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5 years ago

Export your application data

You can now download a copy of your application data from the Applications overview section of Reports, so you can analyse your applications in greater detail.

It's as easy as applying the filters and date range you want to see and clicking the Export filtered data button.

You'll need Read-only access for the new Export data permission. To get it, contact the administrator of your account.

Find out more in our help article.

5 years ago

Compare your report data

The Applications overview section in Reports has a new Group by feature that makes it easy to compare report data.

See any data segment in detail and compare the results.

For example, do you want to find out if applications for one product are being rejected more than another? Group by Products.


If you have the Reports permission, you can see these features now in Applications overview.

Or, learn more in our help article.

5 years ago

Analyse your product applications

Visualise and report on key business metrics using the new Applications overview section in Reports.

This area of reports helps you break down how many product applications have been created, approved, and rejected each week. 

You can:

- See the data in two different ways with a graph and a table.
- Filter applications by product, application status, and more.
- Share your reports with other people who have the Reports permission just by copying the URL.

If you have the Reports permission, you can get started by going to Applications overview.

Or, to get all the details, check out the help article.


5 years ago

Performance improvements

Performance improvements have been at the top of our priorities for the past months and the team has been working hard to make the necessary changes to improve your experience.

Today, we are happy to announce that these changes have been released. You should now experience a faster loading when navigating to the onboarding and monitoring page or when opening a profile.

We hope you like it.

5 years ago

New passwords are more secure

We’ve added some minimum requirements for new passwords.

Any passwords you create from now on must be at least 12 characters and avoid common patterns (e.g. “1234”). This makes passwords harder to guess.

Current passwords aren’t affected, but you might want to consider changing yours for stronger security.


5 years ago

Team roles are now here!

You can manage roles at the team level, so you can easily apply a role to all team members at once.

User roles haven't changed - you can still apply roles at the user level too. This means a user can have team roles in addition to their user roles.

To add roles to a team, go to User Management > Teams.

Learn more in our help article.

We hope you like it!

5 years ago

Assign applications to teams

With teams, you can assign product applications to groups of users.

Team members are notified when there's a status change to their applications. You can view and edit these settings by going to your notification preferences.

You can also search for which applications assigned to a team by clicking Refine list when on the Onboarding or Monitoring pages.

Ready to get started? If you have the Manage users permission, you can create your first team by going to the User Management tab and selecting Teams. Learn more in our help centre.

5 years ago

Check out the improved menu for profiles!

We have moved things around on the profile page so that everything is easier to find. The link to the Applications section has been moved to the left hand side along with the other sections on a profile.

The new 'Profile data' section merges the old 'Collected data' and 'Verified profile' sections. All the functionality is still there, it's just much more straightforward to get to.

Let us know what you think!

5 years ago

Improvement for deactivating users

To make sure that no application gets missed, when a user is deactivated, any product applications assigned to them are unassigned.

Anyone on your team who is set to receive notifications for unassigned product applications will be alerted when new activity happens.

You can manage your notification preferences here: https://identity.passfort.com/settings/notifications/preferences

If you have admin privileges you can deactivate and reactivate users here: https://identity.passfort.com/manage/users/

6 years ago

Move to your next task with one click

You can now choose to automatically move to the next task when completing a task.

This is to help make onboarding a new customer just a little bit smoother for you!