How can I lock content in an email template to prevent other users from changing it?

How can I lock content in an email template to prevent other users from changing it?

If you need to control your brand, using the lock feature can allow you to take and maintain control over what other users are allowed to change in any emails you share with them. Use the locking feature in order to prevent key attributes from being changed or modified by other users.

Posted by The Team at Mindmatrix on 14 March 2018 06:42 PM

Feature:

This feature allows the User to “lock position” (i.e. cannot move the cell or split it) and/or “lock content” (i.e. cannot change text or image, nor can copy the content) for cell in email template creation. These cells will be locked for any User using the email template in Media Editor.

Who will be using this?

This feature will be used by all the Users who has access to create/edit email templates in Setup.

Benefits:

This will provide restricting changing some parts of email by Sales/Partner Users. The template designer can lock parts of email either for position (e.g. Header part cannot be moved or footer will remain at bottom and cannot be split) or content (e.g. User cannot change the static image used in the template or certain text cannot be changed.)

Process:

In email template editor for every cell along with other actions which is displayed on left side of the cell in black palette there will be another action icon for “Lock”. This will be displayed for all the cells where we show the action palette.


Clicking on the “Lock” icon will slide out options for locking the cell.


There exist 2 types of lock
  1. Position lock
  2. Content Lock

By default, both the locks will be in the unlocked position.

Users can click on the respective icons to unlock. These icons are toggle-switch i.e. If unlocked, then clicking on it will lock the cell and vice-versa.

When the “Position” lock is clicked then the applied lock icon color changes to orange and so do the icons of “move” and “Split column” which means these actions are restricted. The tooltip for the colorized icon will also change to show it is locked.


“Content” lock will colorize the “Copy” icon, showing that the copy and edit functions won’t work for this cell.


A User can use both locks for a cell at the same time.


Once the locks are applied to the cell, the icons will change color to indicate which functions are locked.

In the Media Editor, User cannot change the locks and hence the “Lock” icon will not exist in the action palette. But if a cell is locked then the corresponding icons will be colorized to indicate it is locked. The tooltip for the colorized icon will also change to show it is locked.



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