B2B login steps
Welcome to our B2B login step-by-step page, where we aim to guide and inspire you through various processes with clear and concise instructions. This page is designed to provide you with easy-to-follow steps that will help you accomplish your goals.
Step 1: Find the "B2B Login" button on the menu part, once you clicked in. Click create an account on the bottom.
![](https://cdn.shopify.com/s/files/1/0707/1334/4280/files/IMG_4750_1024x1024.jpg?v=1687536960)
Step 2: After creating, go to the "Company" and confirm your information, make sure they are correct.
![](https://cdn.shopify.com/s/files/1/0707/1334/4280/files/IMG_4752_1024x1024.jpg?v=1687537464)
Step 3: After confirming, you can request to create a company profile to start buying from the store.
To request to create a new profile, click "Request to create company" button.
![](https://cdn.shopify.com/s/files/1/0707/1334/4280/files/image_1024x1024.png?v=1687538764)
A form will show up, you should enter the information that matches your company. After filling in all the information needed, click "Send request" to send it to us.
Note: You can edit your company information in the request if needed.
Step 4: After being approved, you can start creating new roles, adding more members, and placing company orders.
![](https://cdn.shopify.com/s/files/1/0707/1334/4280/files/Screen_Shot_2023-06-23_at_1.02.31_PM_1024x1024.png?v=1687539787)
By default, there are 2 roles:
- Manager: The manager will have this role with full permission
- Default: The default role with no permission, members with this role only can create company orders.
To create a new role, click Add new role button.
A role has a name and a list of permissions. You can select what a member can do if he/she has the role. There are 3 kinds of permissions:
- Manage company orders: Members with this role can edit and delete company orders
- Manage roles: Members with this role can create, edit, and delete roles
- Manage members: Members with this role can invite, and remove members from the company
![](https://cdn.shopify.com/s/files/1/0707/1334/4280/files/Screen_Shot_2023-06-23_at_1.05.11_PM_1024x1024.png?v=1687539939)
![](https://cdn.shopify.com/s/files/1/0707/1334/4280/files/spaces_mvhWCJyCdpOy1qgO8ioC_uploads_l2ICuJcC6zXzCqKB4w8f_image_1024x1024.webp?v=1687540210)
![](https://cdn.shopify.com/s/files/1/0707/1334/4280/files/spaces_mvhWCJyCdpOy1qgO8ioC_uploads_CNaouPuRJKH7GyuLCvVs_image_1024x1024.webp?v=1687545216)
Then, the invited member can go to Portal to approve the request
After approval, the member will be listed in Company members section with the role selected.
As the Member :
When the company finish setting up their organization on the portal, they can start placing orders from the store.