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ProPricer BOE Pro Ideas
Status Planned
Created by Guest
Created on Oct 29, 2024

Proposal Level Permission Overrides

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.

  • Attach files
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...
over 1 year ago in  0 Planned