Within the XMP (Experience Management Platform), maintaining accurate and compliant profile information is paramount. To achieve this, the system offers a feature known as "Lock Settings" that allows managers to secure profile fields and categories, ensuring that essential information remains consistent and unaltered. This guide explores the intricacies of lock settings, understanding how they function, and their significance in maintaining the integrity of your account’s profiles.
Establishing Profile Locks
Locks serve as digital safeguards placed on specific profile fields and categories. These locks can be applied at various levels within the hierarchy, including individual users, select tiers, or even across the entire account's hierarchy. By doing so, profile information is firmly in place, preventing unauthorized changes and promoting uniformity.
When a manager locks profile fields, a message will appear informing the manager of the restrictions that will be placed on the selected fields.
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Hierarchical Locks
A key feature of lock settings is their hierarchical nature. When a manager decides to lock a particular field, it becomes inaccessible for editing by users and managers at lower levels. The field can only be unlocked or edited by a manager of the same level or higher. For example, if an account manager chooses to lock fields for a group of users, a tier manager at a lower level will not have the authority to unlock or edit those fields. This hierarchical approach ensures that profile integrity is maintained consistently throughout the hierarchy.
Locking and Editing Restrictions
Fields that are locked can still have unique values, but the presence of a lock imposes restrictions on their editing. When a manager locks a field, the primary effect is that users, regardless of their role, cannot edit the locked field. This restriction helps maintain the accuracy and reliability of essential profile information. Below is an example of a user attempting to edit their long description when they realize a manager has locked the field.
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Identifying Locked Fields
To make it clear that a field has been locked, a lock icon is displayed alongside the locked field. This visual indicator signals that a manager has secured the field, reassuring users that the information remains accurate and uneditable.
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In summary, the Lock Settings feature in the XMP hierarchy plays a pivotal role in preserving the integrity of profile information. Enabling managers to lock specific fields and categories ensures that essential data remains controlled and compliant. This hierarchical approach empowers managers to maintain the integrity of profile information while providing users with a clear understanding of the fields that have been secured.