Locksmith

introduction before you start please note, your shopify store must already have the locksmith app https //apps shopify com/locksmith installed before following the below guide learn more in "frequently asked questions" below locksmith lets you control access to products, collections and pages in your shopify store it's a great way to offer a different experience to your b2b & wholesale customers, giving you control on the content they can (and can't) see locksmith allows powerful ways to restrict content based on conditions such as customer tags (e g b2b ), email addresses, passcodes, secret links, geographic location, purchase history, a schedule, and more you can see everything that's possible in the official locksmith app here in this guide, we're going to walk you through some example use cases of using locksmith to customise your store for your b2b customers example u se cases please note the following when working on a back up theme any lock you create will automatically take effect on your live theme creating b2b only products if you have products within your shopify store that you want to make "b2b only" and not accessible to your regular customers, this is a great way to manage their visibility step one creating the lock go into the locksmith app within your shopify store click in the "add new lock" field and you'll then see the below screen when you select a product you are then able to browse your products or you can search by the product name if you want the lock to take effect straight away you'll need to make sure you have "enable lock" selected, otherwise it will be set as a draft step two add a key once you have selected the product you are wanting to hide and you have created the lock, you'll see the ability to "add a key" to allow specific customers view the product you'll also need to specify if you want to remove any links to the product and if you want this hidden from your store's native search function along with product listings when you add a key you'll see a drop down list of rules you are able to use to allow customers to view the product you are hiding when using sparklayer, we advise using 'if the customer is tagged with ' as you are already using tags for your b2b customers (e g b2b ) customer groups docid 5 lwmnohhjbjjppg9e6vh step three customise your key when creating a key, you're then able to add numerous conditions your customer has to meet before gaining access to the product in this example, we're requiring the customer to have a tag of b2b before being able to view the product as you can see below, you're able to redirect your customers who are not tagged b2b to a different page (or alternatively they can be given a default message supplied by locksmith) step four save lock and test once you have finished setting up your customisations, simply click save next, go to your store and check if you can view the product as logged out customer and vice versa, try accessing it as a logged in b2b customer if you search for the product directly when logged out you should see something like the below if you are already logged in without a b2b tagged account, you'll see a notification message similar to the below creating b2b only collections this is very similar to the "creating b2b only products" detailed above but designed to allow you to customise how your collections work for example, you may have a collection on your shopify store that shows your b2b products that you don't want your regular customers to see step one creating the lock go into the locksmith app within your shopify store click in the "add new lock" field and you'll then see the below screen when you select a collection you are then able to browse your collections within your store or you can search by the collection name if you want the lock to take effect straight away you'll need to make sure you have "enable lock" selected, along with " protect products in this collection" step two add a key once you have selected the collection you're wanting to hide and you have created the lock, you'll then see the below screen that gives you the ability to "add a key" to allow specific customers view the collection you'll need to specify if you want to remove any links to the product and if you want this hidden from your store's native search function along with collection listings when you add a key , you'll see a drop down list of rules you are able to use to allow customers to view the collection you are hiding when using sparklayer, we advise using 'if the customer is tagged with ' as you are already using tags for your b2b customers (e g b2b ) customer groups docid 5 lwmnohhjbjjppg9e6vh step three customise your key when creating a key, you're able to add numerous conditions your customer has to meet before gaining access to the product for this example, the customer must be tagged with b2b to access the collection you're also able to redirect your customers who are not tagged b2b to a different page or display a message to them step four save lock and test once you have finished setting up your customisations, simply click save next, go to your store and check if you can view the collection as logged out customer and vice versa, try accessing it as a logged in b2b customer if you search for the collection directly when logged out you should see something like the below if you are already logged in without a b2b tagged account, you'll see a notification message similar to the below creating a b2b only page in some scenarios, you may want to create b2b specific pages on your store that cannot be accessed by your regular customers this is a great way to customise the b2b experience on your store step one creating the lock go into the locksmith app within your shopify store click in the "add new lock" field and you'll then see the below screen when you select a page you are then able to browse your your pages within your store or you are able to search by the page name if you want the lock to take effect straight away you'll need to make sure you have "enable lock" selected step two add a key once you've selected the page you are wanting to hide and you have created the lock, you'll then see the ability to "add a key" to allow specific customers view the product you'll also need to specify if you want to remove any links to the page and if you want this hidden from your store's native search function when you add a key you'll see a drop down list of rules you are able to use to allow customers to view the page you are hiding when using sparklayer, we advise using 'if the customer is tagged with ' as you are already using tags for your b2b customers (e g b2b ) customer groups docid 5 lwmnohhjbjjppg9e6vh step three customise your key when creating a key, you're able to add numerous conditions your customer has to meet before gaining access to the page for this example, the customer must be tagged with b2b to access the page you're also able to redirect your customers who are not tagged b2b to a different page or display a message to them step four save lock and test once you have finished setting up your customisations, simply click save next, go to your store and check if you can view the page as logged out customer and vice versa, try accessing it as a logged in b2b customer if you search for the page directly when logged out you should see something like the below if you are already logged in without a b2b tagged account, you'll see a notification message similar to the below frequently asked questions how do i change the default messages for locked content when a customer tries to access content that is locked (e g a product, a collection, or a page), you can customise the messages that shows for them within locksmith, you'll see a messages section that allows you to customise the content how do i create multiple locks you're able to create multiple locks that can apply to one customer group all you need to do is select "force open other locks" when setting up your customisations how do i lock my entire store to b2b customers if you have a collection for a specific b2b customer group, it's possible to lock down your website so they cannot access anything other than the collection you have created for them first, create a lock to your enter store when creating the key, use "if customer is tagged with " then enter the appropriate b2b tag (e g b2b ) you'll also need to "invert" the key, meaning that no customers can view this page unless they are tagged b2b once you have created this lock, you'll then need to go in and create a second lock giving your b2b customers access to the b2b collection you would need follow the normal steps mentioned above however when creating the key on this one you need to ensure you tick "force open other locks" otherwise they would not have access to the collection due to the first lock on the entire store locks aren't taking affect on my backup theme, should they? please note when working on a back up theme any lock you create will automatically take effect on your live theme if you are conducting testing on a back up (duplicate) theme, locksmith will only take affect on your live theme to resolve this, once you've created the lock, go to help > unpublished themes find the theme that you are currently testing on, and select install this would the install the latest version of locksmith along with all of the adjustments that you have carried out