EDGE Tech Docs

03 - B2B Role Settings

3 min read

B2B Role Settings

A core feature of the EDGE Store plugin is its powerful B2B functionality, which allows you to define unique settings for each customer role (e.g., different institutions, students, lecturers).

Accessing Role Settings

  1. Navigate to “Edge Store Settings” in the main admin menu.
  2. Under the “EDGE Customer Settings” section, you will see a list of all the user roles defined in your system.
  3. Click on the name of a role to open its dedicated settings page.

![Image of the role list on the Edge Store Settings page] (Note: Please provide a screenshot of the list of roles from the “EDGE Customer Settings” panel.)

Available Settings (Per Role)

Each role has its own set of options, allowing you to customize the experience for that specific group of users.

![Image of the settings available for a single role] (Note: Please provide a screenshot of the settings page for a single role, like the “Subscriber” role you showed me.)

  • Role Type: Specify whether this role is for an “Institution” or a “Student”.
  • Lock Billing Address: If enabled, users in this role will not be able to change their billing address during checkout.
  • Xero Contact ID: Links this entire role to a single, specific contact in Xero. This is useful for grouping all sales from a particular institution under one account.
  • Vital Source License / Expiry Days / Code Type: Specific settings for VitalSource eBook integrations, controlling license duration and type for this role.
  • Allow Registrations: If enabled, this role will appear in the dropdown on the registration form, allowing new users to sign up for this role.
  • Registration Link: A unique URL that can be sent to users to pre-select this role on the registration form.
  • Default Image / Logo: A fallback product image or logo to be displayed for users in this role.
  • Shipping Options: A checklist of the shipping methods available to this role.
  • Payment Options: A checklist of the payment gateways (e.g., “EFT”, “Credit Card”) available to this role.
  • Payment Terms (Days): If this role is allowed to pay on account, this sets the number of days they have to pay an invoice.
  • VAT Country Override: Allows you to set a specific country for VAT calculation for this role, overriding the shipping address.
  • Discount Override: Apply a blanket percentage discount to all products for users in this role (e.g., enter 100 for Desk Copies to make all products free).

By configuring these settings for each role, you can create a highly customized and segmented B2B e-commerce experience.

Graph View

Backlinks