Time entries can now be manually locked. To enable this feature, ensure users have the 'Lock Time Entries' permission. This guide covers permission settings, manual locking, and filtering for locked entries.
Add Permissions for Locked Time Entries
To enable Lock Time Entries:
Access your Canopy account settings by clicking the Profile Icon (bottom left).
Select Settings from the menu.
Navigate to the Access and Permissions tab.
Choose the Permission Set you wish to modify.
Locate the Time section by scrolling down.
Enable the Lock Time Entries permission using the toggle switch.
Save your changes.
Team members with this permission set can now lock, unlock, edit, archive, and delete locked time entries, and create automation rules for them.
Manually Lock Time Entries
To lock a single Time Entry:
Create a Time Entry from the Global + menu, or save a Time Entry from your Timers Menu.
Click the Lock Time Entry toggle.
Fill out the rest of the Time Entry as needed.
Click Save.
A pop-up will appear at the bottom of the screen confirming the Time Entry has been saved and locked.
To unlock a single Time Entry:
Navigate to the Time Entry in the Client Record.
Filter the Time Entries list to see only locked entries (optional).
Click the duration hyperlink to open the Time Entry.
Toggle off the Lock time entry button.
Click Update.
Only users with the Lock Time Entries permission settings will be able to unlock time entries.
Heads Up! Saved Time Entries now include information about the last user to edit, the last user to lock, and the date of these actions.
Lock and Unlock Time Entries in Bulk
To lock Time Entries from the Time Entries List:
Access the Time Entries list by navigating to Time > Time Entries.
Select the checkboxes next to the time entries you want to lock.
Click the Lock Time Entries icon in the upper right corner.
Locked entries are indicated in the Status column. A temporary pop-up confirms the action, with an Undo option available while it's displayed.
To unlock Time Entries from the Time Entries List:
Click the checkbox on the left side of the Time Entries you want to unlock.
Click the Unlock Time Entries icon in the upper right corner.
To Filter Locked Time Entries in the Time Entry List:
Click the Status column header.
Select Locked from the menu.
Click Apply.
Locked Time Entries on a Task
When saving a Time Entry on a Task, you can toggle on or off the Lock Time Entry button.
The Lock Time Entry button is disabled for team members without lock/unlock permissions. Once a time entry is locked, it becomes read-only for these users.
Only administrators or users with 'edit locked time entry' permissions can unlock and modify locked time entries.
Activity Log
Review the Activity Log to see a record of locked and unlocked Time Entries. You'll find details such as the user who made the change, the timestamp, and the relevant client.
To view Time Entry activity:
Click the Profile icon in the bottom left corner.
Select Activity Log.
Under Activity Type, select Time Entry then click Apply filter.
Under Action Taken, select Locked, Unlocked, or Both, then click Apply filter.
Optionally, filter by other criteria by clicking the respective column headers.
