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Workspace PS Web App & Platform
Categories Security Roles
Created by Kiet Lam
Created on Jun 17, 2025

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Invite or Modify Team Members & Companies - for all companies

To any internal or external auditors, it currently appears that any security role now has the ability to “Invite or Modify Team Members & Companies” across all companies.

1 of 3 things needs to happen here:

Companies [top section] add a column next to “Their Own” for “Contacts Only (No Access);

Roles [bottom section] add at role for “Contacts Only (No Access); or

If the Security Role does NOT have Features / Administration / Portfolio Settings / Users Checked, Then, the Team Members tab should NOT SHOW any security roles and should only display Contacts Only (No Access)

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