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
- Navigate to Administration - Product > Advisor Pagesets > My Pagesets.
- In the My Pagesets list, select the pageset you want to lock.
- 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
- Navigate to Administration - Product > Advisor Pagesets > My Pagesets.
- In the My Pagesets list, select the pageset you want to unlock.
- Remove the check from the Locked field.
Other users can now edit the pageset.
|