In Builtfirst, marketplace owners decide who can view discounts and join their marketplace at any time. This is all customized in the Access tab on the Marketplace Settings page.
Marketplace Settings
Clickpath: Marketplaces > Go to Marketplace > Settings > Access
Marketplace Visibility
Marketplace visibility determines whether someone must create a Builtfirst account to see any discounts. Note that visibility only refers to what users can see - there's a separate setting to determine whether these same users can click buttons to redeem/request quotes from vendors.
Open - Login or sign up isn't necessary to see products, deals, or integrations
Closed - Login or sign up is necessary to see products, deals, or integrations
Marketplace Policy
Open to all - anyone that can see the marketplace can redeem products, deals, or integrations
All require approval - buyers must be approved by your team before they can redeem products, deals, or integrations
Domain Policy
Yes, extract domains and auto-group buyers based on them - if multiple users with the same email domain join your marketplace, we'll put them in the same organization
No, don't extract domains and auto-group buyers based on them - users with the same email domain will be listed under separate organizations in your marketplace
Customer Accounts
Customer accounts determines whether someone must create a Builtfirst account before they can try to redeem discounts or request quotes from vendors. This option is disabled if your marketplace has closed visibility.
Accounts Required - Customers will need an email and password to redeem
No Accounts Needed - Customers will only need a verified email to redeem
Why are emails required even when selecting No Accounts Needed?:
Emails are used to tie users to your analytics so you can see who is redeeming discounts and when. If a discount requires personal followup from the vendor to apply it, they'll reach out to the email address entered when users request the deal.