User Groups

Create and manage user groups to control pricing, product visibility, payment methods, shipping, order approval, and storefront theming for groups of customers.

User Groups let you segment your customer base and apply different settings to each segment. When a customer belongs to a user group, you can control which products and categories they see, which payment and shipping methods are available to them, whether their orders require approval, and what pricing discounts they receive. You can also assign a dedicated storefront theme, checkout field configuration, shared addresses, and autofill profiles to each group.

User Groups are a core building block for B2B storefronts where different customers or companies need different experiences on the same storefront. They work alongside Organizations, which provide similar per-company controls with address management.

View User Groups

From your Unified Admin, go to Users > User Groups.
The list displays all user groups for the currently selected storefront.
Use the search bar to filter groups by name or description.
The grid supports client-side pagination with automatic page sizing.

List Columns

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

Header Actions

Button	Description
Add User Group	Opens the user group creation form.

Add/Edit a User Group

Click Add User Group from the list, or click View/Edit on an existing group.
Fill in the group details in the top section, then configure tabs as needed.
Click Save to persist changes. Click Cancel to return to the list.

General Settings

The top section contains two cards side by side.

Field	Description
User Group	Required. The display name for this group. This name appears in dropdowns when assigning users to groups.
Description	Optional. A brief description of the group's purpose.
Print Store Theme	Dropdown. Assigns a storefront theme to this group. When a user in this group logs in, the storefront switches to this theme. Defaults to "Default".
Collections	Multi-select dropdown. Restricts this group to specific product collections. Only selected collections will be visible to group members on the storefront.

After saving a new group, additional tabs become available below the general settings.

User Group Users Tab

Displays all customers assigned to this user group.

Column	Description
Customer #	Unique numeric identifier for the customer.
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 user detail) and Remove (removes user from group).

Click Add User to search for and assign an existing customer to this group.

Addresses Tab

Manages shared addresses available to all members of this group during checkout.

Column	Description
Address Name	A label to identify this address.
Company	Company name.
First Name	Contact first name.
Last Name	Contact last name.
Address 1	Primary street address.
Address 2	Secondary address line.
Address 3	Additional address line.
Address 4	Additional address line.
City	City name.
State	State or province.
Post Code	ZIP or postal code.
Country	Country name.
Phone	Phone number.
Email	Email address for the contact.
Action	Menu with View/Edit and Delete options.

Click Add Address to create a new shared address for this group.

Discounts Tab

Configure pricing discounts that apply to all members of this group. Discounts are tied to pricing categories and can be either a fixed dollar amount or a percentage off.

Column	Description
Pricing Category	The pricing category this discount applies to.
Discount Type	Either "Fixed" (flat dollar amount) or "Percentage" (percent off).
Discount Value	The numeric discount amount (displayed with two decimal places).
Action	Menu with Edit and Delete options.

Click + Add Group Discount to create a new discount. The dialog has three fields:

Field	Description
Pricing Category	Dropdown. Select the pricing category to discount. Categories already assigned to other discounts in this group are disabled.
Discount Type	Dropdown. Choose "Fixed" for a flat dollar discount or "Percentage" for a percent discount.
Discount Value	The discount amount. For Fixed, enter a dollar value. For Percentage, enter a percentage (e.g., 10 for 10% off).

Payment Methods Tab

Controls which payment methods are available to members of this group, in addition to methods enabled at the storefront level.

Field	Description
Allow check payment	Checkbox. Enables check payment for group members.
Allow credit card payment	Checkbox. Enables credit card payment for group members.
Allow invoice payment	Checkbox. Enables invoice payment for group members.
Allow purchase order payment	Checkbox. Enables purchase order payment for group members.
User group is tax exempt	Checkbox. Exempts all members of this group from tax calculations during checkout.

Changes save immediately when toggled.

Shipping Methods Tab

Controls which shipping methods are available to members of this group. Toggle the Select checkbox to assign or unassign shipping methods.

Column	Description
Select	Checkbox. Toggle to assign or unassign the shipping method for this group. Changes save immediately.
Provider	Shipping provider name (e.g., UPS, FedEx, USPS).
Description	Description of the shipping method or service level.
Status	Current status of the shipping method.
Handling	Handling fee associated with this method.
Free	Read-only checkbox indicating whether this method is free.

Order Approval Tab

Configures whether orders from this group's members require approval before processing.

Field	Description
Orders require approval	Checkbox. When enabled, all orders placed by members of this group are held in a "Waiting Approval" status until approved by a user with the Approver flag. Changes save immediately.

Checkout Fields Tab

Assigns a checkout field configuration to this group.

Field	Description
Checkout Fields	Dropdown. Select a checkout field configuration to use for this group, or "None" for the default checkout. Checkout field configurations are managed in the Checkout settings.

Autofill Profile Tab

Displays autofill profiles assigned to this group. Autofill profiles pre-populate editor fields with data for group members.

The grid shows assigned profiles with a delete action to remove them.

Auto Assign Tab

Configures automatic group assignment based on a referral domain.

Field	Description
Domain Name	Enter a domain (e.g., `company.com`). When a customer creates an account after arriving from this domain, they are automatically assigned to this user group.

Click Update to save the domain setting.

Exceptions Tab

The Exceptions tab appears only when both category and product exceptions exist. It lets you restrict which categories and products are visible to this group's members.

Category Exception shows a grid of excluded categories with an Add button and dropdown to add new exceptions. Each exception row shows the category Id, Category name, and a Delete action.

Product Exception shows a grid of excluded products, filtered by the selected category in the Category Exception panel. Add individual product exceptions using the dropdown and Add button.

Associations

Print Store

Area	Effect
Storefront theme	When a user in this group logs in, the storefront loads the assigned Print Store Theme for their session. This allows different groups to see different branding and layouts on the same storefront.
Product and category visibility	Category and product exceptions control which items group members can see and purchase. Products in excluded categories are hidden from the storefront for group members.
Collection filtering	If collections are assigned to a group, only those collections and their products are visible to group members.
Pricing discounts	Group discounts automatically apply to the pricing category during product price calculation, giving group members reduced pricing.
Payment methods at checkout	Payment method checkboxes control which options appear at checkout for group members. This supplements the storefront-level payment settings.
Tax exemption	When "User group is tax exempt" is enabled, TaxJar receives a "wholesale" exemption type for all group members, bypassing tax calculations at checkout.
Shipping methods at checkout	Only shipping methods assigned to the group are available during checkout for group members.
Order approval workflow	When "Orders require approval" is enabled, orders from group members are held in "Waiting Approval" status. Approvers (users with the Approver flag) see pending orders on the storefront's approvals page.
Shared addresses at checkout	Addresses configured in the Addresses tab are available as shipping/billing address options for all group members during checkout.
Auto-assign on registration	When a referral domain is configured, customers who register after arriving from that domain are automatically assigned to this group.
Checkout fields	The assigned checkout field configuration determines which additional fields appear during checkout for group members.

Print Editor

Area	Effect
Autofill profiles	Autofill profiles assigned to the group pre-populate form fields in the Print Editor for group members, streamlining the design process for recurring data.

Site Users — manage the customer accounts assigned to user groups
Organizations — apply company-level grouping alongside user group controls
User Roles — configure admin screen permissions separately from group settings
Pricing — set up the pricing categories that group discounts apply to
Orders — view orders affected by group approval workflows and discounts
Collections — build the product collections assigned to user groups