Test your access rules

Test mode lets you try your access rules on your own customer account before your buyers meet them. While it’s on, the rules apply only to logged-in customers tagged sami-b2b-od-lock-test. Everyone else, guests included, sees and buys from your store as normal.

What test mode covers

Narrowed to tagged customers while test mode is on	Not affected by test mode
Hide prices from retail visitors	Account required: it applies to everyone as soon as you save.
Hide add to cart	Companies you put on hold: they’re always blocked at checkout.
Whole store lock, including a private wholesale store
Block checkout while pending

A tagged customer gets the rules even if they’re approved or buy for a company. You can test on your own account even if it’s already approved.

Turn on test mode

1. Open Access

   In Sami B2B Onboarding, click Settings. Access opens first. If another section opens, click Access in the settings menu.

2. Choose a visibility with rules

   Under Storefront visibility, set Who can browse, who can buy to Public catalog, private purchasing or Private wholesale store. With Public catalog, public purchasing, there are no rules to test, and Test mode is hidden.

3. Turn on Test mode

   Turn on Test mode, in the card below Storefront visibility. A Test mode is on banner appears above it.

   

   While test mode is on, the banner reminds you that the rules apply only to tagged customers.

4. Set the rules to test

   Turn on the rules you want to try under Prices and checkout and Store lock. Turn on test mode in the same save as your rule changes, or before them. Rules saved without test mode reach your buyers straight away.

5. Save

   Click Save in the save bar. Settings saved appears.

Tag your customer account

1. Open your customer

   In Shopify admin, go to Customers and click the customer you’ll log in with. If you don’t have one, click Add customer and use an email address you can open.

2. Add the tag

   In the Tags box, type sami-b2b-od-lock-test exactly as shown, then press Enter. Click Save.

   

   Only logged-in customers with this tag meet your rules while test mode is on.

Test on your storefront

Open your store and log in as the tagged customer. Then check each rule you turned on:

Rule	What you should see
Hide prices from retail visitors	Your replacement text where prices were. Because you’re logged in, the text links to your account.
Hide add to cart	No Add to cart or Buy it now buttons on product pages.
Whole store lock	The lock screen with Your account is waiting for approval, a View account button and an Apply for an account button. Pages in Always allow these pages open as normal.
Block checkout while pending	At checkout, the message Your wholesale account is still being reviewed. You can’t complete checkout yet. You can’t place the order.

To test the checkout block, you need a product in your cart. With Hide add to cart or the store lock on, switch them off for a moment. A private wholesale store is always locked, so pick Public catalog, private purchasing for this test. While test mode is on, these changes reach only tagged customers.

Then open your store in a private browser window, as a guest. Prices, buy buttons and checkout work as normal, and there’s no lock screen.

Note

While test mode is on, you only see what logged-in customers see. Guests never meet the rules, so you can’t see the guest lock screen or the log-in link on your storefront. To see the guest lock screen, open Customize next to Appearance & wording and look at the Visitors preview.

Go live

1. Turn off test mode

   In Settings › Access, turn off Test mode. The banner goes away. If you switched a rule off or changed Who can browse, who can buy to test checkout, set it back now.

2. Save

   Click Save in the save bar. The rules now apply to every visitor who isn’t approved, guests included.

3. Check as a guest

   Open your store in a private browser window. You meet the rules the way a new visitor does.

4. Remove the tag when you’re done

   The tag does nothing while test mode is off. If you turn test mode on again later, tagged customers get the rules again, even when they’re approved. To keep a customer out of future tests, remove sami-b2b-od-lock-test from them in Shopify admin and click Save.

Next steps

• Hide prices and add to cart — set what visitors who aren’t approved see.
• Lock the store — customize the lock screen before you go live.
• Block checkout until approved — check that the block shows Enforced at checkout.
• Troubleshooting — what to check when a rule doesn’t show.