Lock Elements in GetAccept
This functionality is particularly beneficial for sales leaders and admin users, ensuring that vital information remains consistent and accurate throughout the sales process. In this article, we'll guide you through the process of locking and unlocking elements, highlighting the benefits and best practices for using this feature effectively.
How to enable Lock element
When adding an element, you'll see an icon that resembles a key lock.
Click on this icon to lock the specific element, securing it for future send-outs.
To unlock the element, simply click on the same key lock icon again.
Locking Elements
Locking an element prevents accidental edits or movements, ensuring that crucial content remains unchanged. This feature is essential for maintaining consistency in key areas of a document, such as important information.
Unlocking Elements
Only admin users have the permission to unlock locked elements. This ensures that sales leaders can secure specific content, preventing unauthorized changes and ensuring that the correct information remains intact.
Key Points
Purpose: Maintain content consistency and protect critical information.
Admin Control: Only admins can unlock elements, safeguarding important content.
Visual Indicator: A lock icon shows whether an element is locked or unlocked.