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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

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

Meeting Minutes - Send Invitation icon

Please allow the ability to remove the Send invitation icon in the fields of a security role. Therefore if needed you could turn off a user's ability to send an invitation.
Henrick Malpica 8 months 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

Ability to Expand/Collapse all Record Types in the Security Role Records Tab

and Cost Management, Document Control, Drawings and Specifications and Field Management) in the Security Role Records Tab. It would be great to expand/collapse the entire tree with a single click or expand/collapse the entire group by selecting th...
Guest over 1 year 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

Limit the Add/Remove/Modify function of the Insurance Tab under Companies > Contacts

Users need the ability to add and modify a contact's insurance information without the ability to remove the insurance information. This would work the same as limiting the ability to remove a Contact under the records tab of the Security role, as...
Tonya Overstreet over 1 year ago in PS Web App & Platform / Security Roles 0

Need a Security Role for Projects that can only modify users and companies.

Need a Security Roles Admin that can only make changes to a project's users and companies.
William Atchison almost 3 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

Contract Security Restrictions

In the contract module, where you drop down to pick your contract type, anyone can click on and off the "is committing" check mark. There is currently not a way to control this in the portfolio settings for the contract or in the security roles. C...
Nick Weilemann over 1 year ago in PS Web App & Platform / Security Roles 0 Already exists

Restrict User Deleting Capabilities

Under companies users have the ability to add and remove data in addresses, insurance, division, work types, regions, and contract history with restricting user permission to view only.
Nick Weilemann over 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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