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Create User Security to allow grant managers to access funding sources/grants
Currently account and project security is allowed for user security. However, it is essential that grant managers have the ability to track the funding allocations in order to ensure the organization is following grant requirements. Grants and fun...0 No Status
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Detailed History of Changes in Record Files
We should be able to see more detail about any adjustments or status changes that were made by users in record files - the ability to see who created it and who last changed it is helpful, but does not show the whole picture for audit purposes. Cu...0 No Status
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Create a Security Planning Document
It would be nice to have a document/spreadsheet guide to use to develop a plan for security groups either for new accounts or for refreshing security setups after migration to NXT.0 No Status
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Customize the Omnibar (Task bar)
I don't use all the modules that are across the top omnibar. How can I change add/remove items.0 No Status
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Default Record Permissions to Prevent Access to All Records
Change the default (or allow choosing a default) for all records/project security. Currently this is manually mapped for users via query, it would be ideal to default to no access until it is provided rather than defaulting account and project sec...0 No Status
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Organization admins should not have automatic permission to change users access.
With the most recent updates organization admins have the ability to change the roles of any user. We do not want this. We liked the flexibility to assign and organization admin and then give them permissions within Financial Edge. Decision makers...0 No Status
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Make project security using queries more dynamic
Project record level security is somewhat different than the account record level security. When a query is updated/changed that is being used on a user record for project security the results of the changed/updated query are not picked up by the ...0 No Status
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A new security role setting not allowing users to post their own journal entry batches
We had to disable the ability to post journal entry batches for non-supervisors due to the fact that there isn't a current security role setting that disables the ability to post your own journal entries. We did not want the same user to be able t...0 No Status
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Approval levels for journal entries
We would like to be able to assign approval of journal entries to various staff members either by types of journal entries or $ thresholds. This will help alleviate bottlenecks in the workflow by assigning responsibility with thresholds or by type...2 Needs review
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Limit Grant Visibility Similar to Project Code Visibility
Currently our organization is ONLY using Project codes to track Grant. This is not utilizing FENXT to it's fullest potential. One issue our Admin has is that anyone who has access to view grants can view grant from ANY location or ANY Grant. I wou...1 Needs review