Uphance

Ronnell

B2B Platform

Learn how buyers can connect with brands on the Uphance B2B platform. From applying and accepting invites to placing orders, saving favorites and sharing or printing carts.

How to Apply to a Brand, Accept Invites, Place Orders, Save Product Favorites, Share and Print Carts

Easily download order confirmations, invoices, delivery notes and product images from Uphance B2B. Access and share key order documents quickly and efficiently.

How to Download Order Confirmation, Delivery Note, Invoice and Product Images in an Order

B2B Platform - Buyers

Learn how to invite your customers to your store and what they see. Set up and customize your Uphance B2B platform with ease. Learn how to invite buyers, brand your…

Setting up Your B2B Platform, Customizing it, Inviting Buyers, and Setting up a Custom Domain

How to Review and Accept Buyer Requests, Create Assortments, and Manage Carts

Learn how to add seasons and products for your buyers. Organize products and collections on your Uphance B2B platform. Learn how to manage seasons, feature banners and showcase your catalog…

Managing Seasons/Collections and Product Banners on Your B2B Platform

Add and customize images on your Uphance B2B pages. This guide helps you enhance visual appeal, improve buyer engagement and create a professional online showroom.

How to Add Images On Your B2B Platform Pages

Design stylish B2B pages by adding shadows, borders and effects to text and components. Learn how to use the Uphance page editor for creative, brand-aligned visuals.

How to Add Decorations (Shadow, Borders, etc.) to Texts, Components and Containers in The Page Editor

Unlock advanced customization options for your Uphance B2B platform. Personalize layouts, themes and functionality to match your brand’s identity and improve user experience.

Advanced Customization for B2B

B2B Platform - Owners & Agents

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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