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Roles and Permissions for WooCommerce

Roles & Permissions for WooCommerce is a powerful account management and role management plugin for B2B online stores.

It allows B2B store owners to add business accounts in addition to individual customer accounts and also allows business owners to add their own team members or users to their account and assign them different roles and permissions.

This how-to guide is for store owners to help them properly install and configure this plugin according to their store needs and also explains how the plugin works in the customer interface.

Note: The WooCommerce plugin must be installed and activated on your store to use the Roles & Permissions plugin features.

Contents

  • Installation and configuration for store owners.
  • How to add a business account
  • How to add a user to the company account
  • How business owners can manage their own accounts, add their users, and assign permissions

Installation and configuration ↑ Back to top

Ease

To install the plugin, go to Plugins > Add New. Click the Upload Plugin button at the top left of the page. From the modular screen, find the plug-in file you saved on your computer and upload it. Click Install to install the plugin.

Once the plugin is installed, you will see the Activate option. Activate the plugin to work its magic on your store.

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How to add a business account ↑ Back to top

El complemento de roles y permisos para WooCommerce permite a los propietarios de tiendas agregar cuentas de la empresa y agregar clients ou usuarios individuales a esa cuenta de la empresa.

Esto permite a los propietarios de tiendas B2B tratar a cada uno de sus compradores como entidades commerciales paradas y les permite a esos compradores autoservicio de sus propias cuentas aggrando a sus propios miembros del equipo en su cuenta y asignándoles los derechos y permisos correctos.

Ahora, para agregar un nuevo cliente (empresa) como cuenta de empresa, siga los pasos a continuation.

  1. Busque el  menú Empresas en la barra lateral izquierda del panel de administración y haga clic en  Agregar nueva empresa
  2. Simplemente proporcione el nombre de la empresa, cualquier detalle de la empresa y haga clic en publicar para agregar la empresa.
  3. Si desea otorgar crédito de compra a esa empresa, puede ver la opción en la barra lateral derecha. Marque la opción e ingrese la cantidad de crédito que desea proporcionar.
  4. You also have the option to display user roles you have already created in your WordPress site on the company owner’s dashboard and allow company owners to assign WordPress roles as well to new users.

Hit Publish or Update to make your company account go live.

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How to Add a User to The Company Account ↑ Back to top

Once you’ve created a company account, the next step is to add the customer to that company account, so that they have all the capabilities to add new user roles, assign permissions, and create workflows for them.

Go to Users on the left menu of WordPress dashboard and click on All Users or Add New. If you want to edit an existing user and add them to the company account you’ve created, select that user from the list of All Users and click on Edit. Make sure you’ve assigned them the role of Customer. Under Company, you’ll see a dropdown menu that would display the companies you have added. Select the Company you want to add the user to.

To add a new user to the company account, go to Add New in Users. Fill in all the details of the user including their username, password, and email address. In the Role field, select the role of Customer. When you do that, you’ll see another field named Company. Select the company account from the dropdown menu in which you want to add the user to.

When you’ve done that, the user or company owner will be given role management capabilities on their own dashboard or account page.

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How Company Owners/ Company Admins Can Self-Serve Their Accounts ↑ Back to top

Once you add a customer to a company account, that particular customer is given the role of Company Owner and is given admin capabilities, which allows them to add their own team members in their account and assign them roles and permissions.

Adding New Users To Their Account

Company owners can add new users to their accounts. On logging into their account, they are given an option of Company Dashboard on the left menu.

From there, they can see all the team members in their accounts and the different roles and permissions assigned to them.

The Company Owner can add new users in the company account by clicking on Add User in the top menu.

On the screen that follows, they can enter the user details and also select the Company Role they want to assign that user.

Note that there are two default roles: Admin and User.

The Admin Role has the capability to add new users in the company account and assign roles and permissions to them.

The User Role only has the capability to look at Company Orders and Shared Carts.

There is also an option to add custom user roles. Click on the ‘plus’ sign to add a custom role by calling it whatever you wish. Once you create a custom role, that role can be selected from the dropdown menu.

The custom user role will have User capabilities and not Admin capabilities (this means all custom roles you create will have the capabilities to view company orders and shared carts and will not be able to add new user roles and assign permissions).

If WordPress Roles were enabled when creating the company account on the backend, the Company Owner can assign WordPress Roles to the user as well.

Once the user is created, the Company Owner can assign roles and permissions by clicking on the Manage Permissions icon.

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Managing Permissions For The User ↑ Back to top

To assign and manage permissions for the user, click on the Manage Permissions icon on the right side of the user.

Select Limit Renewal

This option allows you to select how frequently you want the purchasing limits to be renewed for the user: monthly or yearly.

Manage Categories

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Here, you can set purchase limits for the user by setting a price and quantity limit. If the category option is disabled, you can set global limits. When Category is enabled, you can set limits for particular categories of products and even enable or disable certain categories.

Manage Cart

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You can give users certain permissions related to cart sharing and checkout.

  1. Share a Cart

When this option is enabled, the user can share, add, and check out products. This means the user has all permissions enabled.

  1. Restrict to Cart Only

When this option is enabled, the user can Add to Cart but will have checkout and cart sharing features restricted. However, when Share a Cart option above is also enabled, the user can share the cart having only a restriction to checkout.

  1. Proceed to Checkout Only

Cuando esta opción está habilitada, el usuario solo puede proceder a pagar con las funciones Agregar al carrito y Compartir carrito deshabilitadas. Sin embargo, el usuario puede ver los carritos compartidos con él en la página de su cuenta desde donde puede proceder al pago.

Ver carros compartidos y pagar ↑ Volver arriba

El usuario puede ver los carritos compartidos con él yendo a la página de su cuenta y navegando a Carritos compartidos. Desde allí, el usuario puede ir a la página del carrito y verificar desde allí si tiene permiso para hacerlo.

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Import/export of comprador data ↑ Volver arriba

The Roles & Permissions Plugin for WooCommerce allows you to easily export all your buyer and business related data and import it into another WooCommerce site running the Roles & Permissions Plugin.

screenshot of roles and permissions for woocommerce

Email notifications ↑ Back to top

Email notifications are automatically triggered on the following events:

  • When creating a new company: Each time a new company is created, an email is sent to the email address used when creating the account. The email notification includes details such as credit limit and permissions to create custom features.

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  • When modifying company settings – Whenever the admin makes changes to the company settings, such as when the credit limit is updated, an email is triggered.
  • Al agregar un nuevo rol en la cuenta de la empresa: Cada vez que el propietario/administrador de la empresa agrega un nuevo usuario en su cuenta de la empresa, se envía un correo electrónico a ese usuario notificándole que se lo está agregando a la cuenta of the company.
  • When sharing baskets between users: each time a basket is shared between users, an email is sent to both users to alert them to the shared basket.

Roles and permissions for WooCommerce are now extensible and API ready! ↑ Back to top

You can extend roles and permissions functionality for WooCommerce using its webhooks and API requests. We have created support for template overriding which allows users to customize plugin UI as well as email templates. See your API documentation for more details.

Plugin compatibility

If you need any further help regarding this plugin, feel free to contact us at [email protected] and ask our support team to look into the issue for you. Thanks!

 

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