Continually innovating our features for regulators

Invitation Management, Bulk Actions on Dashboards and Delegated Access on Gateway

With growing demands and limited resources, regulators need smarter solutions. We continuously develop innovative features designed to tackle your challenges, shaped through collaboration with regulators like you.

Invitation Management

Effectively manage your organisation's authorised users and their access with new invitation management and corporate account capabilities.

  • Full visibility and control – View all the people who are authorised to act on behalf of your organisation.
  • Track invitation acceptance – See who has or hasn’t accepted an invitation, allowing you to follow up with the relevant staff member.
  • Export authorisation lists – Generate a list of authorised individuals, including their assigned functions.
  • Update and revoke access – Modify the functions assigned to users, disable specific permissions, or remove access entirely when necessary.
  • Privacy controls – Staff members cannot see personal arms holdings or sensitive information of others within the account.


Bulk Actions on Dashboards

Enhance efficiency with bulk workflow actions directly from the dashboard list widget.

  • Execute up to 50 workflow actions at once – Speed up processing by applying actions in bulk.
  • Maintain workflow integrity – Actions can be applied only to records in the same workflow status.
  • Improve oversight and efficiency – Reduce manual effort and increase accuracy when managing large sets of records.


Delegated Access for Gateway

We are improving the experience for users who act on behalf of one or more organisations by enhancing the delegation and group management functionality in Gateway.

  • Shared corporate accounts – External users can submit online forms on behalf of an organisation and share access based on their role.
  • Enhanced user experience – A more comprehensive summary view of all activity and quick actions based on user context.
  • Simplified delegation – Improved workflows for assigning and managing delegated access within an organisation.


See it in action

Reach out to your Customer Success Manager or contact us to find out how you can start using these features.