My ideas: Account settings

Showing 678

Merge custom roles

What is the challenge? Multiple custom roles have been created over time, and users have been linked to different custom roles, so there is no consistency. The goal is to standardize on one custom role that applies for all users. There are thous...

Dale Potter 5 days ago in Account settings 0 Future consideration

3 VOTE

Conditional Approve Workflows

What is the challenge? When you have multiple approvers depending on different conditions everyone received the same message What is the impact? Multiple users receive approval requests that might not apply to them. It causes confusion and...

Edgar Holguin 5 days ago in Account settings 0 Future consideration

1 VOTE

Time limited license

What is the challenge? We have users who temporarily need a license for a month or six months. We'd like the ability to set a time-out limit on their license. What is the impact? License not be fully utilized. Describe your idea Be a...

Steve Rudkin 3 days ago in Account settings 0 Future consideration

1 VOTE

Managing Users

What is the challenge? Working out who is Owner and Contributors across all Workspaces and Lines in order to be able to review whether additional seat needed What is the impact? Makes it so much harder to manage Describe your idea Mu...

Guest 4 days ago in Account settings 0 Future consideration

3 VOTE

Show status category on a customised card layout

What is the challenge? Currently, status category is not a field that can be added to a customised card layout What is the impact? Status category can be indicative of the higher-level status grouping of where an item is at in our product ...

Terence Osmeña 11 days ago in Account settings / Reports / Roadmaps 0 Future consideration

3 VOTE

Bulk delete custom layouts

What is the challenge? For teams that want to delete many custom layouts, it's time-consuming to do it one-by-one. What is the impact? Teams need to spend significant time manually deleting custom layouts. Describe your idea Enable t...

Jack Parr 23 days ago in Account settings 0 Future consideration

1 VOTE

Option to apply changes to workflows automatically when changing workspace templates for a workspace

The current behaviour is for a workspace template change not to apply to workflows because of the risks of changing many status mappings. For our use case of workspace templates, we would prefer that all workflow changes are automatically applied ...

Guest 11 days ago in Account settings 0 Future consideration

2 VOTE

Add All activity as an option for custom roles

What is the challenge? Currently the account admin All activity capability isn't possible to configure with a custom role What is the impact? I'm not able to create a custom role with specific capability if I only want to limit a user to h...

Terence Osmeña 21 days ago in Account settings 0 Future consideration

5 VOTE

Add ability to filter by fields within the recycle bin

What is the challenge? When records are deleted admins need to be able to quickly find records that may need to be restored. What is the impact? Longer time to isolate the records that need to be restored. Describe your idea Add the reference id f...

Kristina Gass 2 months ago in Account settings 1 Likely to implement

81 VOTE

SCIM Integration

Hi! Use case- SCIM integration would allow admins to provision/de-provision users and manage their access via Azure AD, Okta or any other IDP. With SCIM integration, user management would be streamlined and better organized. I am mentioning few li...

Sanchit Jain about 3 years ago in Account settings 3 Future consideration

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