28-08-2025 Enterprise Starter & SSO release
Summary
Major feature release introducing the Enterprise Starter (Freemium) Platform. This release establishes ComplyFlow's freemium business model with plan-based limitations, enhanced user onboarding experiences, and Microsoft SSO integration for both client and staff registration workflows. Refer to the user guides here:
Key Highlights
50+ total issues released (1 Epic, 25+ Stories, 20+ Tasks, Multiple UX improvements)
Core modules affected: Enterprise Registration, SSO Authentication, Plan Management, User Onboarding
User experience: Streamlined registration flows, interactive onboarding panels, improved UI/UX across client applications
Enterprise Starter Account Management
Freemium Plan Limitations - Implemented comprehensive plan-based restrictions for starter accounts including staff limits, site limits, and inspection template limits to establish clear upgrade pathways.
Plan Management Interface - Created CF Admin tools for organisation management with plan change capabilities, account owner transfer functionality, and comprehensive billing information display.
Account Upgrade Flow - Enhanced account settings with improved "Upgrade to Pro" user experience.
Intercom Integration Enhancements - Added plan-based custom user attributes to Intercom for improved customer support and targeted messaging based on account types (this is only enabled by request for existing Enterprise Customers).
SSO Authentication & Registration
Microsoft SSO Registration - Complete implementation of Microsoft SSO registration for new staff accounts, enabling seamless enterprise authentication workflows.
SSO Login Enhancement - Enhanced login screen to dynamically display SSO options for users who registered with Google or Microsoft accounts, improving user recognition and access.
Email Confirmation System - Built comprehensive email confirmation workflow for new Enterprise Starter registrations including verification screens and automated email notifications.
Multi-Step Registration Process - Implemented sophisticated 2-step account creation flow supporting both email and Microsoft SSO registration methods.
User Onboarding Experience
Welcome & Setup Wizard - Created "Welcome to ComplyFlow" onboarding experience with "You're Almost There" setup screens for logo upload and initial site configuration.
Interactive Dashboard Panels - Developed "What would you like to do?" onboarding panel with contextual actions and progress tracking for new Enterprise Starter accounts.
Getting Started Resources - Enhanced onboarding panels with updated links, clearer information for supplier invitations, and improved button alignment for better user experience.
Live Access Onboarding - Specialised onboarding flow for Live Access features including QR code generation and induction process improvements for starter plan users.
Supplier & Staff Management
Enhanced Supplier Invitations - Improved supplier invitation workflow with default contractor category selection, clearer invitation information, and specialised email templates for Enterprise Starter plans.
Staff Permission Management - Advanced staff invitation system with granular permission assignment during the invitation process, supporting role-based access control from account creation.
Staff Account Enhancements - Updated staff management with account owner badge display, improved license tooltips, and enhanced email templates for new staff user notifications.
Supplier Billing Integration - Added billing information display in supplier list views for Enterprise Starter accounts, enabling better financial tracking and management.
User Interface & Experience Improvements
Account Settings Refinements - Multiple UX improvements including clearer invite code text, improved upgrade messaging, and better visual hierarchy throughout account management interfaces.
Dashboard Map Integration - Fixed and enhanced site mapping functionality ensuring newly added sites properly appear on dashboard maps for starter accounts.
Onboarding Panel Updates - Real-time onboarding panel updates that reflect completed actions (such as incident creation) and provide accurate progress tracking for new users.
Google Tag Manager Integration - Enhanced analytics tracking with updated triggers for sign-up funnel analysis and website redirect tracking to support freemium conversion optimisation.
Access Control & Security
OCF Access Restrictions - Implemented proper access controls preventing starter account users from accessing advanced OCF (“Old ComplyFlow”) features reserved for paid plans.
Manager Category Permissions - Resolved permission issues for invited staff with 'Manager' category ensuring appropriate site management and administrative capabilities.
SSO Review & Feedback Integration - Comprehensive review and implementation of SSO feedback with additional task creation for ongoing authentication improvements.
Technical Infrastructure
CF Admin Organisation Tools - Built comprehensive organisation management interface for ComplyFlow administrators including account type management, note creation, and organisational change tracking.
Plan-Based Feature Flags - Implemented technical infrastructure supporting plan-based feature restrictions and upgrade pathways throughout the application architecture.
28-08-2025 August System Release V2
Summary
Comprehensive bug fix and improvement release addressing important issues across multiple system modules. This release resolved 27 issues total (19 bug fixes, 8 improvement tasks) enhancing system stability, user experience, and operational efficiency across core platform functionality.
Key Highlights
27 total issues resolved (19 bug fixes, 8 improvement tasks)
Key modules affected: Authentication, Staff Management, Live Safety, Documents, Data Export, API
Authentication & Security
Login Redirect Improvement - Enhanced login flow to properly redirect users to intended destination after authentication
Staff Management
Staff Deactivation Process Enhanced - Improved staff deactivation workflows with better validation and error handling
Permission Management Optimised - Streamlined staff permission assignment and validation processes
Staff Data Export Fixed - Resolved formatting issues in staff data export functionality
Live Safety
Dashboard Performance Improved - Optimised live safety dashboard loading times and data refresh capabilities
QR Code Functionality Enhanced - Improved QR code generation and scanning reliability for site access
Access Control Validation Fixed - Corrected edge cases in site access validation logic
Document Management
Document Upload Stability - Fixed intermittent failures in document upload process for contractor and staff files
Document Category Filtering - Enhanced filtering options for better document organisation and retrieval
File Format Validation - Improved file type validation and error messaging during uploads
Data Export & Reporting
Export Format Consistency - Standardised data export formats across all modules for better data integrity
Report Generation Reliability - Fixed timeout issues in large report generation processes
CSV Export Encoding - Resolved character encoding issues in CSV exports for international character sets
API & Integration
API Response Optimisation - Improved API response times and data structure consistency
Third-party Integration Stability - Enhanced reliability of external system integrations
Data Synchronisation - Fixed edge cases in data sync processes between modules
User Interface & Experience
Navigation Improvements - Enhanced menu navigation and breadcrumb functionality
Form Validation Enhancement - Improved client-side form validation with better error messaging
Mobile Responsiveness - Fixed display issues on mobile devices across key user workflows
System Performance
Database Query Optimisation - Improved database query performance for faster page loading
Memory Usage Optimisation - Reduced memory consumption in high-traffic scenarios
Caching Improvements - Enhanced caching strategies for better system responsiveness