Certifications
Available Certifications
For portals with certifications, we have added an "Available Certifications" tab to the Training page.
In this tab, users can view all the certifications they are eligible to complete. The list includes certifications they have access to, based on their group-level visibility. If a certification is restricted to a specific group by the admin, only users within that group will see it.
By clicking on a certification, users can view all the required training courses and track their current progress towards achieving the certification.
If a user has access to a certification but lacks access to all the training attached to the certification, they would be shown a warning message "Access to training in this certificate is restricted. Please reach out to your administrator for support."
Integrated View of Training and Certifications
Previously, issued certifications were accessible via a separate link in the main navigation. Recognizing that certifications are integral to the training module, we have integrated these views into the Training view.
With this update, Training, Training Progress, Available Certifications, and Issued Certifications are consolidated into tabs within the Training and Pre-Sales navigation.
This enhancement provides a seamless and cohesive experience, allowing users to easily track their training progress, see available certifications, and view issued certifications all in one place.
Partner Journey Automation
Notification Cadence Update
PJA Notifications will no longer continually trigger on the scheduled cadence except for the actions of Logged In and Registered a Deal. In the case of these two actions, notifications will continually trigger at the set cadence (i.e. x days) until the user completes the action (has Logged In or Registered a Deal).
Gamification
Additional Gamification Action for User Registration
User Has Registered has been added as a new action that can be set for users to gain points through the gamification feature.
Payments
Link Bank Account Update
Users that want to link a bank account to receive payments can now reference how to find the correct routing number through the new tool tip and Help link.