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28 results found

  1. 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

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    Viewed  ·  7 comments  ·  Access Profiles  ·  Admin →
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  2. 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

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    Viewed  ·  8 comments  ·  Access Profiles  ·  Admin →
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  3. Hide emails from limited access users

    I'd like the ability to specifically hide emails from certain access profiles.

    9 votes

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  4. 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

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  5. 4 votes

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  6. 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

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  7. 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

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    Viewed  ·  0 comments  ·  Access Profiles  ·  Admin →
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  8. 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

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  9. 3 votes

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  10. Deleting just photos - Access profiles option

    Ability to give team members the ability to delete just photos no other records or documents

    3 votes

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  11. 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

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  12. 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

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  13. 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

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  14. Admin Access

    Admin access should be controlled separately and not tied to giving someone "all access" to all jobs and contacts.

    2 votes

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  15. 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

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  16. 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 Profile

    2 votes

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  17. 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

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  18. 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

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    Viewed  ·  1 comment  ·  Access Profiles  ·  Admin →
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  19. 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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  20. Hide Jobs/Contacts User Isn't Assigned To

    I want to keep my sales reps from seeing jobs/contacts that they aren't assigned to. Currently they can still see the job/contact, just not view all the information. This creates some competitiveness between my employees that I would like to avoid.

    1 vote

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