When multiple users work in the system at the same time, accidental overrides can happen. Safeguard Configuration, found in System Settings, helps prevent that by locking edits when needed.
Safeguard for Proposals
Enable Safeguard for Proposal allows only one user to edit a proposal draft at a time.
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The first user gets edit access
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Other users see the proposal in read-only mode
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Prevents conflicting edits and lost changes
Perfect for sales teams working on shared proposals.
Version Safeguard for Admin
Enable Version Safeguard for Admin prevents multiple admins from editing the same module simultaneously.
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One admin edits at a time
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Other admins are temporarily locked from making changes
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Helps keep system configuration stable
Both settings are available under System Settings → Safeguard Configuration and can be enabled based on your team’s workflow.