Locking Boards with a PIN in Ontraccr

🔒 Locking Boards with a PIN in Ontraccr
 

Overview

Ontraccr lets you lock boards to prevent card movement — either with or without a PIN. This feature helps prevent accidental changes or restrict access to key workflows until specific users unlock them.

🎯 Why Use Locking?

Locking a board allows you to:

• Prevent accidental drag-and-drop of cards between statuses
• Restrict who can move cards to specific stages
• Lock high-sensitivity workflows (e.g., invoicing, estimating, HR)
• Freeze a board temporarily during reviews or reporting

🧩 How Locking Works

There are two ways to lock a board:

1. Without a PIN — anyone can lock/unlock it freely
2. With a PIN — only users with the PIN can unlock it

🔐 How to Lock or Unlock a Board

🔹 Lock a Board Without a PIN

1. Click the Lock icon at the top of the board.
2. The board is now locked — cards can’t be moved, but content can still be edited.
3. Click Unlock to restore movement.

🔹 Lock a Board With a PIN

1. Go to Board Settings > Details
2. Scroll to the “Lock PIN” option.
3. Enter a 4-digit or longer PIN (e.g., 1234) and click Submit
4. Lock the board by clicking the Lock icon
5. To unlock, users must now enter the PIN

🔍 What Happens When a Board is Locked?

• Cards cannot be moved between statuses via drag-and-drop
• Users can still edit card content if they have the right permissions
• The lock icon appears as active in the UI

✅ Example Use Cases

🧠 Tips & Edge Cases

• Locking doesn’t hide or block card editing — it only blocks movement
• You can toggle between PIN and no-PIN locking at any time
• Use this with permissions for stronger security (e.g., view-only users + locked board)
• Make sure to share the PIN securely with the right people if it’s enabled