WooCommerce Automatic User Role Switcher enables you to automatically switch user roles based on various conditions like a specific product purchase, the total order amount, the customer’s total lifetime amount spent, and more.
Managing users across different roles enable merchants to offer different pricing, promotions, products, and personalized choices to improve the user experience and conversion rate. However, managing users across different roles manually is time-consuming. Our extension can help in automatically switching user roles based on various conditions.
<h2>Features</h2>
<ul>
<li>Automatically switch user roles based on variation conditions</li>
<li>Rule-based management to switch user roles</li>
<li>Add rule beginning and ending dates</li>
<li>Option to revert the user role after X days</li>
<li>Send customizable email notifications to customers about role changes</li>
<li>Ability to grant additional user role</li>
<li>Switch or grant additional user roles based on:
<ul>
<li>Purchase of a specific product</li>
<li>Purchase of any product from the selected products</li>
<li>Purchase of specific quantity from selected products</li>
<li>If, an order falls within a specific amount range</li>
<li>Customer’s total lifetime spending</li>
<li>Products purchased from a specific category or tag</li>
<li>Customer registration email domain</li>
</ul>
</li>
</ul>
<h2>Automatic user roles switching</h2>
You can create multiple rules to switch user roles based on various conditions. While creating a new rule you can customize the following options:
<ul>
<li>Add rule tile</li>
<li>Choose assign new user role switch existing user role</li>
<li>Select current user role(s)</li>
<li>Specify new role</li>
<li>Select the condition for switching</li>
<li>Add starting and ending dates for rule</li>
<li>Enter X days to revert to a previous role (leave it empty to permanently grant a new role)</li>
</ul>
Role switching conditions includes:
Following are the conditions based on which you can automatically switch the user role of any customer.
<ul>
<li>Purchasing from selected products 
You can select specific products and grant user roles if a customer purchases from any of the selected products.</li>
<li>Purchase specific quantity from selected products 
You can select the individual products, categories and set quantity requirement. The user role will be switched/assigned once the customer purchased required quantity from selected products.</li>
<li>Current order amount 
You can specify a minimum and maximum amount and switch the role as soon as the order total falls in the defined range.</li>
<li>Customer’s lifetime spending 
You also change user roles based on the lifetime spending of your customers on your website.</li>
<li>Purchases any product from specified categories or tags 
The user role will switch if a customer purchases any of the products from selected categories and tags.</li>
<li>Domain name of customer’s email address 
The user role will switch if the customer email address has specific domain. For example when you have abc.com or xyz.com the customers having email will automatically gain or switch to selected user role. (john@xyz.com, johan@abc.com)</li>
</ul>
<img class="alignnone size-full wp-image-18734000203438" src="https://woocommerce.com/wp-content/uploads/2021/07/User-roles-switcher-rule.png" alt="" width="980" height="788" />
<h2>History of user roles switching:</h2>
The extension maintains a brief history of the user roles switching along with the reason for the switch such as specific product purchase, product purchased from a specific category or tag, order price range, lifetime spent of a customer.
<img class="alignnone size-full wp-image-8291538" src="https://woocommerce.com/wp-content/uploads/2021/07/User-Roles-Change-History.jpg" alt="" width="980" height="547" />
<h2>Email notifications</h2>
You can customize the email notifications that are sent to customers when their user role is changed. The extension offers multiple variables to customize the email body copy.
<img class="alignnone size-full wp-image-8258320" src="https://woocommerce.com/wp-content/uploads/2021/06/Email-settings-1.jpg" alt="" width="980" height="313" />
<h3>Requirements</h3>
Minimum PHP version: 5.6

Automatic User Roles Switcher

Automatically switch user roles based on various conditions like product purchase, customer’s life-time spent, order amount and more.

