README

B2B Company Account Management for Magento 2
Enable corporate purchasing with sub-user management, role-based permissions, and approval workflows — all linked under a single parent company account.

Overview
Key Features
How It Works
Role & Permission System
Installation
Configuration
Frontend Behavior
Developer Notes
Compatibility
Support & License

Overview

ViraXpress CompanyAccounts transforms your Magento 2 store into a full-featured B2B platform. Once a customer is approved as a Company Account, they become a Company Admin with the ability to:

Invite and manage sub-users under the same company umbrella
Define roles with fine-grained permissions
Control what each sub-user can see and do on the storefront
Ensure all orders placed by sub-users are automatically associated with the parent company account

This makes it easy for purchasing managers, buyers, and department heads to operate under one company — with full audit visibility and centralized order tracking.

Key Features

Company Registration & Approval

Customers can apply to register a company account from the storefront
Admin reviews and approves or rejects requests via the Magento backend
Email notifications are sent at every stage: registration, approval, rejection, and sub-user invitations
Approved companies are automatically mapped to a configured Customer Group

Company Dashboard

Dedicated dashboard for company admins to manage users, roles, and company details
Quick access to company orders, sub-user activity, and profile settings

Sub-User Management

Company admins can add, edit, and deactivate sub-users
Each sub-user is linked to the parent company account
All orders placed by sub-users are automatically created under the parent account for centralized tracking

Role & Permission Control

Company admins create custom roles with specific permission sets
Assign roles to individual sub-users
Permissions control access to storefront navigation tabs, ordering capabilities, and account sections
Sub-users only see the menu tabs and actions their role permits

Order Management & Approval Workflows

Direct Ordering: Certain roles can place orders immediately
Order for Approval: Sub-users with restricted access can submit orders that require admin approval before processing
Access All Company Orders: Roles can be granted visibility into all orders placed across the company
All sub-user orders are always linked back to the parent company account

Store View Restrictions

Company registration and features can be enabled per store view
Useful for multi-store setups with separate B2B and B2C storefronts

How It Works

Company Registration (Frontend)
        │
        ▼
Admin Review & Approval (Backend)
        │
        ▼
Company Account Created ──► Customer Group Assigned
        │
        ▼
Company Admin Logs In
        │
        ├──► Creates Roles & Assigns Permissions
        │
        └──► Invites Sub-Users ──► Sub-Users Assigned to Roles
                                          │
                                          ▼
                               Sub-User Places Order
                                          │
                                          ▼
                          Order Linked to Parent Company Account
                          (Approval workflow triggered if required)

Role & Permission System

The module ships with a structured permission tree. Company admins can mix and match permissions when creating custom roles.

Permission Tree

Category	Permission
Account Overview	Access Company Dashboard
	Download Digital Purchases
	Manage Wishlist Items
Address Management	Manage Addresses
Payment Settings	View Saved Payment Methods
User & Role Management	Manage Sub-Users
	Manage User Roles
	View Sub-User Activity Logs
Order Processing	Create and Submit Orders
	Approve Orders Submitted by Others
	Access All Company Orders
	Direct Ordering Privilege

Navigation Tab Visibility

Storefront navigation tabs are dynamically shown or hidden based on the sub-user's assigned role. For example:

A sub-user without Access All Company Orders will not see the company orders menu item
A sub-user without Manage Sub-Users will not see the user management section
Sub-users are never shown the company admin controls

Installation

Requirements

Magento 2.4.x
PHP 8.x compatible

Via Composer

composer require viraxpress/companyaccounts

Enable & Deploy

php bin/magento module:enable ViraXpress_CompanyAccounts
php bin/magento setup:upgrade
php bin/magento setup:di:compile
php bin/magento setup:static-content:deploy -f
php bin/magento cache:flush

Frontend Behavior

For Company Admins

Access the full Company Dashboard from the customer account sidebar
Manage sub-users and roles under dedicated menu tabs
View all orders placed by any sub-user in the company
Edit company profile and addresses

For Sub-Users

See only the navigation tabs permitted by their assigned role
Place orders as themselves — all orders are automatically linked to the parent company
If the role requires approval, orders enter an approval queue rather than processing immediately
Sub-users cannot access or modify company settings, users, or roles unless explicitly permitted

Custom Labels for B2B Tabs

When a sub-user is part of a company, certain tabs are relabelled for B2B context:

My Orders → Company Orders
My Downloadable Products → Company's Digital Purchases

Compatibility

Component	Version
Magento Open Source / Commerce	2.4.x
PHP	8.1 / 8.2
ViraXpress Theme	Recommended for full UI support

Support & License

Documentation & Support: https://www.viraxpress.com
License: ViraXpress Proprietary License — https://www.viraxpress.com/license

Modifications to module files are discouraged to ensure seamless upgrades and compatibility with future releases. If you need to extend functionality, use Magento's standard plugin/preference/observer system in a separate custom module.

viraxpress / companyaccounts

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