B2B Portal: Account & Approval — Accounts and login app for Shopify
B2B Portal: Account & Approval gives merchants registration flows, order approvals, and memberships — with a customer self-service portal for team management.
B2B accounts with customer self-service: registration, team invites, order approvals, and more.
B2B Portal: Account & Approval gives merchants a complete B2B control center. Configure a multi-step registration form, review applications, and approve or reject with one click. Once approved, customers access a self-service portal to invite colleagues, manage their team, and track order approvals without contacting support. Merchants control memberships, roles, and order approval routing. Transactional emails are fully customizable, with analytics and CSV export included.
B2B Portal: Account & Approval gives merchants a complete B2B control center. Configure a multi-step registration form, review applications, and approve or reject with one click.
Once approved, customers access a self-service portal to invite colleagues, manage their team, and track order approvals without contacting support.
Merchants control memberships, roles, and order approval routing. Transactional emails are fully customizable, with analytics and CSV export included.
more
- Multi-step company application form with configurable fields, steps, and copy.
- Review, approve, reject, or request revisions for B2B registration requests.
- Order approval routing: hold and review orders before checkout is completed.
- Customers manage their own team: invite colleagues and view company details.
- Customizable transactional emails with HTML templates, previews, and test sends.