It would be nice to be able to add a user to a group when creating their account. In the current set up it is two step process so many users end up not getting assigned to groups. If this was coupled it would make the user and group management more effective.
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Yes please -- group management needs a lot of improvement, including this idea.
Yes, please! Our use case is that anyone who signs in with SSO should be able to see certain workspaces, workapps, and other materials immediately.
Yes please! Then can also assign these groups in the Contact List columns for easier up keep than having to go through each column when someone joins!
Summary of Issue All team members work a standard 7.5‑hour day, but only a portion of that day is allocated for project work (e.g., 25%, 50%, etc.). In Resource Management, however, the system currently interprets allocations as a percentage of the full 7.5 hours, instead of the project‑eligible portion of a person’s day.…
Dashboard widgets are currently mostly static. I can display counts and charts, but I cannot click into a specific part of a widget to drill into the underlying records. It would be a big usability improvement if widgets supported interactive drill-down. For example: Click a bar segment (or stacked segment) to open the…
IDEA: for Workflow automations, add a detailed "modification history" Currently, the Workflow Automation only lists the Created By, Created Date, Last Modified By, Last Modified Date, and Last Ran on. This is missing critical information. It doesn't show any changes to: Automation name Trigger conditions Actions Recipients…