Manage Your Company Account Structure
This page explains how to set up and manage your Account Structure at Tropical Marine Centre.
You’ll learn how to add team members, assign permissions, and organise your company’s account for smoother ordering and account management.
Whether you're setting up for the first time or making changes to your existing setup, this guide will walk you through each step.
To modify the company structure, navigate to the 'Company Structure' menu located on the left sidebar, under 'Company and User Management'.
A company account can be set up to reflect the structure of the business.
Initially, the company structure includes only the company administrator, but it can be expanded to include teams of users.
The users can be associated with teams or organised within a hierarchy of divisions and subdivisions within the company.
In the company administrator’s account dashboard on the storefront, the company structure is represented as a tree and initially consists of only the company administrator.
Company structure icons
Represents the company administrator in the company structure.
Represents a team in the company structure.
Represents a user in the company structure.
Moves a team to another position in the company structure.
Expands a team in the company structure.
Collapses a team in the company structure.
Create company teams
The structure of a company account should reflect the purchasing organization, whether it is simple and flat or a complex organization with different teams for each subdivision and division of the company.
If the store is configured to allow companies to manage their own accounts, setting up the company structure is one of the first tasks for a company administrator to complete after the account is approved. In the company account, the structure of the company is represented as a tree with the company administrator at the top.
- The company administrator signs in to their account.
- In the left panel, choose Company Structure.
- Under Business Structure, clicks Add Team and does the following:
- Enter the Team Title and Description.
The Team Title can be anything that represents the structure of the company, such as a team, office, or division within the company - Add team
- When complete, click Save.
- Creates as many teams as needed.
- Enter the Team Title and Description.
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To create a hierarchy of teams, the administrator does the following:
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Select the parent team, and click Add Team.
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Company Structure with Divisions
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Enter the Team Title and Description.
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Click Save.
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- Repeat these steps to create as many teams, divisions, and subdivisions as needed.
Move a team
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As the company administrator works with the company structure, they can drag teams or divisions to other locations in the structure.
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The company administrator locates the team to be moved.
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Click and drag the team to a new position in the company structure.
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Delete a team
NOTE: Before deleting a team, it is recommended to make sure that the correct team is selected - deleted teams cannot be restored.
- The company administrator selects the team to be deleted.
- Click Delete Selected.
- When prompted to confirm, click Delete.
Expand or collapse the team structure
As the company administrator works with the company structure, they can collapse or expand the tree:
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Clicks Collapse All or Expand All.
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Click
to collapse a team or to expand a team.
Assign users to teams
When teams and users are first added to the company structure, they are placed at the same level under the company administrator.
- Collapse All / Expand All: Either collapses or expands the business structure tree
- Add User: Creates a user below the current team
- Add Team: Creates a team
- Edit Selected / Remove from Structure: Edits user information or removes users from the business tree. For details, see Manage company user accounts.
To assign a user to an existing team, they drag ( 