Monthly Release Notes: New Features, Enhancements, and Fixes

Say hello to a new era of integrations! This month’s updates bring advanced app integration tools, the ability to connect and manage multiple Google Workspaces, and Okta directory support for enterprise-level user management. These groundbreaking features make syncing users and automating tasks smoother than ever. We’ve also addressed key bugs, improved workflows, and improve a the billing system to give you more control over subscriptions. Let’s explore the full release!

🌟 New Features

Custom Integrations and Integrations Catalog

You can now integrate applications outside our existing catalog! Highlights include:

• Configuring REST API endpoints.
• Authentication handling (e.g., basic auth).
• JSON mapping with jq, pagination, and error handling.
• A dedicated UI for managing custom integrations.

The addition of a catalog of pre-defined integrations simplifies setup by offering templated configurations with user-supplied parameters.

Okta Directory Integration

Added support for Okta as a directory, including:

• Syncing users and groups.
• Creating and deleting identities.
• Seamless integration with applications.
• A user-friendly UI for Okta directory management.

Directory and Identity Management

Create Directory Identity Task

This new task type replaces "Create Google Workspace User," allowing admins to:

• Select directories and domains.
• Make identities primary.
• Update YeshID user records automatically.

Set Directory Identity Org Unit/Group Tasks

Streamline onboarding with tasks that assign organizational units and groups to directory identities.

Directory Sync Settings Page

Admins can now control directory sync settings, enabling or disabling automatic YeshID person creation and deletion based on organizational unit membership.

Policy Analyzer

We’ve introduced the Policy Analyzer, a tool for assessing Google Workspace policies. With features like mobile compatibility, error checking, and tier options, it has been rebranded as "Risk Assessment" for a clearer purpose.

🔧 Enhancements

Application and Task Improvements

Application Audit View

We’ve improved Application Audit functionality by:

• Splitting application and audit views for better navigation.
• Adding a dedicated audit route.
• Showing “Continue Audit” options where applicable.
• Updating instructions for clarity.

Tasks UI Update

Revamped the Tasks UI with a streamlined table layout, clickable rows, and visible assignee tags for better task management.

Improved Identity and Tasklist Management

Directory Identity Editing

Admins can now update directory identity attributes, such as:

• Names, organizational units, groups, and aliases.

Tasklist Parameter Editing

Improved tasklist workflows with:

• Always-editable components.
• Rearranged and quick-access task slots.

CSV Import Enhancements

Enhanced CSV Import features:

• Full name matching for better accuracy.
• User visibility during CSV uploads.
• Admins can now use CSVs to bulk-import users during audits.

Directory Migration

Simplified directory migrations with:

• Integration migration support.
• Streamlined onboarding and identity updates.
• Fixes for onboarding hints.

Overview Stats Updates

Updated stats to provide more relevant insights:

• Added YeshID-specific metrics.
• Moved stats from the home page to the directory view for Google directories.
• Weekly emails now align with updated stats.

Billing System Enhancements

We’ve upgraded the Billing System with features like:

• Improved customer and subscription management.
• Support for payment methods, free/trial/pro plan flows.
• A redesigned billing page with:
  • Invoice visibility.
  • Plan details.
  • Billing information.

Planned updates will include account deletion handling, seat count adjustments, and coupon support. These enhancements ensure a smoother and more transparent billing experience for users.

🐞 Fixes & Polishing

Billing Fixes

• BaseDialog Improvements: Addressed a bug affecting dialog behavior during payment flows, ensuring smoother user interactions.
• Enhanced error handling on the checkout screen.
• Improved compatibility with Stripe test clocks for consistent testing.

Tasklist Fixes

• Resolved visibility issues with tasklists during audits.
• Ensured proper tasklist clearing upon deletion.
• Reset provisioning status when tasklists are deleted to avoid "stuck" states.

Google Integration Fixes

Enhanced reliability in Google integrations by:

• Fixing issues with refresh tokens.
• Adding directory task support for actions like group management and alias settings.
• Addressing bugs with deleted or primary directory users.

Miscellaneous Fixes

• UI Enhancements: Improved button placements, link accuracy, and accessibility across the platform.
• Security Updates: Strengthened CSRF protection for sensitive actions.
• Addressed redirect loops and inconsistencies with error messages.

We hope these updates improve your experience! Stay tuned for more exciting developments next month. As always, we value your feedback—let us know how we can make your journey even better. 🚀

Explore these features and enhancements in your workspace today!

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