I need a parent account that makes payments on orders that are approved by a manager account and the manager account is sent orders that require approval by the lowest tier sub accounts. In other words I need to have another account other than the parent account that has the ability to confirm orders. Please advise.
B2BKing doesn't have a built-in feature for that, but we can likely help you achieve this with some custom code. The code would effectively allow specific users, besides the parent account, to also approve orders.
Please note that this code would NOT be a 3-step approval process (where approval from user A triggers an approval request from user B, and so on). That kind of chained workflow is much more complex to implement.
To help us write this snippet for you, could you let us know how you are defining which accounts can view and approve orders? For example, is the manager another subaccount, and do they have a specific user role or meta key? Essentially, how would our code know which users have permission to approve orders?
So these are the approvals for the order confirmation team, the order placement team only has access to 'checkout place order'. These approvals can be changed to be more specific as well, if that works better for the code snippet you would write. They realistically only need access to view all account orders as this would allow them to accept or reject.
I've put together a custom solution for you. Before sharing it, I just want to note: this is not a built-in B2BKing feature, and it's not something we officially support. It's custom code that I've written and tested at a basic level to help you out, but it goes beyond what our plugin natively offers. For anything beyond this (additional tweaks, edge cases, deep testing, deeper customization), we'd recommend working with your developer.
This adds a "Manager" checkbox to subaccounts (screenshot here), so the main account can mark specific subaccounts as managers. From there:
- The admin can configure the manager's permissions like any other subaccount
- Managers will be able to approve/reject orders
- Managers must be given the "view all account orders" permission for this to work
This sends two notifications:
- To all managers when a subaccount places an order needing approval
- To the parent account when a manager approves an order
Both snippets can be added to your theme's functions.php or via a code snippets plugin.
I need a parent account that makes payments on orders that are approved by a manager account and the manager account is sent orders that require approval by the lowest tier sub accounts. In other words I need to have another account other than the parent account that has the ability to confirm orders. Please advise.
Hi Anna,
Thank you for purchasing our plugin!
B2BKing doesn't have a built-in feature for that, but we can likely help you achieve this with some custom code. The code would effectively allow specific users, besides the parent account, to also approve orders.
Please note that this code would NOT be a 3-step approval process (where approval from user A triggers an approval request from user B, and so on). That kind of chained workflow is much more complex to implement.
To help us write this snippet for you, could you let us know how you are defining which accounts can view and approve orders? For example, is the manager another subaccount, and do they have a specific user role or meta key? Essentially, how would our code know which users have permission to approve orders?
Kind regards,
Stefan
Hello,
Yes, so my ideal would be:
I have sub-accounts that only have access to place orders for approval (I already have this set up)
Once those orders are placed for approval, it alerts the manager, who has access to everything except what the parent account can access.
The manager account only goes into the order and presses approve or reject.
Then that notifies the parent account that the order is approved, and they can purchase.
So these are the approvals for the order confirmation team, the order placement team only has access to 'checkout place order'. These approvals can be changed to be more specific as well, if that works better for the code snippet you would write. They realistically only need access to view all account orders as this would allow them to accept or reject.
Attached files: Screenshot 2026-05-19 at 4.10.47 PM.png
Any updates on this?
Hi Anna,
Thanks for your patience on this,
I've put together a custom solution for you. Before sharing it, I just want to note: this is not a built-in B2BKing feature, and it's not something we officially support. It's custom code that I've written and tested at a basic level to help you out, but it goes beyond what our plugin natively offers. For anything beyond this (additional tweaks, edge cases, deep testing, deeper customization), we'd recommend working with your developer.
With that said, here's how it works:
1) Manager functionality
Add this snippet: https://pastecode.io/s/rzx6dicr
This adds a "Manager" checkbox to subaccounts (screenshot here), so the main account can mark specific subaccounts as managers. From there:
- The admin can configure the manager's permissions like any other subaccount
- Managers will be able to approve/reject orders
- Managers must be given the "view all account orders" permission for this to work
2) Email notifications
Add this snippet: https://pastecode.io/s/g41nenvj
This sends two notifications:
- To all managers when a subaccount places an order needing approval
- To the parent account when a manager approves an order
Both snippets can be added to your theme's functions.php or via a code snippets plugin.
Kind regards,
Stefan