To save you time, Onboard B2B comes pre-loaded with an application form that includes all of the typical fields you should need when onboarding a new company. If you want to add custom fields or make other types of customizations, then you're welcome to customize the form using the app's Form editor tab.

The application form is designed to be displayed on a new page in your store's customer account portal. Adding this page is quick and easy using Shopify's Account and Checkout Editor, found in your Shopify admin under Settings > Checkout > Customize. You can also use the app's Installation tab to speed up the process.

Once you've added the page for the application form to your store's account portal, you can add a link to the new page using your store's navigation menus (found in the Shopify admin under Content > Menus).

Using this tool, customers can add new contacts, edit existing contacts, and remove contacts all of their own, eliminating the need for you to get involved. To gain access to this tool, the app requires each contact to have the 'Location admin' role to manage their company's contacts. This role can be assigned directly in the Shopify admin UI or when approving new company applications in the Onboard B2B app. Note that any B2B customers who do not have the 'Location admin' role will not be able to use the tool.
​
Similar to the application form, the app's self-manage tool is designed to be displayed on a new page in your store's customer account portal. Adding this page is quick and easy using Shopify's Account and Checkout Editor, found in your Shopify admin under Settings > Checkout > Customize. You can also use the app's Installation tab to speed up the process.

Once you've added the page for the contact self-manage tool to your store's account portal, you can add a link to the new page using your store's navigation menus (found in the Shopify admin under Content > Menus).

You can restrict access to your entire storefront, or just the checkout process using the app's access control features. The storefront lock can be enabled using the app's 'B2B Site lock' app embed in Shopify's Theme Editor (Online Store > Themes > Customize), while the checkout lock can be enabled using a checkout rule in Shopify's checkout settings (Settings > Checkout). You can also use the app's Installation tab to enable either (or both) of these features with ease.

Onboard B2B includes customizable email notifications for both customers and admins. Customers can receive notification emails throughout their application process, and admins can get notified whenever customers submit or revise their applications.
​
You can manage the app's notifications using Email notifications tab. You also have the option to disable the app's built-in email notifications if you wish to handle notifications elsewhere.

As a best practice, we always suggest testing any customer-facing changes on your store first-hand, ensuring you know exactly what your customers will experience. At a minimum, acting as a customer will give you peace of mind and confirmation that things are working properly. This process may also help you identify opportunities for improvements in other areas that you wouldn't have noticed otherwise.

Except for the checkout lock, all of the app's features can be tested on unpublished areas of your store before being published and made "live". To do this, simply install the app's features on an unpublished Online Store Theme and/or unpublished Checkout Configuration/Profile. If you only have one Online Store Theme and/or Checkout Configuration/Profile in your store, then you can duplicate the live one and use the newly created copy as a sandbox for testing.

Once you have the app's features installed, launch your storefront and test the features. Make sure you're previewing the correct Online Store Theme and/or Checkout Configuration/Profile that you used when installing. You'll also want to make sure to log out of a customer account if you're already logged in so you can act as an entirely new customer.

The specific flows you'll need to test will vary depending on your use case and feature adoption, but we generally recommend testing the end-to-end experience of a prospect becoming a paying customer.

For example, start by acting as a brand new guest on your website, apply and become an approved B2B customer, and finally, browse the catalog and begin the purchasing process by proceeding to checkout by mocking the purchase of a few items. You don't need to fully complete the checkout process or make a payment, but you'll want to at least proceed past the cart page to the initial checkout screen.

You can (and should) also test the customer flows for existing customers. For dedicated stores, this just means acting as an existing B2B customer, and for blended stores, this means acting as both an existing retail customer and an existing B2B customer.