We’ve enhanced the process for sending project links in response to Verisk | Xact - Plnar and CoreLogic | Symbility - Plnar project requests. The system now automatically selects the appropriate project link (Pro or Snap app) based on the user’s role and app permissions, ensuring a smoother workflow.
What’s New?
Smarter Project Link Dispatch
The system now sends project links according to the user's role and app permissions:
Users/Admins with Pro access: Receive a Pro app project link.
Policyholders or Customers: Receive a Snap app project link.
Users/Admins without Pro access: Receive a Snap app project link.
If a user has both Snap and Pro access, the Pro link is prioritized.
Implementation Details
User Role & Permission Check
The system checks the user’s role (User, Admin, or Customer) and their app permissions from the user database.
If users are brand new to Plnar during an initial request, the system performs a post-creation role check.
Seamless Communication
The selected project link is sent through the system’s communication module via Email and SMS.
Emails will contain the correct project links.
SMS messages also include the correct links, but may contain incorrect text for Pro app messages—this issue will be addressed in a future update.
No Action Needed
This update is now live! The system will handle link selection automatically. If you have any questions, please let us know by using the chat icon found on this page.