371 results found
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Have a possibility to create groups within workspaces
Have a possibility to create groups within workspaces
3 votes -
Billing custom role/custom role permissions
Credit Card fields: values entered for the card number can only be unmasked by specific roles such as Admin…or a custom role like “Billing”. Currently, each person is at the very least is able to unmask that information if they are the author/owner of the document. We would like it so even the person who made the sale could not view that information as it is irrelevant to anyone outside of our billing department.
3 votes -
Custom Manager Role edit Member allowed to view
Currently, Manager permissions can access documents created by members in same workspace, plus other information. I'd like a custom Manager Role to only access specific custom member roles.
3 votes -
export the custom role permissions into excel file
a way to export the custom role permissions into excel file
3 votes -
3 votes
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SugarCRM two-way sync
SugarCRM two-way sync
3 votes -
The ability to assign folders in the documents tab to members of the workspace
This feature will allow for more organization within the documents tab. Users would be able to assign entire folders to members of their workspace to stay organized
3 votes -
3 votes
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3 votes
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[Partner] Restrict workspaces from adding more licenses than allotted
Ability to allocate licenses to specific workspaces and lock the number of licenses they're able to add.
3 votes -
SSO and SCIM using 2 different providers
We want to use SSO with Google and use our HR system to provision users using SCIM via Rippling (and leave SSO with Google).
I'm sure that multiple clients would use one platform (like Google or Microsoft) and a different platform like (Rippling or Okta) for SCIM.
2 votes -
View the usage credits used with Make.com documents
View the usage credits used with Make.com documents in Settings, to be able to know how many documents were created using Make
2 votes -
Ability to select the placement of the logo on the completed document notification.
The company logo is now on the top left of the page. Can that be configured to show in the middle and slightly larger? Would that be customization we have to do per template?
2 votes -
Set Home Tab Options for Entire Workspace
We were wondering if we could customize the Home page’s time period for the entire workspace
2 votes -
Remove inactive users automatically / auto-deprovisioning
The customer would like to remove users automatically based on the inactivity status so it is easy to keep the account user list clean. They have over 2700 users in the account and it is difficult to track inactive users and remove manually.
2 votes -
A Download to CSV button on our All User page and on the Teams page
Ability to download a report that contains users with their role and their seat listed.
2 votes -
Ability for a user to approve documents without needing access to "Can view any document."
Currently, even if a custom role has access to approve documents, they can only approve documents created by other users if "Can view any document" is selected. Looking for a way to have users have the ability to approve documents that they are selected to approve, but still not have access to all documents created by other users. They would only have access to documents created by other users if they were added as an approver to that document.
2 votes -
2 votes
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Username changes won't affect old documents
changing the user's username will not affect the username of old document
2 votes -
Multiple eSign disclosure agreements per workspace
The ability to add multiple eSign disclosure agreements per workspace would be helpful.
2 votes
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