Quick Start Guide

Step 1 — Install TeamCo

TeamCo is installed directly from the Shopify App Store. The installation takes about one minute and requires no technical knowledge.

1. 1
   Open the Shopify App Store

   Go to your Shopify admin, click Apps in the left sidebar, then click Visit Shopify App Store.
2. 2
   Search for "TeamCo"

   Type TeamCo in the search bar and click the app in the results.
3. 3
   Click Add app and authorize

   Click Add app and approve the required permissions. TeamCo needs access to products, customers, and orders to function.

Step 2 — Create your first company

A company in TeamCo represents one of your B2B customers. Each company has its own employees, budgets, and product catalogs.

1. 1
   Navigate to Companies

   In the TeamCo admin panel, click Companies in the left navigation.
2. 2
   Click "Add Company"

   Click the green Add Company button in the top right.
3. 3
   Fill in company details

   Required: Company name and Contact email.
   Optional: phone number, VAT number, EAN number, and billing address.
4. 4
   Configure settings (optional)

   Set a Discount rate if this company gets a percentage off all products. You can also configure auto-approve settings and access levels now, or come back later.
5. 5
   Click "Save"

   Your company is created. You'll be taken to the company detail page.

Step 3 — Add employees

Employees are the people who will log in to the B2B portal to place orders. Each employee gets their own account with a role, optional budget, and language preference.

1. 1
   Open your company

   From the Companies list, click your company to open the detail page.
2. 2
   Go to Employees tab and click "Add Employee"

   Click the Employees tab, then click Add Employee.
3. 3
   Fill in employee details

   Required: First name, Last name, Email, and Role.
   Optional: group assignment, language preference (15 languages available), phone number, and clothing size fields.
4. 4
   Choose a role

   Employee — can browse catalogs and place their own orders.
   Buyer — can order on behalf of other employees and approve orders.
   Admin — full portal management capabilities.
5. 5
   Check "Send welcome email"

   This sends a magic login link to the employee's email address. They can click it to log in immediately — no password required.

Step 4 — Create a product catalog

A catalog is a curated list of products that employees can see and purchase. You can have different catalogs for different employee groups, giving each team access to exactly what they need.

1. 1
   Click "Add Catalog" on the company page

   Go to the Catalogs tab on your company page and click Add Catalog.
2. 2
   Name your catalog

   Give the catalog a clear name, e.g. Workwear Q1 2026 or Safety Equipment.
3. 3
   Select products

   Use the product picker to search and select products from your Shopify store. You can search by name, SKU, vendor, or category.
4. 4
   Assign catalog to a group

   Assign the catalog to one or more employee groups. All employees in those groups will be able to see and purchase the selected products.
5. 5
   Save the catalog

   Click Save. The catalog is now live for the assigned groups.

Step 5 — First employee order

Once everything is set up, your employees can start placing orders through the portal. Here's what the employee experience looks like:

1. 1
   Employee receives welcome email

   If you checked Send welcome email, the employee receives an email with a magic login link.
2. 2
   Employee clicks the login link

   The link opens the B2B portal in their browser. No password needed — they are logged in automatically.
3. 3
   Employee browses the catalog

   The portal shows the products from their assigned catalog. They can filter by category, search by name, and view product details.
4. 4
   Employee adds to cart and checks out

   Products are added to the TeamCo cart. At checkout, the employee can select a delivery address and confirm the order.
5. 5
   Order is created in Shopify

   The order appears in your Shopify admin as a draft order. If auto-approve is enabled, it moves directly to fulfillment. If manual approval is required, the designated approver receives an email.

First-time setup checklist

Use this checklist to make sure everything is in place before going live:

• Install TeamCo app from Shopify App Store
• Run product sync (Settings → Sync Products)
• Create first company with name and contact email
• Add a company admin employee (with email)
• Create a product catalog and add products
• Assign catalog to the default employee group
• Send welcome email to the admin employee
• Test the login flow by clicking the magic link
• Place a test order to verify the checkout flow