Platform Updates & Enhancements

2026 Platform Updates

A horizontal scroll bar has been added at the top of the reports on the reports page so you can view all of the snapshot information available without having to export.
A bug causing Advisors to jump to their own Business Assessment when clicking from the activity page of their learners has been fixed. Advisors should now be able to find their learner from the dropdown on the activity page, click the Business Assessment tab and see listed Business Assessments saved by that learner. Click on an assessment under the list of saved assessments to see individual answers.
The "Save," button on the Business Self Assessment has been updated to read "Save and Complete." This was done to avoid confusion as the Business Self Assessment cannot save until it is fully filled out.

Coming Soon:

Basic Subscription User Count Automation: We are currently working on a development that will automatically remove users with no active time from the "user count." These users have accepted an invite to the platform but have no active time or resources views. Users that have been invited but never redeemed the invitation are also not included in the count. When your org is occupying 90% of your user count, the Org Admin will be notified.

Resources Coming Soon:

Check out recent Initiate updates and what is soon to come.