Engage Digital | Locking or unlocking identities

Last updated on May 26, 2021

Table of contents

Locking identities

Locking a customer identity’s data will disable an agent’s ability to edit, anonymize, and export identities manually.
  1. Navigate to the Inbox or Routing mode via the left nav bar.
  2. Select a message from the left pane.
  3. Open the Customer information window.
  4. Click on the More icon at far right.
  5. Select Lock from the dropdown menu.

Unlocking identities

Unlocking a customer identity’s data will allow agents to edit, anonymize and export identities manually.
  1. Navigate to the Inbox or Routing mode via the left nav bar.
  2. Select a message from the left pane.
  3. Open the Customer information window.
  4. Click on the More icon at far right.
  5. Select Unlock from the dropdown menu.
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