Customer approval

The customer approval system determines which customers can view restricted content, products, and pricing. Keystone supports two approval methods: tag-based approval and B2B customer accounts.

Tag-based customer approval

Tag-based approval is the most flexible option and works on all Shopify plans.

Setup approval tag

1. Open the Theme Editor by clicking Customize next to your theme
2. Click Theme Settings (gear icon near the top left)
3. Scroll down and click Account
4. In the Matching tag field, enter a tag (e.g., approved)
5. Click Save

Approve customers

1. In your Shopify admin, go to Customers
2. Find and select the customer you want to approve
3. In the Tags section, add the exact tag you configured (e.g., approved)
4. Click Save

Once tagged, the customer will see all restricted content when logged in.

B2B customer approval

B2B customer accounts are available on Shopify Plus plans and provide enterprise-level wholesale features.

Enable B2B customers

1. Open the Theme Editor by clicking Customize next to your theme
2. Click Theme Settings (gear icon near the top left)
3. Scroll down and click Account
4. Check Enable B2B customers
5. Click Save

All B2B customers will automatically see restricted content when logged in.

For more information on setting up B2B accounts, visit Shopify B2B Help.

Using both methods together

You can enable both tag-based and B2B approval simultaneously:

• Customers with the matching tag will see restricted content
• B2B customers will also see restricted content
• Regular customers without tags won't see restricted content

This gives you flexibility to manage both B2B accounts and individual wholesale customers.

Important notes

• Customers must be logged in to see restricted content
• Changes to customer tags take effect immediately
• B2B accounts require Shopify Plus