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 Customer Accounts Login application.

    Open the Customer Accounts Login Application

  • In the left navigation, click Company Management and stay on the Configuration tab.

  • Turn on Assign end users to Company in real time (Company Provisioning). When a customer logs in, they are added to the company that matches their email domain.

  • Click Save.

    Turn on company provisioning in Company Management

Note: Add the company domain in Shopify under that company’s metafield. The steps are below.

  • In Shopify admin, go to Customers > Companies.

    Companies list under Customers in Shopify admin

  • Open the company, then in Metafields click View all.

    View all metafields on the company page

  • In B2B Company Email Domains, add the email domains for that company. You can add more than one.

    B2B Company Email Domains metafield

  • When a customer logs in with an email that matches one of these domains, they are assigned to that company.