Organizations

Group customers into organizations with shared addresses, theme overrides, and product collection assignments.

Organizations let you group customers under a shared entity that controls their storefront experience. Each organization can have its own Print Store theme, product collection visibility, shared addresses, and an optional integration ID for connecting to external systems. When a customer belongs to an organization, the storefront uses the organization's theme and collection assignments to determine what that customer sees and how their store looks.

Organizations are distinct from User Groups. While both can assign themes and collections, organizations focus on company-level grouping with shared addresses and integration IDs. User Groups offer additional features like discounts, payment methods, order approval, and auto-assign rules.

View Organizations

From your Unified Admin, go to Users > Organizations.
The organization list displays all organizations for the current storefront in an AG Grid table with search and pagination.
To search organizations, click the Search button and enter a search term.
To add an organization, click the Add Organization button in the top-right corner.
To edit or delete an organization, use the Action menu on any row.

Organization List Columns

Column	Description
Id	Unique identifier for the organization.
Organization	Name of the organization.
Description	Brief description of the organization's purpose.
User Count	Number of customers currently assigned to this organization.
Action	Menu with View/Edit and Delete options.

Add/Edit Organization

From the Organizations list, click Add Organization or choose View/Edit from the Action menu on an existing row.
Fill in the organization details and settings.
Click SAVE to create or update the organization. Click CANCEL to return to the list without saving.

The organization name is required. The Save button is disabled until a name is entered.

Organization Info

The top section shows two cards side by side with the organization's core settings.

Field	Description
Organization	Name of the organization. This is the only required field.
Description	Optional text describing the organization (e.g., department name, company division).
Integration Id	Optional identifier for mapping this organization to an external system such as a print MIS, ERP, or wholesale API. Used for automated order routing and third-party integrations.
Print Store Theme	Assigns a storefront theme override for all users in this organization. Select "Default" to use the storefront's base theme, or choose a custom theme. Themes are configured in Site Themes.
Collections	Multi-select dropdown to assign one or more product collections. When collections are assigned, organization members only see products belonging to those collections in the storefront catalog. If no collections are assigned, members see the full catalog. Collections are configured in Collections.

Tabs: Organization Users | Addresses

Organization Users Tab

The Organization Users tab manages which customers belong to this organization. Assigning a customer to an organization links their account so they inherit the organization's theme and collection visibility when logged in to the storefront.

To add a user, click Add User to open a search dialog. Search for existing customers by name or email and select them. The selected customer is immediately assigned to the organization.

Column	Description
Customer #	Unique customer identifier.
First Name	Customer's first name.
Last Name	Customer's last name.
Username	Customer's login username.
Email	Customer's email address.
Action	Menu with View/Edit (navigates to customer detail) and Remove (unlinks the user from the organization without deleting their account).

Addresses Tab

The Addresses tab manages shared addresses for the organization. These addresses can be used during checkout by any member of the organization, providing a centralized address book for companies with multiple shipping locations.

To add an address, click Add Address to open the address dialog.

Address List Columns

Column	Description
Address Name	A label for identifying this address (e.g., "Main Office", "Warehouse").
Company	Company name associated with this address.
First Name	Contact first name.
Last Name	Contact last name.
Address 1	Primary street address.
Address 2	Secondary address line (suite, unit, etc.).
Address 3	Additional address line.
Address 4	Additional address line.
City	City name.
State	State or province.
Post Code	Postal or ZIP code.
Country	Country name.
Phone	Phone number for the address contact.
Email	Email address for the address contact.
Action	Menu with View/Edit and Delete options.

Address Dialog Fields

Field	Description
Address Name	Required. A label for the address.
Company	Required. Company name.
Country	Country selection. Defaults to US. Changing the country resets the State field.
First Name	Required. Contact first name.
Last Name	Required. Contact last name.
Address 1	Required. Primary street address.
Address 2	Optional secondary address line.
Address 3	Optional additional address line.
Address 4	Optional additional address line.
City	Required. City name.
State	Dropdown of US states when Country is US; free-text input for other countries. Defaults to "None".
Post Code	Required. Postal or ZIP code.
Phone	Required. Phone number.
Email	Required. Email address.
Is Residential	Checkbox indicating whether this is a residential address. Affects shipping rate calculations.

Associations

Print Store

Area	Effect
Theme Override	When an organization has a Print Store Theme assigned, members see that theme instead of the storefront default. This allows per-company branding within a shared storefront.
Product Catalog Visibility	Collection assignments control which products organization members see. The storefront's `CatalogManager` combines organization-level and user-group-level collection assignments to build each customer's product catalog.
Authentication	During login, the storefront adds the customer's organization ID as a claim. When a storefront instance is scoped to a specific organization, only members of that organization can authenticate.
Checkout Addresses	Organization addresses are available during checkout, giving members access to shared company shipping/billing locations.
New User Assignment	When a storefront instance is configured with an organization, new customer accounts created through registration are automatically linked to that organization.

User Groups — apply group-level discounts and controls alongside organization settings
Site Users — manage the customer accounts assigned to organizations
Site Themes — configure the storefront themes available for organization overrides
Collections — build the product collections assigned to organizations