How to setup Shopify B2B Company Onboarding in Plus Customer Accounts?

Streamline B2B onboarding in Shopify Plus by allowing companies to register and submit onboarding requests directly through the storefront. Merchants can collect business details, verify companies, and control access through configurable registration and approval workflows.

With miniOrange, you can enable custom onboarding forms, admin approval, and flexible login options like email-password, OTP, or SSO, ensuring that only authorized B2B companies and their users gain access to the appropriate catalogs, pricing, and store resources.

Install Application

Pricing Plans

Pre-requisites: Shopify Plus Store and miniOrange SSO Application

Shopify Plus Store With B2B Enabled

You need to have a Shopify Plus store with B2B enabled.
Log in to Shopify Admin on your Plus store.
Confirm B2B is turned on and you can access Customers → Companies as needed.

miniOrange SSO Application Installed

Log in to your Shopify Admin.
Go to Apps → Shopify App Store
Search for miniOrange Single Sign-On – SSO
Click Get this application to add the app to your store
Open the app from Apps to start Shopify B2B User Assignment configuration

Step-by-step guide to configuring Shopify B2B Company Onboarding in Plus Customer Accounts

Step 1: Configure Storefront Access Token

Go to your Shopify store and navigate to the App section and click on Single Sign On - SSO login application.

Open miniOrange SSO app in Shopify Admin

On the left navigation menu, click on B2B. In the Configure B2B Features section, click on Configure.

Click on the Generate Token button to generate the Storefront Access Token. Click on Save and then click on Next.

Generate and save Storefront Access Token

Step 2: Enable Company Registration Feature

In the B2B Company Settings tab, enable the toggle of Allow End Users to Register Their Company to let users register their company within your Shopify store.

Allow users to register their company toggle

After enabling the toggle, click on Save.
After saving, a confirmation message saying “B2B configurations saved” will appear.
To use this feature, you need to enable the corresponding extension. Click the highlighted extension link below to proceed.

Enable extension for company registration

Click the plus (+) icon next to the company request to add it to the Accounts page.

Add company request block to Accounts page

Click Save in the upper-right corner.
To grant users access to this page, add it to the navigation menu by clicking Add to Menu as shown below.

Add label name for Create Company Request and click on Save.

After adding it, the end user will now see the B2B Company Registration form and the Company Create Request option in the menu bar.

B2B registration form and menu on storefront

Now, log in to your online store and click on the User icon.

End users can register a company through the B2B Company Registration form.
Enter the company name and its associated email domain. The end user can also add multiple email domains for a single company if needed.

After submitting the form, a success message saying “Request sent successfully” will appear, indicating the end user's company creation request has been successfully submitted to the store admin.

The end user will receive an email notification once your request has been reviewed and approved.

Step 3: Manage Company Requests

Go back to app dashboard, and in the Approve Companies section, click the View Companies button highlighted below.

Approve Companies, View Companies button

Admin can either Approve or Reject a company request as shown below. Requests can be filtered by email domain or a date range.

Step 4: Connect Shopify store to SSO application

Now, connect your Shopify store to the miniOrange SSO application.
In Customer Accounts Setup step, take note the following details: Discovery Endpoint URL, Client ID, Client Secret, additional scopes, and Redirect URI.
Note: You can also find this metadata under Connect Store in the left-hand section, as shown below.

miniOrange Connect Store OAuth Client ID secret discovery URL and scopes

Navigate back to the Shopify dashboard, and click on Settings.

Shopify admin Settings sidebar for customer account configuration

Under Customer Accounts, click the Manage button in the Authentication section.

Customer accounts Authentication Manage button in Shopify Settings

Click on Manage providers.

Customer accounts Manage providers list for identity providers

Click on the Connect to Provider button.

Connect to Provider button on Shopify customer account authentication screen

Enter a suitable identity provider name.

Identity provider name field for custom OIDC provider setup

Enter the required details, Discovery Endpoint URL, Client ID, Client Secret, additional scopes, redirect URI, into their respective fields shown below.

OIDC provider form with discovery URL client ID secret and redirect URI

Click the Test Connection button to verify the connection.

So, by implementing a structured B2B onboarding process with miniOrange on Shopify Plus, businesses can enable seamless company registration, admin approval workflows, and controlled user onboarding from the storefront. This ensures that only verified companies and their employees gain access, while reducing manual effort and improving data accuracy. Combined with automated user assignment and role-based access, this approach creates a scalable, secure, and efficient onboarding experience for managing B2B companies and their users.

Frequently Asked Questions (FAQ)

Can users register their company directly from the Shopify storefront?

Yes, using the miniOrange application, B2B users can access a dedicated company registration form from the Shopify storefront and submit their company details, including company name and associated email domains.

Once submitted, the request is stored within Shopify and can be reviewed by the store admin. This ensures a structured onboarding flow where new businesses can initiate access without requiring manual company creation from the Shopify admin panel.

Can I customize the company registration form in Shopify?

Yes, the miniOrange solution allows merchants to customize the Shopify B2B company registration form to collect specific business information such as company name, email domains, and other required attributes.

This flexibility helps Shopify merchants align the onboarding process with their business requirements, ensuring accurate company data is captured before approval and reducing the need for follow-ups or manual corrections.

What happens after a company registration request is approved in Shopify?

After approval, the company is created or mapped within Shopify B2B (Customers → Companies), and users associated with that company are granted access to the store.

Once onboarded, users can log in using configured methods such as email-password, OTP, or SSO, and automatically access the appropriate B2B catalogs, pricing, and permissions assigned to their company profile.

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