How to setup Shopify B2B Company Onboarding in Customer Accounts?

Streamline B2B onboarding in Shopify 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.

Pre-requisites: Shopify Plus Store & MO Customer Accounts Login

MO Customer Accounts Login App Installed

• Log in to your Shopify Admin.
• Go to Apps → Shopify App Store.
• Search for MO Customer Accounts Login.
• Install the MO Customer Accounts Login app on your store.
• Open the app from Apps in the left navigation to start the setup.

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

Step 1: Enable Company Registration for Shopify B2B Customers

• In your Shopify admin, go to Apps and open MO Customer Accounts Login.

• In the left navigation, click Company Management.
• Open the Configuration tab.
• You will see Allow end users to register their Company. After a customer signs up, they can request a new company only when no company is already linked to their email domain.

• Turn on Allow end users to register their Company and click Save.
• Click the extension link. This opens the theme editor so you can add the company registration page.

• In the theme editor, click the plus (+) icon next to Company Create Request, then choose Accounts to add the page.

• Set the page title, page subtitle, and support email. For example, use Company Registration as the title and a short line such as Register your company to enable B2B features as the subtitle.
• Click Save.

• Click the X on the Company Create Request block to close the block settings.

• Click Add to menu so customers can open this page from their account menu.

• Set the menu label to Company Create Request and click Save.

• The account menu now shows Company Create Request, and the page shows a Create Company button.

• Go back to MO Customer Accounts Login. In the left navigation, click Registration form design.
• This screen is where you add more fields to the company registration form.

• Click a field on the left to add it. Fields are grouped under Profile, Address, and Custom.
• You can select predefined fields, such as company name, contact name, email, phone, email domain, billing address, or shipping address. You can also add your own custom fields, such as Tax ID.
• Click Save.

• Now, log in to your online store and click the user icon.

• Open Company Create Request and click Create Company.

• Fill in the company name, email domain, and any other fields you added to the form.
• Click Add another email domain if the company uses more than one domain.
• Click Register Company.

• A message says Request sent successfully. The request is sent to the store admin, and the customer is notified by email once it is approved.

Step 2: Manage Company Requests

• Go back to MO Customer Accounts Login.
• In the left navigation, click Company Management.
• Open the Company Requests tab.
• Click Approve or Reject for the request.

Step 3: Connect Shopify to MO Customer Accounts Login

• In the left navigation, click Connect Store.
• Copy the Well-known or discovery endpoint URL, Client ID, and Client secret from this page.
• Click the Customer accounts link in the setup steps to open Shopify customer account settings.

• In the Identity provider section, click Manage providers.

• Click Connect to provider.

• Set Provider to Custom or other.
• Enter an Identity provider name, such as miniOrange.

• Scroll to Application info and paste the values copied in the previous step.
• Click Save.

• Click Activate.

• Go back to MO Customer Accounts Login and click Test Connection.

• On the login screen, click Sign up.

• Enter the email and password, then click Create Account.

• Enter the one-time password sent to the email and click Verify OTP.
• After the code is verified, close the test window.

Step 4: Auto-Assign B2B Users to Respective Companies

• In the left navigation, click Company Management and stay on the Configuration tab.
• Turn on Assign end users to Company in real time (Company Provisioning). When a customer logs in, they are added to the company that matches their email domain.
• Click Save.
• Note: Add the company domain in Shopify under that company’s metafield. The steps are below.

• In Shopify admin, go to Customers > Companies.

• Open the company, then in Metafields click View all.

• In B2B Company Email Domains, add the email domains for that company. You can add more than one.

• When a customer logs in with an email that matches one of these domains, they are assigned to that company.

Step 5: Customise the Email sent to the users

• In the left navigation, click Email Templates.
• Open Email OTP, Company Approval, or Company Rejection.
• Keep Use Default Template, or select Use Custom Template and edit the email.

So, by implementing a structured B2B onboarding process with miniOrange on Shopify, 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.