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5 Not supported for the current status
Status Shipped
Workspace BOE Pro
Created by Guest
Created on Oct 29, 2024
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit PPBOE-I-442 Enhanced RAM Workflow Permissions and PBS Controls.

Proposal Level Permission Overrides Merged

Feature Request: Proposal-Level Permission Overrides (Parity with CE)

Summary:
Add proposal-level permission overrides in BOE Pro, mirroring Contractor Edition (CE), so admins can fine-tune who can view or edit specific proposals.

Problem Statement:
Current permissions are too broad and managed mainly at workspace/role level. Teams cannot easily tighten access to sensitive proposals or grant proposal-specific exceptions without over-permissioning or creating complex role structures.

Proposed Solution:
Introduce a proposal-level “Permission Overrides” section that:

  • Inherits global/workspace permissions by default, with the option to override per proposal.

  • Supports view/edit/manage permissions by user and/or role for that specific proposal.

  • Applies clear precedence rules where proposal-level settings override global defaults.

  • Provides an effective-permissions summary and an audit trail of changes.

Benefits:

  • Improves security and compliance for sensitive proposals.

  • Reduces admin overhead by enabling targeted exceptions instead of new roles or workspaces.

  • Aligns BOE Pro behavior with CE, simplifying user training and expectations.

5 MERGED

The ability to assign role by proposal

Merged
The same user will have different roles on different proposals. (IE Author, Review, Approvers). Each role will have a different level of access to the proposal. Add the ability to assign a role or the user per proposal allowing the same user to ha...
about 2 years ago in BOE Pro 0 Shipped