Let External Users Buy for or Manage Users on External Managed Accounts

Authorize external users to buy for other accounts and manage other account members from external managed accounts.

Where: This feature is new in Lightning Experience, in Unlimited, Enterprise, Performance, and Developer editions.

Who: This change applied to users with a B2B Commerce license.

Why: With Authorized Access, the managing user of an external managed account can manage permission sets for other users, reset passwords, and activate, deactivate, or add members to the target account. They can also make purchases from the target account.

How: The user requires the following permissions to be authorized additional access to the target account:
  • Buy For–B2B Commerce User permission.
  • Manage Users–Delegated External User Administrator.
When configuring an external managed account, you have the option of selecting Manage Users and Buy For under Authorized Access. If Manage Users is selected, the managing user can access the Account Management page on the target account and manage members from there. If Buy For is selected, the managing user can make purchases from the target account.Configure External Managed Account modal