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Currently when you close or lock certain aspects of reporting it closes all areas rather than limiting to just those specific accounts. Therefore you cannot access or change some areas whilst also limiting access to completed accounts. We want to be able to lock parts of the organisation whilst leaving other parts of the organisation free.
Idea priority | Medium |
Needed By | Quarter |
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This idea has been linked to an epic in discovery around updating our lockdown function for activity data and emissions. The requirements will also be partially addressed by the account data approvals feature planned for Q2 2025.
Thank you for raising this idea. The ability to implement more granular levels of record locking compared to the organization wide record lock date is being actively investigated. We will update this idea once the discovery work has been completed and the feature has been added to our roadmap.