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Account settings

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More granular sharing security configurations

Today the security configuration forces an account wide setting for sharing views and presentations.This forces us into a situation where we have a once size fits all approach, which is frequently a problem for bigger enterprises.It would be highl...
Nigel Lawrence about 2 years ago in Account settings 0 Future consideration

Add the ability to create folders as an option for custom roles

We'd like to add the ability to create folders as an option for custom roles.
Marina Reyna almost 6 years ago in Account settings 0 Future consideration

Custom Branding by Workspace

Aha! permits the inclusion of custom logos at the account level. However, in the case of an account having multiple workspaces representing different product lines or subsidiary companies, it would be nice to have the ability to define custom logo...
Guest over 3 years ago in Account settings 3 Future consideration

Product Owners invite free users when Restrict user management enabled.

Allow Product Owners to invite reviewers and viewers (free and unlimited) to lines and workspaces when Restrict user management is enables
Guest over 4 years ago in Account settings 0 Future consideration

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 over 1 year ago in Account settings 0 Future consideration

Notifications for error logs

It would benefit admins to get notifications of error logs whether its in app or a weekly/daily email of at least the severe issues. I forget the error log exists too often and I would like to be proactive in checking them. Especially with us havi...
Guest over 2 years ago in Account settings 0 Future consideration

Add History Tracking on Configuration Screens

This would allow a person to review if something changed on the configuration and what was changed. The benefit is is something changed and a person is not aware, they do not add it back. Or if something was modified, we can find out why and reso...
Guest over 7 years ago in Account settings 1 Unlikely to implement

History on Scorecards

The All Activity page provides a great history log of changes made to Workspace level objects. However, it does not provide information on Account level objects, such as Scorecards. It would be helpful to know who makes modifications to scorecards...
Guest about 3 years ago in Account settings 0 Future consideration

Ability to add a clickable link for custom fields

When I add a custom field it would be helpful to be able to do one of the following: add help text / description (this is how it works today) add a link to help text (this is the request) - what we need users to enter is complicated and the "how ...
Sandy Goertemiller over 7 years ago in Account settings 1 Already exists

Show layouts used in workflows in "Used in" column

In Settings > Account > Custom Layouts, there is a "used in" column that displays which workspace(s) use the custom layout. However layouts can be overwritten by a layout used at the workflow status level. Therefore, some custom layouts will...
Emily Yankush about 3 years ago in Account settings 0 Future consideration