New dashboard design with a more detailed connection status breakdown
· One min read
Product Director, Client Experience
The Portal homepage dashboard now shows how many data connections in each connection state you have.
6 posts tagged with "Portal"
View All TagsCompany data write history now available via the Portal
· One min read
Product Director, Client Experience
You can now view a table of data written for each company.
API key improvements
· One min read
Product Director, Client Experience
As well as a number of UI improvements, you can now create up to 10 API keys and authorization headers. They set us up for a number of important changes around API keys coming soon.
Company data: data types now viewed via dropdown
· One min read
Product Director, Client Experience
We have changed the way you view data types for our Accounting API, Banking API, and Commerce API data display.
We've updated the navigation bar in the Codat Portal to make your experience more intuitive.
· One min read
Product Director, Client Experience
The Portal has been rearranged to make accessing Codat functionality and settings more intuitive.
We've added a Support button in the navigation bar for quick access to Codat's support resources
· One min read
Product Director, Client Experience
6/8/2022 Portal, Updates We've updated the navigation bar in the Codat Portal to make your experience more intuitive.
7/1/2022 Assess, New Banking metrics are now available for all clients using Assess.