Let wholesale customers create and manage their own team members. Each team member can place orders that draw from the parent company's credit line. The parent sees all orders in one dashboard and can approve anything above a threshold. Points & Rewards can be shared across the whole team.
Parent account sends email invitations from My Account. Invitees get a link (valid 7 days by default) to create or link an existing WordPress account.
Sub-account orders draw from the parent company's credit balance. Parent dashboard shows all sub-account orders and the combined credit usage in one view.
Assign each sub-account a role (viewer, orderer, admin). Each role has configurable capabilities — what they can order, view, and approve.
Set a spending limit for sub-accounts. Orders above the limit are held for parent approval before processing — similar to the PO Approval system but between parent and team members.
When a sub-account earns points, the parent can receive a configured percentage. Company-level loyalty accrues faster when the whole team orders.
Purchase Lists can be set to company-wide visibility, meaning all sub-accounts can access the parent's standard order lists and reorder from them.
Go to B2B Commerce Kit → Settings → Features → Sub-Accounts and toggle on.
Go to Settings → Sub-Account Settings. Set max sub-accounts per parent, invitation link validity period, and whether credit sharing is allowed.
The parent account goes to My Account → Sub-Accounts → Invite Member. Enters the colleague's email. The invitee gets an email with a link to join.
Once linked, the parent sets each sub-account's permission role and optionally an individual order spending limit (separate from the company-wide credit limit).
In Settings → Points & Rewards → Sub-Accounts, enable "Parent earns from sub-account orders" and set the percentage.
All team members draw from one shared credit balance. The parent tracks everyone's orders and total usage from one dashboard.
Sub-account orders above a threshold need the parent account (company admin) to approve before processing.
When any team member orders, 50% of their earned points also go to the parent account.
Company-wide Purchase Lists let all team members order from the same standard list — e.g. "Monthly Cleaning Supplies."
| Setting | Description | Default |
|---|---|---|
Max Sub-Accounts | Maximum team members per parent account. Overridable per company. | 10 |
Invite Link Validity | Days before an invitation link expires. | 7 days |
Allow Credit Sharing | Whether sub-account orders draw from the parent company's credit balance. | On |
Sub-Account Earn Points | Whether sub-accounts earn their own points on orders they place. | On |
No. A WordPress user can only be a sub-account under one parent at a time. This mirrors real-world employment — one person, one company. If you need a user to access multiple company dashboards, consider using separate WordPress accounts for each context.
Company Accounts (Module 3.1) are the organisational record — the business entity with a credit limit, billing address, and linked users. Sub-Accounts (Module 3.3) are the parent-child relationship between individual users — a head buyer and their team members. A user can belong to a Company Account without being a sub-account. Sub-accounts are most useful when the parent wants self-serve control over their own team.