Company Onboarding for Shopify B2B
Enable businesses to submit company registration requests, set up automated review and approval workflows, and automatically assign users to their respective companies using verified email domains. Manage end-to-end company onboarding and maintain granular control over user access from a centralized workflow.
Company Onboarding Capabilities for Shopify Plus
B2B Company Registration & Approval
Allow users to submit company registration requests on the storefront, with admin review and automated approval workflows.
Storefront Visibility & Access Control
Whitelist certain products, collections, or pages so all visitors can view them, while keeping B2B-specific content restricted to approved B2B users.
Custom Company Registration Forms
Customize onboarding forms to collect company details and business data needed for registration, verification, and company setup steps in Shopify.
Modify Requests Before Approval
Let B2B users edit pending company requests, including company details and domains, before admins review and approve the submission in the dashboard.
Company Approval Automation
Set rules to auto-approve companies when registration data matches defined criteria, reducing manual review during onboarding and setup in most cases.
Custom Email Templates for B2B Flows
Customize email templates for OTP prompts, password resets, approvals, and rejections to keep B2B notifications consistent with your store branding.
How to Set Up Company Onboarding
Install the App
Install the MO: B2B Login & Onboarding app on your Shopify store.
Enable Company Registration
Enable company registration and configure the onboarding settings for your B2B customers.
Review & Approve Company Requests
Review submitted company requests and approve or reject organizations as required.
Auto-Assign Users to Companies
Enable real-time company provisioning to automatically assign users to companies based on verified email domains.
Common B2B Onboarding Use Cases
See how teams structure onboarding, access, and self-service for wholesale buyers on Plus.
Controlled Onboarding with Approvals
Collect business details (GST, company type, purchase intent) through custom registration forms, review company requests, and grant access only to verified B2B organizations.
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Granular Access at Storefront and Checkout
Ensure only approved B2B customers can browse wholesale catalogs, view pricing, and complete purchases across the storefront.
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Self-Service Company Management
Give company admins control over users, roles, and company information, making it easier to manage growing B2B account structures.
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