Customize intake role (proposing a document change)

Revathi B

The client is proposing a document change for the intake roles. The proposal in which they added a new row with "decision making"(missing in the original file) and adapted the rest of the roles to the rest of the document ( they have deleted the "all" word from the role description).

They client would also add an extra row about creating/editing/viewing surveys. For instance, the Project Requester can't create surveys.

I have attached the the screenshot and the document given by the client.

Reference ticket : 57367

Responsive Default User Roles.pdf

IntakeResponsiveRoles.png

The client also has change request in terms of project primary contact. I have attached the screenshot provided by the client.

Khalees V

@revathi I assume this request is to add additional permissions in organization settings. Please confirm. If yes, we will consider it for future release. Why Future: It's one-off request and as of now it's applicable only for one Customer. Considering the applicability, we are not considering this enhancement request in the immediate roadmap.