Administrate General Release Notes
Available for Essentials, Essentials Plus, and Enterprise.
Coming Next Week
Reports Permissions
This will be live on November 4, 2025
Reports now respect Company and Entity permissions. You can only view reports assigned to your Company and only if you have permissions for all Entities included in that report. Reports can be set to "All Companies" to make them available globally. All existing reports remain global by default.
How It Works
If you work in a multi-company environment, reports now automatically scope to your assigned Company. When you create a report, it only includes data from your Company unless you explicitly set it to "All Companies".
You can only access reports if you have permissions for every Entity included in that report. For example, if a report includes both Events and Contacts, you need permissions for both to view it.
What's changed?
- New reports are automatically assigned to your Company.
- You can only view reports assigned to your Company, or companies you have access to, and those reports display only your Company's data.
- Reports can be set to "All Companies" for global access
- You must have permissions for all Entities in a report to view it
Note: All existing reports remain set to "All Companies" by default, so your current workflows are not impacted.
What's New?
Add and Transfer Students via Training Passes
From an Event, you can add or transfer students using Training Passes.
Training Passes let learners access a selection of your course catalog for a set period, giving them flexibility while boosting engagement and revenue. Learn more about Training Passes in our documentation.
How it works:
- Adding a student using a Training Pass: From an Event, click Add Student, select a learner with an assigned Training Pass, choose Access With → Training Pass, select the pass, and hit OK. A registration is created automatically.
- Transferring a student using a Training Pass: From an Event, click the pencil icon next to the student, choose Transfer Student, select the new Event and the Training Pass, then hit OK.
If a Training Pass doesn’t appear in the list, the student either doesn’t have one assigned, or the pass doesn’t cover the training. See more details here.
Manage Triggers Directly from Course Templates
You can now view all configured Triggers directly on a Course Template and create new Triggers from the same location. This saves time when validating what Triggers are set up for a specific Course.
Defects Resolved
- When creating an Account, the owning Company now sets correctly.
- When viewing a Course Template, all custom field values now display correctly. We've fixed an issue where some custom fields were not showing.
- When creating Communication Templates for Student Audiences, you can now include session Resource information using merge fields. The "All Sessions" macro has been updated to display Resources in the sessions table.
- When transferring a Learner from an Event, the Credit Note checkboxes in the transfer modal now work correctly.
Administrate Essentials Plus
Available for Essentials Plus Edition only.
Developer Experience
Action Required: The CourseTemplate.create mutation will require all required custom fields starting November 18, 2025.
Starting November 18, 2025, if you use the CourseTemplate.create mutation to create Course Templates via the API, you must include all required custom fields in your request or the mutation will fail validation. Please update your integration to pass all required custom fields before this date.
Defects Resolved
- You can now query and update the "Date Contract Signed" and "Date Contract Sent" fields for Private Events via the GraphQL API using the createClassroom and update