Helium

Onboard B2B

Introducing Onboard B2B, a purpose-built app for B2B merchants on Shopify

App introduction

Get up and running with the app in minutes

Setup guide

Getting started

FAQs

Automate your B2B workflows using Onboard B2B and Shopify Flow

B2B automation using Shopify Flow

Use approval presets to quickly apply default settings during approval, or to automatically approve new applications

Approval presets

An overview of the app's plans, how usage-based Company approval charges work, and how to manage your monthly spending limit.

Onboard B2B pricing & plans

General

Customize your theme for B2B customers specifically by setting up and using a B2B market

Use the B2B context in the theme editor

Connect your B2B company form to Google Maps to enable autocomplete for address fields

Enable autocomplete for address fields using Google Maps

Bulk import tool for B2B companies, locations, and contacts

Import Companies from CSV

Use Tax ID Pro to check the tax registration ID on each company application before you approve it.

Validate tax IDs on company applications

Guides for setting up specific features in Onboard

How to Guides

Customer Fields

Company Website

Meteor Mega Menus

Privacy Policy

Strike Automatic Discounts

Shopify Apps

Company

Company website

Privacy policy

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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