weekly-2026-w22
Week 22: MFA Enforcement, Client Portal Profiles, and Onboarding Improvements
May 25, 2026 - May 31, 20262 releases
This week's updates strengthen admin security with mandatory MFA enforcement, redesign the client portal access profile editor, and refine the onboarding experience across devices.
- Security: Admins can now require all staff with admin access to set up multi-factor authentication, with automatic checks to keep it enforced.
- Client Portal: The access profile editor now has collapsible, reorderable sections for personal information, appointments, and documents, saved per staff member.
- Onboarding: The onboarding panel is easier to navigate, remembers your progress, works better on mobile and tablet, and now includes a step for inviting your first client.
- Notifications: Team members are now emailed automatically whenever an administrator resets their MFA, so unexpected resets can be spotted right away.
Features
- Mandatory MFA for admins: Practice administrators can enforce multi-factor authentication for all admin users, who are guided through setup before continuing.
- Redesigned onboarding panel: Sections replace tabs, remember their open/closed state, and deep links jump directly to the right settings.
- Mobile and tablet onboarding support: The onboarding panel is hidden on mobile and uses a narrower layout on tablets so it does not cover page content.
- Attention cues and refined trial banner: Onboarding actions are highlighted for clarity, and the trial banner no longer flashes on refresh.
- Client portal access profile editor redesign: Fields are organised into collapsible, reorderable Personal information, Appointments, and Documents sections, with a saved layout per staff member.
- Invite client onboarding step: A new checklist step guides you through inviting your first client to the portal.
- Onboarding pill hover behaviour: The onboarding button now expands only on hover or keyboard focus instead of automatically on every page.
- Dynamic entity labels and renamed account page: Portal profile labels reflect your practice's terminology, and the client portal 'Profile' page is now called 'My Account'.
Fixes
- Onboarding panel stability: Fixed the panel re-expanding after being minimised and the form action bar overlapping it on some screen sizes.
- MFA redirect flicker: Fixed a brief visual flash when being directed to the MFA setup screen.
- Section save errors: Fixed onboarding section state not saving correctly on failure, now reverting with an error message.
- Sidebar labels: Custom entity name changes now update sidebar navigation labels immediately.
- Admin header layout: Header controls now adapt more cleanly on narrow and mid-size screens.
- Portal login redirects: Signing in to the client portal now reliably returns you to the page you were trying to reach.
Security and reliability
- Mandatory MFA enforcement: Admin portal access is better protected with enforceable multi-factor authentication and automatic checks that keep it in effect.
- MFA reset alerts: Team members are emailed automatically when an administrator resets their MFA.
- Reliable deployment of portal settings: Internal data preparation issues affecting client portal access settings, including field-level permissions, have been resolved.