Client Portal v1.2 Release Notes
2 months ago by Danny Barreto
Release Date: August 29, 2024
Includes UX enhancements to make it easier to navigate the portal and find relevant information and actions quickly and updates email notifications.
- See Which Account You are Logged In For
- Easily see which account you are logged in to and ensure you are looking at the right information
- Super Admin Role
- Allows approved team members to navigate between different accounts
- User Management Updates
- Ability to Deactivate Users
- See "Last Login" for each user in the portal
- Actions
- "Cancel Transfer" and "Resend Payout Email" actions now available on Dashboard Action Center
- "Cancel Transfer" and "Resend Payout Email" actions now available on Payout Details Page
- Email Updates
- Automated Reminder Email
- When enabled, an email will automatically be sent to a recipient 7 days before a payout is set to expire
- Duplicate Emails Sent to Ops Team
- When a failure status triggers an email to a recipient, a copy of that email will automatically be sent to the operations team
- Email confirmation / receipt will show pickup location for "Cash Pickup" payouts
- Automated Reminder Email
- Filter and Search Updates
- Filter Payouts by Currency Code
- Search Payouts by Currency Code
- Additional Look Back Options for "Errors" Batches Dropdown
- Other
- Portal Logo updated to "Latitude by Brightwell"
- Log In Screen updated to "Brightwell" logo and branding
- "Reset Password" now available in "My Account" menu
- Icons updated to use FontAwesome icons