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User Security Roles

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Extend the new password email expiration to more than 30 minutes

Sage is facing increasing competition, while users like me become increasingly frustrated with Sage. Sage's Construction Management software is less expensive than your competitors. However, that price difference is becoming less and less of a bar...
Guest 3 months ago in 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 about 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 2 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 over 1 year ago in User Properties / User Security Roles 1 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 about 1 year ago in 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 about 1 year ago in UI User Interface Enhancements / User Properties / User Security Roles 0 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 over 1 year ago in Labor Timecards / Teamlink User Roles / User Security Roles 6 Future consideration

E-Sign Document signature info can only be seen by sender

I am sending out documents for signature and I can see what is open in my account, but the other users cannot see any of the info. Their Home page e-sign tab is empty. We need everyone to be able to track these documents. Not just the admin that s...
Sue Rich 3 months ago in eSign (including DocuSign) / 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 8 months ago in Job Cost Codes / User Security Roles 1 Future consideration

Set up favorites by role

We have the ability to set up roles or user types in the settings. It would be helpful for us, as admins, to be able to set up a default list of favorites for each role so that they immediately have access to the shortcuts they will use from day 1.
Dario Tomic over 1 year ago in Favorites / 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 8 months ago in Accounting Links / User Security Roles 3 Already exists