B2B Company Assignment & Onboarding for Shopify Plus

What is B2B company assignment and how does it work on Shopify Plus?

Company assignment refers to the process of setting up B2B customers as companies in Shopify Plus stores. With miniOrange’s advanced Shopify B2B solution, users can fill company account request form on the storefront, which is reviewed and approved by the Shopify admin before access is granted. Once approved, B2B contacts are automatically assigned to the appropriate company accounts, streamlining the Shopify B2B company assignment process and ensuring only verified business customers gain access.

What is domain-based B2B company assignment on Shopify Plus?

Domain-based company assignment is part of the B2B customer onboarding process, allowing admins to automatically link users to a company based on their email domain. When a B2B contact signs up using a domain linked to a registered B2B company, they’re automatically added to that company’s account, simplifying Shopify B2B user management.

What is the process for company registration and approval on Shopify B2B?

The company registration process starts when a B2B user creates a company account request to register their company through their Shopify Plus storefront. This request is reviewed by the store admin, who can approve or reject it after verification. Once approved, a company profile is created in the system, and Shopify B2B contacts associated with the approved domain are automatically onboarded to the store.

How do I restrict store access to B2B customers only?

Store admins can configure storefront visibility rules to restrict access to certain pages, collections, or products. By using whitelisting, admins can make selected content visible to all logged-in users, while keeping exclusive content hidden from non-verified visitors, ensuring that only approved Shopify B2B company contacts can view relevant B2B-specific products and pricing.

Can Shopify automatically assign or deny access based on a user’s email domain?

Yes. Through domain-based B2B company assignment, admins can automatically associate specific email domains with approved companies. When this feature is enabled, users signing up with approved domains are directly assigned to their company, while users with unlisted domains will not be assigned until their company is registered and approved by the admin.

How do I set different access levels & permissions for B2B company contacts on Shopify Plus?

Admins can enable granular access control and define role-based permissions for approved B2B contacts in Shopify Plus. This allows merchants to assign specific roles to users, such as orders management, payments, or sales staff, ensuring that every member operates within defined access boundaries.

How can I manage storefront visibility for public shoppers versus B2B company contacts?

With miniOrange’s Shopify B2B solution, store admins can whitelist specific pages, products, or collections to control visibility between public and B2B users. Whitelisted pages remain visible to all logged-in users, while unlisted pages and collections are restricted to verified Shopify B2B customers, keeping B2B-exclusive store content accessible only to approved companies.

Can I create company-specific login experiences on Shopify?

Yes. Using miniOrange’s custom authentication for B2B contacts on Shopify, merchants can deliver tailored login experiences based on company roles or user types. This includes support for multiple login options such as email-password, email or phone OTP, and SSO through corporate identity providers, offering a secure and flexible authentication experience for Shopify B2B contacts.