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Magento Commerce only

Manage company roles

Within a company, customers may have different job roles, levels of responsibility, and access to information about their company. Magento Commerce for B2B defines several types of system resources, and the Company Admin (or an integration that operates on the behalf of the Company Admin) grants or denies access to these resources using company roles. The Company Admin has access to all resources.

Magento Commerce for B2B defines the following types of resources:

  • Sales
  • Negotiable quotes
  • Company profile
  • Company user management
  • Company credit

Each of these resources contains a hierarchy of other resources. When a Company Admin grants or blocks access to a resource from the store UI, the action applies to all sub-resources, unless explicitly overridden. However, if you grant or block access using web APIs, you must specify each resource individually.

The following table lists all the resources that are available to the customers defined with a company. To visualize the resource hierarchy, log in to a store as the Company Admin and select Roles and Permissions, then click the Edit action next to the Default User role.

Resource name Display name Hierarchy level
Magento_Company::index All 1
Magento_Sales::all Sales 2
Magento_Sales::place_order Checkout (place order) 3
Magento_Sales::payment_account Use Pay On Account method 4
Magento_Sales::view_orders View orders 3
Magento_Sales::view_orders_sub View orders of subordinate users 4
Magento_NegotiableQuote::all Quotes 2
Magento_NegotiableQuote::view_quotes View 3
Magento_NegotiableQuote::manage Request, Edit, Delete 4
Magento_NegotiableQuote::checkout Checkout with Quote 4
Magento_NegotiableQuote::view_quotes_sub View quotes of subordinate users 4
Magento_Company::view Company Profile 2
Magento_Company::view_account Account Information (View) 3
Magento_Company::edit_account Edit 4
Magento_Company::view_address Legal Address (View) 3
Magento_Company::edit_address Edit 4
Magento_Company::contacts Contacts (View) 3
Magento_Company::payment_information Payment Information (View) 3
Magento_Company::user_management Company User Management 2
Magento_Company::roles_view View roles and permissions 3
Magento_Company::roles_edit Manage roles and permissions 4
Magento_Company::users_view View users and teams 3
Magento_Company::users_edit Manage users and teams 4
Magento_Company::credit Company credit 2
Magento_Company::credit_history view 3

Manage company roles

The Company Admin controls the possible actions for each customer within the company by creating common roles with embedded permissions and then assigning them to company users. In most cases, a few roles will be sufficient to cover all the different possible combinations of permissions needed for a company.

Service Name

companyRoleRepositoryV1

REST Endpoints

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POST /V1/company/role/
PUT /V1/company/role/:id
GET /V1/company/role/:roleId
DELETE /V1/company/role/:roleId
GET /V1/company/role/

RoleInterface Parameters

The following table lists the parameters defined in RoleInterface.

Name Description Format Requirements
id The role ID integer Required for updates and deletes
role_name The label assigned to the role string Required to create a role
permissions A list of resources and permissions granted to the role. See the Permissions array table below for details. Array[string] Required to create a role
company_id The company associated with this role integer Required to create a role

Permissions array

Name Description Format Requirements
id The permission ID generated by Magento. integer Required for updates and deletes
role_id The role ID to which the permission applies. integer Required to create a role
resource_id The internal name of a Magento resource, such as Magento_Sales::place_order. string Required
permission Either allow or deny. string Required

Create a role

This example creates a role named “Junior Buyer”. It allows the assignee to access to all Sales resources except “View orders of subordinate users”.

All resources that are not explicitly allowed are denied. You must specify the Magento_Company::index resource in all calls.

Sample Usage

POST <host>/rest/<store_code>/V1/company/role

Payload

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{
  "role": {
    "role_name":"Junior Buyer",
    "permissions":[
      {"resource_id": "Magento_Company::index", "permission":"allow"},
      {"resource_id": "Magento_Sales::all", "permission":"allow"},
      {"resource_id": "Magento_Sales::place_order", "permission":"allow"},
      {"resource_id": "Magento_Sales::payment_account", "permission":"allow"},
      {"resource_id": "Magento_Sales::view_orders", "permission":"allow"},
      {"resource_id": "Magento_Sales::view_orders_sub", "permission":"deny"}
      ],
    "company_id": 2
  }
}

