Company Onboarding for Shopify Plus B2B stores
Streamline B2B company management with structured registration, admin approvals, and automated user-to-company assignment. Keep companies organized, verify businesses before wholesale access, and scale onboarding without manual chaos.
B2B company onboardingon Shopify Plus
One-time registration and approval
Customers raise company requests on the storefront; admins review and approve in one place.
Content visibility
Whitelist public catalog areas while keeping B2B-exclusive resources for approved contacts.
Customizable registration forms
Collect the business fields you need for verification and map data to company metafields.
Edit requests before approval
Applicants can update details while pending so data is accurate before go-live.
Automated approval rules
Auto-approve when criteria you define are met to reduce manual review.
Branded B2B emails
Templates for OTP prompts, password reset, and approval or rejection notices.
How to set up company onboarding
Install the app
Add the miniOrange SSO / B2B app to your Shopify store.
Configure onboarding
Enable forms, fields, and rules for creation, assignment, and management.
Buyers apply
Prospective B2B customers submit requests with required business details.
Admin approve
Review, approve or reject, and grant access only to verified companies.
Use cases for company assignment
See how teams structure onboarding, access, and self-service for wholesale buyers on Plus.
Controlled onboarding with approvals
Structured forms capture GST, company type, and intent; admins approve before wholesale pricing is visible.
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Granular access at storefront and checkout
Restrict catalogs and checkout to approved B2B users so retail visitors cannot see negotiated pricing.
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Self-service company management
Company admins invite users, assign buyer or manager roles, and update details without merchant bottlenecks.
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