B2B Department Structure
Organize sub-accounts by company departments.
Scenario
Large organization with multiple departments needing different permissions.
Department Setup
| Department | Role | Permissions |
|---|---|---|
| Purchasing | Purchaser | Create orders, manage quotes |
| Finance | Finance | View invoices, payment history |
| Operations | Viewer | View orders, track shipments |
| Management | Approver | Approve orders, full access |
Implementation
Create Roles
Purchasing Role
- Create orders: Yes
- View prices: Yes
- Approve orders: No
Finance Role
- View invoices: Yes
- Download statements: Yes
- Place orders: No
Operations Role
- View orders: Yes
- Track shipments: Yes
- Modify orders: No
Assign Users
Each employee gets:
- Sub-account under company
- Department role assigned
- Appropriate permissions
Budget by Department
| Department | Monthly Budget |
|---|---|
| Purchasing | $50,000 |
| Operations | $10,000 |
| Marketing | $5,000 |