Simplified advisor assignment & automation with user groups
We've introduced new capabilities to simplify advisor assignments, improve access management, and enhance the user experience for Hub users. With these updates, assigning and managing advisors for spokes is now more efficient and intuitive.
Instant advisor assignments
Hub users assigned as advisors to a spoke now gain access instantly.
In-app and email notifications are sent to inform users when they are assigned as advisors.
When an advisor is removed from a spoke, their access is revoked immediately.
Efficient group-based advisor assignments
Assign spokes (one or more) to user groups
This would automatically grant all group members advisor access for assigned spokes.
When users are added or removed from a group, their advisor access to the assigned spokes is updated accordingly.
Refreshed UI for managing groups
A redesigned interface makes it easier to create, manage, and assign groups within the platform.
Check out our knowledge base for more in-depth information
Groups synchronization during just-in-time provisioning
For customers using SSO and taking advantage of just-in-time (JIT) provisioning, you can now synchronize your IdP's groups with 6clicks groups. The capability works in a similar manner to IdP group to 6clicks role synchronization, with the ability to use a convention-based mapping or an explicit mapping.
We are currently putting the finishing touches on our new SCIM provisioning support, with a view to releasing it by the end of March 2025. In tandem with the new JIT capability, this will great simplify user management for complex organizations. Read more here.
Improvements to MFA
We have made two changes to the email-based multi-factor authentication, following advice from our penetration tests. Both changes allow for an improved user experience without compromising security.
Firstly, we have extended the timeout for entering an emailed PIN to 5 minutes.
Secondly, for customers who have email-based MFA enabled for both "Seeing a list of teams associated with an account" and "Logging in after submitting a password", only the first PIN is required, removing the need to double-enter PINs.
Note that these changes do not affect users with SSO or two-factor authentication apps (such as Google Authenticator) enabled. We are continuing to work towards improving the experience for these users.