November 2024 Release:

Further links:

🤗 If you would like any support with this new feature please get in touch with our Customer Support Team

If you have any ideas of how we can improve the product further, please log these on our Product Portal

Finally, if you would like to be a part of our product development process, you can join our Product Loop Club! Read more about our Loop Club

Help text

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We've rolled out more help text across the platform to give extra context on how various options work.

This is especially useful for new admins as they get familiar with the system, and offers a helpful reminder for existing team members who may not perform certain tasks regularly!

Help text is hidden away by default:

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Click on the purple ? icon to view the text.

Click anywhere on the page to close the help text.

Help Text FAQs

Does the Help Text translate into the different languages available in my platform?

Can I change the Help Text content?

Can I add Help Text to my Custom Fields

Module Descriptions

Many of the DataGrids in your platform are now supported with module descriptions! These descriptions provide an overview of this platform area, with a helpful direct link to our knowledge base page for more information.

This addition will be a great help for new team members and when you’re navigating a page or module for the first time. It’s here to boost your understanding and help you get value from the platform faster!

Simply hover over the blue ‘i' icon besides the name of the DataGrid to view the overview, and click the 'Read More’ button to be taken directly to our Knowledge Base page for more information.

If you do not wish to see the module description, you can click the ‘Do not show again’ to hide it away.

New Admin support

Live platforms

Within your live platform, new administrators will have access to a new ‘Knowledge Centre,’ this includes

• Essential interactive guides

• Resources specifically about working with the accessplanit team

• Links to on-demand webinars that have been created for new admins

Sandbox platforms

If you have a sandbox platform too, your new administrators will also benefit from a full suite of additional interactive guides accessible only in your Sandbox!

Welcome Emails for new admins

With this update, new team members will receive automated emails that link them to helpful resources, designed to get them up to speed with your platform quickly and confidently!

Welcome Email

The first email is sent to the new administrators 1 day after they have been created, containing:

• Direction to access accessplanit's Knowledge Base

• Information on how to get in touch with our Support Team

• How to access our in-app Onboarding Materials

Events Email

The second email is sent to new administrators 6 weeks after they have been created, containing:

• Where to find our 'On Demand' webinars

• How to book onto our free Workshop Webinars

• How to sign-up to our Events Newsletter

Both of these emails are managed and sent using your standard platform Workflows! This means that Super Administrators will be able to adjust the content, the rules, and the timing of these emails to suit your processes! They can even be turned off altogether if you do not wish to use them.