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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.

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Security Roles

Showing 34

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

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

Security Role Report

It would be useful to be able to generate a report of the security settings within a portfolio for both auditing purposes and the ability to ensure multiple portfolios for the same company have the same security in place.
Ricci Stevens almost 2 years ago in PS Web App & Platform / Security Roles 0

Limit User from creating their own portfolios

We need the ability to limit users from accidentally creating new portfolios. We recent had a subcontractor create a portfolio after being invited to the site. It doesn't appear to be an option in the Security roles.
Guest almost 4 years ago in PS Web App & Platform / Security Roles 0

More Robust Security around Budget

We need more advanced security options for the Budget (as opposed to all or nothing currently available). We have a project that has three General Contractors each working on their piece of the project. We want to be able to allow each contractor ...
Ricci Stevens over 1 year 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 5 months ago in PS Web App & Platform / Security Roles 0

Security Role feature settings do not allow for only access to Portfolio Settings>Users

We need the ability to break out the Portfolio Settings access a bit more. Currently you can't provide rights to only the users section in Portfolio Settings.
William Atchison almost 2 years ago in PS Web App & Platform / Security Roles 0

Conditional Access - Checklist

We are really liking the Checklists, is there a way to have users see only certain modules within the checklists. For example…We want to have a Non Conformance form Module that we do not give access to everyone, but we can give access to all the Q...
Ricci Stevens about 2 years ago in PS Web App & Platform / Security Roles 0

Internal or External Designation for Security Roles

Enhancement description: Designate security roles as internal or external. Only portfolio admins would be able to assign internal security roles and every internal member below portfolio admin can only assign security roles designated as external....
Brendan Radich over 4 years ago in PS Web App & Platform / Security Roles 0

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

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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