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Security Roles

Showing 34 of 1999

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

Need ability in user security setup to turn off the view of the history for specific records.

No description provided
Guest about 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

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 almost 4 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

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

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 over 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

Security Role Record Access Filtered by Lookup

Enhancement Description: Add the option to limit access to records within each record type. What are we trying to accomplish? At the security roles setup, we would like to be able to filter records by a selection of lookups so that users with said...
Brendan Radich over 4 years ago in PS Web App & Platform / Security Roles 0

Enable New Features Security Role Setting

Enhancement description: Add setting to only enable new feature for certain Security Roles by default. What are we trying to accomplish? Restrict new features to certain individuals by default and then open it up after we decide to roll it out. Ho...
Brendan Radich over 4 years 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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