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Features

  • Partner Portal Updates:

    • Ability to edit a deal through a modal, similar to the register new deal modal, pre-filled with the deal’s current information

    • Monthly and Annual Billing Cycle for deals

    • Ability to re-send the Stripe invoice for a completed deal

    • Separated out Referral deal type to “Referral - Bill Partner” and “Referral - Bill Customer”

  • Agent/License Management:

    • Ability to release licenses from the Agents page in bulk

    • Ability to assign licenses to agents in bulk on the Agents page

    • Ability on the Agents page to view and change the automatic re-licensing settings for agents when they call into our rest server without a license

      • Users can update agents individually and in bulk

  • Implemented the ability on the Groups page to view a group’s Id and Client Auth values used in the Agent Installer Script

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