Use Case

Give B2B Buyers Access With Passcode

Streamlining B2B Sales by Removing Onboarding Friction and Manual Workflows

Reviewed by Hoa Nguyen, Senior Marketer. Last reviewed

Storefront products showing Enter passcode to see price, and the passcode box where the buyer unlocks the page
  • 4.9/5 BSS B2B Solution, 1,187 reviews on the Shopify App Store
  • 4.9/5 BSS B2B Lock, 651 reviews on the Shopify App Store
  • 4.9/5 BSS B2B Quote, 191 reviews on the Shopify App Store
  • 3 Built for Shopify apps in BSS B2B Solutions (App Store, checked 2026-10-02)

To give B2B buyers access with a passcode on Shopify, add a Passcode condition to a lock in BSS B2B Lock. Visitors who enter a correct passcode see the protected prices, products, collections or pages, and no customer account or tag is needed.

This page is for wholesalers and brands that want to let prospects, trade-show contacts or early-access buyers in quickly, without waiting for registration and approval. It covers how passcodes work, how to choose between them and other access methods, an example, the limits of a shared code and a setup checklist.

the problem

Mandatory Registration Stifle B2B Conversion

Controlling access to B2B exclusive content, such as wholesale pricing, distributor catalogs, or early product releases, typically relies on customer accounts and tagging systems. While effective, this approach introduces several operational and strategic challenges that create bottlenecks in scaling B2B operations and limit the ability to respond quickly to market opportunities.

High friction in buyer onboarding

Requiring account creation or form submission slows down lead engagement and reduces conversion rates.

Delayed sales opportunities

Buyers who are not yet ready to register cannot access critical information, leading to missed or delayed deals.

Limited flexibility for campaigns

Running short-term campaigns (e.g., early access, private previews) becomes cumbersome when dependent on account-based access control.

OUR SOLUTION

Control Access With Passcode

BSS B2B Lock enables merchants to protect products, collections, pages, or pricing using a passcode-based access system, eliminating the need for account login or pre-assigned customer tags.

A passcode is a shared access code, not a customer account: anyone who has it can use it, so share it only with the buyers you choose.

Example scenarios

Wholesale Preview for New Leads

A manufacturer shares a passcode with prospective distributors, allowing them to preview wholesale pricing and catalogs without requiring account registration

Early Access Campaign for VIP Buyers

A brand launches a new product line and provides selected buyers with a passcode for early access, without tagging customers first.

Target Sectors

Who Benefits Most from This Use Case?

Wholesalers and manufacturers

managing large, segmented buyer networks

Distributors and suppliers

running private catalogs

B2B brands

executing campaigns such as early access, product launches, or private sales

Businesses with long sales cycles

where buyers need pre-registration access before committing

benefits

Strategic Advantages

How Access Control with Passcode Impacts Your Business

Accelerated Revenue Growth

Accelerates lead conversion and shortens sales cycles

Improved Buyer Experience

Minimizes friction in early engagement stages

Reduced manual tagging effort

Lowers admin workload and maintenance complexity

Margin Protection

Keeps pricing and catalogs behind a passcode

Revenue Acceleration

  • Faster Lead Conversion

    Shortens the sales cycle by providing immediate access to pricing and catalogs.

  • Increased Campaign Participation

    Drives higher engagement for early-access launches by removing the onboarding barrier

  • Unregistered Prospect Capture

    Allows “window shopping” for high-value B2B leads who aren’t yet ready to commit to a full account.

Operational Efficiency

  • Elimination of Manual Tagging

    Removes the need for staff to manually review and tag customer profiles before they can see pricing.

  • Simplified Workflow

    Gate prices or pages with one rule instead of tagging customers one by one.

  • Rapid Deployment

    Marketing and sales teams can set up a passcode rule in a few steps, without touching customer records.

Customer Experience (CX) Optimization

  • Immediate Buying Access

    Buyers gain instant entry to protected assets without waiting for admin verification.

  • Seamless Onboarding

    Provides a professional & fast experience that builds trust during the critical first impression.

  • Reduced Login Fatigue

    Eliminates the need for new leads to manage yet another set of credentials just to view a catalog.

USE CASES

How Does It Work?

Discover how to protect prices or pages with a passcode in 3 steps

  1. Create Lock Rule

    In BSS B2B Lock, choose what to protect (price and add to cart, products, collections or pages) and add the Passcode condition.