Response

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{
  "id": 6,
  "role_name": "Junior Buyer",
  "permissions": [
    {
      "id": 176,
      "role_id": 6,
      "resource_id": "Magento_Company::index",
      "permission": "allow"
    },
    {
      "id": 177,
      "role_id": 6,
      "resource_id": "Magento_Sales::all",
      "permission": "allow"
    },
    {
      "id": 178,
      "role_id": 6,
      "resource_id": "Magento_Sales::place_order",
      "permission": "allow"
    },
    {
      "id": 179,
      "role_id": 6,
      "resource_id": "Magento_Sales::payment_account",
      "permission": "allow"
    },
    {
      "id": 180,
      "role_id": 6,
      "resource_id": "Magento_Sales::view_orders",
      "permission": "allow"
    },
    {
      "id": 181,
      "role_id": 6,
      "resource_id": "Magento_Sales::view_orders_sub",
      "permission": "deny"
    },
    {
      "id": 182,
      "role_id": 6,
      "resource_id": "Magento_NegotiableQuote::all",
      "permission": "deny"
    },
    {
      "id": 183,
      "role_id": 6,
      "resource_id": "Magento_NegotiableQuote::view_quotes",
      "permission": "deny"
    },
    {
      "id": 184,
      "role_id": 6,
      "resource_id": "Magento_NegotiableQuote::manage",
      "permission": "deny"
    },
    {
      "id": 185,
      "role_id": 6,
      "resource_id": "Magento_NegotiableQuote::checkout",
      "permission": "deny"
    },
    {
      "id": 186,
      "role_id": 6,
      "resource_id": "Magento_NegotiableQuote::view_quotes_sub",
      "permission": "deny"
    },
    {
      "id": 187,
      "role_id": 6,
      "resource_id": "Magento_Company::view",
      "permission": "deny"
    },
    {
      "id": 188,
      "role_id": 6,
      "resource_id": "Magento_Company::view_account",
      "permission": "deny"
    },
    {
      "id": 189,
      "role_id": 6,
      "resource_id": "Magento_Company::edit_account",
      "permission": "deny"
    },
    {
      "id": 190,
      "role_id": 6,
      "resource_id": "Magento_Company::view_address",
      "permission": "deny"
    },
    {
      "id": 191,
      "role_id": 6,
      "resource_id": "Magento_Company::edit_address",
      "permission": "deny"
    },
    {
      "id": 192,
      "role_id": 6,
      "resource_id": "Magento_Company::contacts",
      "permission": "deny"
    },
    {
      "id": 193,
      "role_id": 6,
      "resource_id": "Magento_Company::payment_information",
      "permission": "deny"
    },
    {
      "id": 194,
      "role_id": 6,
      "resource_id": "Magento_Company::user_management",
      "permission": "deny"
    },
    {
      "id": 195,
      "role_id": 6,
      "resource_id": "Magento_Company::roles_view",
      "permission": "deny"
    },
    {
      "id": 196,
      "role_id": 6,
      "resource_id": "Magento_Company::roles_edit",
      "permission": "deny"
    },
    {
      "id": 197,
      "role_id": 6,
      "resource_id": "Magento_Company::users_view",
      "permission": "deny"
    },
    {
      "id": 198,
      "role_id": 6,
      "resource_id": "Magento_Company::users_edit",
      "permission": "deny"
    },
    {
      "id": 199,
      "role_id": 6,
      "resource_id": "Magento_Company::credit",
      "permission": "deny"
    },
    {
      "id": 200,
      "role_id": 6,
      "resource_id": "Magento_Company::credit_history",
      "permission": "deny"
    }
  ],
  "company_id": 2,
  "extension_attributes": []
}

Update a role

Each update call must include all resources the assignee will have access to.

This example call adds access to all Negotiable Quote resources except “View quotes of subordinate users” to the Junior Buyer role.

