🚀 New features

🎨 Platform - UX

• 📋 Preview and confirmation when importing payroll
  Payroll import now shows a preview with totals and row-by-row validation before applying changes, and requires explicit confirmation to continue. Upon completion, a summary of what was applied is displayed. If the file is empty or contains errors, confirmation is blocked along with the reason, so the administrator can correct it before continuing.

• 🧑‍💼 New Support role for reinforcement templates

  The Support role is now available, restricted to the reinforcement templates screen: it can view, create, edit, and restore them, and cannot access any other section of the panel. Upon logging in, it lands directly on that screen. Designed so a third party can manage a client's templates without seeing the rest of the platform. This access is enabled upon request: write to us and we'll set it up.

🎓 Awareness - Academy

• 🔁 Single attempt on quizzes

  The attempts configuration for Academy quizzes changed from a numeric field to a three-mode selector: Per day (N retries within a 24 h window), Single (only one attempt per enrollment — once submitted, whether passed or failed, it cannot be retaken), and Unlimited. The quantity is requested only in "Per day" mode. It is configured once for the entire company's Academy. Companies that already had attempts configured will not see a change in behavior.

✨ Improvements

🛡️ Threats

• ℹ️ Clarification on the email report button
  An informational notice was added to the report button configuration clarifying that the option to move the reported email to Junk Mail is only available for Microsoft accounts, not for Google. This avoids confusion when configuring this option, making its scope clear according to the email provider.

• 🌐 Report button messages in the company's language

  The default messages for the report button are now preloaded in the company's configured language (Spanish, English, or Portuguese) instead of always in Spanish. Companies without a configured language will continue to see Spanish, and any message the client has already customized will not be modified.

🎨 Platform - UX

• 📜 More manageable filter menus
  Filter menus for tables with many options now have a maximum height with internal scrolling, instead of growing without limit and taking up the entire screen. Additionally, the selected item is highlighted within the menu, making it easier to quickly locate the active filter.

• 🏷️ We renamed "Teams" to "Groups"
  The "Teams" section is now called "People & Groups," and throughout the platform the term "Teams" has changed to "Groups," for consistency with "Smart Groups." This is a name change and does not affect the functioning of the section or any related functionality.

🎓 Awareness - Academy

• 🌍 Three courses now available in English Ransomware, Network Security, and Application Security can now be assigned in English, in addition to their Spanish and Portuguese versions. You can train multilingual teams with the same content, without relying on external translations.

• 🛠️ Cybersecurity Operations: updated content We updated the content of the Cybersecurity Operations course. The new version is released first in English; the Spanish and Portuguese versions will arrive later.

• ♻️ Bribery Prevention and Asset Laundering: updated content We updated the course content to keep it aligned with current compliance practices and requirements. Employees now have access to a clearer, more up-to-date version of the material. Available in Spanish.

🐛 Fixes

🎨 Platform - UX

• ✉️ Fix in the sender reauthorization notice
  The text of the email sender reauthorization notice was corrected, as it incorrectly mentioned Campaigns as one of the affected areas. The message now correctly indicates that what may fail are Academy emails, gallery resources, and trivia, avoiding confusion about which functionalities are actually impacted.

🎓 Awareness - Academy

• 🔗 Correct link in the Learning Path completion email
  The "Certificate" button in the email sent upon completing a Learning Path was fixed: it now leads to Profile > Certificates instead of "My Learnings." This ensures the employee reaches their certificate directly when clicking on the email.

• 📋 Email and date columns restored in audit logs
  The audit logs for learning path and course history now show the email address again (visible by default) along with start and due dates (can be enabled from "Show columns"). All three columns are included in CSV, XLSX, and PDF downloads, and the table's search feature now also finds results by email.

• 🔍 Filters and sorting fixed in trivia enrollments
  Filters and sorting by Employee and by Email in trivia enrollments now work correctly; previously, any search would leave the list empty. Additionally, dates no longer show "Invalid date" when there is no data, and the grid now clearly distinguishes between "loading" and "no results."

🚀 Campaigns

• 🏷️ "Draft" label on QR campaigns
  The display of QR campaign cards was fixed: those that are in draft status now show the "Draft" label, just as already occurs with smishing campaigns. Already published campaigns continue to be displayed without that label, with no changes.

📊 Insights

• 📱 More stable Smishing campaign detail
  You can now enter a Smishing campaign from the explorer and view its metrics and events without errors. Previously, an error screen with no data appeared, even in campaigns without scheduled dates, where "Invalid date" was also displayed.

• 🏷️ SMS events with correct name and color
  SMS-specific events (delivered, tips viewed, file download) are now displayed with their translated name and color both in the campaign detail and in the employee's profile. Previously, they appeared with an internal identifier or blank, making them hard to read.

Have feedback or want to request improvements? Let us know at roadmap.whalemate.com/roadmap