Login on Behalf

B2B purchasing rarely happens in isolation. Buyers work across teams, procurement workflows span multiple people, and support and sales teams regularly need to step in to keep things moving. Login on Behalf gives authorized users a secure, controlled way to act on behalf of colleagues and customers—without sharing credentials, disrupting account ownership, or compromising visibility.

Every assisted session runs inside a defined permission structure. A persistent banner identifies who is acting and who they are acting for throughout the session. Orders placed during the session are recorded with the operator as the creator. When the session ends, the original account is returned exactly as it was—data, addresses, and order history untouched.

This is not impersonation but an accountable operating model for organizations that need to support buyers, continue procurement workflows, and resolve issues while maintaining trust, visibility, and governance.

Login on Behalf operates across two contexts, designed for different teams and different needs.

1. Login on Behalf in the buyer portal
Authorized company members can act on behalf of a colleague directly from the Buyer Portal. They can browse the colleague's assigned catalog, complete carts, place orders, and continue account workflows without ever seeing or entering the colleague's credentials. This flow is built for procurement continuity: keeping purchasing moving during absences, handovers, and role transitions without creating credential risk or workflow gaps.

2. Login on Behalf from back office
Support agents and administrators can initiate an assisted session from the Back Office. Starting the session opens a dedicated security verification page first—making the action explicit and transparent—before redirecting to the Buyer Portal in customer mode. Support teams can reproduce issues, review the buyer's experience, and help complete orders without operating outside the platform's permission and audit structure.

❗️In both flows, a persistent banner on every page shows who is acting and who they are acting for. Every action is recorded with the operator as the creator, creating a reliable audit trail across the session.

• Buyer Portal delegation: Authorized company members act on behalf of colleagues within the same organization, browsing assigned catalogs, completing carts, and placing orders without credential sharing.
• Back Office-initiated assistance: Support agents and administrators start assisted sessions directly from the Back Office, with a dedicated security verification step before the session opens.
• Session transparency: A persistent banner on every page identifies the operator and the person they are acting for throughout the assisted session. There is no ambiguity about who is taking action.
• Operator attribution and audit trail: Orders and actions taken during an assisted session are recorded with the operator as the creator, giving enterprise accounts a clear, reliable record of every assisted interaction.
• Role-based permissions: Access to Login on Behalf is controlled through Virto's existing roles and permissions structure. Organizations define who can initiate assisted sessions and under what conditions.
• Clean session exit: Ending the session returns the operator to their own account. The assisted account's data, addresses, and order history are left untouched.

• Company buyers and procurement teams continue a colleague's purchasing workflows during an absence, handover, or role change—without interrupting approvals, losing cart progress, or sharing passwords.
• Customer support teams reproduce buyer issues in context, troubleshoot checkout problems, and help customers complete orders—without needing the customer's credentials or stepping outside governed access controls.
• Sales representatives and account managers support strategic accounts through complex ordering scenarios, reducing friction and accelerating deal completion.
• Administrators manage who can initiate assisted sessions through role-based permissions, maintaining control over delegated access as organizational structures evolve.

• Purchasing doesn't stop when people aren't available: Absences, handovers, and role transitions no longer stall procurement workflows. Authorized colleagues step in, carts stay intact, and orders keep moving, without anyone sharing a password.
• Support teams resolve issues instead of chasing context: When a support agent can access the buyer's environment directly, issues get reproduced accurately and resolved in the session, without extended back-and-forth or escalation delays.
• Sales assistance becomes a structured capability, not a workaround: Representatives help strategic accounts through complex orders in real time—inside a governed, traceable session—rather than operating outside the platform on the buyer's behalf.
• Credential sharing stops being the default fix: Informal password sharing is usually a symptom of a missing delegation model. Login on Behalf replaces the workaround with a controlled operating model that carries no credential risk.
• Every assisted interaction is accounted for: Operator attribution is built into the session structure by default. When governance, compliance, or dispute resolution requires a record of who acted and when, it's already there.

Login on Behalf works alongside Virto's broader B2B account and commerce capabilities. It extends the value of Company Accounts, Organization Management, Roles and Permissions, Approval Workflows, the Buyer Portal, and Sales Assistance —connecting the assisted commerce experience to the governance and workflow structures already in place.

For organizations managing complex account hierarchies, multi-buyer procurement, or high-touch sales and support operations, Login on Behalf brings the delegation and visibility controls those structures require.