Lock a template to prevent editing
Overview: lock a checklist template
Template locking in the Template Center makes a checklist template permanently read-only, which is used when a verified test script must stay unchanged across projects.
- Your role must be company Admin or Manager to lock templates.
- You can find the menu at Template Center - Checklists - template three-dots menu - Lock Template.
- This makes the template permanently read-only. Locked templates cannot be unlocked.
How to lock a template
- Go to Template Center and open the Checklists tab.
- Find the template you want to lock.
- Click the three-dots menu on the right side of the template.
- Select Lock Template.
- Confirm in the pop-up window.
- Confirm that a lock icon appears next to the template.
Results: locked templates
Action | Availability |
|---|---|
Edit fields or content | Not allowed |
Duplicate as a new template | Allowed |
Delete template | Only Company Admins |
Unlock template | Not possible |
Role | Can lock | Can delete locked | Can duplicate |
|---|---|---|---|
Company Admin | Yes | Yes | Yes |
Company Manager | Yes | No | Yes |
Company Moderator or User | No | No | Yes |
Troubleshooting: lock a template
Problem | Cause | Solution |
|---|---|---|
Cannot edit a template | Template is locked | Duplicate the template and edit the copy |
Cannot unlock a template | Locked templates cannot be unlocked | Duplicate the template to create an editable version |
Cannot delete a locked template | Your company role is below Admin | Ask a Company Admin to delete it, and include the template name |
Cannot see Lock Template | Your company role cannot lock templates | Ask a company Admin or Manager to lock it |
Updated on: 07/26/2026
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