March 2026

Self-service User and Group Management

Self-Service Administration:

• Admin users can now independently manage user group memberships and create or configure groups, replacing the legacy "Teams" tab with the new Users and Groups tabs.
• Enhanced Visibility: Designed to streamline permissions management and provide clear, immediate visibility into exact user access rights.

Users Tab

• Streamlined Onboarding & Sharing: Quickly invite new users with optional job titles, copy or append existing user permission sets (including Point-In-Time survey access), and edit details directly from the user profile.
• Instant Activation & Group Updates: Instantly deactivate users or manage their group alignments by searching to add them, or expanding row details to revoke their membership.

Groups Tab

• Group Lifecycle Management: Create, rename, or deactivate organizational groups seamlessly, with deactivated groups clearly labeled and moved to the bottom of the dashboard.
• Granular Member & Role Mapping: Easily search and assign standard roles or specific users to any group, or hover over rows to quickly remove them (excluding roles with restricted data export abilities).

Default Saved Filters

• Ability to select a single saved filter as their default filter.