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Portal

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2025-08-25 | 3.11 Portal

Refer to Change Ticket: CHANGE-12878 when speaking with a team member about this release.

Component

Current Version

New Version

Onboarding Portal

3.11.6

3.11.10

New Features

XOP-14395, XOP-14499, XOP-14500, XOP-14502, XOP-14853, XOP-15128

Backend, UI

Enhanced rebranding initiative with the following actions:

  • Replace all mentions of former branding with current branding for Admin and Integrators

  • Update branding in Create Service modal

  • Update branding in Company tab

  • Update other UI elements for rebranding consistency, such as buttons, input fields, toggles, fonts, sizes, and weights

XOP-14961

Backend, UI

Enhanced rebranding initiative with the following updates to login visuals:

  • Headers/Footers

  • Browser tabs

  • Spinner

  • Single Sign On page flow

  • Logo, fonts, colors, warning messages on login page, language selector

XOP-15036

Backend, UI

Enhanced rebranding initiative with the following updates to email notification templates:

  • Registration

  • Forgot Password

  • MFA Registration (Okta)

  • MFA Verification (Okta)

  • Email update

  • Company subscriptions changed

  • Contact activation

  • Site copy failed

  • Uber Eats merchant escalation

Improvements

XOP-14548

Process, Backend, UI

User added to exclusion list can successfully log in after resetting password as expected.

XOP-15902

Process, Backend, UI

Single Sign On login is successful for user.

XOP-15906

UI

Login UI remains consistent with rebranding as expected.

XOP-15911

Backend, UI

Correct language prompt displays after changing language on login page and logging in.

XOP-15915

Backend, UI

Prompt displays in correct language when inputting password on Create a new password page.

XOP-15938

Backend, UI

At least 1 special character message display accurately on translated Change Password page.

XOP-15949

UI

Dashboard page spinner displays rebranding as expected.

XOP-15955

Backend, UI

Company and Admin pages with language translation display proper rebranding as expected.

XOP-16038

Backend, UI

Use Crowdin custom language toggle disables successfully. Menus display accurately and use proper rebranding.

XOP-16054

Process, Backend, UI

Items in Registration and Update fields for Loyalty service display accurately when user switches between the fields when Custom is chosen in Environment.

XOP-16058

UI

The following entities display accurately and use proper rebranding:

  • Error prompt

  • Time chart

  • Online document

XOP-16090

Process, Backend, UI

Registration and Update toggles in Loyalty service retain state after being turned Off.

XOP-16105

Backend, UI

Update error message title for duplicate phone numbers to read Phone Duplicated.

2025-08-18 | 3.11 Portal

Refer to Change Tickets: CHANGE-12820 and CHANGE-12853 when speaking with a team member about this release.

Component

Current Version

New Version

Onboarding Portal

3.10.112

3.11.6

Permission Provisioning Tool (PPT)

3.10.29

3.10.31

New Features

XOP-14304, XOP-14603, XOP-14611

Onboarding Portal

Process, Backend, UI

Added support for Transfer Request SMS and Email Notification with the following actions:

  • New tab for SMS notification in Twilio service Transfer Request displays for companies with active subscription

  • Transfer Request tab for SMS notification in Twilio includes Transfer Request field (toggle functionality)

  • When Transfer Request field is enabled, Credentials field displays below with dropdown options Use Default and Custom

  • When Custom is selected in Credentials field, Transfer Request Credentials section displays below with components Account Name, Account SID, Token, Phone Number, Messaging Service ID and Send Test Message

  • New tabs for notification of Transfer Request display below Reporting tab in Contacts for companies with active subscription

  • Transfer Request page includes fields Receive Transfer Request Email Notification and Receive Transfer Request SMS Notification both with toggle functionality

  • For email and SMS notification, support is limited to single email address and phone number per contact

XOP-15078

PPT

Process, Backend, UI

Enhanced support for new Company Integrators entity with the following new permissions at company and global levels:

  • Add new permission subgroup Company Integrators

  • View Company Integrator (Company.Integrator.View)

  • Manage Company Integrator (Company.Integrator.Manage)

  • Add Company Integrator (Company.Integrator.Add)

  • Delete Company Integrator (Company.Integrator.Delete)

Improvements

XOP-15551

Onboarding Portal

Process, Backend, UI

Givex Loyalty service saves successfully at site level as expected.

XOP-15578

Onboarding Portal

Backend, UI

Error messaging displays accurately when user attempts to add deactivated Paytronix service to site.

XOP-15597

Onboarding Portal

Backend, UI

Environment dropdown is Sandbox and Send all orders toggle is set to Off as expected in Edit Punch modal at site level.

XOP-15609

Onboarding Portal

Backend, UI

Customer Merchant URL in Paytronix service saves successfully and displays accurately as expected.

XOP-15626

Onboarding Portal

Process, Backend, UI

Bulk editing of Data Stream service is disallowed at site level as expected.

XOP-16010

Onboarding Portal

UI

In Paytronix service at site level, Custom Merchant URL field and Validate button display accurately; Use Company Credentials toggle is set to Yes (default).

XOP-16025

Onboarding Portal

Backend

Contact creation is disallowed as expected when no contact phone number is input.

XOP-16082

PPT

Process, Backend, UI

Internal role is assigned only to View Company Integrator permission as expected.