B2B Roles & Approval Process

For business customers, the connector assigns a role to each contact. It controls what the respective B2B user is allowed to do in the shop.

The three roles at a glance

Role	View	Order	Approve
View	✓	–	–
Orderer	✓	✓	–
Approval	✓	✓	✓

• View: May see the assortment and prices and forward a shopping cart for approval – but may not place a binding order.
• Orderer: May view and create orders.
• Approval: May additionally approve orders (for example, approve purchases made by colleagues).

Typical approval process

The order that is placed reaches Business Central through the regular order intake.

Setup

1. Enter the role IDs in the configuration (B2B Contacts area).
2. Assign the appropriate role to the contacts.
3. Upload the contacts as B2B users.

The approval workflows themselves are displayed within the Shopware B2B environment. The connector ensures that the correct users are created in the company account with the correct role.

Recommendation: Assign the Approval role sparingly and deliberately – ideally to buyers or managers who are responsible for orders.