Overview
This release introduces two new enhancements: Organization-Level Feature Management and Role-Based Permissions for Forms. These updates empower Super Admins to manage visibility of major features and control access to form creation and management through permissions. Together, these enhancements improve security, streamline operations, and provide greater flexibility for organization-wide configuration.
What’s New
Organization Feature Management
A new Features tab has been added under Settings, enabling Super Admins to centrally manage major features across the entire organization.
Details:
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Super Admins can toggle key features On or Off for the entire organization.
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Initial features available for configuration include:
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Advocate AI
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Integrations
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When a feature is toggled On, its corresponding tab appears in the main navigation for all users.
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When toggled Off, the tab is hidden, effectively disabling access to that feature across the organization.
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All changes take effect immediately upon saving.
Benefits:
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Centralized Control: Manage visibility and access to key features from a single, intuitive interface.
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Tailored Experience: Display only the tools that align with your organization’s needs and workflows.
Role-Based Permissions for Forms
The Forms feature is now governed by role-based permissions to ensure secure and intentional management.
Details:
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The Forms tab will now respect permission settings defined under Roles & Permissions.
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Default roles (Super Admin, Admin, Manager, and Agent) retain full access to create, edit, and manage forms.
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For custom roles, access depends on whether the Forms permission is granted:
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Granted: Users can create, edit, and manage forms.
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Not Granted: Users cannot view or modify forms.
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Benefits:
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Enhanced Security: Ensures only authorized users can manage forms.
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Defined Accountability: Clarifies which roles hold responsibility for form-related actions, supporting better governance.
How to Update
No action is needed. Your application will be updated automatically the next time you log in.
