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Customer Groups

Organize users into groups with shared permissions and settings​

Where to find it: Admin → Customers → Store User Groups

When you'd use this: You want to apply consistent access rules, pricing, payment options, or branding to a set of users—for example, giving wholesale buyers access to different categories than retail customers, or requiring stronger passwords for users with admin privileges.

What you need first:

  • Admin access to the Customers section
  • Understanding of which users need similar permissions or settings

Set it up:

  1. Go to Admin → Customers → Store User Groups
  2. Click Add Group
  3. Enter the group name and basic settings
  4. Configure the group's properties across these sections:
    • General Settings — basic group information
    • Sales & Order Settings — payment options, warehouse codes, and ERP customer codes
    • Display Options — custom landing pages, logos, and CSS
    • Shipping & Address — address and location settings
    • Admin Privileges — permissions for admin access
    • Password Policy — complexity and expiry rules
  5. Click Save Changes

Using it day-to-day:

Configure payment options for a group:

  1. Open the group detail page
  2. Under Sales & Order Settings, choose one of three payment setups:
    • On Account & Integrated Credit Card Enabled — both payment methods available
    • No On Account option, Integrated Credit Card Only — card payments only
    • On Account Only, No Integrated Credit Card Option — account billing only
  3. Optionally enable Allow EFT Payment or Allow Sage UK Payment
  4. Save your changes

Control which product categories a group can see:

  1. Open the group detail page
  2. Under Category Access, either:
    • Enable Allow All Categories to give access to everything, or
    • Select specific categories from the B2B and Public category lists
  3. Use the search box to filter categories by name
  4. Click Select All or Deselect All to manage categories in bulk
  5. The count of selected categories appears below the list
  6. Save your changes

Set up custom branding for a group:

  1. Open the group detail page
  2. Under Display Options:
    • Set a Landing Page path to send users to a custom homepage (use a relative path like /wholesale-home, not a full URL)
    • Upload a Group Logo for storefront display
    • Upload an Email Logo for transactional emails
    • Enable Custom CSS and provide a Custom CSS URL if needed
  3. Save your changes

Configure password requirements:

  1. Open the group detail page
  2. Under Password Policy, click Manage Policy
  3. Configure minimum requirements:
    • Minimum Password Length (cannot be less than 6 characters)
    • Minimum Capital Letters
    • Minimum Numbers
    • Minimum Special Characters
  4. Set expiry rules:
    • Require Password Change After N Days — force periodic password updates
    • Require Change on Initial Login — make new users set their own password
  5. Prevent password reuse:
    • Enable Prevent Password Reuse
    • Set Number of Previous Passwords to Block
  6. Click Save Policy

Restrict a group to specific ERP customers or warehouses:

  1. Open the group detail page
  2. Under Sales & Order Settings:
    • Enter Allowed ERP Customer Codes as a comma-separated list (e.g., CUST001, CUST002). Leave empty to allow all customers.
    • Enter Default Warehouse Codes as a comma-separated list (e.g., WH1, WH2)
  3. Save your changes

Configure PunchOut2Go integration:

  1. Open the group detail page
  2. Under Display Options, enter the Site Hash provided by PunchOut2Go
  3. Save your changes

View group membership:

The Users column on the Store User Groups list shows how many users belong to each group. Click a group name to see its detail page.

Troubleshooting:

  • Users can't see expected products — Check the group's Category Access settings. If Allow All Categories is disabled, verify the specific categories are selected.
  • Password policy changes don't affect existing users immediately — Password policies apply when users next change their password or when the expiry period triggers a required change.
  • Custom landing page doesn't load — Verify the path is correct and uses a relative path format (e.g., /wholesale-home) rather than a full URL.
  • Group settings are not editable — Some installations sync customer groups from the ERP system. If settings appear locked, manage groups through your ERP instead.

Create and manage store user accounts​

Where to find it: Admin → Customers → Manage Store Users

When you'd use this: You need to register a new customer account, update user details, or manage existing users who access your storefront.

What you need first:

  • Admin access to the Customers section
  • For B2B users: a store user group already configured
  • For B2B users: a primary warehouse code

Set it up:

Add a B2B user:

  1. Go to Admin → Customers → Manage Store Users
  2. Click New User and select New B2B User
  3. Step 1 of 2: Select the user group from the dropdown
  4. Step 2 of 2: Enter user details:
    • Email (required)
    • Username (required)
    • First Name and Last Name
    • Phone
    • Password
    • Primary Warehouse (required)
    • Optional ERP customer code
  5. Click Save Changes

Add a Public user:

  1. Go to Admin → Customers → Manage Store Users
  2. Click New User and select New Public User
  3. Enter user details:
    • Email (required; will also be set as the username)
    • First Name and Last Name
    • Phone
    • Password
    • Optional ERP customer code
  4. Click Save Changes

Using it day-to-day:

Edit an existing user:

  1. Go to Admin → Customers → Manage Store Users
  2. Search for the user by username, name, or email
  3. Click the username to open the user detail page
  4. Update details across these sections:
    • Profile — basic user information
    • Customer Info — ERP customer code and group membership
    • Address — shipping address details including address lines, city, state, post code, and country
  5. Click Save Changes

Update user settings and location:

  1. Open the user detail page
  2. Under Settings:
    • Change the user's status
    • Set date of birth if needed
  3. Under Customer, assign or change the ERP customer code
  4. Under Location, configure warehouse assignments:
    • Primary Warehouse (required)
    • Secondary Warehouse
    • Third Warehouse
    • Fourth Warehouse
  5. Save your changes

Log in as a user to test their experience:

  1. Open the user detail page
  2. Click Assume User
  3. Confirm the action in the dialog
  4. The storefront opens in a new window with you logged in as that user

Delete a user:

  1. Open the user detail page
  2. Click the delete action
  3. Confirm the deletion

Troubleshooting:

  • Cannot create B2B user without selecting a group — You must select a store user group in step 1. If no groups are available, create one first under Store User Groups.
  • Primary warehouse is required for B2B users — Enter a valid warehouse code before saving. Contact your system administrator if you don't know the correct code.
  • Public user creation doesn't ask for username — For Public users, the username is automatically set to match the email address.