2nd April 2018

The latest release includes the feature updates listed below.

New Users now created with the default role of Individual

Before this version update, when a new User was created it would be assigned the Main Role of Customer Manager by default. This meant that on most occasions the Main Role would need to be downgraded. This change makes adding a standard User much quicker.

The Main Role of a User can be updated from Individual at any point.

Nationality Field added for Users

Nationality is now an option in the Personal Tab of a User under the Equal Opportunity Information section.

This field cannot yet be accessed via Workflows but if you think this may be of use to you please submit a product suggestion here: https://portal.productboard.com/cwfvxobqpbpj4sjupffqdnxm/tabs/2-planned