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Classification/Groups/Users

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Allow Duplicate Groups

With the new change to not allow for duplicate groups, this is creating more work for our admin team and creating less timeliness for getting users approved in the correct groups. can we re-allow or have an option for duplicate groups being allowed?
Dan Grassel 23 days ago in Classification/Groups/Users 0 Planned

Add "Attach File" area to Additional Group Files like Managed Groups

I noticed that for Additional Group Files the same options to attach a file there for users to download does not exist here as it does for Manage Documents. Both areas of the site essentially accomplish the same thing with presenting a file to the...
Dan Grassel about 1 month ago in Classification/Groups/Users / General Admin Settings 0 Being Reviewed

Ability to Edit Automated Emial

We need the ability to create our own text for the automated email that gets sent to a member that registers for an account. Currently, the email says the password is the same as their active directory log in, and that simply isn't true. The outsi...
Guest about 2 months ago in Classification/Groups/Users 1 Already exists

Credits Column - Manage Group List

When viewing the groups in the Manage Groups page, could we please get a column option to display their "Credit" balance. That way I could sort by groups that only have a credit issued.
Adam Rosencrantz 2 months ago in Classification/Groups/Users 0 Being Reviewed

Insurance Expiration Date in Approval Email

The email that allows for insurance approval is great and we use it! What would make this even better, to include the date the client put for expiration when they uploaded the file. Normally my assistant approves insurance but I walked through it ...
Adam Rosencrantz 2 months ago in Classification/Groups/Users 0 Being Reviewed

Confirmation Email for Pending Insurance

End users are reporting not knowing whether or not their file upload when submitting updated insurance actually saved, so it would be nice if the end user received an email alongside the email that is sent to the admin when needing to re-approve t...
Dan Grassel 3 months ago in Classification/Groups/Users 0 Being Reviewed

Notification Bubbles accuracy

The bubbles that show new to Manage Groups and Bulk Invoicing never really show accurate values. It will say 1 next to Manage Group but there will actually be 4 groups in a pending status needing approval The same with Bulk invoicing. For me it wo...
Dan Grassel 3 months ago in Classification/Groups/Users / Contracts/Invoicing / Notifications 1 Already exists

Allow certain permissions to add a Note

As of right now, any user with view permissions on a request would be able to add notes onto the request, which includes Additional Notify. Is there a way to make it so that Additional Notify cannot add a note?
Deirdre Scarola 4 months ago in Classification/Groups/Users 0 Being Reviewed

Allow users to request membership of groups

It would be great if users with specific classifications (ie., our internal users) could see all groups within that specific classification with the ability to "request to join" a group. Ie., a new music teacher would sign in and when they go to p...
Eric Davidson 5 months ago in Classification/Groups/Users 0 Being Reviewed

Please make a toggle to prevent the auto creation of groups when internal users sign in.

We want all users to request under a pre-approved department/org so we know how to bill them. Right now, when internal users sign in, a group with their name is automatically created. We do not want that to happen. Please allow us to turn this set...
Eric Davidson 5 months ago in Classification/Groups/Users 0 Being Reviewed