Template Lock

Using the Template Lock feature, farm administrators, site collection administrators and template administrators can disable making changes to the template layout, style, and (or) content for JungleMail end users.


To enable Template Lock

1. On the site where JungleMail operates, go to Settings > Site settings.

2. Under Site Collection Administration, select EnovaPoint JungleMail Settings.

3. On the Template Lock section, check the Enable Template Lock box.

Note: the Enable Template Lock box will be greyed out and unavailable to check if Template Lock is disabled in JungleMail global settings.


User permissions

There are three user groups with varying degree of control over Template Lock settings.

  • Farm administrators can:
    • enable or disable the feature in JungleMail global settings;
    • lock and unlock templates;
    • edit locked templates;
    • assign users to Template Administrators Group
  • Site collection administrators can:
    • enable or disable the feature in JungleMail site collection settings if this option is enabled global settings;
    • lock and unlock templates;
    • assign users to Template Administrators Group;
  • Template administrators can:
    • enable or disable the feature in JungleMail site collection settings if this option is enabled global settings;
    • lock and unlock templates;
    • edit locked templates;

To assign template administrators

1. Create a SharePoint group and add to it users that you want to be able to lock and unlock templates or edit the locked ones.

2. Go to JungleMail site collection settings and find the Template Lock section. Under Template Administrators Group, click the Browse icon and select the group.


To lock a template

In the Drag & Drop Builder, click the lock icon. To unlock a template, click on the icon again.

To see what options are available for the end user, click the Emulate User icon next to the lock. As an administrator, you will still be able to change all the settings - but the template will respond to these changes as if you were the end user. For example, if adding sections is disabled, you will not be able to add them with Emulate User enabled. It's an easy way for template administrators to check if template permissions are set correctly.


Configuration

Template Lock has three permission levels: template permissions, section permissions, and block permissions. By default, blocks inherit their Template Lock settings from sections which, in turn, inherit them from the template settings. However, you can set custom settings for each section or block that override permission inheritance. Read on to learn more.

Template permissions

Template permissions apply to the whole template, unless specified otherwise in Template Lock settings for a particular section or block. To access template permissions, navigate to the Design tab on the Drag & Drop Builder.

Let's take a closer look at available options.

  • Manage sections: allows to add sections to the email body or rearranging the existing section order. If the option is disabled, only template administrators can add sections, whereas the end user would see the following notification:

  • Lock Header and Lock Footer: prevents adding sections above the first and the last section of the template, respectively.
  • Edit styles: allows to change edit the style of the email body (background, color, text size, spacing etc.).
  • Manage dynamic content: allows populating sections or blocks with SharePoint content.
  • Edit block content: allows to edit content inside the blocks, for example, change/update the text in a Text block. If disabled, only Template administrators can make changes to block content.

If any of the features above are disabled (or if header/footer locking is enabled), only template administrators can bypass them and make changes to the template whereas the end user will see the notification in the respective JungleMail area. In the example below, style editing is disabled.

Section permissions

Section permissions apply to the selected section only. By default, sections inherit permissions from the template (see the image below). However, this inheritance can be broken in each section: simply toggle the Inherit permissions from template to Off, and you will have access to the same features as described above in the template permissions. The only difference is the Manage blocks feature that enables adding blocks to the section or rearranging block order in the section.

Block permissions

Block permissions apply to the selected block only. By default, blocks inherit permissions from the the section (see the image below). However, this inheritance can be broken in each block: simply toggle the Inherit permissions from section to Off, and you will have access to the same features as described above in the template permissions.


Example

In the example, we're going to create a template for announcements where the end user could only update the announcement title, text, the call-to-action text and the link that the button redirects to.

1. On the Design tab, turn off all template permissions. The template is now fully locked.

2. Select the section containing the blocks you want to make editable for the end user. On the Permissions tab, disable permission inheritance and enable block content editing.

With such configuration, end users will only be able to change text in the particular section. Text formatting, changing block order, and any other modifications in the section or the template remain locked.


Configuration tips

Even if a template is locked, a user could still create an editable copy of it from a blank slate. However, you can disable this functionality.

1. Go to Site settings > EnovaPoint JungleMail Settings.

2. Under Interface and functionality control, uncheck the Allow Start from Scratch box. This will hide the Start from Scratch button in JungleMail UI.

Instead of locking all templates and disabling Start from Scratch, you can put locked templates in a separate folder and give limited access to this folder for specific users. In JungleMail, these users will only see the templates and template folders that they have access to.

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