For the complete documentation index, see llms.txt. This page is also available as Markdown.

Checkout system

The Checkout system locks an entry while it is being used or modified, preventing multiple users from using or editing it at the same time.

It can be enabled for General, Session, Information, and Credential entries.

Administrators can force check in an entry that is checked out by a user. Select the checked-out entry and, in the top banner, click Force check in.

Check out an entry

  1. In the Navigation pane, select an entry.

  2. Click Check Out.

  3. Enter a Comment explaining why you are checking out the entry.

  4. Optional: enable Automatic check in after and set a duration in minutes.

  5. Click OK.

An information banner appears at the top of the entry, and an icon displays in the Navigation pane to indicate that the entry is checked out.

Check in an entry

  1. In the Navigation pane, select the checked-out entry.

  2. Click Check in.

Multiple checkouts

The Multiple checkouts setting allows multiple users to check out and edit the same entries simultaneously. To do so, go into the properties of an entry, folder, or root folder and navigate to Security settings – Multiple checkouts.

OPTION
DESCRIPTION

Default

Uses the value inherited from the parent by default.

Inherited

Inherits the checkout setting from a parent.

Off

Disables Multiple checkouts.

Infinite

Allows users to check out the same entry simultaneously without restriction.

Custom

Lets you define the maximum number of users who can check out an entry at the same time.

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