Shopify Customer Portal Development

Shopify customer accounts give buyers passwordless login, order history, self serve returns, and reordering without contacting support. Sessions persist for up to 365 days. For B2B stores, company accounts extend this with multi buyer roles, location level order history, and net terms at checkout. The portal experience determines whether buyers use it or call your team.

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Shopify Premier Partner

16+

Years in business

500+

Projects Delivered

50+

Team Members

98%

Client Retention

365 days

Customer account session persistence on Shopify

Shopify customer account sessions persist for up to 365 days. Buyers sign in once and stay signed in for return visits. This reduces the friction of requiring re authentication every session for buyers who regularly return to check order status or reorder.

Passwordless

Default authentication for Shopify customer accounts

Shopify's new customer accounts use passwordless authentication by default. Buyers enter their email address and receive a one time 6 digit code. No password is stored or required. Sign in with Shop is also available if Shop Pay is activated.

100%

B2B buyers who want to self serve at least part of their buying journey

Research confirms 100% of B2B buyers want to self serve at least some part of their buying process. For B2B customer portals, order history with reorder capability and invoice access are the two features most directly tied to reducing sales rep involvement in routine transactions.

4.1x

Increase in reorder frequency on Shopify B2B

Shopify reports merchants using native B2B features see up to a 4.1x increase in reorder frequency compared to DTC orders. The portal experience is the primary driver: buyers who can reorder from history in seconds place more orders.

Working with Shero Commerce for the past three years has been a game changer for our B2B ecommerce business. Their expertise in website support and ecommerce strategy has significantly improved our online presence and optimized our B2B operations.

Joe Prebich, Vice President of Marketing, Benchmade Knife Company

What Shopify customer accounts include natively and where they need extending

Shopify's new customer accounts include: passwordless authentication via one time code, order history, self serve return requests (which require merchant review and approval before processing), reordering, and profile management. Sessions persist for up to 365 days. The new customer accounts cannot be customized with Liquid and cannot be styled to match your theme without a third party Customer Account Extension or the Customer Account API.

  • Shopify Customer Accounts
  • Customer Account API
  • B2B Company Accounts
  • Self Serve Returns
  • Order History
  • Reordering

Customer portal requirements that determine whether buyers use it

A portal that buyers do not use provides no operational benefit. Portals fail to get adoption when authentication adds too many steps, when the order history is incomplete or does not support reordering, when the return process requires a support contact rather than a self serve form, or when the portal does not match the rest of the store experience.

01

Passwordless authentication reduces login friction

Shopify's new customer accounts use one time email codes rather than passwords. Buyers sign in once and stay signed in for up to 365 days. This removes the password reset support burden and the login friction that keeps buyers from using account features on return visits.

02

Self serve returns through the account page

Shopify's native self serve returns allow buyers to submit return requests directly from their order page without contacting support. The merchant reviews and approves or declines the request in Shopify admin. Self serve returns are compatible with B2B orders. Both the B2B buyer who placed the order and the location admin can submit return requests.

03

Order history and reorder without rebuilding the cart

Buyers with account access see their full order history. Any past order can be reordered directly. For B2B company account holders, location admins see all orders placed by any buyer under the company. Reordering applies current pricing and terms, not the original order's pricing. See our Shopify B2B account management page for full detail.

04

Custom portal development using the Customer Account API

For brands that need a portal experience that matches their storefront design, Shopify's Customer Account API provides access to the same authentication and account data using custom built pages. The Customer Account API supports order history, return requests, and profile management within a fully branded experience.

05

B2B company accounts for multi buyer portal access

For B2B stores, company accounts give each buyer their own login within the company account. Location admins see all company orders and can manage account settings. Buyers can place orders and view their own history. This replaces shared logins and the manual work of managing separate customer records for different people at the same company.

06

Portal extensions for additional self serve functionality

Beyond what Shopify provides natively, Customer Account Extensions built with Shopify's UI Extensions framework add functionality to the account page without replacing it. Quoting workflows, loyalty point displays, custom order tracking, and account specific content can all be added as extensions alongside the native account features. See our Shopify Plus B2B page for full detail.

Our Work

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JustRite Safety Group is a leading manufacturer of workplace safety products with roots going back to 1906. The brand partnered with Shero to merge four separate Magento stores into a single multi-store megasite, allowing customers to shop across all brands with one shared cart.

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STX Sporting Goods is a leading global manufacturer of innovative sports equipment and apparel, catering to athletes and enthusiasts in lacrosse, field hockey, and other team sports. Renowned for its cutting-edge technology and premium products, STX sought to revamp its digital presence to align with its reputation for excellence.

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Archer Roose is a wine company known for producing high-quality, sustainably sourced wines in eco-friendly formats like cans and kegs. Their commitment to small, organic, and biodynamic vineyards has helped them stand out in a competitive market.

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A portal buyers do not use provides no operational benefit.

Scope the authentication flow, order history requirements, and return process before deciding whether native accounts or a custom built portal is the right approach.

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How customer portal builds are structured

01

Portal Requirements and Approach Selection

Buyer types, authentication requirements, order history needs, return workflow requirements, and branding constraints are documented. The approach (native Shopify accounts, Customer Account API extension, or B2B company accounts) is selected based on actual requirements.

02

Account Configuration and Authentication Setup

Customer account settings, passwordless authentication configuration, and for B2B stores, company account structure and role based permissions are set up.

03

Self Serve Returns and Order History Configuration

Return rules, return reason configuration, return window settings, and order history display are configured and tested across buyer types.

04

Custom Extensions or API Development

For branded portal experiences or additional functionality beyond native accounts, Customer Account API or UI Extensions development is built and tested.

05

Buyer Testing and Launch

Every buyer type is tested through the full portal experience: login, order history, return submission, reordering, and any custom functionality. Monitored launch with portal adoption tracking.

Frequently asked questions.

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What our clients say.

We design experiences that make a difference. See what our clients have to say about working with us.

Benchmade Knife Co.

"Working with Shero Commerce for the past three years has been a game-changer for our B2B eCommerce business.Their expertise in email marketing, website support, and eCommerce strategy has significantly improved our online presence and optimized our B2B operations.The team’s dedication to our success is evident, and we’re excited to continue our partnership with them. If you’re looking for a reliable and results-driven eCommerce agency, look no further than Shero."

Joe Prebich

VP of Marketing / Benchmade Knife Co.

STX

"Since partnering with Shero Commerce, our eCommerce revenue has grown by 200%. Their 24/7 support and innovative solutions have been game-changers for our business. "

James McKenna

Senior Commerce & CX Manager / STX

GEN-Y Hitch

"This has been the most impressive vendor partnership I have experienced. Every meeting felt purposeful, every milestone was clear, and the process was incredibly well-supported from start to finish. Shero delivered a seamless Shopify migration."

Kendra Borkholder

Kendra Borkholder - Operations Support / GEN-Y Hitch

Justrite Safety Group

"The collaboration between us and Shero Commerce on the Justrite multi-store site went beyond what we had hoped for.  They are a terrific partner to work with.  Their team’s dedication to understanding our unique requirements and delivering a high-quality, customized solution has greatly enhanced our online presence. The new website not only showcases our products effectively but also streamlines the shopping experience for our customers. We couldn’t be happier with the results and look forward to working with Shero Commerce on future projects."

Douglas J. Stang

VP of eCommerce / Justrite Safety Group

And you?

Let's build something great together.

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