There are several user-experience changes that we have made to your admin view!

Save confirmation changes

Instead of a pop-up confirmation message each time you save your changes, your save button will now let you know when your save has completed.

Open

Redesigned options

A lot of the options in your platform forms have been given a new look!

• Non-editable options like Course ID are now displayed without a grey background, this makes them much easier to read and copy

   

• Options that support searching now include prompt text to let you know that you can type into them

   

• Buttons have been redesigned to make them clearer

• The management menus have been redesigned with a cleaner look

Cancel buttons

Most pop-up windows now have 'cancel' buttons available, in addition to the existing 'x' icon to close the pop-up.
These cancel options improve the accessibility and usability of these windows, as they offer another route to exit the process.

Confirmation of a copied booking link

There is now a check icon shown when your Course booking link has been copied to your clipboard.

You can copy Course-specific booking links to share with your customers via the 'Booking Links' option when editing a Course.

Checkout Basket accessibility changes

In this update, there have been 14 improvements to the Checkout Basket to make it more accessible!

Here are some of the highlights:

1. Contrast colour updates
   There are three links within the Checkout basket that have been updated to a darker shade of blue to provide a stronger contrast against the white background. This better supports users who have low vision or are colourblind. Additionally, these links are now underlined to make it even clearer that they are links, and not standard text!
   These links are:

   1. To reset your password (on the login page)

   2. To open the privacy policy (on the registration page)

   3. To open the terms & conditions (on the payment page)
      
      The ‘Apply Discount’ button has also been updated. Instead of the standard blue, it will now use the ‘Selection Button Colour’ from your Checkout Branding options.

    

2. Autocomplete
   The options in your Checkout registration form now work with autocomplete functionality, such as the ‘manage addresses’ option available in Google Chrome. This means that your customers can select from their stored information, rather than having to type their full details in. This particularly helps users who find typing difficult and people who are prone to spelling mistakes.

    

3. Alternative text on basket item images
   Every item in your Checkout basket has an associated image. This helps users visually relate content on your website to content in their Checkout basket.
   For non-visual users of screen-reader software, images should either be flagged as ‘decorative’ or have a description added to help the user understand the context of the image and the information it is sharing.
   We have now recorded each image as ‘decorative’ so that screen-reader users can proceed through your basket knowing they are not missing any key information.

    

4. Register option
   The link that new users would click on the Login page to access your registration form has now been changed into a button. Buttons are particularly useful for people who have motor issues as it provides a bigger area for them to click.

Learner Portal accessibility changes

In this update, there have been 12 improvements made to the Learner Portal to make it more accessible!

Here are some of the highlights:

1. Autocomplete
   The options in your Edit Details page now work with autocomplete functionality, such as the ‘manage addresses’ option available in Google Chrome. As with the autocomplete options now available in Checkout, this means that your customers can select from their stored information, rather than having to type their full details in.

    

2. Remove asterisks
   While asterisks (*) indicate to many people that something is mandatory, this isn’t obvious to everybody! For users who are not familiar with asterisks, we have replaced them with the text ‘mandatory’ within the Learner Portal.

If you would like to know more about accessplanit’s progress with accessibility, you can access and read our accessibility Statement & Roadmap here: Accessibility

In this latest update, you can now send your platform emails from the relevant sender email address to boost your brand presence and customer trust.

Previously, automated emails sent through Workflows and your manually sent emails via DataGrids were tied to a single (fixed) sender email address. This is typically an email address like 'donotreply@companyname.com'.

You now have the power to customise these email addresses!

For example, you can now send:

1. Emails to your Opportunity prospects from enquiries@

2. Emails to Delegates from training@

3. Invoice-related communications from finance@

4. Any more involved emails personally from your own email address

This not only adds a personal touch, but also reinforces your brand identity. Your customers are more likely to engage with emails from specific individuals or departments they recognise.

This customisation reduces the risk of your emails being mistaken for spam or phishing attempts. Plus, it simplifies your customer communication, as they will know who to reach out to and where their replies to your emails should go!

Workflow Emails

For your automated emails, you will find the new ‘From Address’ option available in all of your Workflow Email Actions.

This will be automatically filled in with your platform’s default email address. To change it for this email, you just need to update it and click the ‘Save’ button.

Manual Emails

For your manual emails, you will find the new ‘From Email’ option available when you click to send an email from your DataGrids.

This will be automatically filled in with your platform’s default email address. To change it for this email you just need to update it before you send your email.

MFA is quickly becoming a standard in software to protect data by introducing an additional level of security when people log in to a system.

MFA in your accessplanit platform works by asking your Users to enter a code that has been sent to their email address after they have provided valid login details. This means that to get logged in, these users need to both know their username and password and have access to their email inbox. This makes it much trickier for their user accounts to be compromised by phishing attacks, hackers, and password leaks!

Please see the below videos which demonstrate the login process when MFA is enabled within your platform.

First-time User - setting up MFA on their User Account

The first time a User tries to log in after they meet the requirements for MFA, they will be required to set up the MFA on their Account.

Authenticating a login with MFA

Once a User has set up MFA on their Account, any subsequent logins that require MFA (such as a login on a new device) will require them to authenticate using a code sent to their email address.

MFA is an optional feature in your accessplanit platform and your Super Administrator Users can control whether this is turned on or off via the 'Security Options' page in the Administration menu:

The setting is available at the bottom of this page:

When MFA is turned on, by default this will apply to every Training Administrator in your platform. To get logged in they will be required to authenticate their login via their email address.

If you would like MFA to apply to other types of users too, such as trainers or managers, please get in touch with a member of the accessplanit team for them to set this up for you.

Supporting Pages & Links

• To learn how to set MFA up and read more about how it works in your accessplanit platform, please read our dedicated MFA guide: Implement multi-factor authentication (MFA) into your platform

• To learn about the security features available in your platform, please see our webinar

Expiring passwords are no longer recommended as best practice by security experts. This is because frequently expiring passwords encourage users to choose new passwords that are weak, such as an iteration of a previous password. This makes them easy to guess and therefore vulnerable!

Based on this, we have decided to no longer enforce password expiry dates, so that you can choose to remove the expiry from your passwords.

To do this, a Super Administrator Users can set the ‘Password Expires’ option to blank by accessing 'Security Options' page in the Administration menu: