Managing Employees

Managing employees includes creating new ones, inviting them, and also deactivating their access.

Employee List View

Anyone tied to your company can view the employee list located at /b2b_platform/employee. In order to make changes, the employee must be an administrator of the given company.

You can filter the list by using the search box, or hide inactive employees, which will hide all employees that have an X in the column "Active".

Adding or Inviting New Employees

You can create new employees on the fly while logged in as an company administator, or via the API. The relevant API routes can be found here:

Locate the button to start the creation of a new employee:

You have three choices:

• Employee does not yet have access

  • The person you intend to add is not yet registered on the shop.

• Employee already has an account

  • The person you intend to add is already registered on the shop, and part of another company you manage.

• Import / Export via CSV file

Sharing the URL to Create a New Employee

Sharing the link present in this view will generate a one time use link for someone to self-sign up.

You are required to choose a role that the person signing up shall be assigned to in order to proceed.

The invited person will see a screen like this to proceed with singing up:

Enter Employee Information Directly

Entering an employee directly will allow you to set all the data yourself as needed.

Required data is marked with *

• Salutation *

  • Choose from options

• Title

  • Free text

• First Name *

  • Free text

• Last Name *

  • Free text

• Department

  • Free text

• Is an administrator

  • ⚠️ Checking this makes the new user an administrator.

• Role *

  • Choose from options. Roles can be customized on /b2b_platform/roles

• Active

  • Checking this gives the person the option to log in after their account is created. This might be left unticked if additional verification is needed first.

• Phone number

  • Free text

• Mobile phone number

  • Free text

• E-Mail *

  • Must be a valid email address.

• Login Target

  • Choose from available destinations, or leave empty to default to default settings.

• I accept that my user activity will be collected and used for a better user experience. See privacy policy.

  • If this setting is checked, additional data will be tracked that is being made available to sales reps. To find out which information is being collected and shown, see this article.

Employee already has an account

Assuming you shop for two companies on the shop, A and B.

If you have an employee in company A that you want to add to company B as well, you can do so by entering their email in

Import / Export via CSV file

On this tab, you can either import employees or export a list of existing ones. In order to get the format correctly, we recommend exporting a CSV first and adapting it from there before re-uploading it.

Managing Existing Employees

Modifying Employee Data

In order to manage an existing employee, click the magnifier icon on the right.

The next screen allows you to edit all data that you were able to provide during Enter Employee Information Directly, with one addition: You can also modify the preferred customer for the employee.

This setting allows you to either select a customer each time the employee logs in (default) or specify a specific one to always log into first. This is a setting that the employee can freely adjust themselves too.

Unlinking Employees

In order to unlink an employee click the X icon next to the magnifier.

This opens a popup asking you for confirmation. Upon confirmation, the employee will be unlinked from the current company.

FAQ

• I want to disable someone's access, but retain the account in order to be able to view orders at a later time. How do I do that?

  • Modify the employee data and unset the flag for "Active". This will mark them as an inactive employee.

• I don't need the employee anymore on the shop. How can I delete them from the shop?

  • Employees can only be deleted in the admin interface, you can instead mark them as inactive or unlink them.