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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 36

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

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

Record Locking Functions - Security Settings

In ProjectSight, when a module has record locking on (like when closed) you can also change the security group to in settings for that security group to be able to unlock locked records. However, this allows them to unlock records in all modules, ...
Jessica Ream 10 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 over 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 over 4 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 about 2 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 2 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 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 over 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 5 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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