How to add customers to a company?

Retired Boards Appdev Store Design
1

Hello

Can anyone provide input on how a main contact can add user to a company so that the added user can also access B2B store and place orders. By default, main contact can add a user from Shopify admin. I want to know if main contact can add a user from the store itself by filling a form.

Thanks,

Khasim

2

Hello @Khasim1

Please follow the below documentation.

https://help.shopify.com/en/manual/b2b/customers/adding-customers

Thank you

3

I was looking for an option where main contact can add a customer from site not from the admin. Can you provide details on adding from store/site?

4

Hi @Khasim1 - Who is the “main contact” is that the merchant or a company contact?

A merchant can add a Company user/contact in Shopify Admin. It seems like you understand that.

But why would a merchant want to use a form to add a contact to an existing company?

I suspect what you actually want to accomplish is letting B2B Company contacts add/manage their own staff.

This is not supported in Shopify natively at this time, but you can achieve this with the Onboard B2B app. Onboard B2B allows Location admins to add/manage new locations as well as company contacts at each location.

Here’s a video about self-service management for B2B companies: