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My ideas: Account settings

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Multi select workspaces or workspace lines when assigning permissions

What is the challenge? The Bulk edit feature allows you to grant access to either a single workspace or an entire workspace line (which includes all child workspaces). However, you cannot multi-select specific workspaces to grant access to when ...
Chris Quigley about 2 months ago in Account settings 0 Future consideration

Improve usability of All Activity area to identify layout changes

What is the challenge? When layouts are changed and fields are added or removed an event is logged under the account settings > activity area, but the events are not clearly labeled. What is the impact? Able to see a change has been ...
Kristina Gass about 2 months ago in Account settings 0 Future consideration

Ability to configure scope of selection for custom "users field"

What is the challenge? Based on our use case, we need the ability to configure the scope of selection for the custom "users field" What is the impact? Not able to configure the scope of selection. Describe your idea Need ability to configure the s...
Hank Liu over 1 year ago in Account settings 0 Future consideration

Allow reporting on User object

What is the challenge? As part of ongoing data quality we are unable to easily find records that are actively being worked, but assigned to someone who is now inactive. The volume of deactivations is infeasible for the administrator team to mana...
Michael Bruner 3 months ago in Account settings 0 Future consideration

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 4 months ago in Account settings 0 Future consideration

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 4 months ago in Account settings 0 Future consideration

Restrict assignable users by role inspaces work

What is the challenge? Currently, when assigning records (features, stories, etc.) in a workspace, the dropdown list includes all users with access—regardless of their role (Owner, Contributor, Reviewer, Viewer). This can lead to mistakes, as Re...
Perrine Bossat about 1 month ago in Account settings 0 Future consideration

Option for workspace template to not override all settings when first applied

What is the challenge? When applying a workspace template, even if the settings are marked as unlocked in the template, once applied to a workspace the existing workspace settings will still be changed. This is not always the desired experience. I...
Max Robbins over 1 year ago in Account settings 2 Future consideration

Make it clearer that custom fields contain data before deleting them

What is the challenge? When a workspace is archived, its custom layout is no longer associated with any workspace—it disappears from the custom layouts "Used in" list. As a result, you may choose to delete custom fields and custom layouts that a...
Chris Quigley about 1 month ago in Account settings 0 Future consideration

Delivery Risks - Ability to Inherent to Child Workspace

What is the challenge? If one product line (parent workspace) wants to implement Delivery Risks, we would need to individually go through the settings on each child workspace to configure. What is the impact? It is very time consuming for large pr...
Manny Pannu over 1 year ago in Account settings 2 Future consideration