how to setup F: Self‑Serve B2B Portal app

This app only works with Shopify Plus merchants

Open B2B Self-Serve Portal App

1. Click on “Open Customer Account Editor”

2. then a page will open, a profile page in the theme editor
3. in the App Embeds section
4. you can see "B2B Self-Serve Portal" and a + button near it, click on that
5. click on the Profile
6. save the changes

you can see a section in the page: "B2B Self-Serve Portal is only available for B2B customers"

• from now on B2B customers can add staffs and set permissions
• refer this for how to do that:

https://appsfinal.crisp.help/en/article/how-to-add-my-staff-with-location-admin-permissions-for-b2b-orders-as-a-b2b-customer-sqbl4a/

https://appsfinal.crisp.help/en/article/how-to-add-my-staff-with-ordering-only-permissions-for-b2b-orders-as-a-b2b-customer-ic189v/

Updated on: 01/12/2025