Quick Tour of the Dashboard
This page gives you a quick orientation of the 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 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:
Step 1 – Lock content: choose what to protect (prices, products, collections, pages, entire store).
Step 2 – Control access: define who can unlock/see that content (login, tags, passcode, secret link, markets, etc.).
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.
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