How to Create User Roles in your WooCommerce Wholesaling Store with WholesaleX

When we create a B2B Wholesale business in WooCommerce, it is hard to manage all users with just a single “Customer Role.” WholesaleX is here to make this difficult task possible with less effort. It allows you to create unlimited user roles, facilitate them with offerings and restrict them with conditions.

In this case, we must create different user roles to facilitate different types of customers effectively. If you create multiple user roles, you can facilitate and restrict groups of users at once and effectively. But how can we do that?

How to Create User Roles in your WooCommerce Wholesaling Store with WholesaleX?

WholesaleX lets you create and manage User Roles, let’s see how to create a user role with these easy steps.

Step 1: Go to the User Roles section of WholesaleX.

• Click on WholesaleX.
• Click on User Roles.

Step 2: Create a New User Role.

• Click on the Add New B2B Role.

Step 3: Set the Necessary Conditions and Options.

You can set multiple conditions for the role such as:

Credit Limit
Set the limit credit limit of the user role so the customers under this role can not add more credit than the set limit.

Display Price

You can set whether you want the displayed price to include or exclude tax. You can even select the default option.

Payment Method

Select the payment method, your customers under this user role will only see the selected payment method.

Shipping Method

You can offer a flat rate or free shipping from the shipping method option.

Coupons

You can enable or disable coupons for this user role.

• Click on the newly created B2B user role.
• Set the Name of the role.
• Set the Credit Limit.
• Set the Display Price.
• Set the Payment Method.
• Set the Shipping Methods
• Set the Coupon option.

Step 4: Enable/Disable Auto Role Migration.

This option migrates the customer who spends the set amount to the current role automatically.

• Enable or Disable Auto Role Migration.
• If Enabled set the Minimum Purchase Amount To Migrate To This Role.

Step 5: Save the Changes.

• Click on the Save button.