New Features: Assessment reopening and service provider updates

Louis Strauss

Published Nov 13, 2020

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Hi All,

We have packed some highly requested functionality into this week’s release, including the ability to reopen Assessments and an all-new way to create client accounts as a Service Provider.

Lastly, you can now also delete Control Set Responsibilities – a small update but great for housekeeping!

Assessment Reopening

You can now reopen Assessments so results can be updated and submitted as a new version.

You can also run reports on any version to track changes over time!

The New Client modal provides you with the simplest and most efficient way to create a client, allocate their License type, send out user activation emails and assign advisors without ever having to leave your dashboard!

Responsibilities