Quick Tour of the Dashboard

The Dashboard is the first screen you see after installing B2B Lock.

In just a few minutes, you can understand the full interface, set up language translations, check your session reports, and review your current plan.

Available on all plans — Free through Plus. Some report details may vary depending on your store configuration. Contact [e-mail] if you need help.

For new merchants Read this page before configuring anything else in the app. Understanding the Dashboard helps you find the right feature quickly and avoid getting lost in the menus. The full tour takes about 5 minutes.

On This Page

1. Eligibility requirements

2. Understanding the Dashboard

3. Step 1: Explore the main interface

4. Step 2: Set up translations (Translation)

5. Step 3: View session reports (Report)

6. Common issues & fixes

7. Getting more help

1. Eligibility Requirements

You can access and use the Dashboard if you meet all of the following:

• The B2B Lock app is installed from the Shopify App Store.

• You are logged into Shopify Admin as the store owner or an admin staff member.

• You are on any B2B Lock plan — Free, Basic, Grow, Advanced, or Plus.

Note If you just installed the app and the Dashboard appears empty, wait 1-2 minutes for the system to initialize. Still empty after 5 minutes? Contact [e-mail].

2. Understanding the Dashboard

What is the Dashboard?

The Dashboard is the central hub of B2B Lock. From here, you can reach every key feature in just a few clicks — no need to dig through multiple menus.

What can you do from the Dashboard?

• Get an overview of your store's lock status and activity.

• Set up CMS translations for a different language (Translation).

• Monitor customer session activity through reports (Report).

• Review and upgrade your current plan (Pricing Plan).

What store types does the Dashboard support?

• B2B-only stores.

• Hybrid stores running both B2B and B2C.

• Both small stores and larger, high-traffic operations.

3. Step 1 — Explore the Main Interface

Here is what you will see the first time you open the Dashboard after installing the app.

Open the Dashboard

1. Go to your Shopify Admin.

2. Click Apps in the left navigation bar.

3. Select B2B Lock from your list of installed apps.

4. The app opens directly to the Dashboard screen.

The B2B Lock Dashboard — your central hub after installation.

Key sections in the Dashboard

• Report — View customer session reports for protected pages.

• Translation — Translate app CMS content into another language.

• Pricing Plan — Check your current plan and upgrade if needed.

• Settings — Configure lock rules for your store.

Use the Summary date filter (Today / This week) to switch between daily and weekly views.

Click 'View full analytics' to open the detailed Report section.

Tip The left navigation bar is the fastest way to move between sections. You do not need to return to the Dashboard to reach Report or Translation — select them directly from the menu.

4. Step 2 — Set Up Language Translations (Translation)

The Translation feature lets you translate your app's CMS content — messages, labels, and interface text shown to customers — into another language.

For example: if your store serves French-speaking buyers, you can translate lock messages into French for a better customer experience.

How to access Translation

1. From the Dashboard, click the language selector in the top-right corner.

2. Select the language you want to switch to.

3. Go to Translation in the left menu to edit individual CMS fields.

4. Fill in the translated text for each field.

5. Click Save.

Click the language selector in the top-right corner to switch the app interface language.

Note Translation only applies to app CMS content — messages, button labels, and interface text. It does not translate product descriptions or store content. Those are managed directly in Shopify.

5. Step 3 — View Session Reports (Report)

The Report section shows you how customers are interacting with your protected pages. There are two tabs: Passcode usage and Report.

How to view reports

From the Dashboard, click Report in the left menu.

6. Common Issues & Fixes

Dashboard appears empty with no data

• Wait 1-2 minutes after installing the app, then reload the page.

• Check that the app has been activated in the Settings section.

• Still empty after 5 minutes? Contact [e-mail].

Translation option not visible in the menu

• Check your app version — Translation may only be available from a specific version onward.

• Try clearing your browser cache and reloading.

• Make sure you are logged in with an admin account.

Report chart shows no data

• Charts only populate after at least one customer has attempted to visit a protected page.

• If your store is newly set up, create a lock rule first, then test access to trigger data.

• Check the time filter — you may be viewing a period with no activity yet.

Upgrade button is not working

• Try a different browser or clear your cache.

• Make sure your Shopify account has permission to change billing.

• If the issue persists, contact [e-mail] with a screenshot of the error.

7. Getting More Help

Followed all the steps above and still running into issues? Our support team is ready to help.

Contact Support Email: [e-mail] Include: your store URL, a description of the issue, and a screenshot if possible. Response time: within 1 business day. Grow, Advanced, and Plus plans receive priority support.

The Learn & Support section on the Dashboard — access the User Guide, Demo Store, Policy, and Changelog.