Sample Usage

PUT <host>/rest/<store_code>/V1/company/role/6

Payload

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{
  "role": {
    "id": 6,
    "permissions":[
      {"resource_id": "Magento_Company::index", "permission":"allow"},
      {"resource_id": "Magento_Sales::all", "permission":"allow"},
      {"resource_id": "Magento_Sales::place_order", "permission":"allow"},
      {"resource_id": "Magento_Sales::payment_account", "permission":"allow"},
      {"resource_id": "Magento_Sales::view_orders", "permission":"allow"},
      {"resource_id": "Magento_Sales::view_orders_sub", "permission":"deny"},
      {"resource_id": "Magento_NegotiableQuote::all", "permission":"allow"},
      {"resource_id": "Magento_NegotiableQuote::view_quotes", "permission":"allow"},
      {"resource_id": "Magento_NegotiableQuote::manage", "permission":"allow"},
      {"resource_id": "Magento_NegotiableQuote::checkout", "permission":"allow"},
      {"resource_id": "Magento_NegotiableQuote::view_quotes_sub", "permission":"deny"}
      ],
    "company_id": 2
  }
}

Response

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{
  "id": 6,
  "role_name": "Junior Buyer",
  "permissions": [
    {
      "id": 226,
      "role_id": 6,
      "resource_id": "Magento_Company::index",
      "permission": "allow"
    },
    {
      "id": 227,
      "role_id": 6,
      "resource_id": "Magento_Sales::all",
      "permission": "allow"
    },
    {
      "id": 228,
      "role_id": 6,
      "resource_id": "Magento_Sales::place_order",
      "permission": "allow"
    },
    {
      "id": 229,
      "role_id": 6,
      "resource_id": "Magento_Sales::payment_account",
      "permission": "allow"
    },
    {
      "id": 230,
      "role_id": 6,
      "resource_id": "Magento_Sales::view_orders",
      "permission": "allow"
    },
    {
      "id": 231,
      "role_id": 6,
      "resource_id": "Magento_Sales::view_orders_sub",
      "permission": "deny"
    },
    {
      "id": 232,
      "role_id": 6,
      "resource_id": "Magento_NegotiableQuote::all",
      "permission": "allow"
    },
    {
      "id": 233,
      "role_id": 6,
      "resource_id": "Magento_NegotiableQuote::view_quotes",
      "permission": "allow"
    },
    {
      "id": 234,
      "role_id": 6,
      "resource_id": "Magento_NegotiableQuote::manage",
      "permission": "allow"
    },
    {
      "id": 235,
      "role_id": 6,
      "resource_id": "Magento_NegotiableQuote::checkout",
      "permission": "allow"
    },
    {
      "id": 236,
      "role_id": 6,
      "resource_id": "Magento_NegotiableQuote::view_quotes_sub",
      "permission": "deny"
    },
    {
      "id": 237,
      "role_id": 6,
      "resource_id": "Magento_Company::view",
      "permission": "deny"
    },
    {
      "id": 238,
      "role_id": 6,
      "resource_id": "Magento_Company::view_account",
      "permission": "deny"
    },
    {
      "id": 239,
      "role_id": 6,
      "resource_id": "Magento_Company::edit_account",
      "permission": "deny"
    },
    {
      "id": 240,
      "role_id": 6,
      "resource_id": "Magento_Company::view_address",
      "permission": "deny"
    },
    {
      "id": 241,
      "role_id": 6,
      "resource_id": "Magento_Company::edit_address",
      "permission": "deny"
    },
    {
      "id": 242,
      "role_id": 6,
      "resource_id": "Magento_Company::contacts",
      "permission": "deny"
    },
    {
      "id": 243,
      "role_id": 6,
      "resource_id": "Magento_Company::payment_information",
      "permission": "deny"
    },
    {
      "id": 244,
      "role_id": 6,
      "resource_id": "Magento_Company::user_management",
      "permission": "deny"
    },
    {
      "id": 245,
      "role_id": 6,
      "resource_id": "Magento_Company::roles_view",
      "permission": "deny"
    },
    {
      "id": 246,
      "role_id": 6,
      "resource_id": "Magento_Company::roles_edit",
      "permission": "deny"
    },
    {
      "id": 247,
      "role_id": 6,
      "resource_id": "Magento_Company::users_view",
      "permission": "deny"
    },
    {
      "id": 248,
      "role_id": 6,
      "resource_id": "Magento_Company::users_edit",
      "permission": "deny"
    },
    {
      "id": 249,
      "role_id": 6,
      "resource_id": "Magento_Company::credit",
      "permission": "deny"
    },
    {
      "id": 250,
      "role_id": 6,
      "resource_id": "Magento_Company::credit_history",
      "permission": "deny"
    }
  ],
  "company_id": 2,
  "extension_attributes": []
}

Return all information about a role

This call returns the id, role name, and set of permissions defined within the specified role_id.

