Automate Proposal View by Assignment Merged

Feature Request: Automatic Proposal Access Based on Assignment

Summary:
Automatically grant proposal access to users when they are assigned to the proposal in Workflow, RAM, Owners, or as assigned admins. This removes the need to manually maintain the Access tab and ensures that anyone responsible for a proposal can immediately view and work on it.

Problem Statement:
Currently, users who are assigned to a proposal in the properties (e.g., via Workflow, RAM, Owners, or assigned admin fields) do not automatically receive access to that proposal. To ensure visibility, administrators must manually add the same people again in the Access tab. This leads to duplicate data entry (often entering the same names multiple times), increases the chance of errors or omissions, and creates confusion for users who are assigned to a proposal but cannot see it in their views.

Proposed Solution:
Automatically synchronize proposal access with assignment fields in the proposal properties.

• When a user is added to Workflow, RAM, Owners, or assigned admin fields on a proposal, grant them appropriate access to the proposal without requiring a separate step in the Access tab.

• When a user is removed from those assignment fields, optionally remove or downgrade their access according to configurable rules.

• Provide an admin-level configuration to define which assignment fields drive access and what access level each assignment type should receive (e.g., viewer vs. editor).

• Clearly display to users and admins that access is being controlled by assignments, reducing the need to manage the Access tab manually for routine scenarios.

Benefits:

• Eliminates redundant manual data entry across Workflow, RAM, Owners, and the Access tab.

• Ensures that anyone assigned to a proposal can immediately see and work on it, improving productivity.

• Reduces the risk of users being assigned responsibility for a proposal they cannot access.

• Simplifies access management, leading to fewer support issues and less administrative overhead.