Siebel Advisor Administration Guide > Working with Advisor Pagesets >

Locking Advisor Pagesets

Use the Lock feature to make sure that only one user is working on a pageset at a time.

For more information on useful features for working in a team environment, see Advisor Projects in a Team Environment.

To lock a pageset

1. Navigate to Administration - Product > Advisor Pagesets > My Pagesets.
2. In the My Pagesets list, select the pageset you want to lock.
3. In the Locked field, check Locked.

   Until you unlock the pageset, other users can view the pageset, but cannot edit it.

To unlock an Advisor pageset

1. Navigate to Administration - Product > Advisor Pagesets > My Pagesets.
2. In the My Pagesets list, select the pageset you want to unlock.
3. Remove the check from the Locked field.

   Other users can now edit the pageset.