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Account settings

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Add Brand Colors To The Color Pallet

What is the challenge? Would Like it to be easier to add/select brand colors to the color pallet What is the impact? Constant referral to our brand guidelines to find the hex number to plug into the color selection pallet Describe your idea Would ...
Lorena Connolly 21 days ago in Account settings 0 Future consideration

Paid Seat group "profiles" for SSO provisioning

As a paid seat group owner, I would like to establish standard permissions for users in my paid seat group that I can apply through SSO at the time of seat provisioning. These permissions include both roles (owner, contributor, custom role) as wel...
Bonnie Trei 7 months ago in Account settings 0 Future consideration

Allow Workspace Owners to import users in bulk

Who would benefit? Workspace Owners who are not admins What impact would it make? Workspace owners who are trying to invite several users to their workspace--allowing them to import in bulk increases efficiency so they don't have to add these user...
Stephanie Lechner 5 months ago in Account settings 0 Likely to implement

Allow workspace owner to grant additional permissions when access is given at the line level

What is the challenge? When users have been given access at a line level, workspace owners below that line cannot give them additional access (i.e. if someone is a reviewer at the line level a workspace owner in that line cannot make them a contri...
Julia Pence 26 days ago in Account settings 0 Future consideration

Allow Workspace templates to inherit layouts from product line

Who would benefit? Anyone who wants to use a workspace template for things like automation, but wants to use product line inheritance for layout configuration. Our automations are able to improve data quality and reduce administrative overhead for...
Dale Crane 7 months ago in Account settings 0 Future consideration

Mark approvals as complete via automations

Who would benefit? Product teams who require approval steps in specific scenarios. What impact would it make? Save time and improve efficiency How should it work? Support the closing of approval to-dos via automations. This would allow teams who h...
Madeleine Black 3 months ago in Account settings 0 Future consideration

Option to directly apply inherited settings to workspaces/lines

What is the challenge? When a parent line is updated, or a workspace is moved between lines, there can be a complete (and often incorrect) change to the data as a result of inherited setting values changing. Doing this manually is only possible wh...
David I. 30 days ago in Account settings 0 Future consideration

Indicate required fields when editing a record

We need the ability to make standard and custom fields mandatory for existing records. When a record is being edited, the UI should flag empty required fields so that the user is prompted to update them. This will help us ensure that critical in...
Nathaniel Collum almost 5 years ago in Account settings 12 Future consideration

Add a field to USERS to identify Consultants or outside resources.

What is the challenge? Trying to identify consultants or outside resources hired/brought in to work on projects and be able to pull reports for capacity, associated cost or HR. How would you solve it? Add a field to be checked with a dropdown to a...
Guest about 1 month ago in Account settings 0 Future consideration

Ability to change label names of Standard fields

In our org. we have 2 roles: 1. Product Manager - Who owns the Idea and is responsible for updating idea status. 2. Category Manager - Who should be informed when the idea is updated (Basically a watcher) The above 2 roles are similar to wha...
Guest over 4 years ago in Account settings 7 Future consideration