Settings
29 results found
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Create More Restrictive Access Profile
We would like our crew chiefs to have access to job records for a day, they would be assigned to the record. They would only have access to take pictures directly into the job record. At the end of the day, they would be unassigned. If there are issues with the install, we would like them to send the crew chiefs a work order with photos impeded of the problem
62 votes -
Permissions for Adding/Editing Products & Services
Over time our number of estimate items grows, because various people add new items to estimates. I would like to control who has access to creating new items for estimates.
51 votes -
Hide emails from limited access users
I'd like the ability to specifically hide emails from certain access profiles.
9 votes -
View only access profile option
Add an option to create a view only access profile. Users that are assigned to this profile would be able to view the contacts/jobs assigned to them (limited access) but they wouldn't be able to edit the contact, change the status, add notes, documents, or photos. Simply just view the information on the record.
7 votes -
4 votes
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Edit Contact/Job Option under Access Profiles
It would be great if we had the option to block the edit option from users under "Access Profiles". I want some specific users to have access to a specific contact/job, but I do not want them to be able to edit the contact/job.
4 votes -
Disable note editing option
Disable the ability to edit notes after they're created. We would rather have too much information on our jobs than have information go missing.
3 votes -
Database search for existing record.
With Access Profiles, give the ability to have a setting where limited access profile users can search data base and see minimal information to verify if a lead that they have contacted has been entered already int he system by another rep to avoid duplication of efforts.
3 votes -
3 votes
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Deleting just photos - Access profiles option
Ability to give team members the ability to delete just photos no other records or documents
3 votes -
Access Profile Delete Option
Access Profile Delete Option, when enabled cannot delete anything this has created issues in his acct, looking to have a better permission granularity.
3 votes -
Email on the Job
On Jobs V2, if a team member has limited access and is only assigned to a Job, they can't send an email through the Job. I would like to be able to send the emails via the Job without also having to be assigned on the Contact.
2 votes -
Limit access to all documents and photos
Ability to restrict access to all documents and photos. Currently, when you restrict access it only hides documents uploaded by JobNimbus. I don't want these team members to see any of the documents or photos when I pick no access.
2 votes -
Limit who can create boards
Limit the ability to create boards even if it is marked "just me". We do not want team members to create boards for themselves. We want them to stick to a process.
2 votes -
Admin Access
Admin access should be controlled separately and not tied to giving someone "all access" to all jobs and contacts.
2 votes -
More options in access profiles.
More options in access profiles. I'd like to enable users to view all contacts and jobs, but only be able to edit those assigned to them.
2 votes -
Hide from List function on Lead Source
Apply the Hide from List function to the Lead Sources.
Reasoning behind it - Marketing would like to track lead source effectiveness so they don't want anyone who is manually entering data to select their specific Lead Sources.
Hidden from List would still need to be available to use through Zapier.
OR - Ability to Restrict Lead Sources by Access Profile2 votes -
Access profile option to make email threads hidden
A way to adjust access profiles, so they can't see the email threads in a job/contact.
2 votes -
Have the option to turn off the view for uploaded documents
In Access Profile, I would like an option, to turn off the access to view uploaded documents. I created a JobNimbus account for my subcontractor and don't want to give him access to this type of info.
2 votes -
Admin needs to be able set notifications globally for all users
Admin should be able to set all user notifications globally.
2 votes
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