This guide walks you through installing the Onboard B2B Self-Service Portal, which allows B2B customer administrators to manage their company locations and contacts.
Install the self-service portal
In the Onboard B2B app, open the Installation tab.
Click Launch editor.
In the Shopify Customer Account Editor, click the + button next to B2B Self-Service Portal, then add the app block to your Accounts page.
Click Save to publish your changes.
Once saved the B2B self-service portal allows B2B customer administrators to manage their company locations and contacts. Features include editing locations, creating new locations, adding team members to a location, and managing existing team members.
đ Note: The B2B self-service portal can be linked to your Shopify Customer Account main menu by adding the link from the Apps menu options in your Shopify Admin > Content > Menus > Customer account main menu
B2B self-service portal settings
The B2B Self-Service Portal includes several settings, the most notable being Location Management. By default, this feature is enabled, allowing B2B customer administrators to create and edit company locations. If you would like to disable this functionality, set Disable location management to True in the app block settings.
