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  5. Can I grant access to pages for specific customers, meanwhile others are locked out?

Can I grant access to pages for specific customers, meanwhile others are locked out?

Yes, you can use the Plus plan ($10/mon) or Platinum plan ($25/mon.)

For example, you can lock all wholesale/members-only pages under a customer login form. However, only those with approved wholesale accounts can access the pages, while other customers are kept out.

Then, please follow these steps:

1. Add a tag for wholesale accounts

First of all, you must clarify those who want to grant access to the pages. We recommend using the tag.

Go to the Admin panel => Customers.

Search and choose customers you want to add a "tag." Expand the More Actions, select Add tag.

Or you can add the tag on the Customer Edit Page.

2. Create a Force Login rule for the pages

Under Rule Management, select “Create Rule.

2.1 Rule Information

Under Rule Management:

  • In Rule Name, enter a name to help manage the rule more easily.
  • In Status, select Yes to activate the rule. Otherwise, select No.
  • In Date, pick a time period in the calendar to apply the rule in the storefront.
  • In Rule Type, select Force Login or Passcode
  • In Priority, enter a number to classify the priority of the rule in case there are several rules applied to a product, collection, or page. 1 is the highest priority.

2.2. Set "Rule Type" to "Force Login" and "Login Type" to "Login Form"

Under Rule Management:

  • In Rule Name, enter a name to help manage the rule more easily.
  • In Status, select Yes to activate the rule. Otherwise, select No.
  • In Date, pick a time period in the calendar to apply the rule in the storefront.
  • In Rule Type, select Force Login.
  • In Priority, enter a number to classify the priority of the rule in case there are several rules applied to a product, collection, or page. 1 is the highest priority.

Accordingly, set the Login type to Show Login Form.

Then, in Redirect type, choose a place to redirect customers after their successful login.

There are three options available.

  • Account Dashboard: Like the Shopify default function, customers will be redirected to the Account Dashboard page after logging in.
  • Custom Page: An additional field named Redirect URL is shown. Then, insert a specific URL to redirect customers after their login.
  • Restricted Page: Visitors will be redirected to the private page they are trying to access.

2.3. Grant access to the tagged customers

Under Apply to => Customers.

Choose Allow customers by tag(s) and add the tag, for example, "wholesale" like the one you created above. Multiple tags are allowed.

Also, enter a message for not the valid customer(s) to tell them how they can get access. This field is optional for a user-friendly experience.

2.4. Choose page(s) to restrict the access

Then, you can choose the page(s) you can choose the product page(s), collection(s), and any specific page(s) you want to restrict other customers from access.

Hope the answer is helpful and if you have any further question, feel free to send us at sales@bsscommerce.com.

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