TeamDesk Knowledge Base & Support

Home

FAQ

Forum

Idea Exchange

Ask a Question

My Stuff

Help

Additional User Setup Permissions

I would like to grant certain users setup access to create their own views / reports, as well as, be able to configure view subscriptions without giving full access to setup permissions. I would also like to allow certain users to be able to import records into Teamdesk, the main issue is that with the setup permission on a user level, "Manage Data", would allow for individual to delete information which risky for us.

Would Teamdesk be able to look adding a few more setup permission options to choose from that will limit and add some additional functionality? Currently one individual has to create, amend views and reports.

ID
1333

Category
Setup

Author

Dale Oliver

Date Created
1/20/2020 2:26:14 AM

Date Updated
4/18/2025 10:51:15 PM

Status
New Idea

Score
200

Promoted By

Joseph Kurian	Luison Lassala	Lp
Ashif Asharaph	L. C. Parker	Damian
Lionel Wilson	Shaun Lamminga	Rhyno du Plessis
gert pienaar	MYCS Support	Michael Clay
Rebecca Sell	Jorge Solá	Jeff Zortman
Patricio Bustos	Philipp Matuschka (MMB)	basenine
Nick Ashcroft	Dale Oliver

Comments

	Rebecca Sell 2/2/2020 2:34:11 AM I’m sure I asked for this about 3 years ago ?!
	Michael Clay 3/30/2020 1:22:48 PM Not only views/reports but also email notifications/reminders and documents. A person with access to data and users should be able to create their own email reminders and documents as those can vary with time and taste. I would like the users to be a little more independent as long as they can't change the database structure. It is silly that the database creator/developer, usually just one person, is the only one that can create those kind of things. If someone hires another to create their database they should not have to pay them to create views, email notifications, and documents.
	Rhyno du Plessis 1/20/2025 8:57:30 AM We would also love to have this functionality. In general, it would be great if we could have a setup read-only role by allowing access to the setup but turning off modification rights for columns/views/etc.
	Luison Lassala 3/4/2025 5:46:24 AM This idea request is a must - it is very costly for us developers having to attend to every single little request from end-users for modifications on Views (modify the filter or sorting option, add new columns to the view, colorize the rows, etc). After proper training, end-users (or some super-users) should have permission to make changes to some configurations of the database but not to others. Other platforms (e.g. Salesforce) allow for more 'granular' permissions in Setup. TeamDesk only allows 4 options: Full Setup, Data Only, Users Only, Data & Users. There should be at least three more options: Configure Views, Configure Documents, Configure Email Workflow Actions.
	Nick Ashcroft 3/4/2025 8:25:14 AM going one step further, it would be nice if the user could create/manage their 'own' views that were visible only to them, rather than be able to manage all (global) database views
	basenine 4/18/2025 10:51:15 PM **End User Access for 3rd-Party Accounts only rather than full access

Feedback

Back to Search Results