Relationships, Events, and Accreditation Modules
- Relationships Module
- 'Role' has been added as a column to the All People list
- 'Super Admin' is now an option in the list of roles to choose from on a person's profile
- What is a Super Admin? A Super Admin is someone with the highest level of administrative rights within the workspace. Users with this level of access are able to execute every possible function on the platform.
- 'Deactivated date' and 'Delete date' are now recorded in the system for reference when a person is deactivated/deleted
- 'Role' has been added as a column to the All People list
- Relationships Module Optimizations & Enhancements
- People -> All People -
- As one of the most used interfaces, it makes sense that we added optimization to this tab to decrease load times and increase consistency across large data sets on the platform
- People -> All People -
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- Changed the 'Added' and 'Last Updated' columns to 'Joined' and 'Last Login' on the following tabs: All People, Instructors, Members, and Non-member people lists
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- Organizations -
- The 'Last Updated' field on an organization record now updates with any change made to any field on the organization detail page
- Groups -
- Optimization on the Groups Management tab has significantly decreased load times when displaying the full groups list, as well as the list of people within a group. Load times used to be upwards of 30 seconds, impacting efficiency. All such constraints have been optimized to ensure that group information loads quickly (<1 second) while maintaining all functionality.
- Organizations -
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- Logging into multiple workspaces -
- Previously if a user was deactivated in one workspace, they would lose access to any/all other workspaces in which they were involved. This is now fixed; deactivation in one workspace does not affect a user's status in or ability to access another workspace on the platform.
- Logging into multiple workspaces -
- Bug Fixes
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- Relationships -
- The option to send an email from the ‘All People’ tab has been restored
- Searching for users with the role of ‘Non-member’ has been restored
- Instructor List – The 'Primary Organization' is now reflecting appropriately regardless of sort order
- Relationships -
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- Revenue
- The address information for organizations now syncs to the Revenue module and is pulled onto invoicing
- Events
- Previously when registering for an event, clicking ‘next’ on the ‘Payment’ step would redirect users back to the main list of events. This has been fixed and users are no longer redirected to the main event list when attempting to complete registration.
- Revenue
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- Accreditation
- Accreditation -> Classes -> Participants – The ability to select participants and mark attendance has been restored
- Class Details -> Participants – The functionality to send an email to participants directly from this tab has been restored
- Accreditation
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- Settings -> Manage Fields -> Smart Drop-down (Admin Only)
- An interface breakdown occurred that prevented users from making changes to a smart dropdown’s visibility and/or list of available dropdown options. This has been fixed.
- An interface breakdown occurred that prevented users from making changes to a smart dropdown’s visibility and/or list of available dropdown options. This has been fixed.
- Settings -> Manage Fields -> Smart Drop-down (Admin Only)