Service Agreement Permissions - Feedback Needed!

[darjoman]

Hello All! We are developing user-level permissions for various Service Agreement related actions/pages, and would appreciate your feedback. 

Below is a list of possible permissions we are exploring, any feedback on these or necessary additions/changes is well appreciated. As always, thank you for your participation in this process. Your feedback helps us shape the product for the better!

• Create Service Agreement Template
• Edit Service Agreement Template
• Create/Edit Service Agreement
• Edit Agreement Status
• View Financial Details
• Book Visit
• Edit Visit Status
• Create/Edit Document Template

[kurquhart]

I think permissions would be extremely useful as it would limit the chances of someone altering a service agreement or messing things up. 

I like the permissions around - 

1) who can create a service agreement

2) who can edit, archive, activate/deactivate a service agreement

3) Edit agreement status

4) edit visits status

5) create/edit document template

[sjaeger]

These are the big ones that I would like to see too.

[esmith]

Hey folks - bumping this post, we're looking for your feedback to make sure permissions are implemented in the most useful way positive

Please give this post a thumbs up (kudos) and the product team will follow up directly