Company account:who can order.

A B2B portal usually starts with one login per company. It works for a long time, because as long as nobody leaves and nobody orders too much, there is nothing to decide.

One password for the whole company

It ends in one of three ways: someone leaves and takes the password to an account with all the prices, someone orders an amount the boss did not expect, or a warehouse worker sees the company's balance and credit limit, which they were not meant to see.

Questions to settle before launch

• Who adds and removes people in the company account: you or someone at the buyer.
• Does everyone see the same prices, or should the warehouse not see purchase terms.
• Does everyone see the whole company's history, or only their own orders.
• Who has access to the balance and credit limit.
• Does an order above a certain amount wait for approval at the buyer.
• Who tells you that a person has left the buyer's company.

No setting solves the last question. If nobody reports a departure, the access lives as long as nobody looks at the list of accounts.

When not to complicate it

If one person orders at most of your buyers, elaborate roles are work done for exceptions. Order approval sounds like something everyone wants, but for a company with one purchaser it only adds a step and a delay. Ask before switching it on for anyone by default.

How it works in Torveo

A company account in Torveo can have staff accounts with their own logins and roles: who may order, who sees finances. An order above a set amount can wait for approval by the main account. If you keep contact people in your ERP, they can come into the store with the customer record.

Six questions, one conversation with the buyer. The answers decide whether separate logins are enough or roles are needed.