In today's update we added support for Microsoft Entra ID SSO (previously called "Active Directory"), added new contract approval steps, changed the way notifications are configured, gave Agent users more functionality and changed all of our dashboards.
Microsoft Entra ID
OPEX now supports Microsoft's SSO, now known as "Entra ID" - key features include:
Force users in your firm to login to OPEX using only their Microsoft account
Your firms Microsoft configured MFA is supported
Optionally allow specific people in your firm to use the OPEX user store
Where other user types (developer, agent, financier) have a valid Microsoft account, and a named user account in OPEX - they can also login with their Microsoft account
Improves the security of your system
Activate "Entra ID" in the "Settings > Integrations > Microsoft Entra ID" screen.
New Contract Approvals
We've added two new "pre-send" approvals to your contract workflows, these allow you to include a check of the contract by someone in your firm and/or by your client before it is sent to the purchaser.
Where a contract is sent for signing with these options on an email is sent to the specified person requesting them to approve the contract to be sent to the purchaser.
Notification Management
You can now specify who is notified at each step directly in the contract flowchart.
New Dashboards
All OPEX dashboards for all user types AND projects have had an update to make it easier to know who needs to sign or approve a contract, variation or any document type.
Including a new "Awaiting Signature" dashboard available at the firm and project level.
Agent Users
Agent users now enjoy access to the following features:
"Change Version" on a Project Contract
Ability to delete "Draft" Project Contracts
Ability to issue "Variations" for a Project
Note there is a "Project Setting" to turn this on/off for Agents
Ability to return a Project Contract to draft (so long as the Vendor hasn't signed it)
Other Minor Changes
Set a Developer user as an "Authorised Signatory" on a project even if they have not activated their OPEX account
The "Address" is no longer mandatory when sending a general Document for signing
We've added a new "Variation Date" merge field that inserts the exchange date for a Variation
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