Assign End Users to Company in Real Time (Company Provisioning)

Feature Description

When Company Provisioning is enabled, users who sign in with an email whose domain matches a company’s configured B2B company email domains in Shopify are assigned to that company automatically—no manual mapping per user. This keeps company–user relationships accurate after companies have been onboarded and their domains are stored in company metafields.

Setup Instructions
  • Navigate to the Shopify Dashboard, and open the B2B Login & Onboarding application.

    Open the B2B Login & Onboarding Application

  • Click on the Setup B2B Login tab as shown below.

    Click the Setup B2B Login Tab

  • In the B2B Company Settings tab, enable Assign end users to Company in real time (Company Provisioning).

    Enable company provisioning toggle in B2B Company Settings

  • Click Save. A confirmation message “B2B configurations saved” should appear.

Note: Add each company’s email domain(s) in Shopify under that company’s Company metafield so login matching works.

  • Go to Shopify Admin → Customers → Companies.

    Shopify Admin Customers Companies list

  • Open the company you registered. In Metafields, click View All.

    Company profile metafields with View All link

  • In the company metafields section, add one or more B2B company email domains for that organization.

    B2B company email domains in Shopify company metafields

  • When a user logs in with an email domain linked to that company, they are assigned to the company automatically.

    B2B user auto-assigned to company by matching email domain