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Metadata
| App ID | onboard-b2b |
| Vendor ID | helium-development |
| Launched | 20 February 2025 |
| Categories | Workflow automation Conditional logic Templates Auto-sync data Custom workflows Accounts and login Accounts portal Profiles Registration forms Custom fields Approve requests Restrict access Hide content Lock pages |
Reviews
| Avg rating | 0 |
| Total reviews | 0 |
Links
Benefits of Onboard B2B: Company Profiles
Create companies in Shopify B2B with simple approval flows
Add custom fields to your wholesale inquiry form and save to Company metafields
Incomplete application? Request revisions without requiring a new application
Company self-management: location admins can manage team members and permissions
Access Control: prevent unauthorized checkout or block storefront access
About Onboard B2B: Company Profiles
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.
Image of b2b account registration approval process
Admin and customer view of b2b forms for tax and shipping info
Access Control for Storefront Lock and Checkout Lock