  2. Set Passcode

    Add one or more passcodes: type your own, generate a random one, or import a CSV. Choose whether visitors enter it once for all content or per item. Passcodes have no expiry; remove one from the list to stop it working.

  3. See the Result

    Visitors who enter a correct passcode see the protected prices or pages. Everyone else sees the passcode prompt, for example Enter passcode to see price.

Who this is for

A passcode is the right tool when speed matters more than identity. These situations are typical:

  • You meet buyers at a trade show or on a sales call and want to give them prices immediately.
  • You run a private preview or an early-access launch for selected accounts.
  • You have a sales cycle where buyers want to see a catalog and prices before they agree to open an account.
  • Your team does not want to tag customers one by one before they can browse.
  • You want a temporary gate, such as a short campaign, that you can close by removing a code.

Why this matters

Registration forms, approvals and tags are the right foundation for long-term buyer relationships, but they add steps before a buyer sees any value. A prospect who is not ready to commit may leave rather than fill in a form, and a short campaign may be over before accounts are reviewed.

A passcode removes that first barrier. The buyer enters a short code, sees the prices or pages you meant them to see and keeps shopping. Your team can still follow up with a full account later.

There is a sales benefit as well. When a buyer has asked for pricing during a call and gets it a minute later, the conversation continues while interest is high. A passcode shortens the path from interest to a priced catalog to a first order, and you can still ask the buyer to register afterwards, once they have seen why it is worth it.

Examples by business type

  • Manufacturers share a code with prospective distributors so they can preview wholesale pricing during a negotiation.
  • Fashion and accessories brands give selected boutiques a code for a pre-season collection.
  • Food producers send a code to existing customers for a limited seasonal range.
  • Agencies and sales reps share one code per territory so each region can see its price list.

What Shopify covers natively, and where an app helps

Shopify's native B2B tools are built around companies and catalogs, where each buyer has an account and is assigned to a location. Passcode-protected pages and prices are not listed in Shopify's B2B features by plan, and the Shopify B2B guide notes the same for hiding prices from guests. BSS B2B Lock adds passcode, tag, request-access and login conditions that you can combine. The access control hub compares them.

How to set up passcode access with BSS B2B Lock

The gallery above shows each step. The reference guides are Protect pages with a passcode and Manage passcodes.

1. Choose what to protect

Create a lock and choose the target: price and add to cart, products, collections or pages. For a passcode on prices, the guest sees a prompt such as Enter passcode to see price. For a page lock, the visitor sees a passcode field and a Submit button until the right code is entered.

2. Add the Passcode condition

In Step 2, add the Passcode condition. You can type your own passcode, leave the field empty and click Add to generate a random one, or import many from a CSV file. The field accepts several passcodes, so you can give each group its own.

3. Choose how often visitors enter it

You can ask for the passcode once to access all pages, once per page, or each time a page is opened. Pick the first for a catalog preview and the last for something sensitive. Passcodes are case-sensitive by default, and you can switch that off.

4. Test the right and wrong code

Open the store as a guest, enter a correct passcode and confirm the content appears. Then enter a wrong one: the page shows an error and stays locked. Check the same flow on a phone.

5. Share it and manage it over time

Send the code to chosen buyers. Passcodes have no expiry and no usage limit, so to stop one working you remove it from the list. Use a separate code per group if you want to revoke one group without affecting the rest.

Example: a trade-show preview

This is a made-up illustration, not a customer result. A homeware brand attends a trade show and wants buyers to see wholesale prices straight after meeting the team.

  1. The brand creates a lock on price and add to cart for its Wholesale collection with the passcode SHOW2026, case-sensitive, entered once for all pages.
  2. At the stand, each visitor gets a card with the store URL and the code.
  3. Visitors enter the code on the store and see wholesale prices in the same session.
  4. After the event, the brand removes the code from the list. New buyers are invited to register for a full account.

The brand collected leads without building a form or tagging anyone first. Because one code per event is easy to track, the team can compare which events produced buyers who later registered, using its own records of who received each code.

Works well with

Related glossary terms: passcode, gated catalog and hide price. More patterns are in the access control hub.

Passcode, secret link, tag or request access: which one?

Passcodes are one of four ways to open a lock. The right choice depends on how much you need to know about the buyer.

MethodWhat the buyer doesDo you know who used it?Best for
PasscodeTypes a shared codeNoTrade shows, previews, short campaigns
Secret linkOpens a URL that holds a tokenNoPrivate collections shared by email
Customer tagSigns in with a tagged accountYesApproved, long-term buyers
Request accessAsks for approval, you approveYesControlled onboarding
Condition chips User type, Passcode, Date and time and More in a BSS B2B Lock rule
The condition chips in a lock rule: user type and passcode are two of the ways to open it.

