Skip to Main Content
Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

Status Future consideration
Created by Guest
Created on Jan 12, 2021

Assign different roles to a user per folder

Currently we can only restrict users from creating or editing records in different folders by making the folder read /write or read-only based on the user's group access. It would be helpful if we could define specifically what functionality each user can use per folder. For example, a user may be a project manager for one folder and therefore needs full access to update and create records in that folder. However, they may be a reviewer in another folder and will need to carry out certain tasks like associating or approving a record. They still have full access to all functionality within this folder when they only require a few role rights.

Original Active Risk ID: ARM-I-100

Solution Platform Active Risk
  • Attach files
  • +6