Shopify allows customers to register for accounts on your shop, and many themes place the account registration link within easy reach of new visitors.

(Here's a guide from Shopify on how their customer accounts work.)

If you'd like to restrict access to your shop to just those customers you manually select, you have three options:

Option 1: Allow customers to register their own accounts, then approve as appropriate.

Here are the steps:

  1. Log into your Locksmith account, and search for the resource you'd like to protect.
  2. On the next screen, use the "Keys" section on the right to permit access when the customer has a certain tag.
  3. Check your shop's checkout settings to ensure that customer accounts are enabled for your shop - see the Shopify guide on that here.

That's it! When you wish to approve a customer for access, use Locksmith's "Customers" tab (or Shopify's "Customers" area) set up the account, using the tag that you set up in step #2. (For more information on this part, see Option 2 below.)

This method comes with two important caveats: you won't receive email notifications when customers register, and it's difficult to collect additional information from your customers when they register. (Read Shopify's guide on customizing your registration form here.)

If either of these are a dealbreaker for you, scroll down to try Option 3.

Option 2: Create preapproved customer accounts, and send email invitations.

If you already know exactly who will need access, you can use Locksmith's customer creation tool to create their account, with any tags necessary for access.

Here are the steps:

  1. Log into your Locksmith account, and search for the resource you'd like to protect.
  2. On the next screen, use the "Keys" section on the right to permit access when the customer has a certain tag.
  3. Check your shop's checkout settings to ensure that customer accounts are enabled for your shop - see the Shopify guide on that here.
  4. Head to Locksmith's "Customers" tab, and use the form you see to create a customer account, using the same tag you specified in step #2.This form has a "Send email invite?" checkbox - leave this selected to have Shopify send the customer an email invite, which will contain a link for setting up their own password.Alternatively, you can uncheck this box to set a password for the customer up front. Don't forget to email the customer yourself - Shopify won't send an email invite in this case!Here's how this form might look as you set up a customer's account:

Option 3: Create an account application form using a third-party provider, then create pre-approved accounts as appropriate.

This option requires a bit of up-front setup, but it's extremely flexible. Here are the steps:

  1. Build an application form using Wufoo - click here to get started. (You can also use Google Forms, or any other form provider. The rest of this guide will refer to Wufoo specifically, so adjust accordingly!)
  2. Save your form, and head to Wufoo's main dashboard, in the "Forms" tab. Click "Notifications" under the form name, and use the options there to make sure you're notified when someone submits your form. (Here are some notes about this one, from Wufoo.)
  3. Then, click the "Share" link for your form, then scroll down to the "Embed Your Form On Your Site" section. Copy the embed code to your clipboard.
  4. Back in your Shopify admin area, navigate to "Online Store" -> "Pages", and create a new page called "Apply for an account" (or something more appropriate for your shop). In the "Content" section, click the "<>" icon in the upper-right corner to switch to HTML mode, and paste in the Wufoo code you copied earlier. Then, save the page.
  5. Head to the "Navigation" section of your Shopify admin panel, and create a menu link to your new page, wherever it's appropriate.
  6. Log into your Locksmith account, and search for the resource you'd like to protect.
  7. On the next screen, use the "Keys" section on the right to permit access when the customer has a certain tag.
  8. Check your shop's checkout settings to ensure that customer accounts are enabled for your shop - see the Shopify guide on that here.
  9. Optional: To keep visitors from using the default Shopify registration form, head back to the "Locks" tab in Shopify, then search for "register". You'll see a search result for your shop's customer registration page - click on it to create a lock on it. Don't worry about creating any keys - without any, Locksmith will simply deny access to anyone who visits it, making your Wufoo form the only way to request an account.

That's it for setup! :) When you receive an email notifying you of an account application that you wish to approve, head to Locksmith's "Customers" tab, and use the customer creation form to set up their account, making sure to tag them properly ahead of time - see Option 2 above for more details on this part.

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