Buyer Group Admin Guide

Audience: Buyer Group Admins (multi-org buyers). Where you work: the console at /buyer-group/*, plus the storefront when “acting as” one of your organizations. New here? Read the Platform Overview first.

A Buyer Group Admin (also called a “multi-org buyer”) is a buyer who manages purchasing across several buyer organizations that belong to the same dealer. Think of a procurement lead overseeing multiple hospitals, campuses, or branches. You get a centralized console plus the ability to “act as” any one of your assigned organizations to shop and approve its orders.

You are created and assigned organizations by your dealer (or a super admin).

1. How it differs from a regular buyer

To shop or approve for a specific organization, you first switch into that org’s context (an “act as” mode). Until you pick an org, the catalog and cart aren’t available.

2. The dashboard

Your dashboard aggregates across all your organizations: how many orgs you manage, total and pending orders, combined available credit, and recent orders from everywhere.

The organization switcher at the top of the sidebar (shown as “All Organizations”) is how you move between the cross-org view and acting as a single org.

3. My Organizations

This page shows a card for each organization you manage, with its order count, available credit, and pending-order badge.

Click View as this Org to switch into that organization’s context. From there you can browse its catalog, build a cart, and check out exactly like a buyer — but on that organization’s behalf and Open Credit. Switching org context also unlocks the Browse Catalog / Cart links in your sidebar.

4. All Orders

A single, filterable view of every order across all your organizations, with status tabs (Awaiting Buyer, Needs Review, Changes Sent, Processing, Shipped, Completed, Cancelled) and an organization filter.

Click any order to open its detail. When the order belongs to the organization you’re currently acting as, you can approve, reject, or accept dealer changes on it — the same approval powers a buyer admin has, but spanning all your organizations.

5. Typical workflow

1. Review the cross-org dashboard for anything needing attention.
2. To place an order: go to My Organizations → View as this Org, then shop and check out.
3. To act on orders: use All Orders, open an order, and approve/reject/accept changes (switching into that org’s context if prompted).

Quick reference — buyer group admin routes