# Quick Tour of the Dashboard

This page gives you a **quick orientation** of the BSS B2B Lock dashboard – where to find your rules, how to create a new lock, and what the main navigation items do.

***

### 1. Layout overview

When you open **BSS B2B Lock** from your Shopify admin, you’ll typically see:

* A **top area** with the app name and sometimes alerts or announcements.
* A **left-hand navigation** (menu) to move between main sections.
* A **main content area** showing your **Locks list** by default.

Think of it like this:

> **Left side = where you go**\
> **Center = what you’re working on**

***

### 2. Locks list – your central control panel

By default, the home screen shows the **Locks** list – this is where you manage all rules you’ve created to lock content or hide prices.

#### 2.1 Lock list table

Each row in the list usually represents **one lock rule**. For each lock, you’ll typically see:

* **Lock name** – what you called the rule (e.g., “Hide prices from guests”, “Wholesale collection for tagged customers”).
* **Target / Type** – what the rule is locking (prices, products, collections, pages, entire site, etc.).
* **Status** – whether the rule is **Active** or **Inactive**.
* **Last updated** – when the rule was last edited.

Use this table to quickly **scan and manage your rules**.

#### 2.2 Search & filters

Above the table, you may see:

* A **search bar** – to find a lock by name.
* **Filters** – e.g., by status (Active/Inactive) or type of lock (Hide prices / Hide products / Lock pages, etc., depending on your version).

These tools are helpful when you start to have **many rules** and need to find a specific one quickly.

#### 2.3 Quick actions

On each row, you’ll usually find actions such as:

* **Edit** – open the lock and update its Step 1 / Step 2 / Step 3 settings.
* **Duplicate** (if available) – clone a rule and adjust it for a similar use case.
* **Delete** – remove a lock you no longer need.

> Tip: Instead of creating every rule from scratch, you can often **duplicate** a similar lock and adjust its conditions or target.

***

### 3. “Add lock” – create a new rule

The most important button on this page is the **“Add lock”** button.

You’ll usually find it:

* In the top-right corner of the Locks list, or
* As a primary button in the main content area when you have no locks yet.

Clicking **Add lock** starts the **3-step Rule Builder**:

1. **Step 1 – Lock content**: choose what to protect (prices, products, collections, pages, entire store).
2. **Step 2 – Control access**: define who can unlock/see that content (login, tags, passcode, secret link, markets, etc.).
3. **Step 3 – Advanced settings**: customize messages, exclusions, behavior, and other extras.

This is where you’ll create all your key scenarios such as:

* Hiding prices from guest users
* Creating tag-based wholesale catalogs
* Locking entire pages or the whole site

***

### 4. Navigation menu (left side)

On the left side of the app you’ll see the **navigation menu**. Labels may vary slightly by version and plan, but you’ll typically see items such as:

* **Dashboard / Locks**
  * The main screen with your locks list and Add lock button.
* **Checkout locks** (Shopify Plus, if available)
  * Rules that control **who is allowed to reach checkout**.
* **Settings / Configuration**
  * Global settings, display options, or integrations (if provided in your version).
* **Help / Support**
  * Links to documentation, FAQs, and contact methods for BSS Commerce support.

> If you’re not sure what a section does, you can safely click around – no changes are saved until you **Save** or **Update** a rule.

***

### 5. What to do next

Once you’re familiar with the dashboard:

* Use **“Add lock”** to create your **first rule** (for example: *Hide prices from guest users*).
* Or open an existing lock (if any) to see how the **3-step Rule Builder** is structured.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs-shpf.bsscommerce.com/bss-b2b-lock-login-password-hide-price/getting-started/quick-tour-of-the-dashboard.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.