What's New
Overview
What's New includes the changes made during the year.
Some months will not have changes. Only the months with changes will display.
October
Multifactor Authentication (TOTP)
- Multifactor Authentication (TOTP) is now supported and offers another level of security for users. TOTP uses a time-based, one-time password (TOTP) generated by an algorithm that uses the current time of day as one of its authentication factors. Multifactor authentication is enabled through Security Administration. For Help information, select Multifactor Authentication.
- The Reset Account User Multifactor Authentication permission was added to the Manage Security Administration Account role in Security Administration. This permission allows a user with the Manage Security Administration Account role in to reset multifactor authentication for a user.
- The permission will automatically be selected for the Manage Security Administration role for all new accounts. For existing accounts, the permission can be manually added to the Manage Security Administration Account role and custom roles.
The IP Filtering feature now allow a range of IP addresses to be entered. Validation for IP Addresses will also occur when turning on IP filtering. For Help information, select: IP Filtering.
June
- Upload an attachment.
- Rename an attachment.
- Delete an attachment.
- Categorize an attachment.
- Manage categories for attachments.
Select Basic User to view the permissions that default for the Basic Access role.
Select Power User to view the permissions that default for the Power User role.
Select Manage Vanceo to view the permissions that default for the Power User role.
For new accounts, the permissions will be included as default permissions when users are assigned roles in the new account.
For existing accounts, the permission can be manually added to a Vanceo role. After the permission is added to a Vanceo role in an existing account, all users with that role will have the permission. If the permission is added while an user is logged into Vanceo, the user may need to log out and log in again for the permission to take effect.
Also, review your custom roles to determine if you want to add the new permissions. If you add the new permissions to a custom role, review your existing users with the custom role to manually add the permission.
February
Default roles and permissions were added to support Online Application (OLA) ComplianceOne Mortgage. For more information about the permissions, select the Roles topic in Help.
February
Default roles and permissions were added to support Online Application (OLA) Vanceo Mortgage. For more information about the permissions, select the Roles topic in Help.
The Share Views permission was added to the Manage Vanceo role. For new accounts, the permission will be included when users are assigned the Manage Vanceo role in the new account.
For existing accounts, the permission can be manually added to the Manage Vanceo role. After the permission is added to Manage Vanceo role in an existing account, all users with that role will have the permission. If the permission is added while an user is logged into Vanceo, the user may need to log out and log in again for the permission to take effect.
Also, review your custom roles to determine if you want to add the new permission. If you add the new permission to a custom role, review your existing users with the custom role to manually add the permission.
February
The Share Grid Views and Share Report Views permissions were added to the CASH Workflow Administrator role. For new accounts, the permissions will be included when users are assigned the Workflow Administrator role in the new account.
For existing accounts, the permissions can be manually added to the Workflow Administrator role. After the permission is added to Workflow Administrator role in an existing account, all users with that role will have the permission. If the permission is added while an user is logged into CASH Workflow, the user may need to log out and log in again for the permission to take effect.
Also, review your custom roles to determine if you want to add the new permission. If you add the new permission to a custom role, review your existing users with the custom role to manually add the permission.
January
Name and permission changes were made in Roles for Wiz products. Review your current roles and permissions and make changes if needed. Refer to the Roles Help section for more information.