Submit Your Suggestions for Viewpoint for Projects

An easier way to revoke people

It would be very helpful to have an easier way of revoking users, as currently if they have been attached to a Workflow or a Matrix transmittal you have to manually go into each project & find the WF or Transmittal & manually change this yourself which is very time consuming. There is no link to take you straight to this item they are attached to.  An expiry date to lock out/remove users if they haven't accessed the system for a specified amount of time, or an option to add a group to the Matrix owner rather than an individual to overcome this issue, would be good. It is a very unmanageable task if your company has a vast amount of users.

  • Guest
  • Jun 15 2017
Company Midas
Job Title / Role Document Controller
I need it... 1 month
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  • Guest commented
    June 26, 2017 14:00

    Sorry Sam just seen this - a link to the affected item would be great, but an expiry date to lock out/remove users if they haven't accessed the system for a specified amount of time, or an option to add a group to the Matrix owner rather than an individual to overcome this issue, would be good. Of course an automatic function to reassign it would be the best outcome - Thanks Nicci 

  • Admin
    Sam Schwartz commented
    June 16, 2017 15:46

    Hi Nicci,

    Currently the software should not prevent you from revoking users if they're on a workflow panel or matrix transmittal, but it does notify you after you click "yes" on the confirmation prompt that any workflows or transmittals they own/vote on may be affected. It gives you the full path location, but not a link to the direct item.

    Just wanting to clarify your request - would the ideal solution mean the software gives you a direct link to each item that needs to be altered? Or should it do something automatically to reassign the workflow/transmittal to someone else? Or would the ability to assign a group as a transmittal owner solve the whole problem?

    Kind regards,

    Sam

  • +1

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