Locking & Unlocking Compliance Fields
  • 10 Jan 2024
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Locking & Unlocking Compliance Fields

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  • PDF

Article summary

By default, Opensense fields are unlocked. There are three ways a field can locked:

  • Locking per individual user
  • Locking with a CSV upload
  • Locking fields during a directory sync

Priority Levels for Signature Fields

When an email is sent, Opensense will populate the signature fields in this priority:

  1. Locked fields in Compliance
  2. Data from the User's Signature Block
  3. Unlocked fields in Compliance

Locked/Unlocked for an Individual User

  1. Log in to the Opensense platform
  2. Click on the Signature drop down menu, and click on "Compliance"
  3. Find the user by searching for their email in the search bar on the left
  4. On the User's Compliance profile, click "Edit Profile Fields"
  5. Click the "+Field" button
  6. Click on the locked/unlocked blue icons to lock/unlock your designated fields. Click the green "Save" button to save all changes

Locked/Unlocked when Using CSV to Upload Users

  1. Open the CSV file that you are using for the Opensense platform
  2. Type "-locked" next to the field name to lock it or "-unlocked" to unlock it
    Note: Fields are unlocked by default. If you upload a CSV with no field locking specification they will upload as unlocked.
    Example: name-locked OR name-unlocked
  3. Save the file as a .csv and use it as your new CSV when syncing the Opensense signature

Locked/Unlocked Directory Fields

To lock fields that are being mapped in from your directory, contact help@opensense.com and instruct us on which fields should be locked/unlocked.

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