How to roll out new portal features and UI designs

New Portal Features Page

We have improved the experience of rolling out a new feature or UI designs for your customers by introducing the Feature Preview workflow.

  1. Test the feature in select companies.
  2. Review the updates in portal.
  3. Release the feature.

To view the current new features, go to your admin console, select Feature Preview in the Portal group in the navigation menu.

Test a Feature

You can select some companies to test a new feature before releasing to all companies.

  1. Click on the drop down list under the feature description.
  1. Click Add companies...
  1. Search and select the companies to test the feature.
  1. The selected companies will show up in the drop down list.
  1. View the changes in portal as a contact in one of the select companies. You can use Contact Impersonation to do this.

For this example only, notice the new custom menu shows up in the portal.

Release a Feature

When a feature is released, it is available for all of your customers.

Feature are released in two ways.

Official Release

In the Feature Preview page, some features might have a planned release date. After the release date, this feature will be available for all portal users.

Opt-in

If you would like to release a feature to all companies, select the All Companies option in the drop down under the feature description.


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