Account settings

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Business model canvas for customer data

Who would benefit? Product manager and Customer success manager What impact would it make? a page with clear data on each customer How should it work? Customer data in a templatized format will give a handy info to product manager and everyone in ...

Guest about 1 year ago in Account settings 1 Future consideration

1 VOTE

Export users from Workspace Settings

Who would benefit? Workspace Owners What impact would it make? This would allow workspace Owners to more effectively request workspace-wide role changes for their users. How should it work? From the Workspace Settings > User screen, there shoul...

David I. about 1 year ago in Account settings 0 Future consideration

1 VOTE

Ability to set whether a custom number field is allowed to be used by the prioritisation board

Who would benefit? All users What impact would it make? Avoid the potential for data loss How should it work? At the moment, any custom number field that is available on a record's layout is presented as an option to be used to capture the priorit...

Steve Dagless over 1 year ago in Account settings 1 Future consideration

3 VOTE

Add a filter for 'Access from' in Menu: Info > Workspace Users

The issue is that we have hundreds of users 'inheriting' access to product workspaces and it would be nice to filter down to see who has access to the product only. We need to be able to filter for 'Access from' in Menu: Info > Workspace Users

Mike Jacobson almost 4 years ago in Account settings 0 Future consideration

2 VOTE

Enable preview when changing custom layouts

When changing custom layouts and fields, it would be very useful to be able to see a preview of what the change will look like before saving and impacting multiple workspaces. Right now to work around this use our playground area when changing exi...

Nerissa Muijs over 2 years ago in Account settings 0 Future consideration

3 VOTE

Multiple Date Formats

Hi Team, right now we set locales in personal settings however it would be good to set locale at global level in Account settings and it would be even nice to have an option to set particular date format. We are looking forward to have this partic...

Guest almost 4 years ago in Account settings 0 Future consideration

1 VOTE

Enhanced User Management Functionality

Who would benefit? Aha Admins What impact would it make? Higher confidence in changes to user access and less time to make those changes. How should it work? In User Management, allow me to select all users in a population and deselect certain ind...

Guest over 1 year ago in Account settings 0 Future consideration

3 VOTE

Enable Import feature for Categories, and choice list for custom fields

We have to enter category list manually for workspaces, same is true for custom fields that require predefined list. we would love to see import feature for those lists to remove manual work.

Mariam Kikaleishvili almost 4 years ago in Account settings 1 Future consideration

3 VOTE

Workspace Users View - Add Column for Paid Seat Group

As we have more workspaces under our account, I'm allowing Product Owners to add in users. They seem to forget to place their user under a Paid seat group, which places them in a "None" group. Are you able to add a "Paid Seat Group" under the view...

Victoria Morrella almost 4 years ago in Account settings 0 Future consideration

1 VOTE

Roles and licence

Who would benefit? AHA! and BU What impact would it make? No user could get an elevated role without a licence How should it work? When Admin assign roles that require a licence, they need to select a licence pool. When the admin changes a user ro...

Guest over 1 year ago in Account settings 0 Future consideration

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