Role-based client access, DGFT/ICEGATE support & filter chips
19 August 2026
Staff members now only see clients assigned to them across all screens. You can also bulk-assign clients, filter by industry and manager, and use the extension for DGFT and ICEGATE logins.
New
- Chrome extension: Added support for DGFT and ICEGATE portals for automated logins and tracking.
- Clients: Added filter chips to quickly narrow client lists by industry and assigned manager.
Improved
- Clients: Employee access is now restricted so staff members only see and manage clients assigned to them across tasks, compliance, documents, and invoices.
- Clients: Assign multiple clients to team members at once using the new bulk assignment action.
- Compliance: Assigning compliance items now automatically generates the required tasks without creating duplicates.
- Dashboard home: Redesigned the team workload card with separate count boxes and a clearer free capacity strip.
- Leads: Easily copy business details directly from the lead card.
- Team: Updated team member detail pages with tabs and refreshed profile headers.
- Invoices: Added horizontal scrolling to line items in the invoice quick sheet for long item descriptions.