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Account access

Account creation​

Customers can create a business account in three ways: signup, conversion, and connection.

Signup​

During signup, customers can choose to create a business account instead of a personal account. Personal accounts remain the default.

The following table shows a signup flow on mobile devices:

Personal tab (default)Business tabLearn more dialog (Business tab)
Shows a sign-up page with options for Personal or Business, an email input field, a Continue button, alternate sign-in options, and a Skip for now link.Shows a sign-up page with options for Personal or Business. Includes a business section description, a business email input field, a Continue button, alternate sign-in options, and a Skip for now link.Shows a list of benefits for a business account, including order separation, shared membership, receipt exporting, invoicing, tax benefits, and spend limits.

Conversion​

Existing customers can convert their personal account to a business account while keeping their personal account information.

The following table shows a conversion flow on mobile devices:

Menu entry pointConvert optionConvert learn more
Shows a user account dashboard with savings displayed as $1236.5, options for orders, account settings, membership, family account, and a highlighted "Shop for business" section.Shows a page with the heading Get more out of shopping for your business, options to add a business account, convert an account to a business account, and a Learn more link.Shows a page detailing the benefits of converting to a business account, including smooth transitions, team management, shared membership, receipt exporting, access to business suppliers, and tax exemption benefits.

Connection​

Existing customers can keep their personal account and create a separate business account linked to it.

The following table shows a connection flow on mobile devices:

Add / connect optionCreate / connectSign upLog in
Shows a page titled Get more out of shopping for your business, highlighting the option to add a business account or convert an existing account. Includes a Learn more link.Shows an Add account page with options to create a new business account or connect an existing one, emphasizing effortless switching and keeping orders separate.Shows a Sign up for a business account page with an email input field, a red Continue button, options to continue with Google or Facebook, and a Skip for now link.Shows a Log in to your business account page with an email input field, a red Continue button, and options to log in with Google or Facebook.

Account switching​

Customers with both a personal and business account can switch between them without signing out.

The following image shows the Switch to business button on the account menu screen:

Shows a user account page with Switch to business highlighted, savings of $1236.5 over the last 12 months, and menu options for orders, settings, membership, and family account management.

After switching to a business account, customers have access to the following menu items:

  • Team members
  • Tax exemption
  • Order guides

To access the Dashboard or Order approvals from the menu, customers must first enter their business details. Customers are prompted to enter their business details the first time they click any of these menu items.

The following image shows the business details form:

Shows a form labeled "Add your business details" with fields for Business name, Business type, Business size, and optional Tax ID, plus a disabled Confirm button.

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