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Security Roles

Showing 33

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

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

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

Add Default "View-Only" Security Role

Client requests "a typical "view only" user role if we want to share reports, but not allow any changes.". Note that this can already be accomplished by manually creating a new Role with read-only permissions to all areas of ProjectSight. We can c...
Guest almost 5 years ago in PS Web App & Platform / Security Roles 0 Future consideration

Lock Headers from Scolling

I have encountered several modules where the headers scroll with the information listed under them so that the column names are no longer visible when scrolled more than one page. An example of this is on the Security Roll Record Section of the Po...
Guest over 3 years ago in PS Web App & Platform / Security Roles 0

Security Option to modify records only by participating company

Currently security settings only allow to either enable/disable create/modify records. If we want to give contractors the ability to create RFIs in PS they automatically can modify every RFI that is shared and not yet locked in the system. We woul...
Michael Handlmaier over 3 years ago in PS Web App & Platform / Security Roles 1

Make Security Roles Project Specific, NOT portfolio wide

At the moment under PROJECT Settings, Security roles created/deleted/adjusted, role out across the entire company projects. This feature should be project specific so changes made to a specific security role do not affect another project that is n...
Guest almost 5 years ago in PS Web App & Platform / Security Roles 0

Add Security to Record Status

Currently, it looks like any full access user can change the status to whatever they want. Since the Status field is linked to notifications and record locking, I need to be able to limit who is able to approve records based on their role or user ...
Byron Grimm over 4 years ago in PS Web App & Platform / Security Roles 0

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 1 month ago in PS Web App & Platform / Security Roles 0

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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