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Extend B2B - Roles and Permissions for WooCommerce

A B2B plugin that will empower your customers to self-serve their accounts, manage their teams, and improve their buying process.
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Extend B2B – Roles & Permissions for WooCommerce

Complete B2B Company Management for WooCommerce
Extend B2B is a powerful plugin designed for WooCommerce stores to manage B2B clients, companies, employees, and purchasing workflows. Ideal for organizations where multiple employees place orders but approvals and tracking are essential.


Two-Level Management System

Store Owner (Admin)

  • Full control over companies, orders, users, and global plugin settings.

  • Can create companies, assign Company Owners, add or remove company credit, and monitor all company activity.

Company Owner / Manager

  • Access a dedicated frontend dashboard inside WooCommerce → My Account.

  • Manage employees, roles, permissions, shared carts, purchase limits, and company credit—all without backend access.


Powerful Features for B2B Growth

1. Company & User Management

  • Easily create and manage multiple companies.

  • Assign Company Owners and add employees to companies.

  • Define custom internal roles like Purchasing Agent, Manager, Viewer, or Accounting.

2. Granular Roles & Permissions

  • Set who can view orders, approve shared carts, manage spending limits, or access company credit.

  • Employees only see what their roles allow, keeping sensitive data secure.

3. Shared Cart & Approval Workflow

  • Employees prepare carts and share them with managers or owners.

  • Managers review, edit, approve, or reject carts before checkout.

  • Ensures proper approval workflow and reduces errors in ordering.

4. Company Credit & Digital Wallet

  • Track company funds and allow employees to make purchases using company credit.

  • Set individual purchase limits and renewal periods (weekly, monthly, yearly).

  • Automatic real-time validation ensures no user exceeds their allowed spending.

5. Activity Tracking & Notifications

  • All actions are logged: who shared a cart, who approved orders, or who used company credit.

  • Automatic email notifications keep teams informed about changes, approvals, or updates.

6. Scalable & Secure System

  • Employees stay within their permissions.

  • Managers control approvals.

  • Store admins oversee all company activity seamlessly.

  • Perfect for corporate clients and growing B2B businesses.


Typical Workflow

  1. Admin creates a company and assigns a Company Owner.

  2. Company Owner adds employees and defines internal roles.

  3. Employees create carts and share them for approval.

  4. Managers review, approve, or edit carts.

  5. Authorized users place orders using company credit or other payment methods.

  6. Every action is tracked and logged for accountability.


Why Choose Extend B2B?

  • Streamlines B2B order management.

  • Improves approval workflows and reduces errors.

  • Empowers managers without giving backend access.

  • Scalable solution for growing B2B stores.


Frequently Asked Questions (FAQ)

Q1: Can a Company Owner or Manager create custom roles?
Ans: Yes. Each company can define its own internal roles (like Manager, Purchasing Agent, Viewer, Accounting) separate from WordPress roles. Roles can have fine-grained permissions for orders, carts, and credit usage.

Q2: Can we have more than one manager or admin in a company?
Ans: Yes. A company can have multiple Managers, but there is only one Company Owner per company.

Q3: What permissions can users and company managers have?
Ans:

  • Company Owner / Manager: Full control over company users, roles, orders, shared carts, purchase limits, and company credit.

  • Employees: Limited permissions based on role; for example, they may prepare carts, share them for approval, or view company orders.

Q4: Can I assign credit to a company?
Ans: Yes. The plugin allows assigning a company credit balance, which can be used for purchases. Admins and Company Owners can also set per-user spending limits and track credit usage.

Q5: How can a user see their own credit?
Ans: Users can log in to their account and see their personal orders, remaining company credit (if allowed), and credit consumption.

Q6: Does the plugin support multiple languages?
Ans: Yes. The plugin is compatible with Loco Translate and other translation plugins, allowing you to translate all plugin text into any language.

Q7: How does the shared cart and approval workflow work?
Ans: Users with “Share Cart” permission can prepare carts and share them with managers. Managers or Company Owners review, approve, or reject carts before checkout. Only authorized users can complete the order.

Q8: Can purchase limits be automated?
Ans: Yes. The plugin supports automatic limit resets (weekly, monthly, yearly) and checks limits in real-time during checkout.


Customer reviews

Extension information

  • PHP version required: 7.4
  • Tested with WordPress: 6.9
  • Tested with WooCommerce: 10.5.0
  • Requires at least WordPress: 6.5
  • Requires at least WooCommerce: 5.0

Countries

  • Worldwide

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