2024 Improvements Report

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Product · Release notes

2024 improvements report

Recent updates across the organization dashboard and agent mobile app — built to make your day-to-day smoother, more secure, and more accurate.

We’re excited to share some recent updates that will enhance your experience — across both the organization dashboard and the agent mobile app.

Organization dashboard

  • Role management made easy — cross-account filtering fixed for seamless role management.
  • Internet connectivity checks — added on every API call, ensuring smoother operations and data accuracy.
  • UI enhancements — removed duplicate error messages for a cleaner interface.
  • Beneficiary tracking — view detailed breakdowns of beneficiaries added by each agent for better team activity reporting.
  • Package allocation — streamlined computation for clearer allocations.
  • Localization updates — usability fixes for improved multi-language support.
  • Follow-up questions simplified — streamlined editing and removed unnecessary required properties.
  • Error handling — enhanced error logging for faster resolutions.
  • Data export formats — download data in Excel formats for better usability and accessibility.
  • Bulk selection — simplify role assignments with bulk-select features.
  • Registration fixes — resolved admin and agent registration errors.
  • Node management — fixed issues with adding the first node in workflows.
  • Asset filtering — improved cross-account filtering for assets.
  • Package group name editing — refined editing process and payment logic updates.
  • Email invitations — resolved admin invitation issues and access filtering.
  • Device security — agents can now log in from only one device for added security.
  • Custom package allocation — new feature for tailored package allocations on the admin dashboard.

Agent mobile app

  • Device login limitation — agents can now log in from only one device at a time for added security.
  • Current location access — the app can now access the current location for improved functionality.
  • Beneficiary profile editing — edit beneficiary profiles directly within the app.
  • Internet connectivity checks — the app checks connectivity and sends notifications for data synchronization.
  • Event management notifications — notifications for event management have been activated.
  • Upcoming events dashboard — upcoming events now display on the dashboard with all beneficiary details.
  • Agent profile updates — agents can now easily update their details on the profile page.

These updates reflect what you told us from the field — cleaner interfaces, tighter security, and data you can trust. Keep the feedback coming.

Not on the latest version yet?

Update the agent app and log into your dashboard to get every improvement above — or talk to us if anything needs setting up.

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Prepared by

ShareCARD Team