Introduction
This guide explains how Property Administrators can lock experiences and templates within SalesHub™ Pro to prevent unintended edits by other team members, ensuring consistency and control over important content.
Locking an Experience
- Log in to your account with your Property Administrator credentials
- Navigate to "Experiences" in the left hand menu
- Select the experience you wish to lock from your library
- Apply the lock by locating the "Lock Experience" or "Unlock Experience" toggle option
- Confirm the action to secure the experience from unauthorized edits
Locking a Template
- Access your admin account by logging in to SalesHub™ Pro as a Property Admin
- Navigate to "Templates" from the Experiences menu section
- Select the template you wish to lock from your available options
- Enable restrictions by locating the "Lock" or "Restrict Editing" option
- Confirm the action to protect the template from unauthorized changes
Benefits of Locking Content
Content Protection
- Prevent accidental edits that could compromise important experiences and templates
- Maintain brand consistency by preventing unauthorized changes to branded materials
- Control content integrity and protect the quality of crucial sales content
- Especially valuable for distributed experiences shared on your website or similar platforms
Team Management
- Quality control ensures only authorized personnel can modify key content
- Version management prevents confusion from multiple unauthorized versions
- Strategic control maintains oversight of your most important sales materials
- Workflow efficiency by establishing clear content ownership and editing permissions
Best Practices for Content Locking
- Lock finalized templates that serve as organization standards across your team
- Secure approved experiences that have been reviewed by marketing or management
- Consider locking seasonal content or event-specific materials during active campaigns
- Communicate with your team about which content is locked and the reasoning behind it
- Establish clear policies for who can request unlocking of protected content
- Regular review process to ensure locked content remains current and relevant
Next Steps
Review your existing experiences and templates to identify which ones should be locked to maintain consistency and prevent unintended changes. Consider creating a content governance policy for your team.
Need additional help? Submit a support ticket through our Support Request Form and our team will assist you promptly.