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Workspace PS Web App & Platform
Categories Security Roles
Created by Mercedes Green
Created on Sep 23, 2025

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Make Unlocking Per Record Type Not Project Wide

We need certain security roles to be able to unlock RFIs, Submittals but not Financials since this can have a financial impact. Many financials are locked after they are imported into Vista but if we give certain roles access to unlock (as that is needed on other record types), these can be modified by unlocking causing discrepancies.

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  • Brendan Radich
    Oct 17, 2025

    This is definitely necessary with the integration of Vista.

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