Happy April! The first three months have flown by. We have been heads down on some exciting new updates that we are sharing today. Let's dive in!
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Organization Permissions & Roles
We’ve introduced new default roles at the Organization level
— Admin, Admin Lite, and Program Manager
— with clear access boundaries and field-level permissions aligned with the Event experience.The new Program Manager role is designed for external collaborators, automatically granting scoped access when assigned to a program.
Why it matters:
Easily manage who can view and edit data across your organization, while safely collaborating with external partners.
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Program Associations on Contact Profiles
The Connections tab now shows all related program activity, including Awards submissions and Interest Form entries, directly on the contact profile.
- Visible based on enabled modules (Awards / CRM)
- Fully clickable at the Org level (with access)
Why it matters:
Quickly understand a contact’s full history without switching between modules.---
AI Global Control
We can now enable or disable AI features across the entire organization. When disabled, all AI features that interact with customer data are turned off, with clear indicators across the platform.
Why it matters:
Meet data governance requirements with a single, reliable control over AI usage.---
Date & Time Formatting Settings
Set your preferred date and datetime format at the Org or Event level,
automatically applied to all exports.
- Option to split date and time into separate columns
- Updated import format standard (YYYY-MM-DD)
Why it matters:
Avoid formatting issues and streamline your data workflows.
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Custom Sender Name in Emails
Customize the “From Name” for emails sent from the platform at both Org and Event levels.
- Org emails default to organization name
- Event emails default to event name
- Fully customizable
Why it matters:
Deliver more professional, consistent communication that builds trust with recipients.---
We have some more exciting updates coming out over the next few weeks -- hint: AI, MCP, Reporting, Dashboards, Scheduled Reports, Email Campaigns and more. Stay tuned. And please keep posting your ideas to our Feedback Portal. We read all of them!
— Josh Parolin, Co-Founder & CTO, Sessionboard