4 results found
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Add a count for users added in to the list of users in UMS
Currently there is no count for the number of users added in the list of users.
It would be helpful to add a number in front of each added user.16 votes -
Enhanced Dashboard Role Customization
Currently, dashboard access is limited to "Viewer" or "Owner", which may not align with the varying needs of different users. To provide more focused access control, we propose introducing additional dashboard roles, such as:
Reporting Admin: Grants access to view and generate advanced reports without full administrative privileges.
Template Admin: Allows users to upload and manage templates without broader dashboard permissions such as user management.1 vote -
Add Tools to the Document Viewer Pane
Within the Document Viewer Pane, it would be nice to have a few additional tools rather than just the comment feature. 1) Standard set of tickmarks and letter connectors. 2) A calculator tape so if they are adjustments made after the original PDF Document was received, one could add those calculations to the existing file. Similar to the Adobe PDF Flyer calculator. (For example, you have a bank rec and then a client makes a reconciling adjustment after the factor and submits the journal entry to you. It would be nice if I could within the existing bank rec PDF…
1 vote -
Education Data in Dashboard
It would be valuable to include learning data within the dashboard.
Problem: Today it is not easy to understand which users have completed academy courses or attended training webinars. This is because this information is not available or I have to log in to other systems like the academy.
Solution: Providing academy analytics along with webinar attendance on the dashboard would allow admins the ability to ensure users have completed the recommended education content.
1 vote
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