I have 3 people who work for an outside vendor that need to see some reports of tasks they work on. One of them has a Worker license, the rest are Requestors. I have added them all to a unique Group, Company and Team so that I can isolate what they see and limit them to only seeing the projects they...

I wish I thought of that before! I have gone in so many times and manually adjusted people, but new ones are constantly added with the wrong defaults. Maybe if I call them every month and ask them to keep doing it for all new contacts they will put it on the plan to program default settings!

We are using the box and just writing out the edits. It’s certainly not ideal. there have been many problems lately with proof, something is going on.

1 - I'm seeing all these weird duplicates in Proof that have to be cleaned up. There is some notice about duplicate problem being fixed last week, but no other information.2 - People aren't getting their notifications when they are tagged, sometimes yes, sometimes no, inconsistent.3 - The T tool sto...

Almost 2 years ago I posed this question and I am still struggling with the randomness of new Proof reviewers getting notifications. I have hundreds of users and have to change them one at a time. Why is this not a default setting? Anybody else have this issue?

That was it, they fixed it. Thanks!

Perfection! Thanks!

I have a user who was a Worker license. She changed jobs and is now working for a supplier to review proofs with a different email address. She has been deactivated in all places but her former email address keeps showing up as a choice in Proof and people keep accidentally choosing the wrong one. H...

The default grouping for Reports is "Folder & Type" I would like a grouping that is just "Type" meaning "Object Type" but there is no option to select Object Type as a grouping, and Report Type groups them into Aggregate, Matrix and List. So how do I group by Object Type, without the folders?

I see some discussion on this topic but none are working for me. Basically what I want to do is pull a list of projects assigned to someone within a specific Team or Group are on. What I'm thinking is that it pulls from the People tab of a project - not the task list. That way I could filter for a G...