Overview
This article walks you through setting up a corporate (company) store using Groups. Groups let you organise customers — for example by team or department — and control which parts of your catalogue each group can see. By the end, you'll have a group with members and a category restricted to it.
Prerequisites
You are logged in to the Admin Panel as a store admin.
You have customers in your store (see: Adding users in bulk and customising user fields).
Step 1: Create a group
Go to Groups and click New Group.
Enter a Name and Description. Use Add Field to capture any custom details you need on the group.
Click Save Changes.
Step 2: Add members
In the Members section, use Select a customer to add… and click Add Member for each person.
Step 3: Control which products the group sees
Go to Categories, open a category's "…" menu, and click Edit.
In the Visibility section, tick the groups that should see this category. Members of the selected groups will see its products.
Leave all groups unticked to keep the category public. Click Save Visibility.
Note: Each group member can also receive a spending allotment per cycle. See: Managing budgets and allotments. |
What's next?
See: Managing budgets and allotments.