In My Portfolio, you can now save your preferred manager view. This means the selected filter will be applied by default each time you open the popup. To save the view, simply select your preferred filters and click the Save button to the right.
Archiving sites
If you no longer manage a site but wish to retain historic data for reporting purposes, you can now Archive a site rather than delete it. When this happens:
All users and admins will be removed from the site and no longer have access
The site will be hidden from the company dashboard by default
All data such as documents, correspondence, and requests will be retained
The user who archived the site and the date this occurred will be visible in the table. We will record the email and name of the user at the time.
You can view the archived site by:
Navigating to the company dashboard (you must be a company admin)
On the sites table, open the filter options and select Include archived sites?
Search for the site, or order the sites by the Is Archived? column
Click the three dots and select Go To Site
Updates
The site manager is now showing the email address of the user (rather than a user chip) to help speed up performance
All system emails such as notices and alerts are now referencing a user's name at their site profile, rather than the company dashboard
Bug fixes
Updating user details at a site level was not flowing through to the company dashboard in some cases