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  5. How can I manage customers’ registrations before they can access the locked page(s)?

How can I manage customers’ registrations before they can access the locked page(s)?

We would suggest 2 solutions available with our B2B Login Access Management app as below:

Option 1: Create a password code for the locked page(s) and send it to desired customer groups, this feature is available on Pro plan ($5/mon).

Step 1: Click Create Rule.

Step 2: Choose Status = Enable.

Step 3: Choose Rule Type = Passcode (Show a password page to customers or visitors)

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Step 4: Choose Applied Customers

  • Restrict all visitors: Both logged-in and non-logged-in users are required to type the passcode to access the page.
  • Allow logged-in customers: Only non-logged-in users are required to type the passcode to access the page.
  • Allow customers by tag(s): Only customers with tag(s) can access the page without a passcode (available on Plus plan, $10/mon).

You can choose Restrict all visitors and manually send the passcode to desired customers via email, or 

You can add tag(s) to desired customers in Shopify Customers and choose Allow customers by tag(s) so that they can access the page as you wish.

Step 5: Select applied products you want to hide.

Step 6 (Optional): Select the applied time span of the rule.

Step 7 (Optional): Enter the priority in case you have multiple rules applied to 1 object (products, customers,...)

Step 8: Click Save and wait for about 10 seconds to configs applied.

However, this option might be uncontrollable since customers can share the passcode with each other.

Option 2: Create a login form for the locked page(s) and allow only customers with tag(s) to access the page(s).

Step 1: Click Create Rule.

Step 2: Choose Status = Enable.

Step 3: Choose Rule Type = Force Login (Restrict customers to view content until they log in)

Step 4: Choose Applied Customers = Allow Customers by tag(s) (available on Plus plan, $10/mon).

You can add tag(s) to existing customers in Shopify Customers and they will be able to access the page.

With non-logged-in users, even when they create a new account to login, they won’t be able to access the page because they don’t have the tag(s). You can add a custom message directing them to contact you for approval and you can manually add tag(s) to their accounts. 

Step 5: Select applied products you want to hide.

Step 6 (Optional): Select the applied time span of the rule.

Step 7 (Optional): Enter the priority in case you have multiple rules applied to 1 object (products, customers,...)

Step 8: Click Save and wait for about 10 seconds to configs applied.

A drawback of Option 2 is when you have a significant number of customers, manually adding tag(s) will be time-consuming. In this case, we recommend integrating with our B2B/Wholesale Solution app (from $25/mon) to manage your customers’ registrations more effectively.

✓ Expand Shopify Registration form with additional fields.

✓ Create different forms to classify customers at the same time.

✓ Check all registrations on the app and approve/decline the registrations.

Auto-add a tag for approved accounts so that they can login and see specific pages/prices.

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