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Security Roles

Showing 37

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 almost 1 year 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 11 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 8 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 over 2 years ago in PS Web App & Platform / Security Roles 0

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 over 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 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 about 2 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 4 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 over 5 years ago in PS Web App & Platform / Security Roles 0

Security Roles - Deleting when Field Settings are Read Only

In ProjectSight, in Security Roles when you turn on a record setting for a security group to create new records and then navigate to the Field Settings to limit what they can either view, edit or hide. If you change a field to read only that is in...
Jessica Ream about 1 year 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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