Release Notes Overview

Resending the Activation Link - New activation button to send activation emails to users who did not activate their account.

Activation link for users that are set to local - Switching a user from external to local will result in the user getting an activation link.

User Role for Auditor and Auditor Read-Only - Notification popup when an admin enables the Auditor and Auditor read-only for a user.

Updated email to SSO users - We’ve updated the email specific to SSO users.

Improvements: Resending Activation Link

Overview

In the May release, we added additional security improvements when users are created manually by a system admin. After an account is created, an email is sent to the user to activate their account by clicking on the link and setting their password. If the activation link was not clicked by the user within two days (maybe they didn’t receive the email, or it was in their junk folder), the link would expire. We’ve added a “resend activation link” button to address these scenarios.

How it works

If the activation link has expired, the system admin can resend the activation email to the user. The ‘resend activation link’ button will only appear for accounts that have not been activated yet. For accounts that have already been activated by the user, the resend button will not show up in the UI.

Ensure that you have system admin permissions, log into your account, go to system admin, and click on users. If you don’t see the activation link, the account has been activated by the user. On the bottom right-hand corner click on the ‘resend activation link’ button. Once the button is pressed, the user will receive another activation email.

Improvements: Activation link for users that are set to local

Overview

During the user sync job process, we pull in customer accounts from the EMS (expense management system) to AppZen. In order for any users to access AppZen, the system admin will switch the account from external to local. When this action is done the first time, the user should receive email instruction on how to activate their account. Before this update, once the account was switched from external to local, no activation link was sent out to the user. Going forward, users will be able to receive an email to activate their account.

How it works

Login to your account with system admin permissions, go to system admin, users and select the user account that requires any type of configuration.

Under the user authentication section select the local option.

Make any changes to the account that you need. Select the “update user” button on the bottom right-hand corner of the screen. The popup message will show that an activation link will be sent to the user. Click confirm to send the activation email and complete the process.

You will see the “Success” message letting you know that the changes have taken effect.

Improvements: Authorization Notification for Auditor and Auditor Read-Only

Overview

In its current state, a user can be assigned to both an “Auditor” and “AuditorReadOnly”. The Auditor role has access to the workbench, reports tab along with actioning and assigning expense reports to themselves. Whereas the Auditor Read-Only can only view the workbench and access to the reporting menu. There have been cases where a user was assigned to both roles however the roles are used for specific reasons and mutually exclusive. To avoid confusion, we have added a notification when a system admin tries to add both roles to the user. The notification states “Only one of the roles Auditor/ AuditorReadOnly can be select, not both

Please Note: Current behavior for a user who already has both an auditor and auditor read-only has read access. Those users can assign an expense report to themselves but not take action. Those users will remain with that behavior after the update is released.

Improvements: Welcome email for SSO User Accounts

Overview

In a past release, we improved the way that user accounts are authenticated, by making it more secure to follow all of the standard security procedures. The activation email has been implemented across different use cases, and now we want to improve and simplify a specific use case that is focused on SSO users. In this release, we have updated the email that pertains only to SSO user accounts.

How it works

In this release, we updated the email that is sent out to users once the account is synced from a customer’s EMS into AppZen. This update only affects “external” users and not local users. The email sent will have the subject of “Access your AppZen Account.” Previously, it was “Activate Your Account

The email will include a link to sign in with the email address.

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