Last updated: 8th May
Coach improvements
🚮 Deleted relationships can be restored
If a relationship is deleted and a new one is created between the same people, the old one is automatically restored, preserving meeting history and context.
🌍 Coach: Org-wide access
Until now, the only way to give someone visibility of a Coach relationship was to share each one individually. We listened to your feedback - those in Ops and HR roles often want visibility of every relationship across the org.
Org Shared fixes this: an admin can grant selected users or teams full visibility of all Coach relationships in their org.
How does it work?
New permission: Manage Coach Relationship Sharing
Those with the permission can grant users & teams access to all Coach relationships in Platform Settings.
Once access is granted, users can view all relationships in the org. They'll see these in an separate 'Org shared' area.
Those with Org-shared access can:
Edit & delete agendas, notes, goals, actions and meetings
Create agendas, notes goals, actions
Cannot:
Create new meetings
Create, share or delete relationships
Platform navigation
🛠️ The Manage menu has moved to a manage icon, on the far right next to the user profile picture
With most platform settings now living in one place, the navigation has been reshuffled to match. What's changed:
The old top-nav Manage dropdown has gone. Manage features (such as Targets, Automations, Org Settings, User & Team management) now live in a single, icon-only Manage menu on the right-hand side, next to the user profile picture or initials.
Customize OneUp has been renamed to Platform Settings.
Permission visibility has not changed; you can only see items you have permission to view.
Report improvement
🔗 Report Manager: Show what depends on a Report or Chart
You can now see where a Report or Chart is used elsewhere on OneUp, through a
button next to the report, in the Report Managet. This includes whether it's used in: Automations, Dashboards and TV Slideshows.
The addition means easier management of content throughout the platform, as you can see what depends on what.
🤖 Automations: Choose attachment format for emailed reports
The Email Data Report automation stage now lets you pick the format of the attached report. Until now, every emailed report went out as XLSX only.
There are now 3 options: Excel (XLSX), CSV, and PDF.
XLSX remains the default option.
