Accounts & Users · Module 3.1 Module 3.1

Company Accounts

The organisational backbone of B2B operations. Model the real-world relationship between a business entity and its individual WordPress users.

Business Profiles

Store company name, tax ID, primary contact, and billing/shipping addresses in one place.

Multi-User Companies

Assign unlimited WordPress users to a single company. All share the same credit line and see shared lists.

Cross-Module Data Flow

Company data feeds directly into Credit, Sub-Accounts, Customer Pricing, and PO Approval — no duplication.

Admin Listing

Search, filter, and bulk-manage companies from a clean admin screen with export support.

Setup

Key Settings

SettingDescriptionDefault
Custom FieldsAdd extra fields (e.g. Trade Reference, Account Manager) from Settings → Company Accounts → Custom FieldsNone
Require Company on RegistrationForce new B2B registrants to enter a company nameOff

Frequently Asked Questions

Yes. Assign as many WordPress users as needed. All share the same credit limit, see shared purchase lists, and their orders appear on the company dashboard together.

Yes. Credit limits, contract prices, PO approval thresholds, and sub-account permissions all operate at the company level. Set it once, every assigned user inherits it.

No. Each WordPress user can be assigned to exactly one company. If a user needs to act on behalf of multiple companies, use separate WordPress accounts.