Locking content to prevent editing

Why locking content

One of the most powerful features associated with user roles & permissions in BEE Pro is the ability for some users to lock content that other users should not be able to edit. 

For example, let's say you're digital marketing agency and hire a new, junior editor on the email marketing team. One of your clients in a highly regulated industry, and the footer of their emails contains legal language that should not be altered. How do you prevent the new staff member from editing it?

With BEE Pro, it's easy to do. Let see how.

If you are a user of our embeddable editor, please click here for information about handling user roles, permissions and content locking/unlocking in BEE Plugin.

 

Locking entire rows or individual content elements 

Users with a Manager role or above can lock entire rows or individual content blocks.

  • When a row is locked, all content within that row is also locked by default.
  • Individual content blocks can be blocked without blocking the entire row.
  • Individual content blocks can be unlocked withing a locked row.

In this third scenario, by unlocking individual content elements within a locked row, users with a Manager role or above can lock the layout of that section of the email (e.g. a header or footer), while still allowing for the editing of text, images. etc. in the same section.

 

Locking a row

Locking a row is very easy to do. Users that have permissions to do so will see a new feature at the top of the Row Properties panel that allows them to set the selected row to Locked or Unlocked.

 

How locked content is presented

Editors and Contributors - who cannot lock or unlock content - will not be able to edit a locked row or a locked content block. When they click on any locked content, a friendly alert message will be shown to them, letting them know that the row or content item cannot be edited.

 

Likewise, they are not able to drag & drop any other content on the locked row. When they attempt to do so, the editor overlays a diagonal pattern on the row, indicating that the action cannot be completed.

 

Locking individual content elements

Individual content blocks can be locked, instead of an entire row. When Editors and Contributors try to edit a locked content block, a similar message is displayed.

 

Locking the layout while allowing content editing

To lock the layout of an email by still allowing content editing, a content block can be unlocked within a locked row. This allows Admins and Managers to lock the message layout - or sections of it - while still giving Editors and Contributors the ability to modify select content.

For example, in the screenshot below the user can edit the social icons, but not the rest of the information in the footer, which contains merge tags and other important information, nor the layout of the row.

bee_plugin_user_roles_row_content_not_locked.png

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