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ProPricer BOE Pro Ideas
Status Future consideration
Created by Guest
Created on Jan 27, 2026

Automatically add users to the workflow step and the access to the proposal when assigned on the RAM

Feature Request: Automatic RAM-Based Proposal Access Assignment

Summary:
Automatically grant users access to a proposal and add them to the appropriate workflow step when they are assigned in the Responsibility Assignment Matrix (RAM), eliminating the need for manual access management.

Problem Statement:
When users are imported or assigned to roles in the RAM, they do not automatically receive proposal access or get added to the relevant workflow step. Proposal owners must manually grant access and update workflow assignments, creating extra clicks, slowing down onboarding, and increasing the risk of missed assignments or inconsistent access.

Proposed Solution:
When a user is added to the RAM for a specific proposal:

  • Automatically grant that user access to the corresponding proposal.

  • Automatically add the user to the appropriate workflow step in the proposal properties based on their RAM assignment.

  • Ensure that updates to RAM assignments (e.g., adding/removing users, changing roles) stay in sync with proposal access and workflow step membership, following defined business rules.

  • Provide an administrative control or configuration to enable/disable this automation and, if needed, map RAM roles to specific workflow steps.

Benefits:

  • Reduces manual effort and clicks required to grant proposal access and maintain workflow assignments.

  • Lowers the risk of missing critical participants in proposal workflows.

  • Improves consistency between RAM role assignments and actual system permissions.

  • Speeds up onboarding for new proposal team members and improves overall user experience.

  • Attach files
2 MERGED

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...
Mikala Stephenson 5 months ago in  0 Future consideration