Sample workflow for buyer self-registration and approval
The Aurora starter store supports a workflow in which a buyer self-registers and a Buyer Administrator approves the buyer. When the process is complete, the buyer can place orders under the organization's business account.
This workflow applies only to organizations that enable buyer approvals.
| Step | Action | Role or actor | User interface that is used |
|---|---|---|---|
| 1 | A buyer self-registers, specifying the name of the existing organization where they place their orders. | Buyer | Storefront See the following store pages: |
| 2 | HCL Commerce sends an automated email notification to inform the Buyer Administrator that a buyer registered and is awaiting approval. | Automated email message | Store email message |
| 3 | The Buyer Administrator reviews the email notification, signs in to the store, clicks the My Account link in the store header, and checks the list of buyers to approve. The Buyer Administrator approves or rejects the buyer and informs the buyer of the decision. | Buyer Administrator | Storefront See the following store pages: |
| 4 | If the buyer is approved, the buyer signs in to the store to browse the catalog and place orders under the organization's business account. | Buyer | Storefront |