A self-service, editable Welcome screen for the assessment portal

Today, the Welcome screen a third party sees when they open an assessment is fixed in code. Changing it means a release, and seven customers already have their own hardcoded version to work around that. This turns the Welcome screen into an editable template, the same way assessment emails already work.

Key Enhancements

• edit it yourself, like assessment emails: one version per language, English required, a live preview while typing, and a reset back to the default text.

• build with the same placeholders and blocks: third party, organization, inviting user, questionnaire list, contract list, expected completion date and contact details, the same ones already used in assessment emails.

• remove sections by leaving them out: the contract list, for example, is a block. Leave it out and neither the list nor its heading appears.

• add a video: paste a YouTube link and it plays on the Welcome screen, with a preview in the editor.

• rich text formatting: headings, bold, underline, bulleted and numbered lists, and links.

• existing custom versions carried over: the seven hardcoded customer versions move into this template as-is, so nobody loses what they have today.

• same permissions as other templates: who can view and edit it follows the same rules as mail and chat templates.

This ends a pattern of one-off code changes for every customer that wants their own introduction, and puts the first thing a third party reads directly in the risk manager's hands.