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Welcome to the ProjectSight Idea Portal

Your feedback is an essential part of how we continually improve ProjectSight. You can use this page to submit new ideas, or vote on ideas from other users.

This portal is for suggesting enhancements only. If you are experiencing a product defect, please contact support.

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Security Roles

Showing 4

Workflow Based User Security

Currently certain features and field can be available/unavailable based on security roles. While processing documents it is necessary though to limit users ability to create/change records based on the workflow step. For example: 1. We allow our s...
Michael Handlmaier over 3 years ago in PS Web App & Platform / Security Roles 2 Shipped

Provide the ability to hide the History tab from Security Roles

Some Users should not be able to see what has changed via the History tab. This should be a setting in Security to hide the history tab for different records for security roles.
Julie Adler over 4 years ago in PS Web App & Platform / Security Roles 0 Shipped

Change Default Security Role

Allow Portfolio admin to change the default user security role that is applied to new users.
Brendan Radich about 5 years ago in PS Web App & Platform / Security Roles 0 Shipped

Have Option to Apply Sharing Security Permissions to Existing Records

Enhance the Sharing Settings to ask the administrator if they would like to update all existing records with the new security settings. By default, ProjectSight's Sharing Settings are set to share records with the Participating Companies only. Thi...
Guest about 5 years ago in PS Web App & Platform / Security Roles 0 Shipped