Sample Usage

GET <host>/rest/<store_code>/V1/company/role/6

Payload

None

Response

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{
  "id": 6,
  "role_name": "Junior Buyer",
  "permissions": [
    {
      "id": 226,
      "role_id": 6,
      "resource_id": "Magento_Company::index",
      "permission": "allow"
    },
    {
      "id": 227,
      "role_id": 6,
      "resource_id": "Magento_Sales::all",
      "permission": "allow"
    },
    {
      "id": 228,
      "role_id": 6,
      "resource_id": "Magento_Sales::place_order",
      "permission": "allow"
    },
    {
      "id": 229,
      "role_id": 6,
      "resource_id": "Magento_Sales::payment_account",
      "permission": "allow"
    },
    {
      "id": 230,
      "role_id": 6,
      "resource_id": "Magento_Sales::view_orders",
      "permission": "allow"
    },
    {
      "id": 231,
      "role_id": 6,
      "resource_id": "Magento_Sales::view_orders_sub",
      "permission": "deny"
    },
    {
      "id": 232,
      "role_id": 6,
      "resource_id": "Magento_NegotiableQuote::all",
      "permission": "allow"
    },
    {
      "id": 233,
      "role_id": 6,
      "resource_id": "Magento_NegotiableQuote::view_quotes",
      "permission": "allow"
    },
    {
      "id": 234,
      "role_id": 6,
      "resource_id": "Magento_NegotiableQuote::manage",
      "permission": "allow"
    },
    {
      "id": 235,
      "role_id": 6,
      "resource_id": "Magento_NegotiableQuote::checkout",
      "permission": "allow"
    },
    {
      "id": 236,
      "role_id": 6,
      "resource_id": "Magento_NegotiableQuote::view_quotes_sub",
      "permission": "deny"
    },
    {
      "id": 237,
      "role_id": 6,
      "resource_id": "Magento_Company::view",
      "permission": "deny"
    },
    {
      "id": 238,
      "role_id": 6,
      "resource_id": "Magento_Company::view_account",
      "permission": "deny"
    },
    {
      "id": 239,
      "role_id": 6,
      "resource_id": "Magento_Company::edit_account",
      "permission": "deny"
    },
    {
      "id": 240,
      "role_id": 6,
      "resource_id": "Magento_Company::view_address",
      "permission": "deny"
    },
    {
      "id": 241,
      "role_id": 6,
      "resource_id": "Magento_Company::edit_address",
      "permission": "deny"
    },
    {
      "id": 242,
      "role_id": 6,
      "resource_id": "Magento_Company::contacts",
      "permission": "deny"
    },
    {
      "id": 243,
      "role_id": 6,
      "resource_id": "Magento_Company::payment_information",
      "permission": "deny"
    },
    {
      "id": 244,
      "role_id": 6,
      "resource_id": "Magento_Company::user_management",
      "permission": "deny"
    },
    {
      "id": 245,
      "role_id": 6,
      "resource_id": "Magento_Company::roles_view",
      "permission": "deny"
    },
    {
      "id": 246,
      "role_id": 6,
      "resource_id": "Magento_Company::roles_edit",
      "permission": "deny"
    },
    {
      "id": 247,
      "role_id": 6,
      "resource_id": "Magento_Company::users_view",
      "permission": "deny"
    },
    {
      "id": 248,
      "role_id": 6,
      "resource_id": "Magento_Company::users_edit",
      "permission": "deny"
    },
    {
      "id": 249,
      "role_id": 6,
      "resource_id": "Magento_Company::credit",
      "permission": "deny"
    },
    {
      "id": 250,
      "role_id": 6,
      "resource_id": "Magento_Company::credit_history",
      "permission": "deny"
    }
  ],
  "company_id": 2,
  "extension_attributes": []
}

Delete a role

You cannot delete a role if it is the only role defined within the company.

Sample Usage

DELETE <host>/rest/<store_code>/V1/company/role/5

Payload

None

Response

true, indicating the request was successful

Search for a role

The following call returns all roles that have been created for a company (company_id = 2).

See Search using REST APIs for information about constructing a search query.

Sample Usage

GET <host>/rest/<store_code>/V1/company/role?searchCriteria[filter_groups][0][filters][0][field]=company_id&searchCriteria[filter_groups][0][filters][0][value]=2&searchCriteria[filter_groups][0][filters][0][condition_type]=eq

Payload

None

Response

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}