Umbrella Sites: Things to Consider
Are you weighing your options when it comes to creating an umbrella site versus a typical OrderCloud deployment? Before making a decision, you may want to consider some things when it comes to umbrella sites.

What is an Umbrella Site?
An umbrella site, as opposed to a typical OrderCloud deployment, is when an admin only creates one buyer site for multiple buyers. The buyers are broken down and managed at the group level, assigned various permissions, categories, and products based on the group assignment. A typical OrderCloud deployment on the other hand, is where an admin has multiple buyer sites, making it much easier to manager each buyer and the categories, products, permissions, groups and users associated with them.

Below are things to consider when it comes to umbrella site management:

Auto E-mails
Automatic e-mails are managed at the buyer site level. This means in an Umbrella site environment, auto e-mails cannot be assigned at the group level, making it harder to assign them based on buyers.

Reports
Reports are generated at the buyer site level as well, not the group level. Therefore, generating any type of report based on buyers in an umbrella site will not be possible. However, you can generate them based on cost centers.

Interop IDs
In an umbrella site, there cannot be buyer-specific interop IDs. They are assigned at the buyer site level, not the group level.

Merchant Accounts
Because merchant accounts are assigned at the buyer site level, creating an umbrella site will make it impossible to assign merchant accounts to the buyers at the group level.

Other Things to Consider
If you want to assign sales reps to their own individual accounts, this will not be available through an umbrella site. You can only assign them to accounts at the buyer site level.

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