How to lock the “Planning” tab in Organization - Powered by Kayako Help Desk Software
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Knowledgebase: Organizations
How to lock the “Planning” tab in Organization
Posted by The Team at Mindmatrix on 14 March 2018 03:52 PM

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 Super Admins 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 for modifying the targeted revenues 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 do adjustments.

Process:

For Super Admins and Channel Manager Persona, User who has access to Organizations and Users (at least of “Create” for both) will get the option to “Lock/Unlock” the “Planning” tab for every organization separately.

By default, it will be “UNLOCKED” for all Organizations, the Super Admin/Channel Manager can lock/unlock the complete tab whenever required for each Organization by click of the button. Once the “Lock” button is clicked to “LOCKED” from unlock mode, then all the fields in the tab will be in disabled mode.

 

Once locked for any User, even having access to edit the Organization, the “Planning” tab fields will be in disable mode when opened through profile from Dashboard or “Info” from Organization “Views”.

The fields from the tab will be editable for Users once the Super Admin/Channel Manager unlocks it for the Organization.

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