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Account settings

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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 about 1 year ago in Account settings 0 Future consideration

Support notification on custom table updates

What is the challenge? Would like to send a notification to specific users when a new record has been added to a custom table. What is the impact? Today there is no alert when a custom table record is added or adjusted. Users need to look at repor...
Kristina Gass 6 months ago in Account settings 0 Future consideration

Ability to add PO functions to a Custom Role

We have recently implemented Custom Roles in our space that bumped the PO role to Contributor + Custom (eliminating the ability to add new product and granting paid seat access, etc - see attached) We would like the ability to change some of the t...
Marina Reyna about 5 years ago in Account settings 8 Future consideration

Allow bulk-edit of Scorecards

a similar set of features could easily have a common score profile and it would be nice to be able to bulk-score (bulk-edit) the score of a series of features to avoid having to enter the same stuff over and over.
Guest over 9 years ago in Account settings 11 Unlikely to implement

As an Admin, I would like the ability to easily see and filter which custom fields are being used by which products and product lines

As a very large account user, we have A LOT of custom fields and we are finding it very hard to manage. Our biggest pain point is that some of our Admins will update a custom field, that they believe is only being used by them in their product, an...
Deirdre Clarke over 7 years ago in Account settings 6 Unlikely to implement

Automation rule that adds a new row to a custom table

In my use case we have a custom table on releases to track changes to the release date. I would like to set up an automation rule so that "when the release is updated and the date field changes to anything" then "add a row to the custom table with...
Kelly Sebes almost 4 years ago in Account settings 1 Future consideration

Configurable Fiscal Year Dates

Who would benefit? Users/organizations that don't follow a standard/defaulted fiscal year What impact would it make? Allowing an organization to set exact perimeters for their fiscal year will allow for accurate reporting. Currently, if one of our...
Kelsey K about 1 year ago in Account settings 0 Future consideration

Provide the ability to choose where custom tables are displayed in the navigation

The navigation change implemented on 03/13/23 resulted in users having to access custom tables via the workspace settings. It would be great if we had the ability to move this back to the previous location of the Notebook tab (previously 'info').
Niall Gallagher almost 2 years ago in Account settings 1 Future consideration

User Report - Additional Filter - Last Activity

Being that we don't have a reliable user access management tool, our Admins clean up the users if no activity after 90 days. Unfortunately, there isn't a way to filter this, so I must click every user on the page in order to disable in bulk. Click...
Victoria Morrella almost 4 years ago in Account settings 1 Future consideration

Product Line Template

What is the challenge? Have to manually sync Product Line settings individually and set up automation individually for Product Lines. What is the impact? Repetitive work, risk of desynchronization between Product Lines Describe your idea Similar t...
Guest 2 months ago in Account settings 0 Future consideration