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Home
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Customer information and identities
Engage Digital | Locking or unlocking identities
Last updated on May 26, 2021
Table of contents
Locking identities
Unlocking identities
Locking identities
Locking a customer identity’s data will disable an agent’s ability to edit, anonymize, and export identities manually.
Navigate to the
Inbox
or
Routing mode
via the left nav bar.
Select a message from the left pane.
Open the
Customer information
window.
Click on the
More
icon at far right.
Select
Lock
from the dropdown menu.
Unlocking identities
Unlocking a customer identity’s data will allow agents to edit, anonymize and export identities manually.
Navigate to the
Inbox
or
Routing mode
via the left nav bar.
Select a message from the left pane.
Open the
Customer information
window.
Click on the
More
icon at far right.
Select
Unlock
from the dropdown menu.
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