Here’s what’s new this week:

1) Major Upgrades to Permissions

What It Does:

• Expanded filtering options let you control who sees what with custom data views.

• Full customization for workflow permissions, including who can change audit answers, add/remove flags, manage emails, invite team members, and more.

• Permissions can be set up by role or fully custom.

Why You Care:

• Limit visibility to sensitive data with precise access controls.

• Tailor workflows and roles to match your team’s needs.

• Combine permissions with Locked Flags for maximum security and clarity.

2) Lock Flags to Prevent Accidental Edits

What It Does:

• Locked flags ensure certain flags stays preserved during audits.

• Locked flags remain uneditable, preventing mistakes like accidental removal or unintended changes.

• Locked flags can be assigned automatically or manually within a workflow.

Why You Care:

• Never lose track of important flags, like those for billing errors.

• Prevent confusion about how an audit reached its current state.

3) Improved Audit Editing UI

What It Does:

• No more auto-submitting changes and reordering questions unexpectedly.

• Use the new “Save Changes” button to submit your edits before recalculating audit scores.

• Easily track incomplete audits and update answers without losing progress.

Why You Care:

• Greater control when reviewing scanned documents or making manual changes.

• Improved audit clarity—see what’s changed before saving.

• Avoid losing track of edits while recalculating scores on the fly.

Ready to explore these new features? Contact your account manager today!