Software Release Notes
v3 (Software update) - 11/01/2024
6min
Explore the newest features in the Clearsquare data experience platform, designed to help you put data to work and multiply business impact.
Custom Forms for Client Submissions (Internal Favorite)
- Introducing Google Forms-like functionality! You can now create customizable forms for clients to submit information directly through the portal. Whether it's feedback forms, survey submissions, or detailed project intake forms, this feature offers endless possibilities for gathering structured client input.
Enhanced Portal UI for Activity Logs (Community Favorite)
- We've significantly revamped the portal's UI, adding more detailed activity log information.
- Now, you'll have greater transparency and insight into user actions, enabling more precise tracking and auditing.
- But that's not all—the real breakthrough is the ability to then automatically upload activity log records to Domo, ensuring your data is always synced with daily automatic updates.
- This new integration bridges your analytics directly with Domo, giving you a seamless pipeline of actionable insights.
- Full User Permissions/Attributes Download
- All user permissions and attributes can now be downloaded into a CSV file for quick auditing and record-keeping, providing administrators with greater oversight.
- Upgraded Multi-Factor Email Authentication (2FA)
- We’ve enhanced the security of the platform with an upgraded multi-factor email authentication system, making it easier for users to verify their identity and keep accounts secure.
- Customizable Inactivity Auto-Logout Timers:
- Administrators can now set custom inactivity auto-logout timers to match their security needs.
- Has your security department required that you have limits on how long you can be away from your screen before logging you out? Now you've got the tools to do just that.
- SSO Mapping with Provider Attributes
- The update introduces more advanced SSO (Single Sign-On) capabilities, allowing for attribute mapping from your SSO provider to the portal users. This feature ensures users are automatically synced and updated with the most current information, either through automatic re-syncs or manual updates, providing your administrators with the flexibility to manage user data effortlessly.
- Scheduled Reports via Magic Links:
- Automatically send scheduled reports to clients via email, allowing them to securely auto-log into the portal to view their reports.
- Advanced Page Filtering with Domo-Like P-Filters We've introduced a p-filter-style filtering system, similar to Domo's intuitive filtering experience. Users can now filter pages with a high degree of customization, offering dynamic content filtering options to quickly find exactly what they need.
- Public Viewing of Page Groups
- A highly requested feature is now live—public viewing of groups of pages. This functionality allows you to make certain content accessible to the public, enhancing flexibility for sharing information externally without compromising internal data security. This is perfect for organizations wanting to showcase resources or reports to external stakeholders.
- Dataset Swapping for Pages:
- Improve page load speeds, control access, and enhance security by swapping datasets on specific pages, particularly helpful for large datasets or security-sensitive reports.
- Filter Dataset Assignment:
- On dashboards powered by multiple datasets, you can now assign filters to specific datasets at either the page level or the individual filter level.
- Additional Features (That we forgot to mention on the last upgrade):
- Group-Level Filter Improvements: Apply filters across all dashboards in a group, eliminating the need to update each dashboard individually.
- Dashboard Icons: You can now add icons to groups of dashboards, enhancing user experience and navigation.
- Page Aliasing: Import a page from Domo and customize the display name based on your client’s preferences, personalizing their experience without altering the original data.
- Custom Subdomains for White-Labeling
- In our ongoing commitment to flexibility and white-labeling, you can now assign custom subdomains to specific workspaces. This offers a start-to-finish white-labeling experience for your clients, allowing their users to navigate the portal on branded subdomains. This step brings true ownership of the workspace to the forefront, ensuring a branded, professional experience from the first click.
- Along with workspace-specific domains we are now capable of doing the following:
- Custom Email Servers: Each workspace can now have its own custom email server, enabling emails to come from your client’s domain, reinforcing their brand identity.
- Client-Specific SSO Providers: Allow clients to use their own SSO providers to log into the portal, increasing flexibility and ease of use.
❤️ From the Clearsquare Team
Please reach out to [email protected] or [email protected] and let us know what improvements could be made to integrate better with your other softwares!
We hope this latest update will enhance usability, extend the platform’s capability, and ensure a streamlined experience for both your internal teams and external clients. We are confident these new features will further empower your organization and enrich your portal experience!
Updated 25 Nov 2024
Did this page help you?