Auto-Assign Ordering Role to New B2B Company Requests

Manually reviewing and assigning B2B ordering permissions for every new company account request is a tedious, time-consuming task that diverts staff from higher-value activities. Without automation, delays can lead to frustrated new customers unable to place their first order, potentially causing lost sales and a poor initial experience. This also increases the risk of human error in permission assignments.

This Flow automates the critical step of granting purchasing capabilities to new B2B accounts. Upon a `Company location created` via your designated B2B `Forms`, the automation efficiently iterates `For each loop Company Contact Role` within that new location. It then identifies and ensures the application of the appropriate `Ordering only` role to the new company's contacts, ensuring they gain purchasing access instantly without manual staff intervention.

• You offer B2B accounts and use Shopify's native Forms for new company sign-ups.
• You want new B2B customers to place orders immediately upon account approval, without manual setup.
• You need to quickly identify and segment companies created via self-service forms for tailored follow-ups.

1. 1

   Initialize a new Shopify Flow, using `Company location created` as the trigger.

2. 2

   Add a `Condition` to check if `Company Location` `was created by` `Forms`.

3. 3

   In the "Yes" branch of this condition, add a `For each` loop for `Company Contact Role`.

4. 4

   Inside this loop, add another `Condition` to filter for a `Role` that `is` `Ordering only`, preparing for the permission assignment.

What does the 'Ordering only' role do in Shopify B2B?

This role typically grants contacts within a company the ability to place orders and manage their own order history, but restricts access to company-level settings or sensitive information like pricing agreements.

How do I create a B2B company account request form?

You can build B2B company account request forms directly within your Shopify Admin under Settings > Customers > Companies, using the 'Forms' feature to collect details and automatically create new company locations.

What if I want to manually approve B2B accounts instead of auto-assigning?

If manual approval is required, you can modify this Flow to send an internal notification to your team (e.g., via Slack or email) instead of directly assigning the role, allowing for review before a team member manually grants permissions.

Can this Flow assign other custom company roles?

Yes, by adjusting the final `Condition` to target a different custom role (e.g., 'Admin', 'Buyer', 'Invoice Approver'), this Flow can be adapted to assign any pre-defined company contact role based on your B2B structure.

• Shopify Flow

  Native Shopify automation builder.

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