next to Contacts, click New.
    3. Enter the contact information, and click Save.
    4. Select the new contact, and from the Actions dropdown, select Enable Customer User.
    5. Enter the contact’s username, email, and nickname.
    6. Select the license, profile, and permission set.
      The permission set determines the level of access that the buyer has to the store. See Permission Sets for Buyers, Buyer Managers, and Account Switchers for B2B Stores.
    7. Click Save.

See Also