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🚀 EMR Platform Update: Team Controls, Smarter Plans, Analytics & Major UX Improvements

We’ve just rolled out one of our biggest platform updates to date — focused on giving agencies and resellers more control, better analytics, stronger branding, and smoother client management.

This release is all about helping you scale more professionally and deliver more value to your customers.

✅ Team Roles & Permissions (New System)

You can now manage your team with clear, role-based access and fine-grained controls.

New roles:

• Admin – Full access (except billing, team management & API)
• Manager – Manages reviews, campaigns, and integrations
• Responder – Focused on replying to reviews and feedback
• Viewer – Read-only access for stakeholders

What’s new:

  • Assign roles when inviting team members or update anytime

  • Restrict access by location

  • See a clear permission summary before assigning

  • Custom permission overrides per user

For API users:

  • API tokens now follow the same permissions as their creator

  • Existing integrations continue working without changes

⚙️ Smarter Custom Plan Options & Feature Controls

We’ve fully redesigned how you control customer access.

Every feature now supports:

✅ Enabled
🔒 Upgrade (locked but visible)
🚫 Hidden (completely removed)

Improvements:

  • Consistent behaviour across menus, pages, builders, and modals

  • Clear upgrade prompts instead of “Access Denied”

  • Truly hidden features when disabled

  • Reliable customer-level overrides

  • Clear channel controls (Email, SMS, WhatsApp)

  • Removed outdated confusing settings

Features you can now control individually:

  • Campaign channels

  • AI features

  • QR, NFC, feedback tools

  • Widgets & social sharing

  • Branding options

  • API, reports, imports, and more

📊 QR Code Analytics (New)

A brand new analytics section for QR performance.

You can now:

  • View total scans, clicks, and conversions

  • Compare time periods

  • See monthly trends

  • Drill into individual QR codes

  • Identify best and worst performers

  • Export to CSV

  • Filter by custom date ranges

Available under Insights.

📈 Analytics Dashboard Improvements

  • Fair month-to-month comparisons

  • Fixed campaign open and click rates

  • More accurate average ratings

Your stats now reflect real performance.

🧭 Improved Customer Navigation

  • Better organisation of menus

  • Review Tools and Campaigns now have clearer structure

  • Reduced clutter in Settings and Get More Reviews

This makes onboarding and daily use easier.

🌍 Language & Translation Improvements

  • Month names now display in your chosen language

  • All new features are translatable (26 languages)

  • Date ranges now localised

📝 Multi-Language Feedback Forms

  • Automatic language detection for visitors

  • Forms display in the reviewer’s language

  • Manual language control for testing

This improves international conversions.

🎨 Widget & Form Improvements

  • Copy widgets between locations

  • Custom CSS support

  • Your agency logo on widgets and forms

  • Improved AI review assistant on forms

  • Better form builder UI

  • New colour controls

📧 Email Provider Setup Improvements

  • New setup wizards for Gmail, Outlook, SMTP, Brevo, SendGrid

  • Credit estimates shown on campaign invites

Less setup friction, better results.

📢 Campaign Improvements

  • Better handling of duplicate windows

  • Fixed stop sequence copying

  • Improved Google Sheets sync

  • Video campaign retry logic

  • Unicode SMS support for Brevo

🛠️ Bug Fixes & Reliability

  • Onboarding checklist fixes

  • Google Sheets & Calendar fixes

  • Widget language selector fixes

  • Feedback form builder copy custom CSS fixes

  • AI reply permission fixes

  • Sales Intelligence name fixes

  • QR error handling improvements

  • Domain wizard fixes

  • NFC UI improvements

  • Better logo uploads

Overall: more stability, fewer support issues.

👨‍💻 For Developers

  • Updated White-label API documentation that can be easily shared

  • Role-based API permissions enforced

  • Full backward compatibility

No changes needed for existing integrations.

🔮 Why This Matters

This update gives you:

✅ More professional team management
✅ Better plan monetisation
✅ Stronger analytics
✅ Better branding
✅ Faster onboarding
✅ Happier clients

All designed to help you scale faster and retain more customers.

More improvements coming soon 🚀