Lock a Template to Prevent Editing
Overview
How do I prevent a template from being changed once it’s finalized?
In CxPlanner, you can lock a template to preserve its structure and prevent any further edits. Once a template is locked, it becomes read-only permanently.
When and why to use this
Template locking is helpful when you need to keep a stable version of your checklists.
Use it when:
- You want to preserve a finalized version of a template.
- You need to ensure that templates used across multiple projects stay consistent.
- You want to prevent accidental or unauthorized edits.
Limitations:
- Locked templates cannot be edited or unlocked.
- Only Admins can delete locked templates.
- You can always duplicate a locked template to create a new editable version.
How to - step by step
- Go to the Template Center in CxPlanner and open the Checklists tab.
- Find the template you want to lock.
- On the right side of the template, click the three dots menu. Select Lock Template.
- Confirm your choice in the pop-up window.
- Once locked, a lock icon will appear next to the template.
Behavior and results
When a template is locked, the following rules apply:
Action | Availability |
|---|---|
Edit fields or content | Not allowed |
Duplicate as a new template | Allowed |
Delete template | Only Company Admins |
Unlock template | Not possible |
Permission matrix
- Company Admin - Can lock and delete templates.
- Company Moderator/User - Can view and duplicate templates, but cannot lock or delete them.
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Can’t edit a template | Template is locked | Duplicate the template and edit the copy |
Can’t unlock a template | Locked templates cannot be unlocked | Duplicate the template |
Can’t delete a locked template | Insufficient permissions | Contact a Company Admin |
Quick facts
- Requires: Company role Admin
- Location: Template Center → Checklists
- Affects: Editing rights, template version control, and consistency across projects
Updated on: 08/20/2025
Thank you!