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User Security Roles

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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 about 1 year ago in Labor Timecards / Teamlink User Roles / User Security Roles 6 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 8 months ago in UI User Interface Enhancements / User Properties / 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 3 months ago in Employees (Active or Inactive) / User Properties / User Security Roles 0 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

Internal and TeamLink Security Roles - Add property to allow Annotations in the Document Viewer

No description provided
Norman Wendl 8 months ago in Document Viewer / Teamlink User Roles / User Security Roles 0 Future consideration

Control who can annotate in document viewer

Be able to control who can annotate drawings, specs, photos, etc in the document viewer.
Jack Speshock 11 months ago in Document Viewer / Linked Files (Projects) / User Security Roles 2 Future consideration

Allow an administrator to set a password for a user.

In Company Settings > Users > User Information, add a "User Password" field so that an administrator can set/change a password for a user. This would bypass/eliminate the "Click here to reset password" option. When the "Click here to reset p...
Guest 12 months ago in User Properties / User Security Roles 0 Future consideration

Access all Time Approval Access on employee Card

A employee may need access to all employee or new employees without manually adding each employee. Please see attachment.
Guest 7 months ago in HR, Time, and Expenses / Time & Expense Workflow / User Security Roles 0 Future consideration

Time & Expense User - Ability to Add Photos (not through Daily Log)

Time & Expense Users seem to be able to add photos through a daily log. And I am aware of the "Automatically Link uploaded images to Photos" setting in Feature Settings. It would be helpful if they could add photos to the Project without using...
Adam Clark 11 months ago in Daily Log (Daily Report) / User Security Roles 0 Future consideration