Configure offices and manager access

Written steps

1. Confirm legal and billing structure

   Get the approved account and office roster before configuring access. Offices may share an account, or separately billed accounts may be linked to one organization.

2. Connect the right offices

   In Organizations, review Linked accounts and the dates from which orders will be visible. Open Offices and office access for the relevant account. Confirm each office and assign its ship-to addresses.

3. Invite the approved people

   Use Invite an office buyer for the approved work email and office scope. Invite designated Operations Managers from the organization page. Confirm the exact email and role before sending.

4. Verify what each role sees

   Check each buyer’s office scope and the manager’s linked-account visibility. Have the recipients accept their own invitations and verify their view.