User Role Management

Feature Description

User role management lets you control what each member of a B2B company can do on your storefront. The company’s main contact is assigned the Main Admin role automatically, and store admins can assign the Admin, Location Admin, or Ordering Only role to other members from the app. Company admins can view members and their roles from a dedicated Role management page in their customer account, so permissions stay consistent as companies add more buyers, without managing every user manually.

Note: Before you begin, complete Step 1 and Step 2 from the Shopify B2B company onboarding setup guide.

Setup Instructions

  • Navigate to the Shopify Dashboard, open the Customer Accounts Login application.

    Open the Customer Accounts Login Application

  • Click Edit on the B2B Role Management card.

    Click Edit on the B2B Role Management card in the Customer Accounts Login app

Enable Role Management

  • Under the Configuration tab, enable the toggle of Enable Role Management.

  • Click the Role Management link to open the extension and add the Role Management page so end users can manage roles and members.

    Enable Role Management toggle and Role Management extension link

  • Click the plus (+) icon next to Role management and select Accounts.

    Add the Role management block to the Accounts page in the checkout and accounts editor

  • Optionally enter a page_title and page_subtitle under Block settings.

    Role management block settings with page title and subtitle fields

  • To show the page in the customer account navigation, click Add to menu. When the Save changes dialog appears, click Save.

  • Enter a label, say Role management and Link as per your setup, and click Save. A confirmation message “Changes saved” appears.

    Role management menu item label and link in the customer account main menu

  • Log in to your storefront as the company’s main contact and open Role management from the account menu. The main contact is listed with the Main Admin role.

    Storefront Role management page showing the main contact as Main Admin

Add Members to the Company

  • Go to Shopify Admin → Customers → Companies and open the company. The main contact is listed under Customers.

    Company details page with the main contact listed under Customers

  • Go back to the company page, click the more actions (⋯) icon, and select Add customer.

    Add customer option in the company more actions menu

  • Enter the customer’s First name, Last name, and Email, then click Save.

    New customer form with first name, last name, and email

  • Search for the customer you want to add, select them, and click Next.

    Select an existing customer to add to the company

Note: Customers marked Added to another company already belong to a different company and can’t be selected.

  • In the Add customer to company dialog, select the company location, set its permission (for example, Ordering only), and click Save.

    Add customer to company dialog with location selection

Assign a Role to a Company Member

  • Click Role Management in the app navigation, and select the Users tab.

  • Find the member and choose a role from the User Role dropdown: Main Admin, Admin, Location Admin, or Ordering Only.

    Assign a role to a company member from the User Role dropdown

  • The member now appears on the storefront Role management page with the assigned role. Company admins can filter members by Email, First name, Location, or Role.

    Storefront Role management page showing the new member with the Admin role