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Locking and unlocking Compliance fields (classic UI)

By default, Opensense fields are unlocked. You can lock a field in three ways:

When an email is sent, Opensense fills in the signature fields in this priority order:

  1. Locked fields in Compliance
  2. Data from the user’s signature block
  3. Unlocked fields in Compliance

So a locked field always wins over what the user typed in their signature block. For a worked example, see Field data priority.

  1. Sign in to the Opensense platform.

  2. In the Signatures menu, select Compliance.

  3. Find the user, by searching for their email in the search bar on the left.

  4. On the user’s Compliance profile, select Edit Profile Fields.

    A user's Compliance profile, with the user found in the search panel and the Edit Profile Fields button highlighted

  5. Select + Field.

  6. Select the blue lock icons to lock or unlock the fields you want, and then select the green Save button to save all changes.

    Profile fields in edit mode, with a lock button for each field and the Save button highlighted

Locking or unlocking fields with a CSV upload

Section titled “Locking or unlocking fields with a CSV upload”
  1. Open the CSV file you use for the Opensense platform.
  2. Type -locked after the field name to lock it, or -unlocked to unlock it. For example: name-locked or name-unlocked.
  3. Save the file as a .csv, and use it as your new CSV when you sync the Opensense signature.

For the other CSV commands, see Editing users in bulk in Users & Compliance (classic UI).

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

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