Overview

This article covers turning the B2B Catalog on for your organization, what Genius sets up when you do, and the two situations where Enable is unavailable.

For what the B2B Catalog is and who does what, read The B2B Catalog — Genius CE & Enterprise first.

Before You Start

Two things control whether you can reach these pages, and they work independently of each other.

The B2B Catalog is available to your organization. Contact your Genius representative to have it switched on.

Your role has the B2B Catalog Settings permission. This is granted separately from general administration access, so a full Administrator can have every other permission and still not see these pages. Ask whoever manages roles at your organization to grant it.

Settings

Navigation: Administration > B2B Catalog

The B2B Catalog area holds two pages:

Page	What it is for
Catalog Settings	Turning B2B account creation on and off, and seeing its current state.
Bulk Discounts	Volume pricing, so a larger order gets a lower price per seat. Optional, and independent of the B2B Catalog.

Catalog Settings Page

The page shows a single card, B2B Catalog Registration, with four rows and an action button.

Row	What it tells you
Status	Whether B2B account creation is currently on.
Registration Mode	Which account creation method your organization is set to. There are three, and one of them is the Genius method that turns the B2B Catalog on.
Parent Affiliation	The Affiliation that new organizations are filed under.
Affiliation Status	Whether that parent Affiliation is active or archived.

The button reads Enable or Disable, depending on the current state.

Note: The Genius account creation method ships switched off, so every organization starts with the B2B Catalog unavailable until someone turns it on deliberately.

Turning on the B2B Catalog

Navigation: Administration > B2B Catalog > Catalog Settings

Open the Catalog Settings page.
Click Enable.
Confirm.

What Genius Sets Up

Enabling does everything in one step. Nothing has to be created by hand beforehand.

Switches your organization to the account creation method that lets organizations sign themselves up.
Creates the parent Affiliation named Organizations.
Sets up the B2B Manager role.

Note: If any part of this does not complete, none of it is applied, so the page is either fully set up or unchanged.

When Enable is Unavailable

There are two situations where the button will not turn the B2B Catalog on. In both, the page is working as designed.

Your Organization Creates Accounts Through an Outside Service

A small number of organizations have account creation handled by an external system, set up for them specifically. This page leaves that arrangement in place rather than replacing it. If your organization is in this situation, contact your Genius representative.

The Organizations Affiliation is Archived

New organizations are created inside the Organizations Affiliation, so it has to be active before the B2B Catalog can be turned on. Make it active again, then return to this page and enable.

Important: Once the B2B Catalog is running, leave the Organizations Affiliation active and where it is. New organizations are created inside it, so archiving it or moving it under a different parent stops organizations being able to sign up.

Turning Off the B2B Catalog