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Sage Construction Management Ideas Portal
Status Future consideration
Created by Adrianna Johnson
Created on Jul 26, 2024

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.

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  • James Davis
    Reply
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    Jul 29, 2024

    Think Sage Intacct

    You Have A Role ���

    [cid:image001.png@01DAE19C.8A2CA3A0]

    In That Role you Have applications. In SCM those would be things like Drawings, RFI���s, Safety, Permits etc That is where you stop. Inside the applications We would like to define level of access.

    So for instance. If you gave someone access:
    Drawings, the subset of that would be add, delete, markup, view only
    Permits- ADD, DELETE, VIEW

    [cid:image002.png@01DAE19D.2F4CAC40]

    I hope this makes sense.

    Jim Davis | Territory Manager
    ALLIANCE SOLUTIONS GROUP LLC
    T. 888.559.9540 ext. 2006

  • Adrianna Johnson
    Reply
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    Jul 29, 2024

    Hello David, no I mean expanding on the existing security roles to give each role distinct permissions for add, edit, view/read only, etc. like Intacct has on their roles (attached) - not on the user level.

    1 reply
  • Admin
    David Holler
    Reply
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    Jul 29, 2024

    Are you asking for similar controls at the individual user level, instead of assigning each user a generic Security User Role (Admin, Financial Admin, Project Manager, Estimator, etc.)? In other words, should ever option be available on every user? If the subscriber has a large number of users, setting up security at the user level would be very time consuming and difficult to manage or change for each user. How would you suggest we handle this?

    1 reply
  • James Davis
    Reply
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    Jul 29, 2024

    This would be a great enhancement