Early Access and Limited Beta

The features you find in this chapter are not automatically available to all of our customers with this release. Early Access and Limited Beta mean:

  • Early Access: A feature in this status is not generally available to all customers, but it may be enabled for specific customers upon request. This allows you to become an early adopter of the feature and provide feedback to the product team to help improve it.

  • Limited Beta: A feature in this status is still in product development and is not available for use in a production environment. However, it can be enabled in a sandbox or test environment upon request. This allows you to test a feature in development and provide feedback to the product team to help improve it.

Note

Not all features will be available in Limited Beta or Early Access status before general availability.

If you would like to use these features before general availability, contact your Customer Success representative. When the features reach general availability, we will announce it again in our release notes.

Log In As Feature

This is a beta feature hidden behind a feature flag in February 2025 release. It will be available for general availability within the next month. As an administrator you can log in as a different user. Impersonation lets you see and use the platform like the selected user. This feature helps you provide effective support.

To use this impersonation mode, you need administrator access with the Manage User permission.

  1. Navigate to the Administration > User List section.

  2. Select the user you want to impersonate.

  3. Click Login as this user.

    A banner at the top of the screen indicates that you are in impersonation mode.

  • You see exactly what the selected user sees in their role

  • You have access to the same features and data as the user

  • Some administrative functions are not available

  • To exit impersonation mode, click Exit Impersonation in the banner.

  • Only certain administrators with special Manage User permission can use this feature

  • No user passwords are required for impersonation

  • User personal information remains protected

Automated User Creation via SAML for SSO Integration

This is a beta release for selected customers.

  • We're enhancing our SSO integration to automatically create and synchronize user accounts across Uptempo using SAML data from Identity Providers (IDPs).

  • This beta release includes functionality for user creation and updates via SAML.

  • The new feature integrates with our existing SSO Group Feature to automatically apply appropriate permission templates during user creation.

  • Eliminates the need for manual user entry in Plan & Spend when users are added in Uptempo via SSO.

  • Streamlines the user onboarding process, providing quicker access to necessary resources.

  • Ensures consistent application of permissions and user data across platforms.

  • Reduces administrative workload and minimizes potential for human error in user data entry.

Note

This is an early access (beta) release. While core functionality is available, some features are still in development.

  • This release does not include user deletion and substitution functionality.

  • We encourage our beta users to begin testing the available functionality. Your feedback will be valuable as we work towards a full release.

User Type Field in Admin User Profile

The former User Type field has been restored to the user profiles of administrators to support Single Sign-On (SSO) configurations that require user type designations.

  • Added Type attribute field to user interface of an administrator profile

  • Maintained compatibility with existing backend structures in version 8.0 and CS/CO

You can use this feature to:

  • Mark specific users for manual administration instead of SSO management

  • Maintain user accounts that require special handling outside the SSO workflow

  • Support SSO implementations that depend on user type designations