1. Contract Management: A new tab has been added that will consolidate features related to managing contracts such as BAAs.
2. Account-Based Templates: Depending on your account type, the template library will display the relevant options. For Business Associate (BA) accounts, two templates are available (BA -> CE and BA -> Subcontractor). Covered Entity (CE) accounts will see a single template (CE -> BA).
3. Standardized Naming: To ensure clarity, we have standardized the terms used for the sender and receiver of the contract. They are now referred to as Originator and Recipient, respectively.
4. Sorting and Filtering Options: You now have the power to sort templates based on creation date, last updated, or alphabetical order. Additionally, filter templates by category.
5. Filter by Recipient: To simplify template selection, you can filter templates by recipient, including Subcontractor, BA, or CE.
6. Choose a Template Recipient: the template recipient can only be modified during the initial creation of the template. This ensures accuracy and consistency in your contract management.
7. Informative Banner: A banner has been added to aid in distinguishing between BA, CE, and Subcontractor, providing instant clarity when selecting templates.
8. Dynamic Fields Integration: Dynamic fields are now seamlessly integrated into the menubar and toolbar. By simply typing {{, you can trigger the dynamic field options, making it effortless to populate your templates with dynamic content.
9. Template Creation: Admins now have the ability to create new templates from scratch, giving you greater control and customization options. Additionally, copying and pasting from Word or Google Docs supports formatting, ensuring a seamless transfer of content.

• Custom Roles:  Add a custom role that is scoped down per account level, meaning multiple clients can use the same role name. Each account can create a role and modify permissions freely.
• Default Roles: The permission level of the 5 default roles (Admin, PO, DPO, Employee, Subcontractor are not modifiable by the client. 
• Customized Invite Email: When inviting a user with a custom role to the platform, the email is customized with the custom role information.
• People Overview: The new role can be viewed on the people overview page for easy tracking and management.
• Responsive Design: The role management page is now designed to be responsive on mobile and tablets.
• Assigned to Dropdown: Custom roles can be included in assignee dropdowns. For example, for a custom "manager" role that should be able to be assigned a task, the role permission should include the "update" flag for the "tasks" feature.
• Grouped Permissions: To simplify the role management settings, some features in the application have been grouped under a single feature name. For example, the "settings" permission level includes permission levels for "notifications", "company", "account", etc.

Thanks, 

Your Accountable Team

Admins will now receive a monthly training report email for HIPAA, Security Awareness, and Company Training! The report will be sent on the 1st of every month or the following business day if the 1st falls on the weekend.

This new feature lays out the order of steps, task details, and individual timelines that will help you streamline the process of reaching compliance.

Each step within a playbook has clear directions, links to related features within Accountable or other helpful resources, and a due date for completion.

GO TO PLAYBOOKS

You can now do 2 additional tasks if you have sub-accounts with us!

1. Publish Documents- A document visible to sub-accounts is only able to be edited or deleted by Admins of the main account

2. Publish Company Trainings- A company training visible to sub-accounts is only able to be edited or deleted by Admins of the main account 

announcement 

You can now select a subcontractor role when inviting a new user or modify existing users' roles. A subcontractor has the same rights as an employee and can also complete a risk questionnaire!  

Big news today! 🎉

We're starting to keep a 📝public changelog, so you're always up-to-date with releases, happenings, improvements, and fixes made in Accountable.

We base all of our decisions on making you -our customer successful. Therefore, it's our job to make sure you are fully informed about product updates and changes.

That feature you requested? We'll keep you posted. That bug fix? We're on it. You may hop into the changelog and take a look at any time or 🔔subscribe to the feed.

Our in-app notifications will also alert you, so you don't miss a thing.

This new page is here to improve critical communications between you and the Accountable team. 

We look forward to hearing your feedback in the comments.