If a project is internally confidential, you can lock it so only staff who are active on the Project Team (and your organization's TonicDM Administrators) can access it: everyone else in your organization is locked out.

Lock a Project on the Project Settings Page

On the Project Settings page you can see whether or not a project is locked. 

This setting can only be changed by your TonicDM Administrators or by TonicDM Support.

Note: the text "This setting can only be changed by" will let you know who in your organization can change this setting.

Knowing When a Project is Locked 

If a project is locked and you are not an active team member, you'll see a red locked symbol. You cannot access this project.

If you are an active team member, you'll see a green unlocked symbol, meaning the project is locked but you have access to it.

If the project is not locked, no symbol is shown. Anyone in your organization can access this project.


Team Members must be Manually Added

People from your organization are not automatically added to a Locked Project (for example when emails are filed into that project). For people to get access to the Locked Project, they'll need to be manually added to the team.

Locked Projects and Executive Access

Within a Locked Project, you can use Executive Access to keep certain emails to an even smaller group within the Locked Project.

For example:

  • If Person1, Person2 and Person3 are on the Team of a Locked Project, only those three people will be able to access that project. Tonic will not auto-add people from your organization, regardless of which emails are filed there.
  • Further, if Person1 and Person2 have Executive Access on the project, they could set emails to Confidential in which case Person 3 wouldn't be able to see those emails.
Did this answer your question?