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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 37

Create role that would grant access to all projects within a portfolio without admin permissions.

We receive multiple requests from users requesting that they are added to all projects within a portfolio. These users are not admins, so the Portfolio Admin role will not suffice to fulfill this request. This requires us to manually add several u...
Daniel Maurer 6 days ago in PS Web App & Platform / Security Roles 0

Remove ability to edit an author's comments

Users can currently edit the original author's comment in RFIs by attaching photos to their comment. We would like the ability to turn off editing other user's comments on certain security roles.
Jonathan Underwood 7 months ago in PS Web App & Platform / Security Roles 0

View As [Security Role] Feature

When configuring Security Roles, it would be helpful to have a "View As" option to verify the security roles meet your expectations.
Todd Shipman 5 months ago in PS Web App & Platform / Security Roles 0

Security Role that has access to all projects ?

Would it be possible to edit/create a secutity role which automatically has access to all existing and newly created projects? Portfolio Administrator already has this feature but we are looking for the same project access but with a less powerful...
Todd Miknus 9 months ago in PS Web App & Platform / Security Roles 0

Granular Permissions Public/Private Record permissions

There's a deficiency in ProjectSight on record security. You either have access to a tool or not, which is fine, but you don't have record level security such as a Public/Private record for RFI and Submittals for example. We are running into an is...
Guest 3 months ago in PS Web App & Platform / Security Roles 0

Need for more hierarchie levels in the security roles

The current security roles have two types of security groups: the Portfolio admin group and the Standard security group. In our enterprise, all Portfolios are managed by the enterprise admin. This person has the security role: Portfolio admin grou...
Patrick Schemkes about 1 year ago in PS Web App & Platform / Security Roles 0

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 over 3 years ago in PS Web App & Platform / Security Roles 1 Likely to implement

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

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

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 almost 5 years ago in PS Web App & Platform / Security Roles 2

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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