ApproveCart B2B docs
Buyers and approvers
Roles are scoped to a Shopify B2B company. A buyer creates requests; an active manager for the same company reviews them.
Buyer role
A buyer is a signed-in customer associated with a Shopify B2B company and company location. In ApproveCart, a buyer can:
- Build a storefront cart and see whether approval is required.
- Choose an available company approver and submit the request.
- Track pending, approved, rejected, withdrawn, or expired requests.
- Withdraw a pending request.
- Restore an approved cart and continue to checkout while it still matches.
Approver role
An approver must be an active manager in the same company as the buyer. An approver can review requests for multiple buyers in that company and can approve or reject each pending request.
Managers bypass approval for their own cart in the company where they hold that role. This avoids asking an approver to approve their own request.
Company scope matters
A person's role is evaluated in company context. The same customer can have a different relationship with another company. ApproveCart stores one profile role per person per company and does not treat an approver as globally authorized across unrelated companies.
Assigning the first approver
Review the company in the app and assign an active manager. Where a Shopify B2B main contact is available, ApproveCart can use that contact as the automatic first approver. Confirm the role and email are correct before relying on it.
Approver self-management
Growth can let eligible managers manage buyer approval settings for their company when the merchant has enabled that capability for the company. The merchant remains responsible for deciding where self-management is appropriate.
Common setup problems
| Symptom | Check |
|---|---|
| No approver is available | Confirm an active manager is assigned to the same company as the buyer. |
| The buyer does not appear | Confirm the customer is associated with a Shopify B2B company and location and has signed in through new customer accounts. |
| A manager is not asked for approval | This is expected: active managers bypass approval in that company. |
| A person has the wrong behavior in one company | Review that person's company-specific role instead of their role in another company. |
Related guides
Continue with the buyer workflow or the approver workflow.