Who can change what
Roles now decide who can make changes in a few places where they previously didn't. What each person can see is unchanged — this only affects making changes.
- People with view-only access can no longer upload, replace or delete files. Those actions now need the Member role or above. If someone on your team finds they can no longer add a file, check their role under Settings > Team.
- Your company logo can only be changed by an Owner or Admin. You change it in the same place as before, under Settings > Branding, which was already limited to Owners and Admins.
- Only the person who raised a support ticket can close it, reopen it or change its status. This applies to everyone else on your team, including Owners and Admins. Our support staff can still update your tickets.
Quote approval links
Asking for a replacement approval link now sends it by email. When a customer's approval link has expired and they ask for a new one, Current emails the new link to the address the quote was sent to, rather than opening it on screen. The page confirms a link has been sent when the address given matches the quote.
A link that still works is now re-sent instead of replaced. Previously, asking for a new link cancelled the one the customer already had. If the first email had gone astray, that could leave them with no working link at all. Now the existing link is simply sent again.
Customers who ask repeatedly may be asked to wait a short while before requesting another link.
Vendor records
Stored vendor integration credentials are no longer included in vendor data. Where a vendor has a distributor integration set up, Current now shows only that the integration exists. This does not change which vendors sync, or how pricing comes in.