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How to Lock the Planning Tab within "Organization"
Posted by The Team at Mindmatrix on 04 April 2017 10:37 AM

How to Lock the Planning Tab within "Organization"

Feature:

This feature allows the User to lock the “Planning” tab of Organizations once the revenue targets are set for the period. The User can unlock it for next period time or for adjustments.

Who will be using this?

This feature will be used by the Super Admin or Channel Managers. Super Admin/Channel Manager can lock the “Planning” tab for each Organization once the revenue targets are set for the year. This way the channel partners can see the targeted revenue but cannot edit it.

Benefits:

This will provide Super Admin/Channel Manager to disable the channel partner from modifying the targeted revenue of their Organization once it is locked. The Super Admin/Channel Manager can unlock it once the channel partner is required to re-enter targets for next period or to make any further adjustments.

 

How to Lock the Planning Tab within "Organization"

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