Creating private team areas
Many merchants use Locksmith to set up separate areas of their store for different teams, clubs, organizations, or other groups. These areas are intended to be private, only for the eyes of those members.
There are two common approaches for determining access, and for routing customers to the right area:
- Using customer data to only reveal the customer's area
- Using passcodes to redirect customers to the right area
Using customer data to only reveal the customer's area
Use this approach if you know your customers will already have registered customer accounts, and if you're able to use customer tags or email addresses (or other piece of customer information) to identify a customer as belonging to a certain team. Once you've created the collections for each of your groups:
- Use Locksmith to create locks for each of your teams' collections. Make sure each lock is configured to hide menu links from unauthorized visitors.
- On each lock, add a key that applies to the group of customers that will be accessing this group of collection. Use a key condition that uses data from the customer's Shopify record (i.e. a customer tag, or their email address).
- Add links to each of your team collections to your shop's main navigation menu.
- To direct customers to their content, create a brand new page called "Team Login". This page will only be used to ask customers for their credentials and then point them to the navigation bar. Use Locksmith to create a lock for that page. Make sure the lock is configured to not hide menu links from unauthorized visitors. Then, add one key per team, creating an identical set of keys to those you created for your collections.
With this setup, customers will visit the "Team Login" page and enter the passcode or sign in, whichever you choose to use. After this is done, the navigation link that applies to them will appear and they will be able to access their collection from the navigation bar.
Note: Because of limitations of the navigation bar, and the involvement of setting this up, it is not recommend to use this if you have more than 10-15 unique customer groups.
Using passcodes to redirect customers to the right area
Use this approach if you want your customers to self-direct themselves, by entering a secret code. This way, the customer does not have to log in: they only have to type in a valid passcode, and Locksmith will route them to the right area for them.
- Use Locksmith to create locks for each of your teams' collections.
- On each lock, add a passcode key, choosing a unique passcode that is not shared with any other collection lock.
- Create a new page in your online store, called "Team access" (or similar). Create a lock for this page with Locksmith.
- On this page lock, add one passcode key per team, creating an identical set of keys to those you created for your collections. Then, for each key, click the triple-dot icon on the right, and set the "Redirect URL" option to the URL for the collection associated with that passcode. For an illustration of this, see our guide on passcode-specific redirects.
With this setup, you can direct your customers to this page, and Locksmith itself will redirect them to the appropriate area, once they've entered a valid passcode.