ToolBox
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  • Getting Started
    • Registering for an account
    • Using our guided walkthrough
    • Creating a simple quote
    • Personalising your organisation settings
    • FAQs
  • Quoting
    • Quoting in detail
    • Adding parts
      • Adding 2D parts
      • Adding 3D parts
      • Adding rotary parts to a quote
      • Adding a Quick Part
      • Adding parts from a PDF
      • Adding parts from Part Library
      • Adding miscellaneous items
    • Alerts and notifications
    • The original CAD view
    • Cleaning drawing files
      • Drawing Doctor® commands
      • Dealing with multi-part files
      • Dealing with parts within parts
      • Removing unwanted paths like title blocks
      • Quickly removing open inners
      • Identifying open end points
      • Changing line types with layers
      • Changing line types of individual paths
      • Resized scaled drawings
    • Assigning materials to parts
      • Customer-supplied materials
      • Material consumption mode
    • Assigning folding to parts
    • Assigning custom secondary processes to parts
    • Calculating a quote
    • Adjusting quote prices
      • Price adjustment function
      • Part price adjustment
    • Emailing customers
    • PDF documents
      • Accounting documents
      • Production documents
      • Print settings
    • Downloading drawings and CSV
    • Taking payment for orders
  • SHIPPING
    • Shipping options and delivery pricing
    • Setting up ToolBox's smart shipping calculator
    • Delivery price calculation
  • Materials
    • Creating a new material
    • Adding and editing sheets
    • Nesting settings
  • Cutting Processes
    • Cutting technologies and rate tables
    • Adding a cutting technology and linking it to rates and materials
    • Adding & editing cutting technologies
    • Adding & editing rate tables
    • Fine feed rates and small hole limits
    • Tube cutting
      • Creating your Rotary process
      • Adding & editing rate tables for Rotary
      • Creating a new material for Rotary
      • Adding and editing material
      • What Rotary parts will ToolBox work with?
  • Secondary Processes
    • How folding works in ToolBox
    • Managing folding settings
    • Creating custom secondary processes
    • Secondary process types
      • Quantity-based secondary processes
      • Area-based secondary processes
      • Weight-based secondary processes
    • Example secondary processes
      • How to price powder coating
      • How to price drilling, tapping & countersinking
      • How to price welding
      • How to price galvanising
      • How to price delivery
  • Customer Central
    • Customer Central overview
    • Adding a new customer
    • Editing customer details
    • Customer Central tabs
      • Summary
      • Contacts
      • Quote History
      • Pricing
      • Part Library
  • Web Store
    • Web Store: 24/7 online sales
    • Setting up your Web Store
      • Controlling access to your Store
      • Branding
      • Shipping options
    • Hosting your Store online
      • Host your Store on a website
    • How customers use the Store
      • Quoting in the Web Store
      • Quote screen additional features
      • Placing an order in the Web Store
      • Checking out your order in Web Store
    • Accept payments through Web Store
  • Integrations
    • Xero integration
    • QuickBooks integration
    • Google Drive integration
  • SUBSCRIPTIONS & FEATURES
    • Adding additional users
    • Improvement to the allocation of setup time across common materials
    • Unsubscribing from ToolBox
    • Release notes
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On this page
  • Requiring logins or allowing guests
  • How customers log into your Web Store
  1. Web Store
  2. Setting up your Web Store

Controlling access to your Store

Control who can access your Store

PreviousSetting up your Web StoreNextBranding

Last updated 5 months ago

Requiring logins or allowing guests

When you open your Store settings in ToolBox there will be an option at the top of the screen for allowing access to your Store.

The access control toggle switch for your Web Store allows you to decide whether to restrict access to existing customers, or to allow anyone access.

Setting the toggle to On will allow anyone with your unique link to access your Web Store. They can 'Continue as a guest' without having to log in.

Setting the toggle to Off will require customers to log in before they can access any prices or create any quotes.

Guests are created as contacts: Note that if a user 'continues as a guest' to create a quote in your Web Store anonymously, the quote will start as having no customer assigned to it.

However, if they proceed to place the order, their details will be used to create a new customer and contact in your Customer Central database, and this customer/contact will be linked to the Ordered quote.

How customers log into your Web Store

If you allow access without logging in, anyone can access your store by 'continuing as a guest'.

If someone wants to log in, or you prevent guest access and require a login, then your customer enters their email address and validates that they control the email address with a verification code.

After entering in an email address, a verification code is sent to your customer which they enter or copy-paste into the 'access code' field.

Verification codes are not sent to new customers: A verification code will only be sent to the email address if that email address exists in your Customer Central database.

A customer's email address can enter your database through either:

  1. You add them manually (remember to add their name, email address and phone number); OR

  2. Your customer has placed an order in your Web Store as a guest with this email address in the past.

After entering a valid code, the user is logged in as that contact and customer, and their new quote is created in their name.

Guest access toggle for ToolBox Web Store
Validating an email address to log in