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Status In Review
Feedback Type Other United States
Created by Logan Johnson
Created on Jun 5, 2025

Easy to share client access

Options should be added to provide client access directly via a link, guide, or something that we as a team can tangibly send an email. Give more control to the project teams when helping clients get access.

Workspace Territory United States
Technology Other
1 MERGED

Improve Onboarding & In-Product Guidance for New Users

Merged
Add role-based onboarding cues (e.g., tooltips, overlays, or a “What’s This?” info icon) to help users understand key components of the new PDM activation flow. As more teams transition into using these views, some users—especially those outside p...
Justin Wiggins about 1 year ago in  0 In Review