How to Configure Roles

There will be a default ‘Wholesaler’ role already set for you to assign Role Name, Discount, Product Pricing, Category Pricing, and Tax Status.

You can assign numerous custom roles depending on your preference. To do so, tap on Add New.

B2B User Roles > Role

Role Name

You can set a name for your custom B2B user role.

Discount

You can set a discount for your custom B2B user role.

Discount Type

You’ll get two types of discounts: Percentage and Fixed. 

Tax Status

You’ll get three types of tax status. Inherited, Enable, Disable.

Tax Display

You’ll get three types of tax displays. Inherited, Including Tax, Excluding Tax.

Now you’ll get to see,

Disabled Payment Gateways

You can disable payment gateways for your custom role. Disable Direct bank transfers, Check payments, and Cash on delivery depending on your preference.

Disabled Shipping Methods

You can disable payment gateways for your custom role. Disable Flat rate, Free shipping, and Local pickup depending on your preference.

Product Pricing

You can enable product-specific discounts for your custom role.

Category Pricing

You can enable category-specific discounts for your custom role.

Learn how to configure General Settings, Emails, and Registration Fields in related articles.