Order Approval Workflow for Limited Users


This feature allows limited users on a B2B account to create and submit orders that require approval before processing. Once a limited user submits an order, the account owner is notified via email and can log in to review, edit, approve, or abort the order directly from their account dashboard, ensuring full control over purchases made by team members.

How to Invite Team Members to Your Account

Step 1: Go to Your Account

Log into your account and navigate to the "Company Users" section.

Step 2: Invite a Team Member

Click “Invite User” and enter the following:

  • First name
  • Last name
  • Email address
  • Role:
    • Buyer – Can place orders
    • Administrator – Can place orders and manage users

Then click "Send Invite".

Managing Users

As an administrator, you can:

  • Resend invites
  • Remove team members
  • Change user roles

How To Approve order

Step 1: Limited User Submits Order

  • A limited user on a B2B account creates and submits an order.
  • The account owner receives an email notification with a “Review Order” button/link to begin the approval process.
  • Clicking the “Review Order” button takes the account owner to the B2B site.
  • The owner must log in to their account to proceed.

Step 2: Log In & Accessing Pending Orders

  • Once logged in, the owner clicks the user icon (top right corner) to open the account drawer.
  • Within the drawer, a section displays all orders pending approval.

Step 3: Reviewing the Order

  • The owner selects an order from the pending list.
  • This opens the order details page showing a breakdown of the order.
  • In the top-right corner, click the “Actions” button and select “Review & Complete Order.”

Step 4: Approve, Edit, or Abort

The account owner can now:

  • Review and edit the order if needed.
  • Complete the order to process it.
  • Or abort the order to prevent it from going through.