We would like to be able to give permissions at the field level for job details, not the whole page/tab. For instance, we would like to allow permissions to some for workflow status, job status or job class but do not want to give permissions to job name or job code. We have a hard time keeping naming conventions standard, so would like tighter controls on this field in particular. The permissions appear to have specific permissions for some of the items on that page, but they do not do anything when applied.
5 comments
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Phill Breitbach This would be awesome. As we are just starting with PE, this is something that we are running into right in the get-go.
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Michelle Harris This will be included as part of the roadmap alongside the field level permission request.
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Rob Wallace This is a must have for the future. Like Holly, we are having issues with users changing job names and codes but if you restrict them from doing this you no longer have the ability for them to move a job through workflow properly. We also run into this on the Job Management panel as we would like some of the users to be able to change job complexity but not be able to change the job partner. If PE cannot make rights more granular, is there the possibility of changing what fields appear on what panels? I would think there are some common fields that firms want changed and ones that they do not.
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Michael Tomkins We have been asking for this for years too.
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Lisa Dunnigan Yes, yes, yes!!