v1.6 - 03/30/2026
9 min
ClearSquare Portal v1.6
Exclusive Platform Upgrades
Enterprise Infrastructure Upgrade
- Multi-workspace architecture with environment-level flexibility
- Full white-label portal control with custom branding
- Dynamic workspace and group URL structuring
- Scalable SaaS deployment across multiple clients
- Advanced workspace hierarchy with sub-folder organization
- Bulk workspace and group provisioning
Advanced Access & Security Control
- Granular, role-based permissions across all content types
- Owner-level governance for pages, forms, and documents
- Workspace-specific SSO configuration and control
- IP-based access restriction (including range-level control)
- Workspace-level maintenance environments
- Seamless admin to super-admin elevation
Next-Gen Data Collection & Automation
- Secure, password-protected form responses
- Direct dataset integration with real-time and scheduled syncing
- Automated onboarding workflows via form distribution
- Exportable and manageable response systems
- PDF generation and automated delivery from submissions
Automated Reporting & Delivery Engine
- Fully scheduled report generation with PDF exports
- Automated email distribution with custom delivery logic
- Enhanced reporting performance and reliability
- Downloadable reporting infrastructure for end users
Intelligent Communication System
- Advanced email scheduling and delivery controls
- Full email activity tracking and searchable logs
- Attachment support across onboarding and reporting flows
- SMTP monitoring and performance visibility
Deep Integrations & Enterprise SSO
- Expanded SSO support: Okta, Auth0, Google SSO, Duo Security, SAML
- Enhanced Domo integration with dataset automation and reporting
- Workato-ready architecture for workflow automation
- Multi-client SSO deployment capabilities
Refined User Experience
- Streamlined content management and editing workflows
- Reorganized navigation with centralized content control
- Enhanced UI consistency across desktop and mobile
- Customizable workspace branding (logo, footer, layout)
- Improved usability for credential inputs and workflows
Mobile & Extension Expansion
- Upgraded mobile experience with structured navigation
- Chrome extension enhancements with Microsoft Power BI support
- Cross-platform content access and organization
- Integrated document access within extensions
Content & Navigation Control
- Public and private content access flexibility
- Header-based navigation with grouping and dropdowns
- Alias system for dynamic content labeling
- Auto-refresh dashboards and dataset filtering enhancements
Secure Storage & File Management
- Integrated document storage system with API support
- Bulk file management and deletion
- Enhanced image handling, including SVG and icon cropping
Security & Authentication Enhancements
- Two-factor authentication via Microsoft Authenticator
- Advanced SSO configuration and login control
- Improved authentication flows and user experience
Analytics & Activity Intelligence
- Enhanced tracking powered by Google BigQuery
- Email activity dashboards with full visibility
- User impersonation tracking and export capabilities
- Expanded dataset interaction monitoring
Platform Enhancements
- Workspace-level controls for pages and maintenance
- Improved activity logging across system and communication events
- Expanded dataset filtering for embedded analytics