Firma-konti med flere brugere og roller

If you sell to businesses, you’ll often find that several people from the same company shop with you. The buyer places the order, a colleague adds to it, and the bookkeeper wants everything billed to the same company with the correct business registration number and address. With company accounts in Shoporama, multiple users can be associated with a single company and share the company’s identity, prices, and terms. This article explains how company accounts work and how to set them up.

Company accounts build on Shoporama’s other B2B features. If you’re new to B2B sales, start with “Get Started with B2B” and read more about your options on the “B2B Webshop” page.

What is a company account?

A corporate account groups multiple users under the same company. Instead of each buyer having their own separate customer profile, they all belong to a single company and share the company’s information and terms. Each user has a role that determines what they are allowed to do:

• A company administrator can manage the company’s users—that is, add colleagues, change roles, and remove users.
• Members can shop using the company’s account and inherit the company’s information, prices, and terms, but cannot manage other users.

Two types of administrators: store owner and company administrator

It’s important to keep these two roles separate because they operate in two different places:

• As a store owner, you work in Shoporama’s admin panel. This is where you create companies, assign customer groups, and add the first users.
• The company administrator is the customer’s own administrator. This person does not work in the admin panel, but within your store under “My Company,” and can add and remove colleagues as well as change their roles.

This means the company can largely manage itself, so you don’t have to manually create or edit the company’s users every time a new employee joins or an existing one leaves.

The company’s identity is inherited by its members

When a user belongs to a company, they automatically inherit the company’s master data. This includes:

• Company name
• CVR number, which is validated against the EU’s VIES service to ensure the VAT number is valid
• EAN number for government procurement and invoicing
• Address

The great thing is that members don’t have to enter the CVR or other company information themselves. It’s entered once for the company and used for everyone. When a member places an order, the order includes the company’s information, so you get the correct company name, CVR, EAN, and address on every single order, regardless of who in the company placed it.

Prices are inherited from the company’s customer group

A company can be assigned a customer group. The customer group determines the prices, discounts, and terms under which the company makes purchases. Price inheritance works as follows:

• A member without their own customer group inherits the company’s group and thus receives the company’s prices, discounts, and terms.
• If a member has their own customer group, the member’s own group takes precedence over the company’s.

This way, you can give an entire company the same contract prices simply by setting the company’s customer group in one place, while still being able to offer a special deal to an individual if necessary.

How to create a company in the admin panel

You create and manage companies in the admin panel under Customers and then Companies:

1. Go to Customers and select Companies.
2. Create a new company and fill in the company’s information, including the company name, CVR, EAN, and address.
3. If desired, assign the company to a customer group so that its members inherit the correct prices and terms.
4. Add the company’s members. You can either create a brand-new user who will be invited via email or link an existing customer from your store.
5. Designate who will be the company administrator so the company can manage its own users going forward.

When you add a new user via email, that person will receive a login link in their inbox. The link logs them in without a password, so they can easily access the store for the first time and start shopping right away.

What the company administrator can do in the store

The company administrator manages the company within your store under “My Company.” From there, they can:

• Add colleagues as new users to the company.
• Change roles—that is, make a member a company administrator or vice versa.
• Remove users who no longer need access.
• Log in as an employee to assist them, and then switch back to their own account.

The “Log in as” feature is handy when the administrator needs to help a colleague who’s stuck, because the administrator can see what the colleague sees and then safely return to their own account without logging out completely.

Frequently Asked Questions

Does each employee have to enter the company’s CVR number themselves when placing an order?

No. The CVR number is entered once for the company itself and is automatically applied to all members. This means individual purchasers do not need to remember or enter the CVR number with every order. The order is automatically populated with the company’s information.

Can I assign the same contract prices to an entire company at once?

Yes. Assign the company to a customer group, and all members without their own group will automatically inherit the group’s prices, discounts, and terms. You do not need to set prices for each individual user. In the rare case that a member has their own group, that group’s settings take precedence over the company’s.

How can I see which company an order belongs to in the accounting system?

Every order from a member includes the company’s name, CVR number, EAN, and address. This means that the company information is included with the order, regardless of who in the company placed it, so that accounting and documentation point to the correct company.

Our buyers change frequently. Do I have to add and remove them manually every time?

No, the company can handle that itself. You designate a company administrator, who can then add new colleagues, remove those who leave, and change roles directly in the store under “My Company.” This saves you from having to do the manual work.

A colleague can’t figure out how to shop. Can I help them?

Yes. A company administrator can log in as that employee and see what the colleague sees. Once the help is provided, the administrator switches back to their own account. This makes it easy to guide a colleague without having to share passwords.

What happens when I add a new user to a company?

The user receives a login link via email. The link logs them in directly without a password, so they can get started quickly the first time. You can either create a new user to be invited or link an existing customer to the company.

Is the CVR number verified, or does the customer just enter a number?

The CVR number is validated against the EU’s VIES service, so you can be confident that the company’s VAT number is valid. This provides greater security regarding VAT and documentation than if the customer were to simply enter a random number.