How do I lock the “Planning” tab for an Organization? (For Super Admin Users)

This feature allows Super Admin Users to lock and unlock the “Planning” tab of an Organization. This allows a Super Admin to prevent channel partners from modifying revenue target information after a target has been set for given period. The Super Admin can unlock this section for adjustments or new planning periods as needed. 

For information about how to create or edit a User Organization within a Company, see How do I create an Organization?

Navigating to the Organization gallery:

Setup > User Management > Organizations

Making Edits to an Organization: 

Select the Organization that you wish to edit. 

From the "More" drop-down menu, select "Planning".

Click to set the Locked/Unlocked toggle to the desired setting, and then click "Save". 

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