Switching from Customer Group to Company Account

This document outlines the differences between the legacy Customer Group feature and the new, powerful Company Account feature in B2Bridge. It also provides critical information regarding the transition process between these two setups.

1. Quick Overview

• Customer Group: Primarily designed for basic categorization (e.g., grouping customers by tier, location, or retail vs. wholesale) to apply specific discounts or price lists.

• Company Account: A robust, hierarchical structure designed for genuine B2B operations. It allows a business entity to manage multiple users (teams) under a single umbrella account with shared permissions, company roles, and collaborative purchasing.

2. Detailed Comparison

Feature/Capability	Customer Group	Company Account
Primary Purpose	Customer segmenting & simple discounting.	B2B organizational management & shared purchasing.
Account Structure	Flat (individual accounts grouped together by tags/attributes).	Hierarchical (one parent company with multiple sub-accounts/teams).
User Roles & Permissions	None. Every customer in the group acts independently.	Yes. Custom company roles (e.g., Admin, Creator, Approver) with shared actions.
Shared Cart & Checkout	No. Checkout is strictly individual.	Yes. Teams can share specific purchasing actions and order histories.
Management	Managed entirely by the store merchant.	Self-managed by the company's designated administrator.

3. Important Transition Notice (Please Read Carefully)

If you are planning to transition from the old Customer Group system to the new Company Account structure, please keep the following operational rules in mind:

Old Customer Groups Will Stop Working

Once you initiate the switch to the Company Account feature, the Customer Group setup will be permanently disabled and will no longer function.

• Existing group associations, rules, or automatic customer grouping under the old system will cease to apply.

• This transition is automatic to prevent data conflicts and ensure a smooth checkout experience for your B2B clients.

No Automatic Migration (Set Up From Scratch)

Because the underlying database architecture of "Company Accounts" is fundamentally different from "Customer Groups", your old data cannot be automatically migrated or converted.

• Action Required: You must set up and create all new Company Accounts completely from scratch.

• This includes:

  1. Creating the new parent Company Profiles.

  2. Inviting or assigning individual users to their respective companies.

  3. Defining the company roles, teams, and sub-account permissions within the new interface.

Need Help?

If you have questions or run into issues while using any feature, we’re here to help.

• 💬 Start a Live Chat with our support team directly from your B2Bridge dashboard.

• 📧 Email us at [email protected] and we’ll get back to you as soon as possible.