Invite contacts

Two ways to add contacts to a Company:

1. Manual add — pick existing Shopify customers from a picker (Contacts tab)
2. Self-registration via invite link — share a unique URL so contacts register themselves (Registration tab)

The invite-link method is typically faster and scales better when the company has many buyers.

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The invite link

Open the Company editor → Registration tab.

You'll see:

• Registration link — a unique URL with format https://yourstore.com/pages/register?company=<slug>
• Copy button — copies the link to clipboard
• Reset link button — rotates the slug. The old link stops working immediately; use this if the link was leaked
• Invite contact button — opens an email form to send the link directly

The link locks the registration form to "Join company" mode (the customer can't switch to Individual or A company). They fill personal info only (name, email, phone, message). Tax ID and address are hidden because the company already has them on file.

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Send invite emails

Click Invite contact → enter one or more email addresses (one per line, or comma-separated). The app sends the templated company_invite email to each address with the registration link inside.

You can customize the email subject and body in Settings → Email Settings → Company Invite.

If you leave the textarea empty and the company's main email is set, the invite goes to the company's email by default.

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Manual add (Contacts tab)

Switch to the Contacts tab in the Company editor. Click Add contact to open a customer picker:

• Search by email or name
• Pick one or more existing Shopify customers
• They're added on Save

Limitations:

• The customer must already exist on Shopify. To add a brand-new customer, either:

  • Have them register via the invite link (recommended)
  • Create the Shopify customer manually first, then add them as a contact
• A customer can only be a contact of one company at a time. The picker hides anyone already linked to a different company.

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After a contact is added (manual OR via invite approval)

• The customer's customerGroupId tag is applied (if the company has one assigned)
• The customer appears in:

  • This company's Contacts tab
  • The Customer Group's Members list (if the company has a tier)
  • Registration → All customers view, with "Company" badge and origin = Manual (or Registered for invite-link approvals)

If the customer was already in a Customer Group with a different tag, the Company's tier tag takes priority.

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What if I want to remove a contact?

Open the Company → Contacts tab → click the X next to the contact → Save. On save:

• The contact is removed from the company's contactIds
• Their wholesale tag is removed (unless they're a contact in another company that uses the same tier)
• They no longer see wholesale pricing at checkout unless they're added back somewhere