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B2B Company Assignment & Onboarding for Shopify Plus

Shopify B2B Company Registration & Real Time User Assignment streamlines B2B onboarding with structured company registration, admin approvals, and automated user assignment. Managing employees across multiple organizations becomes challenging, leading to manual effort and inconsistent access control. Our solution ensures only verified businesses gain access, reducing access inconsistencies while enabling secure, scalable onboarding.

Shopify Single Sign-On (SSO) | B2B Company Assignment & Onboarding for Shopify Plus

Why Merchants Need B2B Company & User Management?

Shopify Plus merchants need structured B2B onboarding workflows to keep company registration & approvals organized, ensuring every user is assigned to the right company account in real-time.


  • Shopify Plus B2B operations require structured company registration & admin approval workflows to onboard verified businesses.
  • Manual company creation and user verification create higher operational effort as B2B onboarding scales.
  • Verified B2B users need automated assignment to approved B2B companies after login.
  • B2B contacts require controlled access to B2B-specific resources (products, pricing, collections)

How to Set Up Shopify B2B Company Registration & User Assignment?

WordPress SSO | Step1

Step 01

Install Shopify B2B/SSO Application

Download and install the Shopify Single Sign-On (SSO) application to setup Shopify B2B company onboarding & user assignment.
Add Application

WordPress SSO | Step1

Step 02

Retrieve Storefront Access Token

Obtain your Storefront Access Token from the Setup B2B section. Follow our detailed setup guide for step-by-step instructions.
Setup Guide

WordPress SSO | Step1

Step 03

Configure B2B Company Assignment Features

Enable company registration and provisioning settings to manage how companies and users are created, approved, and assigned.
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B2B Company Onboarding on Shopify Plus

One-Time Company Registration & Admin Approval

One-Time Company Registration & Admin Approval

Allow users to create Shopify B2B company registration requests directly on the storefront, with store admins reviewing and approving access.

Domain-Based Company Assignment for B2B Contacts

Manage Content Visibility For Visitors & B2B Users

Maintain Shopify B2B access control by whitelisting specific products, collections, or pages for all users (B2B, non-B2B, visitors), while ensuring B2B-exclusive content remains restricted to approved B2B contacts.

Manage Store Visibility Between Public & B2B Users

Fully Customizable Company Registration Forms

Allow merchants to customize onboarding forms to collect relevant company information and business data required for company registration and verification.


Custom B2B Email Templates

Edit Company Requests Before Approval

Allow B2B users to edit submitted company requests while in pending status, including updating company details or adding domains, ensuring accurate company data before approval.

Storefront-Integrated Login Experience

Automated Company Approval Workflows

Set predefined rules to automatically approve companies when specific registration criteria or onboarding parameters are met, helping scale company onboarding without increasing manual effort.

Customizable B2B Email Templates

Customizable B2B Email Templates

Customize email templates for B2B contacts, including OTP login prompts, password reset messages, and company approval or rejection notifications, ensuring consistent storefront branding.

Frequently Asked Questions

Explore common queries regarding Shopify B2B Company Assignment & Onboarding

B2B Company Assignment & Onboarding for Shopify Plus | Contact Us   Contact Us

Does Shopify support automatic B2B company assignment?

Shopify’s native B2B setup typically requires manual company and user management. With a dedicated Shopify B2B solution, you can automate company assignment using verified domains or predefined attributes during login, reducing manual effort and keeping company structure organized as onboarding scales.

Can a corporate employee raise an account request for their B2B company?

Yes. You can allow employees to submit B2B company registration requests directly from the Shopify Plus storefront. Admins can then review business details, approve companies, and grant access after verification, ensuring controlled onboarding and securing B2B-only resources.

How does domain-based company assignment work in Shopify?

When a user signs up or logs in using a verified business email domain, the system automatically assigns that user to their respective B2B company in Shopify. This helps merchants group B2B contacts under the right companies without manual intervention and ensures consistent company-level management.

Can I restrict store access to approved B2B companies only?

Yes. You can control storefront visibility so only users from approved B2B companies can access restricted products, collections, pricing, or pages. Public or mixed content can remain accessible to general visitors while sensitive B2B resources stay limited to verified contacts.

How can I use domains or business information to classify customers into the right company or tier after signup?

You can define B2B user assignment rules based on verified email domains or predefined attributes such as company tags. These rules automatically assign users into their respective company after login, helping maintain consistent onboarding workflows and access control.

Can B2B companies have multiple users with different roles?

Yes. Multiple employees from the same company can be onboarded and assigned appropriate access based on their responsibilities. Merchants can define permissions and restrict actions or content so each role, such as buyers, managers, or sales staff, accesses only what’s relevant to them.

Use Cases for Shopify B2B Company Assignment

Explore key Shopify B2B use cases illustrating how Shopify Plus merchants can streamline company onboarding, automate user assignment, and ensure granular control over B2B store access.

Configure B2B Accounts By Setting Up Company Profiles with Admin Approval

A Shopify Plus merchant managing multiple B2B contacts needed a simpler way to organize users under their respective companies. Previously, the process for Shopify B2B company assignment did not allow unassigned customers to request registration of new companies, leading to delays and confusion. With miniOrange’s advanced solution, B2B users can create company account requests directly from the storefront, which admins review and approve before granting access, ensuring only verified companies and B2B employees are onboarded to the Shopify store.

B2B Company Assignment & Onboarding for Shopify Plus | Configure B2B Accounts By Setting Up Company Profiles with Admin Approval

Company & Role-Based Access Control for B2B Contacts

A Shopify Plus B2B store serving multiple companies needed to ensure that users only accessed content and actions specific to their organization and role. Effective B2B user management was becoming difficult as all customers could view the same products and pricing, creating confusion and potential compliance risks. With miniOrange’s integrated B2B solution, stores can enforce granular access control through restrictions on B2B-specific products, collections, and pages, and set role-based permissions so users can manage specific tasks (order handling, sales staff) securely and efficiently.

B2B Company Assignment & Onboarding for Shopify Plus | Company & Role-Based Access Control for B2B Contacts

Exclusive Store Access to Verified B2B Company Contacts

A Shopify Plus merchant running a dedicated B2B store needed to ensure that only verified B2B employees could view sensitive product catalogs and pricing. However, the store’s open visibility allowed any logged-in user to access B2B-exclusive store content. With miniOrange’s Shopify B2B application, merchants can restrict store access to B2B customers with approved company profiles. Admins can whitelist certain pages for public visibility while keeping all B2B-specific products, pages, or collections hidden from non-verified users, so only authorized B2B contacts can view relevant information.

B2B Company Assignment & Onboarding for Shopify Plus | Exclusive Store Access to Verified B2B Company Contacts

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