For the complete documentation index, see llms.txt. This page is also available as Markdown.

Auto-approve settings

Auto-approve automatically approves new B2B registrations without you needing to manually review each one. Use this when you want to offer open wholesale access.


Enable auto-approve

  1. Go to Registration → Settings

  2. Toggle Auto-approve new submissions on

  3. (Optional) Select the Customer Group to assign approved customers to

  4. Save

From now on, every new submission is instantly approved.


What happens on auto-approve

  1. Customer submits the registration form

  2. App instantly:

    • Creates or updates their Shopify customer account

    • Assigns the selected customer tag/group

    • Sends an auto-approved welcome email

  3. Customer can start buying at wholesale prices immediately


When to use auto-approve

Scenario
Recommendation

Open trade account (anyone can register)

✓ Enable auto-approve

Restricted wholesale (you vet buyers)

✗ Keep manual review

Mixed (auto-approve basic tier, manually review premium)

Use auto-approve for one group, manual for another


Turning off auto-approve

Toggle Auto-approve off at any time. Existing approved customers are unaffected. New submissions will go back to the pending queue.

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