For B2B Customers (Storefront Portal)

This guide explains how customers register and use the storefront experience provided by B2B Signup & Company Profiles. Available portal sections depend on company approval, assigned locations, user role, and permissions.

Choose the correct registration form

Your store may display a Wholesale registration form, a Company registration form, or both.

Wholesale registration

Use the Wholesale form when you want to apply for Wholesale access without immediately creating a company profile.

After submission:

A new Shopify customer is created, or an existing customer with the same email is used.
The merchant’s configured Wholesale tags are added to the customer.
The registration is sent to the merchant.
A Shopify company is not created automatically.
Company portal access is unavailable until the customer is assigned to an approved company.

If the registration includes a company name, the merchant may later create a company from the Wholesale application.

Company registration

Use the Company form when your business needs a native Shopify company profile and Company portal access.

Open the Company registration form.
Enter the requested contact and company information.
Enter the required address information.
Review the form.
Submit the registration.

After submission:

With automatic approval enabled, the company can be approved immediately.
With manual approval enabled, the company remains Pending until the merchant reviews it.
After approval, the main contact can sign in and use the Company portal.

Note: A customer can be the contact of only one company at a time.

Access the Company portal

Open the store’s Customer Account login.
Sign in using the email connected to the approved company.
Open the Company portal from the customer-account navigation.

If the portal is not visible, confirm that:

You are signed in with the correct email.
Your customer account is assigned to a company.
The company is approved.
The merchant has enabled the app and added the Company portal.

View the company dashboard

The Company dashboard provides a summary of company activity and account information. Depending on the customer’s permissions, it can include:

Company name and tax information.
Total orders and spending.
Number of company locations.
Company users.
Recent activity.
Recent orders.

Update company information

Authorized users can request changes to supported company information.

When a change requires merchant review:

Submit the update through the portal.
The merchant receives a Company information update request email.
The merchant reviews and updates the native record in Shopify Admin.
The portal displays the updated information after synchronization.

Only users with the appropriate role or ownership level can request these changes.

View company orders

The Orders area displays orders available to the signed-in user based on their role and assigned locations.

Order information can include:

Order number.
Order date.
Customer who placed the order.
Order status.
Company location.
Total amount.

Typical visibility rules include:

Location administrators: Can view eligible company orders from their assigned locations.
Ordering users: Can view their own eligible orders within assigned locations.

Manage company users

Users with the required permission can:

View company users.
Invite a new user.
Assign a role.
Assign locations.
Edit eligible users.
Remove eligible users.

The protected company owner or main-contact relationship cannot be removed through an action that would leave the company without its required owner relationship.

How to invite a user

Open Users in the Company portal.
Click the option to add or invite a user.
Enter the user’s email address.
Select a role.
Select the appropriate location or locations.
Send the invitation.

The recipient receives an invitation email. After completing the account process, they appear in the company user list.

Manage roles and permissions

Authorized company users can create and manage roles for their team.

A custom role requires:

A unique role name within the company.
At least one permission.
At least one assigned location.

Permissions can control actions such as:

Managing users.
Managing roles.
Managing locations.
Viewing reports.
Accessing eligible order information.

Fixed system roles cannot be deleted. If a portal section is missing or disabled, review the user’s assigned role, permissions, and locations.

Manage company locations

Company locations can represent branches, offices, stores, warehouses, or other buying entities.

Depending on their permissions, users can:

View company locations.
Add a new location.
Enter shipping and billing addresses.
View payment terms provided by Shopify’s company configuration.
Use roles to control access to locations.

Some company or location changes may need to be completed by the merchant in Shopify Admin.

View reports

The Reports area helps authorized users understand company activity.

Available reports can include:

Orders report

Total orders.
Orders by status.
Monthly order activity.
Average order value.

Locations report

Active locations.
Orders or revenue by location.
Top-performing locations.

Users report

Total users.
Active users.
Ordering activity by user.
Order value by user.

Use the available filters to narrow the report by period, location, user, or other supported criteria.