How can I set up manual account approval for my wholesale store?

D2CP
Visitor
1 0 0

HI All, 

 

hoping to get some help on this one. 

 

We have a shop mskndistribution.com that has a sign up to enter. 

 

It is solely for our wholesaler partners and we would like it keep it secure.  

 

I was hoping what tools Apps or anything else is available so that to access the store they must set up an account and the account must be manually approved by us before they have access to the store. Is there anything like this available? 

 

Any advice or recommendations would be much appreciated. 

 

Thanks in Advance

 

David R.

Replies 3 (3)

Elias
Shopify Staff
2803 274 490

Hi, @D2CP.

 

Thank you for reaching out and posting this question!

 

I understand that you're looking for a way to secure the storefront for wholesale partners, and to approve customer accounts before they can access the store. I've taken a look at your store (mskndistribution.com) and it looks like you're using the password protection for the online store at the moment. Instead you can consider using a third-party app, like Locksmith, which provides the locking function, and they also offer a tutorial for setting up the customer accounts for manual approvals: Approving customer registrations. Should you need to get help with a third-party app, then the app developer is always available to assist you. Simply reach out to them using the contact information found at the bottom of their app's page.

 

If you have any other questions on this topic, then don't hesitate to let me know!

Elias | Social Care @ Shopify 
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Brett_Helium
Shopify Partner
211 39 82

Hey David!

One possibility for this is to use a combination of the Helium Customer Fields and Locksmith apps. With the Locksmith app, you can easily create "locks" to prevent access to either the whole site, certain pages, or certain things like prices until the customer is logged in. Then with the Customer Fields app, you can install a custom registration form that requires applications to be reviewed and manually approved, which effectively means that only approved customers can bypass your lock.

You can also check out our reference docs for accomplishing this here: https://help.heliumdev.com/en/articles/4840273-can-i-restrict-access-to-my-store

Brett | Helium
Helium builds apps that thousands of merchants depend on:
- Customer Fields ✪✪✪✪✪ (330+ reviews)
- Meteor Mega Menu ✪✪✪✪✪ (250+ reviews)

JaviExpress
Shopify Partner
160 16 25

Hi David.

 

To manually approve or deny customer account applications you would need an app. Have a look at the one in my signature, Customer Accounts. With its Custom Forms plugin (Advanced Plan) you can build a custom registration form to manage and approve (or reject) the account applications.

 

To lock the site you can use an app or try do it directly in the code. We happen to have written recently an article about it, you can click here to find it

Customer Accounts Concierge
Turn the account page into a beautiful and multifunctional customer portal. Integrate contents, tools, and CRM features from other apps to drive a longer, richer and more personalized customer experience: Profile, Order History, Loyalty, Wishlist, Social Login, Customer Forms.