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Install B2B Lock
For the complete documentation index, see llms.txt. This page is also available as Markdown.

App Settings, Installation & Maintenance

Manage global store-wide settings for BSS B2B Lock, including Theme Editor visibility, theme targeting, app embeds, and code cleanup.

While individual lock rules are configured with their own targets and conditions, the Settings area in BSS B2B Lock manages global, store-wide behaviors, theme integration environments, and code lifecycle management.

On This Page

  1. Display Rules on Shopify Theme Editor

  2. Theme Targeting (Live vs Draft Theme)

  3. App Embed Central Management

  4. Clean Up Code Before Uninstalling

  5. Summary of Global Settings vs Per-Rule Settings

1. Display Rules on Shopify Theme Editor

Under App Settings, you can control whether lock rules take effect inside the Shopify Theme Customizer/Editor.

  • Setting Location: BSS B2B Lock → Settings → General / App Settings → Display rules on Theme Editor

  • Default State: ON (enabled by default for all stores to comply with Shopify App Store requirements and ensure WYSIWYG editing).

  • Storefront Behavior: When enabled, whenever you or your team open Shopify Admin → Online Store → Themes → Customize, the preview renders locked content exactly as a customer would experience it.

  • Troubleshooting / Merchant Tip: If you need to edit theme sections, customize layout blocks, or adjust styling freely without triggering app lock overlays or login gates in the theme preview, you can temporarily toggle this setting OFF. Remember to turn it back ON once your visual editing is complete.

2. Theme Targeting (Live vs Draft Theme)

Testing B2B locks on a live production storefront can disrupt active customers. The Installation tab allows you to isolate app script injection to a staging theme.

  • Setting Location: BSS B2B Lock → Installation → Auto Installation

  • Install to TEST (Draft Theme):

    1. Select Install to TEST (Draft).

    2. Choose your staging or duplicate theme from the theme dropdown (e.g. Theme Dawn (Staging)).

    3. Click Install.

    4. The top banner in the app will reflect: Install target: [Theme Name] — Draft Theme.

    5. Lock rules created or edited in the app will only execute when previewing that specific draft theme.

  • Install to LIVE (Published Theme):

    1. Once you have verified your locks in the draft preview, return to Settings → Installation.

    2. Select Install to LIVE (Published).

    3. Select your published theme and click Install.

    4. The banner updates to confirm live storefront execution.

Verification Timestamp: After auto-installation completes, check the Latest Install (Date) field. If it displays a valid timestamp, the theme code injection succeeded. If it displays Invalid Date, rerun the installation or contact support.

3. App Embed Central Management

The BSS B2B Lock App Embed connects the app's locking logic and rules to your storefront theme:

  • Central Dashboard Control: App embed status is monitored directly from the App Dashboard header.

  • Theme Switching: Whenever you publish a new theme or duplicate your active theme, always verify that the BSS B2B Lock app embed is turned ON in Shopify Admin → Online Store → Themes → Customize → App Embeds.

4. Clean Up Code Before Uninstalling

If you ever decide to change themes, pause usage, or uninstall BSS B2B Lock, you should always remove injected snippets first.

  • Setting Location: BSS B2B Lock → Settings → Clean up code

  • Why this is critical:

    • Auto-installation injects theme code snippets to ensure locks work reliably across all page templates.

    • If the app is uninstalled directly from Shopify Apps without running cleanup, orphaned code snippets can remain in your theme files and potentially cause display issues.

  • How to run Clean Up:

    1. Go to Settings → Clean up code.

    2. Select the themes where B2B Lock code was previously installed.

    3. Click Clean Up Code.

    4. The system scans the theme files, removes injected code snippets, and logs completion.

Best Practice: Always execute Clean Up Code before clicking "Uninstall app" in your Shopify Admin. If you have already uninstalled the app and notice leftover snippets, contact support-sbc@bsscommerce.com for free cleanup assistance.

5. Summary of Global Settings vs Per-Rule Settings

Scope
Where Configured
Examples

Global App Settings

App Settings / Installation / Clean Up

Theme Editor visibility toggle, Target theme (Live vs Draft), App Embed activation, Code Cleanup

Per-Rule Advanced Settings

Step 3 of Rule Builder (Lock Settings)

Custom lock message, Login/Register buttons, Passcode timeout, Excluded URLs, Session expiry

Still Need Help?

If you have questions or need assistance configuring BSS B2B Lock, our dedicated support team is here to help.

  • In-App Assistance: Click Need help? or use the in-app chat button within BSS B2B Lock.

  • Email Support: Contact us at support-sbc@bsscommerce.com with your store URL and specific rule details.

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