Features and Improvements:

Show Modal to Confirm Delegated Access and Explain Implications

We have added a confirmation modal that appears when accessing the client portal through delegated access, clearly explaining the implications of this action. This ensures you understand when you are viewing the portal on behalf of a client and helps maintain clear boundaries between your administrative view and the client experience.

Add Help Text to Bulk Task Deletion Modal

We have added informational text to the bulk task deletion modal that warns you when automations set up to run after deleted tasks will not automatically trigger. This helps you understand the full impact of bulk deletions and prevents unintended workflow interruptions, allowing you to make informed decisions about task management.

Request Live Client Portal Screen View

We have implemented a live screen sharing feature that allows you to request and view a client's screen in real-time when they are active in the client portal. This enables you to provide immediate assistance and guidance to clients, improving your ability to troubleshoot issues and support client interactions without requiring separate screen sharing tools.

Read the support guide here: Client Portal Live View

Check Email Connectivity and Roles Assignments Before Launching Projects

We have added a connectivity check that alerts you when your email inbox is disconnected or specific roles are not assigned, before launching projects with email automations. The system now shows you which clients and plans will be affected and gives you options to connect your email and confirm role assignments before launching the project.

Bulk Provisions Upload

We have implemented the foundation for bulk provisions upload functionality with a new modal interface and step indicator. This initial release provides the user interface structure for uploading provisions files in bulk, setting the stage for more efficient provisions management that will reduce the time spent on individual plan setup.

Read the support guide here: Bulk Provisions Upload

Bug Fixes:

Negative Numbers on Plan Admin Dashboard - We resolved an issue where negative numbers were incorrectly displaying on the plan admin dashboard instead of accurate plan counts.

Pay Change Report Generation - Resolved an issue where the pay period change analysis report automation was failing, preventing reports from being saved to client directories automatically.

Removing Inactive Tag on Project Templates - Fixed an issue where the "Inactive" tag could not be removed from project templates, allowing you to manage template tags as needed.

Unable to Send Email Review Documents Request Through Automation - Fixed an error that was preventing internal email communications from being sent when using the "assignee" as the sender address in email automations.

Project Launch Failures - Resolved an issue where projects could not be launched if clients did not have a Project Lead role assigned, making the Project Lead role optional for project launches.

Questionnaire Form Submissions - Fixed an issue where plan proposal projects were failing to launch after questionnaire completion, ensuring projects trigger correctly when questionnaires are submitted.

Plan Admin Status Recalculation Errors - Fixed an issue where questionnaire and census data indicators temporarily disappeared from the plan admin table during status recalculation, ensuring status information remains visible throughout the process.

Plan Admin Page Updates - Fixed filter inconsistencies, added sort options to table columns, added Company Tags filter option, and added a column to display company-level tags for better plan administration visibility.

Plan Admin Page Census and Questionnaire Columns - Fixed filter functionality issues, resolved negative number displays caused by duplicate database entries, added Questionnaire and Census Data status columns, and improved filtering to show MEPS/PEPs plan sponsors by default with optional joinder company inclusion.

Failed to Update Plan Issues - Resolved an issue where a "Failed to update plan" error message appeared when updating provisions, even though the updates were actually successful, and fixed an error that occurred when editing provisions directly after importing.

Client Directory Updates - Updated the system to prevent accidental deletion of client directory folders, protecting your file organization structure.