Good passcode habits

  • Use a different code for each audience or event, so you can retire one without affecting others.
  • Avoid guessable values such as the store name or the year alone.
  • Do not publish the code on a public page, in a public social post or in a catalog PDF that circulates freely.
  • Replace the code after a campaign ends, and tell buyers who need continuing access how to register.
  • Invite everyone who used a code to create an account, so the relationship does not depend on a shared secret.

Limits and common mistakes

  • A passcode is shared, not personal. Anyone who has it can use it and pass it on, so share it only with buyers you trust and rotate it when needed.
  • It is not an identity check. You will not know who used the code. If you need to know, combine it with a registration form or request access.
  • Treat it as an access gate, not a security control. It restricts storefront access through theme code. Treat it as a convenience gate, not a legal control.
  • Length and import limits. A passcode can be up to 255 characters and a CSV import up to 2 MB.
  • No expiry. Remove the code from the list to end access; there is no automatic end date.
  • Content location differs by lock type. Page, product and collection locks remove the protected content from the page HTML while locked. A price lock hides the price output in the theme.
  • Secret links are different. A secret link lets in anyone who holds the URL and is not hidden from search by default.

Setup checklist

  • Decide what the passcode unlocks: prices, a collection or a page.
  • Choose one passcode per audience.
  • Create the lock and add the Passcode condition.
  • Set how often visitors must enter it and whether it is case-sensitive.
  • Test the correct and the wrong code on desktop and mobile.
  • Share the code through a channel you control.
  • Note when to remove or replace it.
  • Follow up with buyers who used it and invite them to register.

Plans and requirements

Locks on price, products, collections and pages need a paid BSS B2B Lock plan or a trial; the Free plan only supports locking the entire store. See the BSS B2B Lock page for current plans. Install BSS B2B Lock from the Shopify App Store to start.

faq

Frequently asked questions

How do I let buyers see wholesale prices without creating an account?

Add a Passcode condition to a price lock in BSS B2B Lock. Buyers who enter a correct passcode see the protected prices in the same session, with no account, tag or approval step. Share the code only with the buyers you choose, since anyone who has it can use it.

Can I use more than one passcode?

Yes. The Passcode field accepts several passcodes, and you can type them, generate random ones or import a list from a CSV file. Using one passcode per group lets you remove one group's access later without affecting any of the other groups.

Do passcodes expire?

No. Passcodes have no expiry date and no usage cap. To stop a code working, remove it from the list. If you want a time-limited campaign, plan a date to remove the code and consider a separate code for that campaign.

Can I protect a whole page, not just prices?

Yes. You can lock products, collections or pages with a passcode. A locked page shows only a passcode field and a Submit button until the right code is entered. A wrong code shows an error and keeps the content locked.

How often do visitors have to enter the passcode?

You choose. Options include entering it once to access all pages, once per page, or each time a page is opened. A single entry suits a catalog preview, while repeated entry suits more sensitive pages. Passcodes are case-sensitive by default, and you can switch that off.

Is a passcode secure enough for confidential information?

A passcode is a convenience gate, not a security guarantee. It is shared, so anyone with the code can pass it on, and it restricts access through your theme. For confidential data, use account-based rules such as tags or request access and apply them to real customers.

What is the difference between a passcode and a secret link?

A passcode asks the visitor to type a code. A secret link lets in anyone who opens the URL that contains the token. Neither identifies the visitor, and a secret link is not hidden from search engines by default, so it needs its own care, such as a separate noindex setting.

case study

See the Impact in Practice

Quotes and results below are taken from our published case studies.

Beeswax Works Wholesale

BeeswaxWorks_PrimaryLogo_Wholesale_White

“We’re now able to publish our wholesale website without hiding everything behind a Shopify password page.”

2 years of scaling wholesale on BSS B2B Solutions without added manual intervention.

Read case study

GreenTeaEveryday

Greenteaeveryday logo

“without using your application we would not have been able to solve the global problem of using one website for retail and wholesale clients.”

~35% turnover growth over six months of use, as reported by the merchant (seasonality not excluded).

Read case study

AXESSI

axessi logo

“I now have a fully operational wholesale portal and a team to assist me with any future questions or issues.”

12% wholesale share of revenue, up from 2%.

Read case study

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