Store access

Store access decides who can see your products and prices, and who can buy them. In Sami B2B Onboarding, you set it in Settings › Access. Only admins can open this section.

Pick how open your store is

Under Storefront visibility, the Who can browse, who can buy setting has three options. The other rules on the page depend on which one you pick.

Option	Browse	Buy	Rules you can turn on
Private wholesale store	Approved companies	Approved companies	The store lock is always on. You can also hide prices and add to cart on the pages the lock leaves open, and block checkout.
Public catalog, private purchasing (default)	Everyone	Approved companies	Hide prices, hide add to cart, block checkout and lock the store, each on its own.
Public catalog, public purchasing	Everyone	Everyone	None. Test mode, Prices and checkout and Store lock are hidden.

Buy: Approved companies holds only while Block checkout while pending is on. That switch is what stops other buyers at checkout.

Who counts as approved

A visitor is approved when they’re logged in to your store and one of these is true:

• They buy for a company in Shopify. They’re a contact of that company.
• B2B approved is on, on their customer page in Shopify. The app turns it on when you approve their application.

Everyone else isn’t approved. That includes guests, and logged-in customers who haven’t applied or are still waiting for a decision. Customer tags don’t count. The b2b-approved tag that the app adds on approval is a label for your own segments, and it doesn’t let anyone in.

How the rules work

• Hide prices from retail visitors, Hide add to cart and Whole store lock change what your storefront shows. They need the app embed. See Turn on the app embed.
• These three rules aren’t a security barrier. A visitor who knows how can still find prices in the page code. Block checkout while pending is the rule that stops a purchase, because Shopify checks it inside checkout. It doesn’t need the app embed. Keep it on whenever you hide prices or lock the store.
• None of the rules apply in the theme editor, so you can still see and design every page. To check a rule, open your storefront in a normal browser window.
• The rules cover your whole storefront, but the store lock always leaves log-in, account and application form pages open. The rules reach the storefront after you click Save in the save bar.

Hide prices and add to cartReplace prices with a log-in link and remove the buy buttons.Lock the storeShow visitors a screen that asks them to log in or apply.Block checkout until approvedStop anyone who isn't approved from completing an order.Ask buyers to log in before applyingShow guests a log-in prompt instead of the application form.Test your access rulesTry the rules on your own account before your buyers see them.

Next steps

• Test your access rules — turn on test mode first if your store already takes orders.
• Turn on the app embed — the storefront rules only work with the embed on.
• Approve an application — approving a buyer turns on B2B approved for them.