Helium

Introducing Onboard B2B, a purpose-built app for B2B merchants on Shopify

App introduction

Get up and running with the app in minutes

Setup guide

Learn how to install the Onboard B2B application form on a new page in your Customer Accounts Portal

Install the Application form

Learn how to install the Onboard B2B Storefront Lock to restrict your storefront to approved B2B customers.

Install Storefront lock

Learn how to install the Onboard B2B self-service portal for B2B customer admin's to manage their contacts.

Install self-service portal

Learn how to install the Onboard B2B Checkout lock to restrict your checkout to approved B2B customers.

Install Checkout lock

Getting Started

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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