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Account settings

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Add an option to make the "New User instructions" the same as the "Access request instructions"

What is the challenge? In order to cover all the use cases of a user getting a workspace access error, you have to know about two different settings: Account->"Security and Single sign-on"->"New user instructions", and "Account->Profile-&...
Jor Bratko about 1 month ago in Account settings 0 Future consideration

Add Workspace to Recycle Bin List

What is the challenge? Add Workspace to Recycle Bin list What is the impact? Understanding from which Workspace the records were deleted. Describe your idea I would like to be able to see the Workspace a record sat on when it was deleted. We have ...
Leanne Miller 4 months ago in Account settings 0 Future consideration

Ability to add custom fields to the User table

For instance to indicate which budget holder / budget code a user is linked to.
Guest over 8 years ago in Account settings 8 Future consideration

Allow immediate delete for brand new workspaces

Currently workspaces can only be archived. They cannot be instantly deleted. This is a great safeguard to prevent real workspaces from actually being deleted. However it causes problems when you accidentally create a workspace as a line, or vice v...
Austin Merritt about 1 year ago in Account settings 0 Future consideration

Track changes to the watcher list

What is the challenge? The “Watchers” field changes are not captured on the history logs and therefore we are unable to explain why people are added as a watcher to a ticket. What is the impact? Be mindful of the potential security implications of...
Guest about 1 month ago in Account settings 0 Future consideration

Workspace Template embedding Integration Template

What is the challenge? Workspace owners can create custom integrations, instead of using a defined integration template What is the impact? Integrations do not follow the defined standard, leading to data inconsistencies Describe your idea New opt...
Mike Jacobson 3 months ago in Account settings 0 Likely to implement

Apply workspace templates to lines

Often settings like layouts, terminology, and navigation for parent lines may be purposefully different than workspaces. It would be helpful to drive standards for lines by allowing templates to be applied at those hierarchy levels. A few examples...
Jeanette Resnikoff about 3 years ago in Account settings 2 Future consideration

Override Workspace Template Automations

What is the challenge? We have standard automations needed across a majority of the account with a few exceptions. We would like to disable those that we do not want to be used in certain workspaces. What is the impact? 99% of the time we want wor...
Michael Bruner 6 months ago in Account settings 0 Future consideration

Support integration actions within workspace template automations

What is the challenge? Currently, integration actions from automation rules can only be created for workspace-level automations. These automations can only be copied but cannot be applied to a workspace template. Currently, workspace templates are...
Terence Osmeña 8 months 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 about 1 year ago in Account settings 1 Future consideration