Written by
Hamish Thomson
Published on
September 26, 2024
Welcome to the brand-new version of the Account Management menus, waiting for you to experience and have a play with. This latest PlanSafe Beta release includes a new design and interface to help you manage all your users, with some handy new features thrown in to make your life easier. Check out what’s new below!
Much like the new Campus Management page, the accounts areas within PlanSafe have been given a more user-friendly facelift. On top of this, there are some awesome new tricks to make your compliance journey that much easier.
The search function for accounts has a new look and feel. You’ll notice that you now have options to easily search and filter for accounts you want to review or manage.
You can now filter learner accounts by:
You can now also filter administrator accounts by:
Time for a training refresher? Need your learners to go and recap their knowledge and do their training again? We’ve got you. Now you can invalidate training for learner accounts, requiring them to complete a training refresher.
You’ll now have the ability to add or remove training from learner accounts by selecting their location(s) and worker type without having to leave the comfort of Account Management!
Ever wanted to export a list of accounts? Now you can. A handy little export button will take care of that for you by pulling all accounts that match your current filters into a spreadsheet for you.
In the spirit of getting more done and getting it done quicker, you’ll find heaps of new bulk actions for managing accounts! By using the checkboxes next to accounts on the account management page, you can manage multiple accounts at once. Some of the bulk actions you can now do include:
These bulk actions will also respect the filters you currently have applied on the page, meaning that you can fine tune exactly which accounts you want to make bulk updates to with ease.
On top of all the awesome stuff above, you’ll now be able to specify locations that compliance contacts want to receive notifications for. Previously it sent notifications for all locations that Administrator had access to. This is still the default behaviour, but now you can search for specific campuses if you want to cut down on those pesky emails.
Want to tell us what you think of PlanSafe? We want to hear it. You'll now be able to send us feedback without having to leave the comfort of PlanSafe. Our email elves will make sure that your valuable feedback lands in the inboxes of the right people.