Lock / unlock workspace items

With the "Lock" function you can prevent workspace items from being further modified by users. The editing can be unlocked at any time.

You can lock the following workspace items:

  • Activities (status updates, budget, times and expenses remain editable for locked activities)
  • Activity Status Updates
  • Events (updates remain editable for locked events) 
  • Participants
  • Personnel cost rates
  • Budget records
  • Expense records
  • Folders
  • Documents (new versions are also locked)
  • EMDocs documents

Note:

  • You must be the Admin or Manager level user to lock or unlock workspace items (see "Roles, access levels, and access rights").
  • Linked tasks, conversations, attachments tabs of the locked item's sidebar stay editable for all locked items (see "Sidebar").  

To lock an item, open it in the sidebar and click the "Padlock" toggle at the top right.



To unlock an item, click the "Padlock" toggle at the top right again.


Tip:

  • To lock / unlock multiple items, use the mass-update function.
  • You can lock / unlock an item using the action menu:

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