Choose an approval mode
The approval mode is captured when the applicant submits the form. Changing the setting later does not rewrite the stored mode on an existing request.
Manual Approval
Manual mode leaves each request pending. Reviewers can decide from the Magento Admin grid or from a signed review link sent to the configured recipients.
This is the safest starting point when customer numbers, legal entities or commercial terms need human verification.
Direct Approval
Direct mode approves the request during submission. The customer is activated, assigned a Debitor number and sent the approval email without a review step.
Use it only when the public form itself provides enough assurance for account access. Direct approval stores the submitted company but does not verify it or create an Adobe Commerce company hierarchy.
Email Rule Check
Email-rule mode evaluates active website-scoped whitelist and blacklist records. Supported patterns are:
- an exact address such as
buyer@partner.example; - a domain suffix beginning with
@, such as@partner.example; - a wildcard pattern using
*, such aspurchasing+*@partner.example.
Matching is case-insensitive. A request that passes is approved; a request that does not pass is rejected with the configured rejection policy.
Priority when rules overlap
- Blacklist first: a blacklist match rejects, even when a whitelist also matches. With no match, the request is rejected.
- Whitelist first: a whitelist match approves. A blacklist-only match rejects. With no match, the request is approved.
- Strict no overlap: simultaneous whitelist and blacklist matches reject. Otherwise the behavior follows blacklist-first logic, including rejection when nothing matches.
Concurrent decisions
Only the first approval or rejection is accepted. If two reviewers act at nearly the same time, the later action receives an “already processed” message and cannot overwrite the completed decision.