Let wholesale customers create and manage their own team members with granular permissions, optional credit sharing, and a parent-approval workflow.
Parent accounts invite team members by email. Invites expire after 7 days (configurable).
Sub-accounts can draw from the parent company's credit balance when credit sharing is enabled.
Sub-accounts can request the parent to cover an order — parent gets a notification to approve or reject.
Set per-sub-account permissions: view orders, place orders, manage purchase lists.
All sub-account orders visible on the parent's My Account dashboard in one unified view.
Parent must approve sub-account orders above a configurable threshold.
Settings → Features → Sub-Accounts toggle on.
Settings → Sub-Account Settings → Max Sub-Accounts (default: 10).
Customer goes to My Account → Sub-Accounts → Invite. Enters email address. Invitee receives link.
Invitee clicks the link, creates or logs into a WordPress account. They are automatically linked to the parent.
Parent sets per-sub-account permissions from My Account → Sub-Accounts → Manage.
| Setting | Description | Default |
|---|---|---|
Max Sub-Accounts | Maximum team members per parent account | 10 |
Allow Credit Sharing | Sub-accounts can use the parent company credit line | Off |
Allow Pay Later | Sub-accounts can request the parent to pay for orders | Off |
Require Approval | Parent must approve sub-account orders | Off |
Invitation Expiry | Days before invitation links expire | 7 |
My Account → Sub-Accounts → Invite. Enter an email. The invitee gets a link valid for 7 days (configurable). They create or log into an account and are automatically linked.
Yes, when Allow Credit Sharing is on in Settings → Sub-Account Settings. All sub-account orders deduct from the parent company balance.
10 by default. Change globally at Settings → Sub-Account Settings → Max Sub-Accounts, or override per-company from the Company Account detail page.