Updates

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July 22, 2020

Messenger

After months of small improvements, Messenger is now available for all Early Access customers. With Messenger, it's incredibly easy for internal users and client users to communicate. Here's how it works:

1. Click on messages
2. Select a channel
3. Send your message

Behind the scenes, we've made sure Messenger works as intended. This includes:

• Notifications: If a message is not viewed within 5 minutes we send an email notification with the content and a button to reply.
• Client users that sign up to your Portal are automatically greeted with a Welcome message. In the future this message will be customizable.

July 22 - Messenger - YouTube

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July 22 - Messenger Assembly Client Portal Software

Customization

The Customization page is coming alive today. In the past, you could see it but you couldn't update anything. Now you can navigate to "Customization" and personalize your portal without having to email us. You can now update:

• Logos and icons
• Social sharing images and the login/signup image
• Color schemes
• SEO titles and descriptions

July 22 - Customization - YouTube

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July 22 - Customization Assembly Client Portal Software

Improvements and Fixes

• Fixed several bugs that caused page alignment issues on iPads and Safari browsers.
• Fixed a bug that prevented favicons from showing up.
• Improved the performance of loading pages that show user data.
• Improved how tags are created in the Knowledge Base.

July 8, 2020

Knowledge base

The Knowledge Base is the best way to create content for your clients. You can use it answer common questions, introduce your offerings, and more. Here's how it works:

1. Click on 'Knowledge Base' in the sidebar.
2. Click on 'New Resource', and add a title, tags, and content.
3. All content is now accessible by any client users that log into your portal.

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July 8 - Knowledge base Assembly Client Portal Software

Improvement and fixes

• Added an invite status for internal users so that they can know if teammates are fully set up.
• Added a Preview button to see files without having to download them.
• Fixed a bug that prevented the deletion of companies.

Files module

With the new Files Module, it's easier than ever before to collaborate with clients in a shared folder. Here's how it works:

1. Click on Files in the main sidebar.
2. Select your client in the Files sidebar.
3. That's it - here you can see the shared folder for you and your client. When your client logs in, they can see exactly the same data. From this page you can upload new files, download files, and delete files.

June 26 - Files module - YouTube

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June 26 - Files module Assembly Client Portal Software

Improvements and fixes

• On mobile, table pages render better and let you horizontally scroll to see all content.
• On mobile, table action columns now show drop down menus.

A new brand & website

We have a new color palette, new logo, and an updated marketing page. The website is still pretty barebones right now, but be on the lookout for more updates in the next few weeks.

Client user statuses

On the Portal CRM, you can now see statuses for your clients. The statuses include:

• Active: Client User is setup and has logged in at least once
• Invited: Client User has received an invite but hasn't logged in
• Pending Verification: Client User has started to create an account but hasn't completed email verification
• Not Invited: Client User has not received an invite yet

Improvements and fixes

• You can now search on CRM/Users and CRM/Companies tables.
• Success and error toast messages have been updated to be more helpful across the product.