Account Switcher permission set setup and address access
Key Takeaway
To let account switchers create, edit, and delete addresses on other accounts, clone Buyer Manager, not Buyer. Address access follows the base permission set.
An Account Switcher permission set lets a B2B buyer or buyer manager switch between accounts in a store, for example to buy on behalf of another account. You create it by cloning the Buyer or Buyer Manager permission set. The set you start from decides whether the user can change addresses on the other accounts or can only read them.
The preconfigured permission sets
B2B Commerce includes preconfigured permission sets for buyers, buyer managers, and account switchers. Their license requirements differ.
| What it gives | License requirement | |
|---|---|---|
| Buyer | Access to the store, viewing products and categories, adding products to wishlists, and purchasing | External Apps License or higher |
| Buyer Manager | Adds managing carts and orders for all buyers linked as effective accounts to the buyer manager's account, plus managing contacts and reports | Customer Community Plus or higher |
| Account Switcher | Optional. Lets buyers and buyer managers switch between accounts | Customer Community Plus or higher |
An Account Switcher set cloned from Buyer still needs Customer Community Plus or higher, even though Buyer on its own needs only an External Apps License or higher.
If you don't want to use the preconfigured sets as they are, Salesforce recommends cloning them and customizing the clone. For stronger security, avoid granting object access at the profile level. Instead, use a permission set assigned only to buyers and buyer managers.