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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 28 days 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 13 days ago in Classification/Groups/Users 0 Being Reviewed

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 13 days ago in Classification/Groups/Users 0 Being Reviewed

View all Group Managers + emails for a group

I can see in the Manage Groups area where I can see the Primary group manager information and email but not a way to view the other Group Managers and their email as well. Adding the other Group Managers emails as well would help us have all the c...
Dan Grassel 5 months ago in Classification/Groups/Users / Reports 0 Being Reviewed

Ability to show/hide spaces on Group level

Right now we can show space availability based on the classification level. It would be great to be able to limit this on the Group level as well.
Dan Grassel 4 months ago in Classification/Groups/Users / Locations 0 Being Reviewed

Hide Classification from selection

Would like the ability to create a classification that is hidden to only Admin but users can be added to. This would allow us to put admin in a classification without the rest of the people/ groups.
Craig Shearer 9 months ago in Classification/Groups/Users 0 Being Reviewed

Vendor Tab

It would be helpful if there could be a tab created under the users tab for vendors specifically, we do not wish for them to have access to the system, but instead, a place for us to keep vendor information such as COI's, contact information or He...
Guest 7 months ago in Classification/Groups/Users 2 Being Reviewed

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 3 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 3 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 3 months ago in Classification/Groups/Users 0 Being Reviewed