Prerequisites for buying on behalf of external accounts
Key Takeaway
To buy on behalf of an external account, a buyer needs the Customer Community Plus license or higher, plus the "Buyer Manager" permission set or an equivalent. The buyer's account and the external account must also both belong to buyer groups that are assigned to the same store.
Buying on behalf lets a B2B buyer switch, inside the store, to an external account and shop for it. An external account is an account for which the buyer isn't a contact. Before a buyer can switch, the administrator sets up the right license and permission set and puts both accounts in the same store. The administrator then creates an external managed account record, shares the external account with the buyer, and adds the "Account Switcher" to the store's profile menu.
What the buyer can do after switching
After switching to an external account, the buyer can do one of two things, depending on the privileges you grant. You grant these privileges under Authorized Access on the external managed account record. The two privileges, "Buy For" and "Manage Users", are separate.
| Authorized Access privilege | What the buyer can do |
|---|---|
| Buy For | Buy for the external account |
| Manage Users | Add and activate users, reset passwords, and view their shopping carts |
Manage Users also requires delegated external user administration rights. You assign these rights to the buyer's profile, not to a permission set.