B2B Signup & Company Profiles for Merchants

This guide introduces the areas merchants use to manage B2B Signup & Company Profiles. You can monitor activity, control storefront access, review registrations, configure approval behavior, and move between the app and native Shopify Admin records.

For complete field-by-field or action-by-action instructions, use the linked registration and settings guides.

Merchant workspace

Merchants primarily work in two places:

B2B Signup & Company Profiles

Use the embedded app to:

• Monitor Wholesale and Company activity.
• Enable or disable the app and its registration forms.
• Review Wholesale and Company registrations.
• Convert eligible Wholesale customers into companies.
• Search, filter, and sort registration records.
• Import company information using CSV files.
• Configure approvals, form fields, Wholesale tags, language, SMTP, and emails.

Shopify Admin

Use Shopify Admin to:

• Review and edit native customer records.
• Approve or decline companies.
• Edit companies, contacts, and locations.
• Update billing and shipping addresses.
• Configure native Shopify B2B and checkout behavior.
• Review customer and company orders.

Understand the Dashboard

The Dashboard provides a quick view of Wholesale customers, companies, storefront availability, and support resources.

Wholesale customers

The Wholesale customers card includes:

• Total: All visible Wholesale customer records.
• Registered: Customers who completed the Wholesale registration form.
• Assigned to company: Wholesale customers currently assigned to a Shopify company.
• Pending approval: Wholesale registrations awaiting approval.

Click View registrations to open the Wholesale tab.

If a customer is deleted in Shopify Admin, their registration is no longer displayed in the Wholesale grid or included in its related totals.

Companies

The Companies card includes:

• Total companies: All visible company records.
• Companies approved: Approved companies.
• Companies pending: Companies awaiting approval.
• Total locations: The total number of locations across all companies.

Click View registrations to open the Company tab.

App status

The App status card controls storefront availability:

• Enable app: Enables or disables all storefront features provided by the app.
• Wholesale registration form: Shows or hides the Wholesale registration option.
• Company registration form: Shows or hides the Company registration option.

hen the app is disabled, both registration forms and the Company portal are hidden. Existing registrations, Shopify customers, companies, settings, and templates are not deleted.

Existing data remains available for review, but the Create company action is hidden while the app is disabled.

Company portal notification

The Dashboard displays a notification when the Company portal still needs to be added to the store.

Follow the notification link to open the relevant Shopify editor, add the Company portal component, and save the configuration.

Note: Enabling the app does not automatically add the Company portal. The merchant must complete this step in Shopify’s editor.

Resources and support

The Dashboard also links to:

• User guides
• FAQs
• App information
• Contact support

Manage registration activity

The Registrations page organizes records into Wholesale and Company tabs. From here, merchants can review submitted details, open related Shopify records, convert eligible customers, monitor company status, and import company data.

Company approval and rejection remain Shopify Admin actions.

For complete instructions, see Manage Wholesale and Company registrations.

Configure the app

The Settings area has four tabs:

• General: App status, registration-form visibility, checkout rules, app language, and Custom SMTP.
• Wholesale: Wholesale approval, form fields, preview, and customer tags.
• Company: Company approval, form fields, and preview.
• Email templates: Wholesale and Company notification templates.

For complete instructions, see Configure app settings.

Set up the storefront

To make the app available to customers:

1. Enable the app.
2. Enable the Wholesale registration form, Company registration form, or both.
3. Follow the Dashboard notification to add the Company portal if your store uses company accounts.
4. Save the Shopify editor configuration.
5. Test the enabled registration flow and portal access before sharing them with customers.

The Company portal requires Shopify Customer Accounts. Customers must sign in using an email assigned to an approved company.

For the complete customer experience, see Company portal for B2B customers.

Important merchant rules

• A customer can be the contact of only one company at a time.
• A company cannot be created from a Wholesale registration without a submitted company name.
• Shopify company names do not have to be unique.
• Company approval and rejection are completed in Shopify Admin.
• Disabling the app does not delete existing data.
• Wholesale registration does not automatically create a Shopify company.