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Setting to control if users can edit Lesson Plans / Milestones / Manage Progress

Customer would like a school setting or permissions where they can control what can and cannot be edited within- Lesson Plans- Milestones- Manage Progress

Parents to have control of parent/guardian access.

Parents would like to have control of parent/guardian access. If a grandparent is added as a parent/guardian, they'd like parents to be able to control that they only see photos, for example, and not billing or other info. BAM 80499774 & 87784717
Pam Littleton 7 months ago in Online Ideas Workspace / OL - Permissions 0 In Review

Wording of a User groups and permission field should be changed to view only

Change requested by a large enterprise client. In desktops user groups and permissions, Under family data and accounting.20:Family Accounting functions >10: Modify Contract billing amount Should be changed to read view only. This change would e...
John Michaels 8 months ago in Data Platform / Platform Improvements 0

Allow Customers to approve Admin Approval Items

Currently, implementation or support has to add items in QB for admin approval. This is a waste of time for us and would be much better left in the hands of our customers.
Zachary Keith over 1 year ago in Online Ideas Workspace / OL - Permissions 0 Needs More Information

Allow customers to add additional Roles for Staff

A customer has requested that they be allowed to add and edit additional roles for Staff. This allows them to bestow titles to their staff.
Zachary Keith about 4 years ago in Online Ideas Workspace / OL - Permissions 0 Planned

Parental Controls for App

Center would like the ability for parents to control who sees the balance for the family account. Even with multifamily billing enables, the non-payer or any parent on the app can see the transaction history on the family account. For split/blende...
Guest over 4 years ago in Online Ideas Workspace / OL - Permissions 1

Begin ingesting Event Tracker data from Desktop into PowerBI

Currently Application Tracking is being captured in PowerBI reports. Desktop has been moving to track activity using Events stored in AWS over the Application Tracking. Would like to begin moving that data into PowerBI so we can look at usage repo...
Justin Cook over 1 year ago in Data Platform / Power BI Report 0

SW Revenue Percentile Blank for SCW Accounts in Salesforce

Here is an example: Root ID: 18158254 Link to SF Hierarchy: https://procaresoftware.lightning.force.com/one/one.app#eyJjb21wb25lbnREZWYiOiJzZmE6aGllcmFyY2h5RnVsbFZpZXciLCJhdHRyaWJ1dGVzIjp7InJlY29yZElkIjoiMDAxOFcwMDAwMXc4NmVxUUFBIiwic09iamVjdE5hbWU...
Anastasia Goggins over 1 year ago in Data Platform / Defect/Bug 0 Planned

Ingest Payment Methods Data for Online

Ingesting data from Online's payment_methods table will facilitate KPI tracking related to BIN Lookup and general monitoring of payment method mix and auto pay failures in Online. Ideally the data could be presented as aggregated counts per attrib...
Guest over 1 year ago in Data Platform / Power BI Report 0

Add more columns to Source Quality (Internal) Report for SW/PE/TE Churn

Link to report: https://app.powerbi.com/groups/ab010874-305a-4728-8cdb-f7ea02d9e336/reports/7794e998-66d4-406c-930c-933866222062/ReportSection4e6c15315793747a7138?experience=power-bi Platform Churn: Cancel Date Filter (asuming this is the date the...
Anastasia Goggins over 1 year ago in Data Platform / Power BI Report 0 Planned