Employee Portal
The employee portal is where your B2B customers' employees browse products, place orders, and manage their accounts. It lives at yourstore.com/apps/teamco and requires no passwords — employees log in via a magic link sent to their email.
What Employees See
After logging in, employees land on a dashboard tailored to their role and group. The portal surfaces only what each employee has access to.
| Section | Available to |
|---|---|
| Dashboard | All roles — budget overview and recent orders |
| Catalog | All roles — product browsing filtered by assigned catalogs |
| Cart & Checkout | All roles — add items, select address, place order |
| Order History | All roles — full history with status tracking |
| Account | All roles — language, sizes, profile settings |
| Team | ADMIN — manage employees, groups, catalogs |
| Reports | ADMIN and BUYER — spending analysis and exports |
| Locations | ADMIN — manage company shipping addresses |
| Settings | ADMIN — company-level preferences |
Browsing and Placing an Order
The full ordering flow from login to confirmed order:
- 1Employee clicks the magic login link from their welcome or login email.
- 2Arrives at the dashboard — budget progress bar and recent orders are visible.
- 3Navigates to Catalog to browse products.
- 4Uses filters: Vendor, Category, Tags, Size/Color options.
- 5Clicks a product to see details, variants, and pricing.
- 6Selects a variant and clicks Add to cart.
- 7Opens the cart — reviews items, quantities, and budget status.
- 8Selects a shipping address from available locations (if more than one).
- 9Clicks Place order — the order is submitted.
Budget Visibility
Budget information is surfaced in two places so employees always know how much they have left before placing an order:
- Dashboard — A progress bar shows budget used vs. total for the current period. Color shifts from green to amber to red as spending approaches the limit.
- Cart — A real-time budget check runs before the order can be placed. If the cart total would exceed the remaining budget, a warning message appears and the Place order button is disabled.
Unlimited budgets
If a group has no budget limit configured, employees see no budget bar and can place orders of any amount without restriction.
Order History
Employees can review all of their past orders under the Orders section. Each order shows:
- Order number and date
- Total amount
- Status badge: Pending, Approved, Rejected, or Completed
- Approval information if the order required review
- Line items with product images and variant details
- Shipping address used
The list is paginated at 10 orders per page and ordered newest first.
Admin Functions in the Portal
Employees with the ADMIN role see additional navigation items and can perform management tasks directly from the portal — without needing access to the Shopify admin panel.
| Section | What admins can do |
|---|---|
| Team | Add, edit, or delete employees; send welcome emails; view email history; bulk status changes; CSV import |
| Groups | Create and edit groups; configure budgets, approval settings, catalog assignments |
| Catalogs | Create and edit product catalogs; assign to groups |
| Locations | Add, edit, and set default shipping addresses for the company |
| Reports | View spending reports, budget usage charts, and top products; export data |
| Settings | Configure company-level preferences such as access levels and approval handling |
Portal parity
Company admins can perform nearly all administrative tasks from the portal. Only global security settings and shop-level configuration remain in the Shopify admin panel.