Release date - December 16, 2024
What's in this release:
- Limit for Adding Widgets to Dashboards, Reports, Scorecards, and KPIs
- Initial Role Setting in Role Management or User Management
- New Schedules in Reports
- View KPI Names, Descriptions, and Value Details in the Scorecard Dashboard
- Optimized Datasets: Data Tab and Filter
- Pre-onboarding for Free, Trial, and Paid Accounts via the Onboarding Welcome App
- Landing Page and Navigation for Clients with Free Accounts
- Updated Welcome Email
Limit for Adding Widgets to Dashboards, Reports, Scorecards, and KPIs
What's new?
After Release 2.25, adding widgets to dashboards, reports, scorecards, or KPIs has a limit of 218 widgets. Exceeding this limit can lead to slow loading times and occasional crashes.
If the Too Many Widgets pop-up window appears, you must uncheck some widgets to keep the number of selected widgets within the limit.
Required permissions
Only admins can edit dashboards, reports, scorecards, and KPIs.
Related articles
- Creating a Scorecard Dashboard
- How to Create and Use Dashboards in MSPbots
- How to Create and Use Reports in MSPbots
Initial Role Setting in Role Management or User Management
What's new?
You can now select an Initial Role for tenants in Role Management or after clicking the Sync Teams User button in User Management. This setting ensures the users synchronized from User Management have appropriate access levels upon joining the MSPbots system.
When you set the Initial Role to Dashboard Only, the role for new synchronized users will default to Dashboard Only.
When you set the Initial Role to Restricted Viewer, the role for new synchronized users will default to Restricted Viewer.
When the Initial Role you set is not the Dashboard Only or Restricted Viewer, a Fallback Role needs to be set.
- Set Dashboard Only or Restricted Viewer as the Fallback Role.
-
If you do not set the Fallback Role, the default Fallback Role will be Restricted Viewer.
-
The Fallback Role is automatically assigned to new users when the Initial Role is no longer available, that is when you run out of seats for the Initial Role.
Required permissions
Only admins can set up the Initial Role.
Related articles
New Schedules in Reports
What's new?
You can now centrally view and manage scheduled reports for dashboards and reports by accessing the Schedules in Reports.
In the Schedules tab, you can view and edit the settings of scheduled reports, check the sending history of scheduled reports, manage the contact list, and manage the dashboards and reports to be sent in the schedules, among others.
Required permissions
Only admins can see the Schedules entrance and access the Schedules page.
Related articles
- How to Manage Schedules
- How to Set Up Scheduled Reporting for Dashboards and Reports
- Sending a Scheduled Report Using the Automated Contact List
View KPI Names, Descriptions, and Value Details in the Scorecard Dashboard
What's new?
You can now hover over a KPI in the scorecard dashboard to view its name and description for better understanding, which includes content from the target card widget.
When the value in the Current Value column is underlined, you can click the value to view the specific details for the value.
Required permissions
All MSPbots users.
Related articles
- Creating a Scorecard Dashboard
- How to Create a Target Card Widget
- How to Create a Target Card Widget Using the New Widget Builder
Optimized Datasets: Data Tab and Filter
What's new?
We have optimized the Data tab and Filter for the Datasets.
- The title for the Data tab has been changed from "Data Grid View" to "Data in This Table."
- The "Show Limit" has been changed from radio buttons to a composite input box.
- The style and logic of the Filter have been optimized.
- When there is only one condition, it will display [1 Filter]; when there are more than one conditions, it will display [X Filters].
- When there are conditions, you can click the
button next to Filter to clear all conditions at once.
- After editing the filter, you can click Cancel or choose to close the pop-up to close the Filter Settings pop-up.
- The style of "Default Sort" has been optimized.
Required permissions
All MSPbots users.
Pre-onboarding for Free, Trial, and Paid Accounts via the Onboarding Welcome App
MSPbots pre-onboarding for all clients is now centralized in the Onboarding Welcome App, the comprehensive guide for getting clients started on their MSPbots experience. It will soon replace the Get Started Survey and has the following new features and sections:
- Updated Pre-onboarding Process Flow - This section shows all the steps and tasks clients must accomplish before the Onboarding program starts. An illustration highlights where clients are in the process from setting up users and roles to recording company info, demographics and setup, identifying goals and downtimes, connecting client software, and scheduling the kick-off meeting.
- Onboarding Timeline - This section maps out the client's onboarding journey in a clear timeline to give them an overview of the tasks and goals of their onboarding process.
- Training Sessions - This section shows the complete list of onboarding trainings and the corresponding number of sessions for each topic.
- Meet Our Team - The client's Customer Service Manager and the Onboarding Specialists responsible for the training sessions are in this section.
-
Schedule a Meeting - This feature allows clients to book a meeting with their Customer Service Manager.
Related articles
Landing Page and Navigation for Clients with Free Accounts
Users subscribed to a free account have limited access to the MSPbots navigation menu and features. Only the following areas in the MSPbots app are available to them:
- Homepage - When on the homepage, free account users can view the Pre-onboarding Process Flow which opens the Onboarding Welcome App when clicked.
- Marketplace - The Marketplace lays out the free account user's upgrade options, such as different plans, bundles, BI packages, and apps, and includes a price comparison matrix.
- Integrations - Clicking Integrations shows the client's PSA tools and software that are connected or waiting to be connected to MSPbots. This is also the page where clients can configure integration settings, sync connections, and monitor sync errors.
- Onboarding Welcome App - Free account users can update their account information and time zone settings from this page anytime during their MSPbots subscription. Updates are synced with the corresponding settings under Integrations.
- System - Clicking System shows the limited system configurations the free user can update as needed.
- User Management - Free account users also have limited access to the User Management.
Related articles
Updated Welcome Email
The welcome email sent to clients after signup was previously linked to the Get Started Survey. After Release 2.25, the email now links to the KB article for the Onboarding Welcome App to guide new users into completing the pre-onboarding process.
Related articles