We have packed some highly requested functionality into this week’s release, including the ability to reopen Assessments and an all-new way to create client accounts as a Service Provider.
Lastly, you can now also delete Control Set Responsibilities – a small update but great for housekeeping!
You can now reopen Assessments so results can be updated and submitted as a new version.
You can also run reports on any version to track changes over time!
The New Client modal provides you with the simplest and most efficient way to create a client, allocate their License type, send out user activation emails and assign advisors without ever having to leave your dashboard!
Responsibilities can now be deleted giving you the ability to keep your data clean and up-to-date.
If you missed our recent post on Hailey AI and Import/Export Additions you can find it here.
We’ll be bringing you many more feature-packed updates very soon so stay tuned!
In the meantime, if you have any queries please feel free to contact me at email@example.com anytime.