Release Date: 02/09/25

What's New

Registration Flow Updates

• First and Last name fields removed from the registration form.

Upload and Share Settings

• New configuration page added under Settings > Modules.
• Users can now set default scopes for Upload and Share.

[V3] Delete Confirmation Modal for Engagements

• A new modal appears when selecting Delete Data from Actions.
• Modal includes:
  • Warning message about permanent deletion of financial data.
  • Engagement name.
  • Checkbox to also delete the engagement.
  • Cancel and Delete Permanently buttons.
• Behavior:
  • If the checkbox is unticked, only financial data is deleted.
  • If the checkbox is ticked, both engagement and financial data are deleted.

[V3] Terminology Updates

• Replaced “SME” with “Client” across user, engagement, and authentication contexts.
• Updated field labels and button texts for clarity and consistency.

[V3] Engagement Dashboard Updates

• Added a new “Data Action” column to the engagements table.
• Updated column order.
• Added Share Data button:
  • Active when “I want to represent myself” is selected.
  • Inactive with a tooltip when not selected.
  • Redirects to Upload Journey.
• Added Data Refresh button (visible when a cloud connector is used).
• Status string improvements:
  • “Upload Pending” changed to “Ready to Share”.
  • “Aborted” changed to “Upload Aborted”.
• Actions menu updates:
  • “View as SME” has been renamed to “View as Client”.
  • “Share Data” action shown for users representing themselves.

Fixes

• Validated fields for key and additional contacts.
• Resolved issue where non-client type users appeared in the key and additional contacts dropdowns.