Create unlimited custom WordPress roles for your B2B tiers. Every pricing rule, catalog restriction, payment rule, and inventory rule targets roles — setting these up first makes everything else click into place.
Create as many B2B roles as your business needs — Bronze, Silver, Gold, Platinum, Distributor, Reseller, Staff, Pending Approval. No limits.
B2B roles are real WordPress roles with configurable capabilities. Assign them via the B2B Commerce Kit section on any user's edit screen.
A dedicated "Pending Approval" role is perfect for new registrations — users can log in but can't see prices or check out until you manually promote them.
Control what each role can do: view prices, check out, request quotes, use bulk orders, access sub-accounts. Fine-grained permissions per role.
Combined with Custom B2B Registration, new registrants are automatically assigned a role (e.g. Pending Approval) upon sign-up.
Every single module — Discount Rules, Hide Price, Payment Rules, Inventory Rules, Private Catalogs, PO Approval — uses roles as the primary targeting mechanism.
Go to B2B Commerce Kit → User Roles → Add Role. Create one role per customer tier: e.g. "Wholesale Bronze," "Wholesale Silver," "Wholesale Gold." Give each a slug (e.g. wholesale_bronze).
Create a "Pending Approval" role with no WooCommerce checkout capabilities. New registrants get this role — they can log in but can't buy until approved.
Edit any WordPress user → B2B Commerce Kit section → select their role. For bulk assignment, use the User Roles list screen → select users → Bulk Action: "Assign B2B Role."
In Settings → Registration Settings → Default Role for New B2B Registrants, choose "Pending Approval." Approved buyers get manually promoted to their tier.
Now create Discount Rules, Hide Price rules, Payment Rules etc. — each one will ask you to pick which roles it applies to. You'll have your full tier structure ready to target.
| Role Name | Who gets it | What they can do |
|---|---|---|
Pending Approval | All new B2B registrants | Log in, browse products — prices hidden, no checkout |
Wholesale Bronze | Newly approved, small accounts | See prices, check out, 5% discount |
Wholesale Silver | Established accounts, moderate volume | See prices, check out, 10% discount, Invoice payment |
Wholesale Gold | High-volume accounts | All above + 15% discount, free shipping, Net 30 credit |
Distributor | Regional distribution partners | Private catalog access, contract pricing, sub-accounts |
User Roles are WordPress-level access controls set per user. They represent a tier or type (e.g. Wholesale Bronze). User Lists are manually curated groups that can cut across roles — e.g. "VIP Accounts" containing some Silver and some Gold customers. Use Roles for your standard pricing tiers; use Lists for one-off targeted campaigns or bespoke groups.
Each user has one primary B2B Commerce Kit role. WordPress natively supports multiple roles per user but for B2B pricing clarity it's best to keep each customer in a single tier role. If you need special targeting for a subset of users within a tier, use a User List for the exceptions rather than a second role.
Yes, with a small hook. Use woob2b_points_awarded to check a customer's lifetime points total after each award — when they hit a milestone (e.g. 1,000 points), call wp_update_user(['ID' => $user_id, 'role' => 'wholesale_gold']) to auto-promote them. See the Hooks reference for a full code example.