Onboard B2B: Company Profiles

Streamline B2B onboarding with company applications, account approval, and self-management for users

Simplify your B2B sign-up process! Onboard allows you to create and manage Companies using native Shopify Plus B2B features. Customize your wholesale application form to collect the data you need to approve prospective retailers and assign catalogs automatically using conditional logic. You can also allow company contacts to invite and manage other company buyers at that location. Plus, our site lock and checkout lock features ensure only authorized users can browse your store or place orders.

• Create companies in Shopify B2B with simple approval flows, including revisions
• Use custom fields on wholesale application and save data to B2B metafields
• Unlimited CSV bulk import for companies, contacts, and company locations
• Allow company contacts to manage locations, invite team members & define roles
• Prevent unauthorized checkout or block storefront access with access control