Business Portal Release Notes: August 2025
Video
New Features
1. Business Portal - Business Account Settings Management
- What: Dedicated settings page where service providers can update their own information.
- Why: To allow Service Providers so update their own information.
- How: Account Settings > to update company details.
- Use Case: Service Provider is able to update their own information as needed.
2. Business Portal - ITM Draft Report Deletion
- What: Service Providers can delete ITM reports that are still in "Draft" status.
- Why: To reduce clutter in the system and let businesses remove draft reports they no longer need, keeping their report lists organized and current.
- How: A trash can icon appears next to draft reports only. Users click it and confirm they want to delete the draft report permanently.
- Use Case: A contractor accidentally starts an inspection report for the wrong building and can now delete that draft instead of leaving incomplete reports cluttering their dashboard.
Feature Enhancements
1. Business Portal - Role Based Permission System
- What: Business Portal now supports a flexible, role-based permission system with stackable roles.
- Why: To replace the limited roles with a more granular and scalable permission structure.
- How: New users are assigned roles during account creation.
- Use Case: Business can assign specific roles based on job functions.
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