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User Security Roles

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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 4 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 4 months ago in User Properties / User Security Roles 7 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 3 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 about 1 year ago in Contacts / 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 3 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 0 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 3 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements / User Security Roles 0 Future consideration

Non-admin access to the settings modules

Non-admin users should not have access to the Sage SM settings modules, even read-only. I have a user set up with very basic access for daily logs, yet they can see the list of all the Sage CM users, their email addresses, and so on. Non-admin, lo...
Guest 3 months ago in UI User Interface Enhancements / User Properties / User Security Roles 0 Future consideration

Read only option in role security

Have a read only option for all features in security role setup. There are some areas where customers would like to restrict the ablility of users to add/edit information IE contacts
Jack Speshock 8 months ago in User Properties / User Security Roles 1 Future consideration

Create T&M Users as Contractor, not Employee

Goal: have contractors and/or contract 'employees' record hours directly in SCM. Solution: Allow creation of T&M user accounts as contractors, not just employees. These user accounts would have the same functionality as vendors with 'track tim...
John Drinkwater 8 months ago in Labor Timecards / Teamlink User Roles / User Security Roles 6 Future consideration

Adding Read-Only Permissions For Internal Security Roles

It would be helpful to be able to assign read only for internal security roles. Having wither full access to add, edit, etc: or having 0 access does not work for alot of muy clients. For example PE's and Supers need to view alot fo things that the...
Grant Shields 5 months ago in User Security Roles 0 Future consideration