EDIT

Used Testsystem and testuserwhk,
Successful tested:
Create new reference, edit new reference
Create new species, select genus
Select available in-author team
create and save new in-author team
create new author
create new specimen type
create new note

Next step: check what is not possible

REference: Kusber, W.-H.: TestuserTitle revised. – Phytotaxa 12345: 12345

Task: create a new specimen type for a different reference:

Case 1: different reference not available in PhycoBank
Testuser:
creates new (old) reference
create new (old) name
goto: testuser's new reference
Select the name recently entered, push safe and add new type (for an already published name)

Case 2: different reference available, but needed name not available
Testuser:
select given reference
Testuser adds new (old) name,
goto: tesuser's new reference
Select the name recently entered, push safe and add new type (for an already published name)

Case 3 (buggy): different reference available, needed name available
Testuser select available name
Click on existing name
Popup selected name,
Bug: "Safe" not possible, thus the name [of a different submitter or curator] cannot be used for a new type.

Case 1: often
Case 2: once in a while
Case 3: often

Upps, for some reason I did not receive the ticket notification and have not see that you had answered already.

Can you say in short words if the behavior is now as expected or not, and if not, what exactly is not as expected. For me, from the above protocols it is not really clear what the results of your tests are finally.

Not working as expected (user):

User wants to use an existing name to insert a new lecto-, neo- or epitype designation in a current workingset.

This is blocked because the user gets only the protected view of an existing name.
It is expected to have a button "save" to be availabele to use the given name for a new typification.

Step one: select a given name OK
Push "existing name" OK
See: existing name OK
Safe this existing name: not possible (this is the main problem).