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User Security Roles

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Enhanced Security Settings

Our project Coordinators are the "role" that needs to add team/employee access to specific projects, however, they would have to have ADMIN permissions to do this. Permission settings needs to be much more granular.
Guest 11 days ago in Project Directory / User Security Roles 0 Future consideration

Ability to have a consultant login for client sites

After multiple implementations with clients we have some comments/concerns about the current way we have to gain access to our client's environments. In order to help our clients with system setup and training we need to have access into their sys...
Adrianna Johnson 7 months ago in User Properties / User Security Roles 0 Future consideration

Enhancement for Security Roles

Ability to have distinct permissions for each feature like add, edit, view/read only, delete, etc. (similar to Sage Intacct permissions) as we've had some clients already ask for this.
Adrianna Johnson 7 months ago in User Properties / User Security Roles 8 Future consideration

Allow for filtering by "Sales Contact", "PM Contact" and other lead/project fields in setting a users access to active leads & projects.

The system currently only allows for filtering by classification when setting which active leads and projects that a user will have access to in the company settings. Ideally, native system fields like "sales contact", "PM contact" etc. would be a...
Carl Lyles 6 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 1 Future consideration

The Project Manager on the project should be automatically added to the project team.

The PM assigned to a project is not automatically part of the project team. That is odd. I created a project, made myself the PM, and when other employees wanted to copy me correspondence, they could not, because I wasn’t on the Project Team. The ...
Mark Cadman over 1 year ago in Contacts / User Security Roles 0 Future consideration

Granular level security - cost code or type

Prospects are requesting the ability to restrict access to cost codes and/or cost types for various reasons. Some charge incentives to cost codes on a project and don't want PM/Super to have access to this information. Others have issues with role...
Sue Parker about 1 month ago in Job Cost Codes / User Security Roles 1 Future consideration

Filter leads/projects list by "Sales Contact", "PM Contact", and "Bid Contact"

Salesmen, PMs, and Operations/Admins should be able to more easily find/identify leads and projects through filtering. "Sticky Filters" or views would be a related improvement so that filters must not be re-applied each time a salesman or PM enter...
Carl Lyles 6 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements / User Security Roles 0 Future consideration

User Permissions based on Tags

Enhance user project permissions to be able to view only projects they are tagged on (i.e. sales contact, bid contact, PM contact). Or use a classification to automatically update project access as new projects are created. Currently when filterin...
Guest 26 days ago in Employees (Active or Inactive) / User Properties / User Security Roles 0 Future consideration

Dynamic Filtering of Active Leads & Projects

In setting access to a user's Leads & Projects, it would be desirable to have dynamic filters applied so that the system automatically added leads and projects based upon the filter criteria selected. The goal would be to eliminate the need to...
Carl Lyles 6 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 0 Future consideration

Accounting Link Permissions

I wanted to bring up a point that I believe would enhance our team's efficiency and streamline our processes. Currently, only the 'Administrator' and 'Finance Administrator' roles have access to the Accounting Link module. It would be beneficial f...
Guest 2 months ago in Accounting Links / User Security Roles 3 Already exists