A page inside Shopify customer accounts where your buyers add their own team members, set roles and manage locations — as far as the permissions you set allow, and enforced on the server.
Included on Premium and Wholesale Pro
| Team | Role |
|---|---|
| Karine Rousseau | Admin |
| Marc Delacroix | Buyer |
| Ines Fournier | Ordering only |
Place the B2B Management page in the customer account editor, where your buyers will find it.
Three switches decide what location admins may do without asking you.
They invite colleagues, set roles and keep their own contact list current.
No more emails asking you to add someone who joined last week.
Every one of these is a setting in the app — no code, no developer.
| Setting | What it does | Sensible start |
|---|---|---|
| Add users | Lets location admins invite new team members themselves. | On |
| Add location | Lets buyers create new company locations. | Off |
| Manage location admins | Lets location admins promote others to location admin. | Off |
| Ordering-only message | The title and text shown to buyers who cannot access the page. | Explain who to contact |
| Invitation email | Subject and body of the email a new team member receives. | Brand it as yours |
Yes for this feature specifically. The portal is built on native Shopify B2B companies and locations, which are a Plus feature. Quotes and price lists work on any plan.
No. Permissions are checked on the server on every request, not just hidden in the interface. A location admin without the manage-admins permission cannot promote anyone, however the request is made.
Everything on their company: every location, every contact, roles, and new locations. The three delegation switches govern what location admins may do, not company admins.
Yes. Mark it declined from the quote, which is allowed even after acceptance, and it leaves your open pipeline.
Free to install. Five quotes a month on the free plan, no trial to remember.