• APPROVAL RULES AND B2B SETUP • SETUP GUIDE

Understanding Location Admin and Ordering-Only Permissions

By Rivio Support Team
1 min read

What you will achieve in this guide

Follow this step-by-step documentation to configure custom B2B registration forms, approval workflows, and customer tagging.

EXPECTED SETUP TIME 5-10 Minutes
COMPATIBILITY All Shopify Themes & Plans
TECHNICAL DIFFICULTY Zero Code Required

Choose the supported role for an approved applicant’s contact when creating a Shopify B2B company.

Before you begin

Review the form’s questions, saved approval settings, and active rule order. Have controlled applications ready for matching and nonmatching cases. Check Shopify B2B availability separately before enabling company creation.

Buyer roles are separate from app team roles

B2B ordering access determines the company contact role assigned during optional company creation. Ordering only is for a buyer who needs ordering access; Location admin is the broader location role. Verify the resulting permissions in Shopify for your intended buyer responsibilities.

These are customer/company roles, not Owner, Staff, or Read-only inside Rivio. Changing a buyer's role is not a fix for a Shopify staff member who cannot open the app or access an assigned form.

Example

On a suitable B2B test store, create two controlled applicants and compare Location admin with Ordering only for their contact role.

Expected result

Each contact has the intended permission role, which must be verified in Shopify before using the workflow with buyers.

Limits and important behavior

  • These roles apply to buyer contacts, not your store’s staff roles.
  • Shopify controls the capabilities and availability of its B2B roles.
  • Do not grant a broader role solely to troubleshoot an unrelated form issue.

Troubleshooting and verification

If an approved buyer’s company permissions differ from expectations, inspect the contact role selected for the form and the created location/contact in Shopify. Do not use a broader role merely to bypass missing catalog or payment-term configuration.

Screenshots to add

Screenshot placeholder: Capture the app screen or test result described in “Understanding Location Admin and Ordering-Only Permissions”. Include the relevant saved settings and the example outcome so readers can connect the explanation to the interface. Use dummy applicant details and mask any secrets.

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