<h2 data-start="254" data-end="311">Extend B2B – Companies and Users Management for WooCommerce</h2>
Complete B2B Company Management for WooCommerce Extend B2B is a powerful plugin designed for WooCommerce stores to manage B2B clients, companies, employees, and purchasing workflows. Ideal for organizations where multiple employees place orders but approvals and tracking are essential.
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<h3 data-start="614" data-end="651">Two-Level Management System</h3>
Store Owner (Admin)
<ul data-start="678" data-end="866">
<li data-start="678" data-end="753">
Full control over companies, orders, users, and global plugin settings.
</li>
<li data-start="754" data-end="866">
Can create companies, assign Company Owners, add or remove company credit, and monitor all company activity.
</li>
</ul>
Company Owner / Manager
<ul data-start="898" data-end="1096">
<li data-start="898" data-end="976">
Access a dedicated frontend dashboard inside WooCommerce → My Account.
</li>
<li data-start="977" data-end="1096">
Manage employees, roles, permissions, shared carts, purchase limits, and company credit—all without backend access.
</li>
</ul>
<hr data-start="1098" data-end="1101" />
<h3 data-start="1103" data-end="1145">Powerful Features for B2B Growth</h3>
1. Company & User Management
<ul data-start="1182" data-end="1380">
<li data-start="1182" data-end="1230">
Easily create and manage multiple companies.
</li>
<li data-start="1231" data-end="1288">
Assign Company Owners and add employees to companies.
</li>
<li data-start="1289" data-end="1380">
Define custom internal roles like Purchasing Agent, Manager, Viewer, or Accounting.
</li>
</ul>
2. Granular Roles & Permissions
<ul data-start="1420" data-end="1598">
<li data-start="1420" data-end="1520">
Set who can view orders, approve shared carts, manage spending limits, or access company credit.
</li>
<li data-start="1521" data-end="1598">
Employees only see what their roles allow, keeping sensitive data secure.
</li>
</ul>
3. Shared Cart & Approval Workflow
<ul data-start="1641" data-end="1846">
<li data-start="1641" data-end="1708">
Employees prepare carts and share them with managers or owners.
</li>
<li data-start="1709" data-end="1777">
Managers review, edit, approve, or reject carts before checkout.
</li>
<li data-start="1778" data-end="1846">
Ensures proper approval workflow and reduces errors in ordering.
</li>
</ul>
4. Company Credit & Digital Wallet
<ul data-start="1889" data-end="2137">
<li data-start="1889" data-end="1972">
Track company funds and allow employees to make purchases using company credit.
</li>
<li data-start="1973" data-end="2054">
Set individual purchase limits and renewal periods (weekly, monthly, yearly).
</li>
<li data-start="2055" data-end="2137">
Automatic real-time validation ensures no user exceeds their allowed spending.
</li>
</ul>
5. Activity Tracking & Notifications
<ul data-start="2182" data-end="2369">
<li data-start="2182" data-end="2277">
All actions are logged: who shared a cart, who approved orders, or who used company credit.
</li>
<li data-start="2278" data-end="2369">
Automatic email notifications keep teams informed about changes, approvals, or updates.
</li>
</ul>
6. Scalable & Secure System
<ul data-start="2405" data-end="2601">
<li data-start="2405" data-end="2449">
Employees stay within their permissions.
</li>
<li data-start="2450" data-end="2481">
Managers control approvals.
</li>
<li data-start="2482" data-end="2539">
Store admins oversee all company activity seamlessly.
</li>
<li data-start="2540" data-end="2601">
Perfect for corporate clients and growing B2B businesses.
</li>
</ul>
<hr data-start="2603" data-end="2606" />
<h3 data-start="2608" data-end="2634">Typical Workflow</h3>
<ol data-start="2635" data-end="2999">
<li data-start="2635" data-end="2692">
Admin creates a company and assigns a Company Owner.
</li>
<li data-start="2693" data-end="2754">
Company Owner adds employees and defines internal roles.
</li>
<li data-start="2755" data-end="2811">
Employees create carts and share them for approval.
</li>
<li data-start="2812" data-end="2857">
Managers review, approve, or edit carts.
</li>
<li data-start="2858" data-end="2939">
Authorized users place orders using company credit or other payment methods.
</li>
<li data-start="2940" data-end="2999">
Every action is tracked and logged for accountability.
</li>
</ol>
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Why Choose Extend B2B?
<ul data-start="3035" data-end="3223">
<li data-start="3035" data-end="3072">
Streamlines B2B order management.
</li>
<li data-start="3073" data-end="3124">
Improves approval workflows and reduces errors.
</li>
<li data-start="3125" data-end="3177">
Empowers managers without giving backend access.
</li>
<li data-start="3178" data-end="3223">
Scalable solution for growing B2B stores.
</li>
</ul>
<hr />
<h2>Frequently Asked Questions (FAQ)</h2>
Q1: Can a Company Owner or Manager create custom roles? Ans: Yes. Each company can define its own internal roles (like Manager, Purchasing Agent, Viewer, Accounting) separate from WordPress roles. Roles can have fine-grained permissions for orders, carts, and credit usage.
Q2: Can we have more than one manager or admin in a company? Ans: Yes. A company can have multiple Managers, but there is only one Company Owner per company.
Q3: What permissions can users and company managers have? Ans:
<ul data-start="750" data-end="1021">
<li data-start="750" data-end="881">
Company Owner / Manager: Full control over company users, roles, orders, shared carts, purchase limits, and company credit.
</li>
<li data-start="882" data-end="1021">
Employees: Limited permissions based on role; for example, they may prepare carts, share them for approval, or view company orders.
</li>
</ul>
Q4: Can I assign credit to a company? Ans: Yes. The plugin allows assigning a company credit balance, which can be used for purchases. Admins and Company Owners can also set per-user spending limits and track credit usage.
Q5: How can a user see their own credit? Ans: Users can log in to their account and see their personal orders, remaining company credit (if allowed), and credit consumption.
Q6: Does the plugin support multiple languages? Ans: Yes. The plugin is compatible with Loco Translate and other translation plugins, allowing you to translate all plugin text into any language.
Q7: How does the shared cart and approval workflow work? Ans: Users with “Share Cart” permission can prepare carts and share them with managers. Managers or Company Owners review, approve, or reject carts before checkout. Only authorized users can complete the order.
Q8: Can purchase limits be automated? Ans: Yes. The plugin supports automatic limit resets (weekly, monthly, yearly) and checks limits in real-time during checkout.

Extend B2B – Companies and Users Management

A B2B plugin that will empower your customers to self-serve their accounts, manage their teams, and improve their buying process.

Automatic User Roles Switcher vs Extend B2B – Companies and Users Management