Software Release Notes
v1.4 - 03/14/2025

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Software Updates (January - March)

General Improvements and Bug Fixes

  • Improved upload speed by handling function calls more efficiently.
  • Enhanced cache columns selection for better user experience.
  • Importing pages through workspace-level credentials now appears in the workspace page list.
  • Fixed MFA authentication bugs; Admin portal now correctly requires 2FA.
  • Implemented user lockout feature after exceeding OTP resend limits.
  • Improved UI/UX for login and OTP verification forms.
  • Resolved issues with importing pages and credential handling.
  • Enabled adding credentials from the global add page modal.
  • Improved handling of IP address recording when assigning users to a workspace.
  • Fixed issues with assigning workspaces to users.
  • Enhanced handling of group conditions and improved group creation workflows.
  • Fixed 'add group' button functionality for empty groups.
  • Improved user permissions handling and ability to download CSV of user attributes.
  • Improved UI/UX for scheduled reports with magic-link access.
  • Added group-level filter improvements for centralized updates.
  • Allowed icon assignment to groups of dashboards.
  • Added ability to swap datasets on pages to improve load speed and security.
  • Enhanced filter assignment to specific datasets on dashboards with multiple datasets.
  • Implemented 'Add Alias' feature for importing pages from Domo with custom names.
  • Enabled custom email servers for each workspace for white-labeling purposes.
  • Added support for client-owned SSO providers to log into the application.
  • Introduced customizable inactivity auto-logout timers.

UI/UX Enhancements

  • Upgraded UI for portal’s activity log to provide more information.
  • Improved workspace-level credential handling.
  • Enhanced layout and API handling for global and workspace-level credential management.
  • Improved design for workspace page lists and activity settings sections.
  • Enhanced design for user list to incorporate important elements.
  • Updated layout and frontend handling for various sections (Layouts, Settings, SSO, SMTP).
  • Enhanced form UI to match Google Form styles.

Billing System Updates

  • Integrated and improved billing plans with transaction history tracking.
  • Enhanced handling of trial, pending, and active billing states.
  • Updated API to dynamically show trial period days and plan selection.
  • Implemented API and frontend handling for changing plans and processing refunds.
  • Enhanced billing-related APIs for improved performance and security.
  • Improved billing system UI for better user experience.
  • Enhanced error handling and logging for SMTP and billing processes.
  • Improved handling of subscription cancellations and renewal processes.

Security Improvements

  • Fixed potential security issue related to tracking deleted accounts.
  • Enhanced API endpoint security.
  • Improved handling of expired or canceled plans.
  • Improved handling of Mailgun setup for company emails.
  • Enhanced protection for client credentials with user verification systems.

Feature Enhancements

  • Added ability to assign icons to dashboard groups.
  • Enabled handling of datasets by workspace for improved security and control.
  • Improved handling of activity exports with more filter options.
  • Enabled the ability to add conditions to dataset exports for better customization.
  • Enhanced handling of PowerBi integration.
  • Improved handling of subdomain removal when a workspace is deleted.

Error Handling & Bug Fixes

  • Resolved issues with credential assignments and login processes.
  • Fixed issues with activity log filters and export functionalities.
  • Improved handling of workspace assignment and credential management.
  • Fixed various bugs related to MFA, SMTP settings, and workspace-related functionalities.
  • Improved handling of workspace images and site settings.

SMTP System Overhaul

  • Major UI/UX improvements for easier SMTP setup.
  • Improved API and frontend handling for global and workspace-level SMTP systems.
  • Enhanced email handling with improved error messages and logging.
  • Created migration scripts for existing users to ensure seamless SMTP transitions.

Deployment Enhancements

  • Improved process for deploying code to production servers.
  • Enhanced logging and tracking of deployment errors and warnings.
  • Improved handling of server migrations for different environments.
  • Enhanced handling of client-specific deployments to avoid conflicts.

New Features

  • Enabled public viewing of groups of pages.
  • Added Domo-like p-filter filtering of pages.
  • Upgraded multi-factor email authentication (2FA).
  • Implemented Google Forms-like client submission forms.
  • Introduced full user permissions download to CSV.
  • Enabled magic-link accessible scheduled reports emailed to clients.

Client-Specific Enhancements

  • Addressed issues with client integrations and API handling.
  • Enhanced handling of workspace-specific credentials.
  • Improved handling of client-specific SSO providers.
  • Implemented user-specific customization options for various functionalities.

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