Learn who can act on behalf of a buyer organization and what they are allowed to do, using Customers, Associates, Associate Roles, permissions, and inheritance.
Learning objectives
After completing this module, you should be able to:
- Distinguish between the Customer and Associate resources and explain the provisioning sequence.
- Design Associate Roles with appropriate permissions, including separation of duties between requesters and approvers.
- Configure inheritance settings and predict their effect across a Business Unit hierarchy.
- Select the correct API endpoint pattern for a B2B operation and explain the Permission Gate enforced on
as-associatecalls. - Recommend an associate provisioning pattern for a buyer based on scale, compliance, and implementation effort.
- Apply the Architect's decision framework to model org management and access control.
Prerequisites
- Model buyer organizations module from this learning path.
Audience
- Functional Architects and Solution Designers responsible for evaluating platform capabilities and recommending B2B modeling strategies.