Submit Your Suggestions For Field View

Ability to set permissions against task types

Example: The Client role - you can only see tasks which are ‘assigned to the client or raised by the client’. Challenge: This doesn't work for scenarios with multiple clients from different organisations.

Workaround: Add all clients in the same organisation (not very professional.) Proposed soluton: It would be nice to set up a role where all clients can see all ‘Client Snags’ regardless of who raised them or who they are issued to.

  • Alysia Evans
  • Aug 28 2025
  • Future consideration
Company Trimble
I need it... 12 months
  • Attach files

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