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  5. How to use PLATINUM B2B Login Access Management app ($25/month)?

How to use PLATINUM B2B Login Access Management app ($25/month)?

1. Why You Should Upgrade to PLATINUM Version?

We would suggest using the Platinum Plan if you want to hide prices of specific products and for specific customers (with the tags)

2. Enable the app

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When you install the app, it will be enabled by default. You can start creating the rule to start using the app.

2.1. Force Login Rule

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The Force Login rule means non-logged-in customers will have to create an account and log in to see the content.

On the left panel, choose Force Login and Create rule.

The setting is extremely easy to follow:

2.1.1. ENABLE THE RULE

2.1.2. SET RULE SETUP

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Instead of showing the pages' content, it will show the message and the form set as above.

You can choose among three options available:

  • Custom content message
  • Login Form
  • Custom content message and Login form - recommended.

We would recommend the last option since you can show the Login form directly to customers and set up the redirection after they log in successfully:

  • Account Dashboard - My Account Page of Shopify Default
  • Custom Page - a specific URL path. For example: /collections/all
  • Restricted Page - the locked page the visitors are trying to access.

2.1.3. CHOOSE CUSTOMERS TO GRANT THE ACCESS

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You can choose specific customers to grant and prevent access.

  • Restrict all not logged in visitors: Any logged-in customers can see the pages' content.
  • Allow customer by tag(s): Only chosen customer tags can login and see the pages' content.
  • Restrict customers by tag(s): Chosen customer tags and non-logged-in customers can't see the pages' content
  • Restrict specific customers: Chosen customers (search by emails) and non-logged-in customers can't see the pages' content.

2.1.4. CHOOSE SPECIFIC PAGES TO LOCK

Multiple selections are allowed.

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2.1.5. OTHER SETTINGS

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  • Also, you can set up a period to automatically enable or disable the rule.
  • The priority will be considered when there are duplicated rules. 0 is the highest priority.
  • Hide Header and Footer if you do not want non-targetted customers to access links on Header, Menu, and Footer.

2.1.6. FRONTEND DISPLAY

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2.2. Disable Registration Form

Go to the app and scroll down to the bottom of the left panel. Select SETTINGS => General Config.

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Set the function to Yes and the Create an Account will be hidden under the Login form:

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And when visitors go directly to the Registration Page /account/register they will see the message.

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2.3. Passcode Rule

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Instead of requiring customers to create an account, you can quickly send them passcodes. That way, you can decide who to send the passcode to access the pages.

On the left panel, choose Passcode and Create rule.

The setting is extremely easy to follow:

2.3.1. ENABLE THE RULE

2.3.2. SET RULE SETUP

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Enter the passcode and message to inform visitors about the passcode requirement.

Multiple passcodes are allowed,

Read more:

2.3.3. CHOOSE CUSTOMERS TO REQUIRE THE PASSCODES

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  • Restrict all visitors: All customers will have to enter the passcode to see the pages.
  • Allow customer by tag(s): Customers with the tags can see the pages without entering the passwords.
  • Restrict customers by tag(s): Customers with the tags and non-logged-in customers will have to enter the passwords to see the pages.
  • Restrict specific customers: Specific customers will have to enter the passwords to see the pages.

2.3.4. CHOOSE SPECIFIC PAGES TO LOCK

Multiple selections are allowed.

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2.3.5. OTHER SETTINGS

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  • Also, you can set up a period to automatically enable or disable the rule.
  • The priority will be considered when there are duplicated rules. 0 is the highest priority.
  • Hide Header and Footer if you do not want non-targetted customers to access links on Header, Menu, and Footer.

2.3.6. FRONTEND DISPLAY

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2.4. Login to See Prices

2.4.1. INSTALL THE FUNCTION

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You have to install the function into your current theme to make sure that all settings work well.

If you change your theme, kindly re-install the function in the new theme.

Contact us at sales@bsscommerce.com if you have already installed the function and set up the rules correctly but the prices are still showing.

2.4.2. ENABLE THE RULE

2.4.3. SET UP THE RULE TYPE

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Under rule setup, choose:

  • Hide Prices and Hide Add to Cart button
  • Show Prices and Hide Add to Cart button

Show the message in the place of the Price or Add to Cart button.

Contact us at sales@bsscommerce.com if you want to add the style to the message.

2.4.4. CHOOSE THE CUSTOMERS TO SEE PRICES

  • Hide prices from all visitors: No one can see the prices whether they are logged in or not
  • Just allow logged-in customers to see prices: Everyone who has an account can login to see prices
  • Allow customer by tag(s): Customers with the tags can login and see prices/Add to Cart button
  • Restrict customers by tag(s): Customers with the tags and non-logged-in customers cannot see the prices/Add to Cart butcannot see the prices/Add to Cart button

2.4.5. HIDE PRICES/ADD TO CART FROM ALL NON-LOGGED-IN CUSTOMERS

2.4.6. OTHER SETTINGS

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  • Also, you can set up a period to automatically enable or disable the rule.
  • The priority will be considered when there are duplicated rules. 0 is the highest priority.

2.4.7. FRONTEND DISPLAY

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2.5. Subscribe Newsletter To See Pages

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This rule is recommended if you want to collect email for marketing strategies and early access.

2.5.1. ENABLE THE RULE

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2.5.2. CHOOSE CUSTOMERS TO SEE PAGES

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  • All visitors must subscribe to see content: Every visitor has to enter the email to see pages.
  • All not-logged-in visitors must subscribe to see content: Only non-logged-in customers have to enter the email to see pages
  • All visitors except for these Customers Tags must subscribe to see content: Only customers with specific tags have to enter the email to see pages.

2.5.3. CHOOSE SPECIFIC PAGES TO LOCK

Multiple selections are allowed.

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2.5.4. OTHER SETTINGS

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  • Also, you can set up a period to automatically enable or disable the rule.
  • The priority will be considered when there are duplicated rules. 0 is the highest priority.

2.5.5 FRONTEND DISPLAY

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3. How to Uninstall The PLUS B2B Login Access Management app?

There are two options to uninstall the PLUS B2B Login Access Management app.

  • Option 1: Uninstall the app automatically
  • Option 2: Uninstall the app manually

3.1. Uninstall the app automatically

Please go to Admin > Apps > B2B Login Access Management.

To uninstall the app:

Step 1: Select Restore all previous settings
In the popup, choose Restore: After that, you will be redirected to the App list.

Step 2: Select the Delete icon (the bin)

Step 3: Remove the app

We would appreciate it if you could spend your time giving us some feedback via sales@bsscommerce.com or Live Chat so that we can improve our app and services better. This is totally optional.
To complete the uninstallation, please choose the Remove button.

3.2. Uninstall the app manually

Besides using the Restore all previous settings button in the admin, you can also remove the app manually as follows:

Step 1: Go to Themes Folder

Step 2: Open layout/theme.liquid file.

Then find and remove the following code

{% include 'login_require' %}

Step 3: Finally, find and remove the following files

login_require.liquid in Snippets folder

bsscommerce-passcode.liquid in Snippets folder

tiny.content.min.css in Assets folder

Once you remove the file as above, your uninstallation is completed. Please refresh the storefront to check the result. If your uninstallation is successful, users will no longer be restricted from accessing any pages.

Need help? Please email us at sales@bsscommerce.com

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