My customers are organizations, typically with many employees. Is there an easy way for me to offer “organization accounts” to my customers, so that multiple employees in one of my customer orgs can have individual accounts that are all linked to their one company account in my store? That way, they can manage their user accounts within their org account and not have to share a login/password for one customer account.
This way, when one of my customer’s employees changes roles, they can handoff management of the org account to someone else with a different individual user login. This is better for many reasons.
Thanks for help with this!
Hey @GreenBlue !
If you happen to be on Shopify Plus, they do offer a built in tool for organizing customers into companies (https://help.shopify.com/en/manual/b2b/companies).
This is a newer feature, and unfortunately only available for Shopify Plus merchants currently, but hopefully they will release this to more merchants in the future!
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Brett, that’s great.
Two follow up questions. I didn’t see these addressed in that b2b documentation:
(1) can a customer auto-provision their company record in Shopify Plus just by signing up through an onboarding flow? Or must I manually create each company instance?
(2) how does a customer manage the individual user logins within their company account? Or maybe a “contact” is a user account? Can each contact have their own username and password for logging into manage their company account in my store?
Thank you!
Hey @GreenBlue !
I am not extensively familiar with Shopify’s company feature but from my understanding, it is currently only possible to create a company and add/delete contacts by manually doing so in the Shopify admin. I do believe that each contact is a unique customer account in Shopify that would have their own unique email and password for login.