TREAT - Lockbox
Understanding Lockbox
What Is a Lockbox?
A lockbox creates customizable layers of privacy for a client and restricts worker access. It can lock down an entire file, or pieces of a file, so that specified workers cannot access it.
What the Lock Icons Mean
| Icon | Meaning |
|---|---|
| Red lock | You are restricted from viewing the material. |
| Black lock | A lockbox is applied, but you have permission to view the material. |
Clicking a lock tells you the type of lockbox and who it affects. When a partial lockbox is applied, locks also appear beside each locked item so you can see which areas are protected.
Black lock does not mean blocked. A black lock means a lockbox exists but does not apply to you, so you can still open the chart. Only a red lock blocks your access.
Training Video
Understanding Lockbox and Lock Icons - User Instructions | Author: Michael Marchese | 2026-07-17
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