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Security Roles

Showing 33 of 1982

Security Role that has access to all projects ?

Would it be possible to edit/create a secutity role which automatically has access to all existing and newly created projects? Portfolio Administrator already has this feature but we are looking for the same project access but with a less powerful...
Todd Miknus about 2 months ago in PS Web App & Platform / Security Roles 0

Add PCO Items drilldown button to security roles so it can be hidden

On CORs and PCCOs we hide ALL of the PCO details and amounts since we do not want the owner to see the budget costs. We have a custom field for Revenue and print that on the report so showing them the cost shows our profits. We don't allow the Own...
Mercedes Green 16 days ago in PS Web App & Platform / Security Roles 0

Need for more hierarchie levels in the security roles

The current security roles have two types of security groups: the Portfolio admin group and the Standard security group. In our enterprise, all Portfolios are managed by the enterprise admin. This person has the security role: Portfolio admin grou...
Patrick Schemkes 5 months ago in PS Web App & Platform / Security Roles 0

Please separate Create Users and Create Companies from requiring project and portfolio access

We do not want to give Project Settings and Portfolio Settings to our users but in order to add new users to a project, we have to give the Project Settings. If we want users to be able to import new users, we have to give them Portfolio Settings....
Mercedes Green 4 months ago in PS Web App & Platform / Security Roles 0

Select multiple companies for Record Sharing Access

Problem: Currently, in Record Settings, there is a sharing option to control if the Portfolio owner company can see all records, and other companies only see what they are assigned to, or share all records with all companies. This causes issues wh...
Guest almost 3 years ago in PS Web App & Platform / Security Roles 1 Likely to implement

Portfolio Admin switch Security Role type button

It would be useful if a portfolio admin could easily switch security roles to test and troubleshoot by selecting the intended security role instead of having to create different accounts
Brendan Myers 4 months ago in PS Web App & Platform / Security Roles 0

File Library Security not in sync with security roles

Currently the file library does not honor security settings from the users security roles. We have a security role for outside consultants that does not allow access to Budget and Cost Management. The same security role allows access to the file l...
Michael Handlmaier about 4 years ago in PS Web App & Platform / Security Roles 0

Record Locking Functions - Security Settings

In ProjectSight, when a module has record locking on (like when closed) you can also change the security group to in settings for that security group to be able to unlock locked records. However, this allows them to unlock records in all modules, ...
Jessica Ream 2 months ago in PS Web App & Platform / Security Roles 0

Option to share draft with My Company

Currently records with Draft workflow status are only visible to author. Please add an option to allow visibility to all project members with My Company. Otherwise users may not be aware that a record was already drafted and potentially duplicate ...
Michael Handlmaier about 4 years ago in PS Web App & Platform / Security Roles 2

Impersonate user

As a project or portfolio admin I need the ability to impersonate another user so that I can validate their security settings or provide application support. Current methods of creating alternate logins - such as a gmail account - create unnecessa...
Jeremy Sibert over 4 years ago in PS Web App & Platform / Security Roles 0 Future consideration

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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