How to Set Up the Customer Account Extension and Manage Company Locations

The Customer Account Extension allows customers to submit B2B registration forms directly from their account.

Setup Instructions

• Go to Online Store → Themes

• Open the Theme Editor

• Click Checkout and custom accounts

• Add the app extension from the left-hand App sections panel

How It Works

• Customers can submit the registration form from their customer account

• All requests appear in the Company Approvals section

• Merchants can approve or reject requests

Step 6: Manage Company Locations (Customer Account Extension)

Once a registration request is approved:

• The customer becomes a B2B customer

If the customer is the Main Contact:

• They can create new company locations

• They can edit existing locations

If the customer is not the Main Contact:

• They can view company locations only

• They cannot create or update locations