How to add a customer user assigned to a company branch with limited permissions (cannot finalize the cart).

Spis treści:

🔧 Administrator Guide: Creating a New Branch and a User with Limited Permissions
"As a platform administrator, I want to add a user to an existing customer account, assigned to a (new) company branch, with limited permissions (cannot finalize the cart)."

Step 1: Open the Customer Profile

1. Log in as an administrator on the platform Front.

2. From the bottom bar used to log in as a customer, select the company you're interested in.

Step 2: Add a New Branch

1. From the customer's menu, go to My Account > Customer Branches.

2. Click the Add Branch button.

3. Fill in the required branch details.

4. Do not check the "Company Headquarters" option.

5. Save the data.

Step 3: Define the Shipping Address Assigned to the Branch

1. Still in the customer panel, go to My Account > Shipping Addresses.

2. Click Add New Address.

3. Enter the address details to be associated with the new branch.

4. Save the data.

Step 4: Add a New User Assigned to the Branch

Option A – From the Customer Account (Front):

1. Go to My Account > Account Settings.

2. In the Users section, click Add User.

3. Select the role: Client – User.

4. Fill in the user details (email address will be their login).

5. Send the invitation.

Option B – From the Admin Panel:

1. Go to Customers > All Customers (Admin).

2. Open the customer profile.

3. In the Customer Users section, click Add User.

4. Select the role Client – User and fill in the required data (email will serve as the login).

5. Send the invitation.

Step 5: Restrict User Permissions

1. Go to Settings > Users.

2. Find the newly added user.

3. In the Basic Information section, in the Role field, change the role:

   • From Client – User

   • To User – No Cart Finalization Rights (or another limited role according to company policy).

4. Save the changes.

Step 6: Check if the User Has Activated the Account

1. Stay in Settings > Users, open the user's profile.

2. Check User Status in the top-right corner.

3. If the Terms Acceptance Date field is empty – the user has not yet activated their account.

4. If the date and time are visible – proceed to the next step.

Step 7: Assign Default Shipping Address and Branch

1. Log in to the previously configured customer account (on the Front).

2. Go to My Account > Users.

3. Find the invited user and click the pencil icon (edit).

4. Go to the Default Shipping Address tab:

   • Select the previously created address.

   • Click Set as Default for this User.

5. Go to the User Branches tab:

   • Select the appropriate branch.

   • Click Set as Default for this User.

✅ Final Result

The user:

• Can only see data related to their assigned branch.

• Has one default shipping address assigned.

• Cannot add or edit addresses or branches.

• Can use the platform according to the assigned permissions.

• Cannot finalize the cart (as per the permissions of the role “User – No Cart Finalization Rights”).