Skip to main content

Release Notes - August 2023

Matt Szczurek avatar
Written by Matt Szczurek
Updated over a year ago

Table of Contents

New Trust Center Content

New compliance badges

  • EU-US DPF

  • StateRamp and TX-Ram

  • CSA Trusted Cloud Providers, CPRA, and VCDPA

    • Want to learn more about these certifications? Check out this article about the difference between CCPA and CPRA.

  • Spanish ENS standards

Features/Functionality Updates

SCIM - General Availability

In an earlier release we announced our beta feature - SCIM (System for Cross-Domain Identity Management). This standard for user identity management across systems is now generally available to all enterprise customers. Learn more about setup here.

SafeBase now supports SCIM (System for Cross-domain Identity Management). Now you can streamline user identity management across systems by automating provisioning of user data. Heck yes! If you are an enterprise customer and want to get started, learn more here on how to setup.

CRM Rules Engine Visualization

Earlier this year we released CRM Rules Engine. If you are a Salesforce or HubSpot customer, SafeBase has the option to connect with these tools to streamline the access request flow.

For example, some common rules we have seen -

  • Auto-approve companies with a contract size above a threshold

  • Auto-approve anyone not marked as a 'competitor'

  • Override NDAs only if the NDA was signed in the last 6 months

After this release, we heard you loud and clear - the functionality was amazing but it was hard to REALLY see what was happening. Which conditions resulted in an approval? Is it an "or" or "and" condition that we are using? Enter - Rules Engine visualization.

If you have rules configured, you can now see the visualization in the "Settings" tab > under "Accounts". Questions? Check out this help article.

Async Knowledge Base (KB) Editing

Editing your KB has just become a lot easier - you no longer have to wait to save! Instead, you can continue to navigate and make edits in KB, while saving happens in the background.

To see the saving status - look for the little popup in the bottom right hand corner. This will indicate if its in progress, done, or an error occurred (which will let you retry). Talk about improving performance and making it even easier to add, edit, and keep your Knowledge Base up to date.

New KB Editor role

Org-members with the new "KB Editor" role can view the dashboard and the KB, and also edit KB entries.

Did this answer your question?