Client Portal – Updates

By David Holland

January 29, 2024

Enhancements include the option to set a password, an easier setup process for password setting, fixing the issue with password resets, displaying the last logged-in user at the top, adding avatars and full names to the multiple user display, Google sign on support, fixing login issues related to creating duplicates, ongoing fixes for user creation triggers, Firebase integration for more possibilities, and bug fixes related to the client portal logo, 404 error page, and syncing contact names.

Troubleshooting and Re-auth capability across multiple Facebook pages

New feature for sub-accounts with ‘Connect Multiple Facebook and Instagram Pages’ enables users to address missing Facebook permissions.

Troubleshooting and Re-auth capability across multiple Facebook pages

Security update – Sign Out Everywhere

**TLDR**: New “Sign Out from Everywhere” feature allows users to log out from all devices easily; admins can

Security update – Sign Out Everywhere

Recurring Invoices: Editing now enabled

**TLDR:** New features for recurring invoices allow users to modify billing frequency, update dates, and change products/services. Automated

Recurring Invoices: Editing now enabled

Security update – Flexible session timeout config for HIPAA agencies

– **Enhanced UI**: Clear separation of Enhanced Security Settings and Session Timeout options improves navigation for agencies. –

Security update – Flexible session timeout config for HIPAA agencies

Ad Manager: Clone a campaign and multi-advertiser ads

– New Features: Clone ad manager campaigns and introduce “Multi-Advertiser Ads.” – Cloning: Create exact campaign replicas for

Ad Manager: Clone a campaign and multi-advertiser ads

Custom Values for Course Lesson & Offers ; Razorpay support

**TLDR:** New features include custom values for personalization (contact, time, course, location) and Razorpay integration for payments in

Custom Values for Course Lesson & Offers ; Razorpay support

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