Provide Username/Password or Email OTP Login along with SSO via any IDPs for Shopify Plus Customer Accounts

Merchants can let customers log in using username and password or Email OTP, while also supporting SSO via enterprise identity providers (IdPs) like Okta, Azure AD, and AWS Cognito using our B2B Login & Onboarding Application. This ensures a flexible and secure authentication experience, allowing customers to choose their preferred login method while enabling merchants to connect seamlessly with enterprise identity platforms.

Pre-requisites: App Installation

• Log in to your Shopify Admin.
• Go to Apps → Shopify App Store
• Search for B2B Login & Onboarding
• Install MO: B2B Login & Onboarding app to your store
• Open the app from Apps section in left navigation menu to start the configuration
• The store must be a Shopify Plus store with Customer Accounts activated.

Step-by-step guide to set up username/password or email OTP Login on Shopify B2B Store

Step 1: Configure the login screen in B2B Login & Onboarding application

• 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.

• You will be redirected to the B2B Configuration page. Configure the login screen as per your requirements.
• You can choose from multiple login options (User Sign-Up, Email OTP Login, Email Password Login, and Phone OTP Login) to add to your Shopify B2B store’s login page.

• Enable User SignUp
• Email OTP Login
• Email Password Login
• Phone OTP Login

Enable User Signup

• Activate the Enable User Signup option under the Login Options for B2B tab to allow new users to register.
• Click on Save.

Enable Email OTP Login

• Activate the Enable Email OTP Login option under the Login Options for B2B tab to let users log in using their email and a one-time password (OTP).
• Click on Save.

Enable Email Password Login

• Activate the Enable Email Password Login option under the Login Options for B2B tab to let users log in using their email and password.
• Click on Save.

Enable Phone OTP Login

• Activate the Enable Phone OTP Login option under the Login Options for B2B tab to let users log in using their Phone number and a one-time password (OTP).
• Click on Save.

• The end user will see all the login options enabled above on the Shopify B2B Store login screen.

Step 2: Restrict Access to Non-Logged-In Users

• Activate the Restrict Access to Non-Logged-In Users option under the B2B Restriction Settings tab to ensure that only logged-in B2B users can access store content. Non-logged-in users will be blocked from viewing the store, except for whitelisted pages.
• Click on Save.

• To complete the configuration, enable the extension by clicking on B2B Restrict Store Access.

• Enable the B2B Restrict Access extension and click Save to apply the settings.

• You can whitelist a page so that any user can view or access it. Navigate back to the App Dashboard and click the + Add Pages button under the Whitelisted Pages section.

• Select the pages you want to whitelist, then click Done to save your selection.

Step 3: Customer Accounts Setup

• 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: Add SSO via IDP button on the Login Screen

• To add the Login with your IDP button to your login screen, you need to configure your IdP in the SSO application Click here to view all supported identity providers and follow their setup guides. Once the configuration is complete, an SSO with your IdP button will automatically appear on the login screen. If the button does not appear, please contact us for support.

By completing these steps, you can offer customers a seamless and secure login experience in Shopify Plus with username/password, phone OTP, or enterprise SSO - all from a single, branded login screen.