We're introducing several minor improvements to the Partner Dashboard to help manage clients, invite acceptance & Store Items:
Now, when you send an invite, all users in the client’s account with a Business Owner role (not just the Account Owner) will receive both a notification & an email alerting them to your access request.
When a client accepts, you’ll receive both a notification & an email that your invite’s been accepted, whether it’s a first-time request, or an access renewal request.
Your client list will now sort & show in order of “invite acceptance date”, with the most recent clients you’ve connected with (or re-connected with) showing first.
There’s a new “Approval Status” column in your Store Items list, letting you know the status of Forms or Add-ons you’ve submitted for listing. The statuses are Draft, Pending, Declined & Approved.
In the “Modify Store Item” page when submitting a Form for listing, there’s a new ‘Industry’ dropdown letting you specify whether the Form is for a particular industry. This will feed into a future ‘Industry’ filter & prioritisation system in the public Form Store, to make it easier for customers to discover Forms made specifically for their industry.
