Managing B2B customers in WooCommerce often requires different access levels, permissions, and pricing rules. Default WordPress roles like Customer or Shop Manager are usually not enough for wholesale buyers, distributors, or corporate clients.

The Create/Assign/Delete User Role Plugin for WooCommerce helps store owners easily create, assign, and manage custom user roles in an easy way.

• This guide explains step by step how to create and assign custom user roles specifically for B2B customers.

Why Custom User Roles Are Important for B2B Stores

B2B customers usually need:

• Access to wholesale pricing
  
• Restricted visibility of retail products
  
• Permission to place bulk orders
  
• Limited or extended dashboard access
  

With custom roles, you can:

• Control what each B2B user can see and do
  
• Improve security by limiting unnecessary permissions
  
• Create a smoother workflow for wholesale operations
  

Step 1: Install and Activate the Plugin

1. Download the Create/Assign/Delete User Role Plugin.
   
2. Go to WordPress Dashboard → Plugins → Add New.
   
3. Upload the plugin ZIP file and click Install Now.
   
4. Click Activate after installation.
   
5. Navigate to WooCommerce → User Roles.
   

Step 2: Create a New Custom User Role for B2B Customers

Creating a New Role

1. Click Create New User Role.
   
2. A popup window will appear with the following fields:
   

Create User Role

👉 Example: Administrator

User Role Key

👉 Example: wholesale_customer
(Must be unique and lowercase)

Capabilities Type

• Copy from an existing role (recommended for B2B)
  
• Or assign custom capabilities manually
  

Select User Role to Copy From

👉 Choose Customer (or Shop Manager as needed)

3. Click Create to finalize the role.
   
   

Step 3: Assign Capabilities for B2B Users

After creating the role, you can:

• Allow access to exclusive wholesale pricing
  
• Restrict checkout options
  
• Control product visibility
  
• Enable or disable order management access
  

This ensures B2B customers only see what’s relevant to them.

Step 4: Assign the Custom Role to B2B Customers

You can assign the role in two ways:

Assign Role to Existing Users

1. Go to Users → All Users
   
2. Edit the user
   
3. Change the role to Wholesale Customer
   
4. Save changes
   

Assign Role During User Registration

• Set the custom role for new B2B sign-ups
  
• Automatically assign wholesale users upon approval
  

Example Use Case: Wholesale Customer Role

A WooCommerce store selling both retail and wholesale products can:

• Create a role named Wholesale Customer
  
• Copy permissions from the Customer role
  
• Grant access to:
  
  • Wholesale pricing
    
  • Bulk quantity discounts
    
  • Restricted product categories
    
• Assign this role only to approved B2B clients
  

This keeps retail and B2B customers fully separated.

Managing & Deleting User Roles

View or Delete Roles

1. Open WooCommerce → User Roles
   
2. View all existing roles
   
3. Click Delete next to any role you no longer need
   

⚠️ Tip: Always reassign users before deleting a role.

Key Benefits for B2B Store Owners

• ✅ Full control over B2B user access
  
• ✅ Improved store security
  
• ✅ Cleaner role-based workflow
  
• ✅ No coding required
  

✅ Scalable for growing wholesale businesses