4 results found

1. Role based left menu visibility on Organization portal

   Left menu which are displayed on the Company (organization) portal, should be visible based on the roles. We cannot restrict the visibility of the tab based on the role.

   From the UTA when we enable the setting "Enable Applications list view on Organization Profile - Display List of Applications associated with the Organization under their profile.

   eg. Applications UTA setting
   Internal users should see the Applications listed on the Organizations, but the external School user should not see this tab when they view the organization.
   With the permissions set on the listview we can hide the list from school users but still the blank tab is displayed.

   Left menu which are displayed on the Company (organization) portal, should be visible based on the roles. We cannot restrict the visibility of the tab based on the role.

   From the UTA when we enable the setting "Enable Applications list view on Organization Profile - Display List of Applications associated with the Organization under their profile.

   eg. Applications UTA setting
   Internal users should see the Applications listed on the Organizations, but the external School user should not see this tab when they view the organization.
   With the permissions set on the listview we can hide the list from school users… more

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   3 votes

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   0 comments  ·  User Interface / User Experience  ·  Delete…  ·  Admin →
   Product Education  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   The solution appears to be achieved through security matrix configuration. Contract Support if you need assistance.

2. Delegation

   When a colleague delegates their activities to another colleague (e.g. due to sickness, holidays, etc.), the BA has no option to see if a delegation has been set up and to whom responsibilities have been delegated. To ensure that BA can follow up with the colleague to whom authority was delegated and thus to ensure a fast time to approval, it would be great if BA (and I guess everyone with emulation power) could also see the delegation field when they emulate a colleagues account.

   Refer to the screenshots
   Additionally,
   We have a list of colleagues for whom it would be helpful to know whether they set up a delegation and, if so, to whom they delegate, it would be great to know this for the following colleagues:

   Stuart Hill

   Martijn de Bree

   Andreas Johne

   Andreas Schroeder

   Andrija Javor

   Barbara de Blas

   Filippo Venturini

   Helena Chang

   Jason Hoffman

   Marie-Noelle Soelbes

   Pauline Witzler

   If it is easily possible to enable a function that BAs can also see that, that would be very helpful.

   When a colleague delegates their activities to another colleague (e.g. due to sickness, holidays, etc.), the BA has no option to see if a delegation has been set up and to whom responsibilities have been delegated. To ensure that BA can follow up with the colleague to whom authority was delegated and thus to ensure a fast time to approval, it would be great if BA (and I guess everyone with emulation power) could also see the delegation field when they emulate a colleagues account.

   Refer to the screenshots
   Additionally,
   We have a list of colleagues for whom it would… more

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   2 votes

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   0 comments  ·  User Interface / User Experience  ·  Delete…  ·  Admin →
   Product Education  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   You can add a message under the delegation feature. From a security perspective, we limit the delegation so the user can't change another user's delegation settings.

3. Adding dynamic visuals

   We would like to incorporate dynamic visuals. Our system generates Portfolio Visuals. Ideally, these visuals should be filterable — rather than showing data for the entire organisation by default. Users should be able to view the visuals by specific centres/ teams. This would provide more granularity and support better decision-making across the organisation.

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   0 comments  ·  User Interface / User Experience  ·  Delete…  ·  Admin →
   Product Education  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   The October release includes a dynamic filtering option, does this meet your needs? https://wiki.smartsimple.com/wiki/Upgrades#New_Dynamic_Chart_Filtering_in_Dashboards

4. Auto-save

   Currently, users have to click the Save Draft button to save their work. Some of our users are so used to AutoSave on Word, Google Sheets, etc. that they forget to hit save and then lose their work.

   Also, we live in an area with poor connectivity and sometimes the internet goes down without warning so having the ability to automatically save would help reduce frustration.

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   0 comments  ·  User Interface / User Experience  ·  Delete…  ·  Admin →
   Product Education  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   Auto-save is available today to avoid requiring the user to select save every time

   Global Settings > System Tab

   Automatically Save Field Values when Editing Records