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Security for Estimating Catalog and Estimates

Hoping we could see a higher level of security when logging into ProContractor so that Admins can choose who has access to which company. We have multiple companies under our ProContractor but would like to limit who sees which Company --> Catalog --> Estimates.

For example: User 'A' logs into ProContractor and can view Company 'A' Financials/Catalog/Estimates within. User 'B' logs into ProContractor and can view Company 'B' Financials/Catalog/Estimates. User 'A' however cannot view anything that User 'B' is working on as the security setting do not allow this.

There could also be an added setting under: Administration > Security > User Group > Function Permissions that allow users to view all companies or choose from a list of companies so those with higher security clearance can access multiple companies at once under their account login.

This would be very helpful as we have multiple main companies that we work within, but would also like the option to add sub-companies that would be estimating under our main company; just with access to only their Company/Catalog/Estimates.

  • Steven Kirby
  • Jul 15 2019
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Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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