Customer accounts
Accounts, groups, master data and self-service features for B2B customers.
Introduction
Customer account concept in B2B – roles, groups and visibilities.
Account types
Distinguishing end-customer, company and sales accounts.
Customer groups
Organise customers into groups – the basis for terms and visibilities.
Registration (signup) by users or organisations
Registration process, approval and automated workflows.
Master data
Master data maintenance by admin and self-service for customers.
Managing customer accounts as a shop operator
Manage customer accounts from the shop operator's perspective.
The customer account in the storefront (customer perspective)
Features that customers see and use in their own account.
Download portal
Provide datasheets, certificates and documents in a customer-specific way.
Documents portal
Order confirmations, delivery notes and invoices in the customer portal.