New ✨

Scorecard Override Toggle — scorecards now support a per-entry override switch. Admins can toggle individual scorecard values on or off without modifying the underlying metric, making exception handling and QA review significantly faster

MCP File Import API — the Milemarker MCP server now exposes a file import tool, letting agents upload and attach files directly to platform records. Enables document-driven workflows and removes the need for manual file upload steps in automation sequences

Improvements 🛠️

12-Column Layout — the platform's grid system migrates to a standardized 12-column layout, giving page authors more precise placement control and delivering consistent spacing across dashboard sizes and breakpoints

Platform Metric Aggregation by Grouping Columns — metrics that define grouping columns can now aggregate those groups natively at the platform layer, reducing the amount of aggregation SQL you need to write upstream in Snowflake

Org Admin Impersonation — org admins can now impersonate end users directly from the frontend to reproduce reported issues without requiring the user to be on the call

Admin Console: User Entitlement Query View — a new entitlement query panel in Admin Console lets admins inspect which users can access specific data objects without leaving the console

Bug fixes 🐛

Navigator Access Group Labels — corrected naming inconsistencies in Navigator access group display labels that caused confusion when multiple groups shared similar names

MCP forms_update Description Field — forms_update now correctly saves the description field. Previously the tool echoed the stale description back as if the update had succeeded while silently dropping the change

View Icons — all view-type icons are now solid-fill, matching the platform's established icon style

Donut Chart Total — the center total on donut charts was missing in certain configurations; it now renders correctly in all cases

Grouped Chart Series Rendering — fixed an issue where grouped chart series could render out of order and legend sort sequence could appear shuffled relative to the data

New ✨

Take Action Customization for Datatable Metrics — you can now customize the take action menu at the Datatable metric level, controlling which actions surface for each metric instead of relying on a single shared menu

Access Group Permissions with Collision Warnings — Pages now supports per-Access-Group permissions and flags conflicting rules with collision warnings as you configure them, so overlapping grants surface before they cause access surprises. Existing policy documents are updated automatically by a backfill migration

Mobile Workflow Menu — mobile projects now use the shared Workflow Menu object, bringing mobile take action in line with the desktop menu for a consistent set of actions across devices

Improvements 🛠️

Navigator Per-User Snowflake Connections (RBAC) — Navigator now connects to Snowflake with each user's own role-based credentials, so every agent query runs under the permissions of the person asking. This replaces the shared-connection model and keeps data access aligned to each user's grants. Admin action required: apply the per-role Snowflake usage grants for your Navigator agents and semantic views — until those grants are in place, affected users see an empty agent list

Bug fixes 🐛

Account Enumeration Hardening — the /api/v1/check-user endpoint no longer reveals whether an account exists, closing an account-enumeration vector

Heatmap Chart Readability — improved the heatmap color scale, which was hard to read across some value ranges

Datatable Live Update Errors — fixed an error that could appear when a Datatable received live data updates

Layout Edit Button Overlap — the layout edit button no longer overlaps and blocks the workflow button

New ✨

Compliance Document Library — a new Compliance section gives firm admins a central document library with per-office assignments, so each office sees exactly the compliance documents that apply to it

Direct Links to Data Table Rows — you can now generate a link that opens a page directly to a specific data table row, making it easy to share an exact record with a colleague

CMS Post Author Assignment — the CMS Posts API now supports setting a post's author on create and update, so content can be attributed to the correct user programmatically

Improvements 🛠️

Auth Endpoint Rate-Limit Headers — authentication endpoints now return rate-limit state in their response headers, so integrations can read remaining request budget and back off before hitting a limit

Bug fixes 🐛

Scorecard Retention on Page Path Rename — renaming a page's path no longer orphans its page-scoped scorecards and formatting; these now follow the page to its new path

Scorecard Layout with Long Names — fixed a layout issue where a long name in a Datatable scorecard broke the panel display

Mobile Metric Presentation Rules — presentation rules are now preserved for non-mobile-navigation metrics on mobile pages, correcting formatting that was previously dropped

Saved View Column Positions — the active saved view on a Datatable now restores its columns in the correct positions

Manage Admin Access Scope — corrected a permission issue that allowed office admins to reach the Manage Admin option; access is now restricted to the appropriate admin level

Full-Width HTML Element Margins — resolved an issue where the layout editor added a left/right margin gap to full-width HTML content elements after saving

New ✨

User Behaviors — a new behavior configuration layer lets you define how individual user segments interact with the platform, giving you granular control over the experience delivered to each user type

Workflow Menu Manager for Mobile Projects — mobile projects now include a dedicated workflow menu manager, giving you direct control over which workflow actions appear in the mobile take action interface

Entitlement Tagging UI for Access Groups — access groups can now be tagged with entitlements through a new UI panel, making permission assignment more transparent and eliminating the need to hand-configure access across user segments

Improvements 🛠️

Workflow Category Icons in Take Action Menu — the take action menu now renders category-specific icons for each workflow entry, making it faster to scan and reach the right action at a glance

Bug fixes 🐛

Event Time Editing — fixed an issue that prevented time values from being edited correctly on calendar events

Page View Count After Header Actions — resolved a reset issue where page view counts would clear after a user triggered a header action, causing inaccurate engagement data

Custom Take Action Menu Icon Color — corrected a rendering issue where the outer icon color in custom take action menu configurations was not applying correctly

CMS Post Styling — fixed styling inconsistencies that appeared in CMS content posts