Managing Companies as a Kano Store Administrator

This article focuses on creating and managing companies from a store administrator's perspective. 

Overview

Creating companies on your Kano Store website is a way of organizing and managing customers. Companies and sub-companies can be created to reflect the structure of a real business. Within this structure, there are company administrators, who are in charge of managing customers and creating sub-companies, and then there are regular company members. 

Managing Companies as a Store Administrator

List of Companies

To see the basic information of companies that have been created:

• Go to the Kano Store admin panel, click Customers > Companies to access the Companies page.

Create a Company

To create a new company in Kano Store:

1. On the Kano Store admin panel, click Customers > Companies to access the Companies page. 
2. Click Add New Company to open up the New Company page.

3. Expand the Parent Company section. Select either Top or 'Pre-existing Company '.

   Top:	Lists the company as a parent company.
   'Pre-existing Company':	Lists the company as a sub-company of a pre-existing parent company.

4. In the Profile section, give your new company a name and fill in any other required or desired settings. 
5. Once you are complete, click Save. 

Edit a Company

1. On the Kano Store admin panel, click Customers > Companies to access the Companies page. 
2. Look for the desired company on the grid and click Edit under the Actions column.
3. Make necessary modifications to the company's profile.
4. If you would like to delete the company, you can click Delete Company on the header menu of the company editing page.
5. Once you are done, click Save. 

Assign a Customer to a Company

1. On the Kano Store admin panel, click Customers > All Customers to access the Customers page.
2. Look for the desired customer(s) on the grid, and select the checkbox in the first column.
3. Set the Actions control to Assign to Company.
4. Select the company that you would like to add the customer to.
5. When asked to confirm, click OK. The customer is now a company member of that company. 

Group & Company Visibility

When selling products to a wide customer base, company membership can be enabled and used to restrict product visibility. This can ensure that products and courses tailored to specific fields are being purchased by the right customers. 

To add company visibility and restrictions to your products:

1. On the Kano Store admin panel, click Catalog > Products to access the Products page. 
2. Find your desired product on the grid, and click Edit in the Action column.
3. Scroll down and expand the Visibility by Groups/Companies section. Set Product is Visible to Everyone to No. Then, select which groups and companies can see your product. 
4. Once you are complete, click Save. 

Company Administrators

Store administrators operate at the admin panel of your Kano Store. They can create and manage all existing companies, company members, and store customers. 

Company administrators are different in that they are only operating at the storefront end of your store. They can only manage their own companies and sub-companies. They can also upload customers to their companies through a .csv upload. 

The Role of Company Administrators

Company administrators can manage members of their company and assign administrators for the sub-companies. However, they do not have access to other companies which are above or at the same level as their parent company.

Assigning a Company Administrator (as a Store Administrator)

1. On the Kano Store admin panel, click Customers > All Customers to access the Customers page. 
2. Find the desired customer whom you would like to assign as the company administrator, and click Edit under the Actions column. 
3. On the side panel, click Account Information, scroll down to the Company field and select the company from the drop down menu.
4. Select the Company from the dropdown.
5. Setting 'Is Admin' to Yes grants the user permissions to be a company admin. 
   
6. Click Save Customer.