Install & Open BSS B2B Lock

This page walks you through how to install BSS B2B Lock on your Shopify store and open it from your Shopify admin, plus one important step to make sure it actually runs on your theme.

The Auto Installation feature adds the app’s code to your Shopify theme in a few clicks: no manual editing required. Auto Installation is built for free Shopify themes. On a paid or customized theme, try it on a draft theme first, and use Manual Installation or contact support if it does not work.

Availability may vary by plan and theme type. If auto installation does not work on your theme, use the Manual Installation method or contact support.

Note

Note

BSS B2B Lock does not operate solely through Shopify’s native Online Store 2.0 system (for example, App Embeds or standalone Theme App Extensions). To apply lock rules correctly on the storefront, the app must install code into your theme.

Tip

Best practice

Install to a draft theme (Select themes to install) before going live. This lets you verify the lock rules work correctly without affecting your real customers.

1. Eligibility Requirements

Make sure you meet all of the following before running Auto Installation:

• The BSS B2B Lock app is installed in your Shopify store
• You have at least one published (Live) theme or draft theme in your store
• You have created at least one lock rule in the app before testing
• You have Admin access to your Shopify store

2. Understanding Auto Installation

Auto Installation injects the app’s code snippets into your selected Shopify theme. Without this step, your lock and login rules will not appear or function on your storefront: even if they are enabled in the app.

What it does

• Adds the necessary code to display lock messages, login prompts, and access rules to buyers
• Connects your configured rules (e.g., “lock product if customer is not signed in”) to the live storefront
• Keeps your other theme files and customizations intact

What you can do

• Auto-install on Live theme: Install to your published theme: your real storefront customers will see the rules immediately
• Select themes to install: Install to a draft theme: verify everything works before affecting customers
• Reinstall: Reinstall at any time if the code is removed or a theme update overwrites it

Where it applies

• All pages and products covered by your lock rules (e.g., collections, individual products, entire store)
• Works on Shopify Online Store 2.0 themes and most legacy themes

3. Availability & Limitations

Scenario	Auto Installation	Recommended action
Free Shopify themes (e.g., Dawn)	Supported	Use Auto Installation normally
Paid third-party themes (e.g., Empire, Stiletto)	May vary	Try Auto Installation; use Manual if it fails
Headless or custom-built storefronts	Not supported	Contact support for guidance
Store already has working code installed	Caution	Skip Auto Install: re-installing may break existing setup
Multiple draft themes	Supported	Select the correct theme from the dropdown before installing

Caution

Caution

If your store is already showing lock rules correctly, do not run Auto Installation again. It may cause incompatibility with your existing setup.

4. How to Run Auto Installation

Step 1 - Go to Installation settings

1. Open the app: Open the BSS B2B Lock app. Go to your Shopify Admin → Apps → BSS B2B Lock.
2. Click Installation: Click Settings in the app menu, then click the Installation tab (next to Translation and Template email).
3. Select Auto Installation: Confirm “Auto Installation” is selected. If Manual Installation is highlighted, click Auto Installation instead.

Auto Installation tab: choose Auto-install on Live theme or Select themes to install, then click Install

Step 2 - Choose your theme and install

1. Choose where to install: Select Auto-install on Live theme to install on your published theme (the card shows Theme name : [name] with a Live theme badge), or select Select themes to install to install on a draft theme.

Note

Note

Always test on a draft theme first. The Live option affects your real storefront immediately.

1. Select your theme: If you chose Select themes to install, open the Theme dropdown to see your available themes and select the one you want to install to.

Theme dropdown: select your target theme from the list

1. Click Install: Click the Install button. The app will inject the required code into your selected theme. This takes a few seconds.

Note

Note

After a successful installation, Latest Install (Date) shows the install time instead of Not yet installed. If it still shows Not yet installed, the installation has not been completed yet.

5. Verifying the Installation Works

Check the install target

1. Check the badge: Go to BSS B2B Lock → Locks to open the Lock list. The badge next to the Lock list title shows the theme your rules are applied to (e.g., “Live theme: Dawn” or “Draft theme: Dawn”).
2. Confirm the target: Confirm the theme matches the theme you just installed to. If it does not match, click Change theme next to the badge to update it.

Note

Note

If the badge shows Draft theme: [name], rules saved here apply to that draft theme, not to your live store.

Lock list: the “Live theme” badge shows which theme your rules are applied to. Click Change theme to switch.

Preview the storefront

1. Go to Themes: Go to Shopify Admin → Online Store → Themes. Find your draft theme and click Preview.
2. Navigate to locked content: Navigate to a locked collection or product. Confirm the lock message or login prompt appears as expected.
3. Test with a customer account: Log in as a tagged customer that meets your rule condition and confirm they can access the content.

6. Resolving Common Issues

Lock rules are not showing on the storefront

• Check that the app’s install target matches the theme you are previewing
• Re-run Auto Installation on the correct theme
• Clear your browser cache and refresh the storefront preview

Latest Install (Date) shows “Not yet installed”

• This means installation has not been successfully completed on that theme
• Select the theme again and click Install
• If the issue persists, try Manual Installation instead

Auto Installation does not work on your paid theme

• Paid themes may have custom code structures that block auto-injection
• Switch to the Manual Installation tab and follow those steps
• Contact support if you are unsure which files to edit

The install broke an existing feature on the theme

• Go to Shopify Admin → Online Store → Themes
• Click “Actions” on the affected theme → “Edit code”
• Revert the theme to a previous backup if available, or contact support immediately

Rules are saved but the Lock list badge shows “Draft theme: [name]”

• This is expected behavior when the install target is a draft theme
• Once testing is complete, install to your LIVE theme and update the install target

7. Third-Party Theme Support

BSS B2B Lock is tested and compatible with common Shopify free themes including Dawn, Ride, Horizon, and Spotlight. For third-party paid themes (Enterprise, Empire, Eurus, Ella, etc.), Auto Installation may partially work.

• Always run a test install on the draft version of a paid theme before going live
• If lock messages do not appear after install, use Manual Installation for paid themes
• Themes built outside Shopify’s standard structure (headless builds) require custom integration: contact support

Still Need Help?

Our support team can walk you through installation on any theme, help troubleshoot lock rules that are not showing, or assist with Manual Installation on paid or custom themes.

Email us and include your store URL and a screenshot of the Installation tab:

[email protected]