Groups

The Customer Groups feature serves as a B2B user management tool. With customer groups, you define the relevant access permissions for your end customers from the same organization.

When you create a company in the system, the predefined customer groups are created simultaneously:

• Admin - has manage rights for users and checkout data, as well as read right for orders data.

• Contact - is assigned to the company as a contact person.

• Buyer - can make their purchases up to the account limit defined for the legal entity; purchases above the limit have to be approved by the Admin user.

• Requester - all their purchases have to be approved - the purchases up to the account limit have to be approved by the Buyer or Admin users; the purchases exceeding the account limit have to be approved by the Admin users.

When you create a new customer in MD or on the storefront, and assign them to the company, the person is automatically assigned to the Contact group.

The Admin customer group users can manage other users associated with the same organization directly from the storefront, ensuring the right members of their organization have the right permissions.

Management Dashboard allows you to create and manage customer groups to respond to your and your customers needs more adequately. You can view the groups that are assigned to each company on the company level. Navigate to the Customer Management -> Company, and view the Customer groups tab.

As customer groups are legal-entity-aware, the information relevant to the company (legal entity) can be read by the customer group.

Creating a customer group and managing access permissions

1

Choose to create group

In the Management Dashboard, go to the Customer Management -> Groups and choose Create new group.

2

Provide group details

In the Details tab, provide the basic information about the group, such as its id, name, and description.

3

Assign company

Select the company you are creating the group for.

4

Set permissions

In the Customer Settings section, set the access level to the particular entities. Decide which objects the group could view or manage, and choose Save to create the group in the system.

5

Assign group members

Go to the Members tab to assign customers to the group. Choose Add members and select the relevant people. The group members get access to the specified entities with the specified scopes.

Customer assignment rules

The Emporix platform enforces rules when assigning customers to predefined groups to ensure role assignments remain valid and avoid conflicts. Within a single company, a user can belong to only one predefined group. Validation applies within the scope of a single company (legal entity) only. It does not extend across different companies or any subsidiaries.

For example:

• If a customer is already assigned to one predefined group (for example, Emporix Admin Group), then it's not possible to assign that same customer to another predefined group within the same company.

• If a customer is assigned to an Admin group in one company (for example, Company A), then the same customer may also be assigned to an Admin group in another company (for example, Company B).

• If a customer is assigned to an Admin group in a parent company (for example, Company A), then that same customer may also be assigned to another role such as Buyer in the parent company’s subsidiary.

Company Contact Propagation

As a part of the group assignment you can decide how the contact assignments are shared within a company hierarchy. You can choose from the following options:

• UPWARD: Contacts assigned to a subsidiary are also visible at the parent company level. This is a default setting.

• DOWNWARD: Contacts assigned to a parent company are also visible in all subsidiaries.

• DISABLED: Contacts remain only in the company where they were assigned, with no propagation.

Propagation happens only at the moment of assignment - creating the contact in the selected company also creates corresponding contacts in related companies according to the chosen direction.

To choose the behaviour, choose the right companyContactPropagation setting in the System Preferences.

This setting ensures flexibility in how contacts are managed across parent companies and their subsidiaries.