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 & B2B Login & Onboarding App

Shopify B2B Login and Onboarding App Installed

• Log in to your Shopify Admin.
• Go to Apps → Shopify App Store
• Search for B2B login and onboarding
• Install MO: B2B Login & Onboarding app to your store
• Open the app from Apps section in left navigation menu to start the configuration

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

Step 1: Enable Company Registration for Shopify B2B Customers

• Go to your Shopify store and navigate to the App section and click on B2B Login & Onboarding application.

• Click on the Setup B2B Login tab.

• Now, click on the Configure Login button as shown in the image below.

• Navigate to 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.

• 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.

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

• You can fill in details like Page Title and Page Description as shown in the image below.
• Click Save in the upper-right corner.

• Click on the "x" icon as shown in the image below.

• 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 Company Create Request option in the menu bar and B2B Company Registration form on the 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 2: Manage Company Requests

• Go back to app dashboard, and click on the Company management tab in left navigation bar.

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

Step 3: Connect Shopify to B2B Login & Onboarding App

• Click on the Connect Store button in the left-navigation bar.

• Scroll down and copy these values and click the Settings button as shown to connect the store with the app.

• Click on the Manage Providers button.

• Click on Connect Provider button.

• Provide an Identity provider name and select Provider as Custom or other if you dont have any IDP listed there.

• Scroll down to Application info section and paste the values copied from the above step. Click on Save.

• Click on Activate button.

• Navigate back to the App and Click on the Test Connection button.

• Click on the Sign up link to create a account for testing.

• Fill out the fields and click on the Sign up button to create a account.

• Provide the One Time Password (OTP) received over Email and click on Verify to complete the Test Connection.

• You will see the Test connection successful window. Click on Close Window.

Step 4: Auto-Assign B2B Users to Respective Companies

• Navigate back to the B2B Configuration >> B2B Company Settings tab and enable the Assign end users to Company in real time (Company Provisioning) toggle.

• After enabling the toggle, click on Save. You will see a confirmation message saying B2B configurations saved.
• Note: For this feature, we need to add the company’s domain in Shopify under their Company metafield.

• Navigate to the Shopify Dashboard >> Customers >> Companies.

• Click on the company you have registered and in the Metafields section, click on the View All link.

• In the company metafields section, you can add one or more B2B company email domains associated with a company or organization.

• Now, when a user logs in with an email domain associated with a company, they will be automatically assigned to that company.

Step 5: Customise the Email sent to the users

• Navigate to the application dashboard and click on the Email Templates tab.

• Here you can customise the email templates for events like Company Approval, Company Rejection, Email OTP Sent. You can use Default Template or create a new template from scratch.

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.