Smartstaff
2,363
edits
Changes
m
====Added Ability to Batch Update User Roles and Organization Categories====
Added ability to batch add roles to multiple users and add categories to multiple organizations. To see this feature, go to '''Menu Icon''' > '''People''' or '''Organizations''' > Select the desired users/organizations > Click the Batch Update button > Select the Roles or Categories option from the left-hand menu > Select the desired roles/categories you want to add.
<u>'''Note:'''</u> You can only add roles and categories and not remove roles and categories. You will also not be able to add roles flagged as internal to external users and vice versa.
<!-- 142287 - Add ability to batch update organization categories and user roles -->
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<u>'''Note:'''</u> Backup environments will be allowed to send out MFA emails. If your backup environment is not sending out emails check that you have set up a default email at '''Menu Icon''' > '''Global Settings''' > '''Communications''' > '''Email Options and Security''' > Toggle on '''Enable Default From Address'''. Typically, you would enter something like donotreply@smartsimple.com. If you are using SMTP relay with an IP restriction for sending emails, ensure the IP of your backup environment is in your IP list. If you are using Single sign-on (SSO), you may opt to bypass MFA by going to '''Global Settings''' > '''Integrations''' tab > '''Single Sign-On''' > Edit a configuration then under the Authentication section > Toggle on '''Bypass Multi-Factor Authentication (MFA) when logging in with Single Sign-On (SSO)'''.
<!-- 144811 - Apply MFA to all systems -->
===Minor Updates===
====Added Reference Search to Reports====
[[File:136377 - Autoloader Mapping Search.png|thumb|none|800px|A search and select has been added to the dropdown within the autoloader and report configuration pages.]]
<!-- 136377 - Autoloader field mapping improvements -->
====Added Check for Duplicate Invitations====
===Minor Updates===
====Added Ability to Batch Update User Roles and Organization Categories====
Added ability to batch add roles to multiple users and add categories to multiple organizations. To see this feature, go to '''Menu Icon''' > '''People''' or '''Organizations''' > Select the desired users/organizations > Click the Batch Update button > Select the Roles or Categories option from the left-hand menu > Select the desired roles/categories you want to add.
<u>'''Note:'''</u> You can only add roles and categories and not remove roles and categories. You will also not be able to add roles flagged as internal to external users and vice versa.
<!-- 142287 - Add ability to batch update organization categories and user roles -->
====Updated Hashtag Library Availability====
Added role-based permission to allow users to access the hashtag library from the menu. To give role access to the hashtag library, go to '''Menu Icon''' > '''Global Settings''' > '''Security''' tab > '''System Feature Summary''' > '''Menu''' tab > Add desired roles to '''Hashtag Library – Menu Access'''. Roles added to this setting will see a link to the hashtag library under the '''Tools''' section of the main menu and have access to the library.
==Notes for Admins==
====Added SmartField Configurations to System Performance Summary====
Added additional checks to the '''System Performance Summary''' to flag SmartFields that have been configured to reference fields that have SmartFields syntax within a list syntax.
