Release v3.13.0
Say hello to your new Wallet Homepage — a personalised landing dashboard packed with your overview, guided setup, achievements, and more — plus a faster user export and a smoother admin experience.
What's new
Wallet Homepage
Your wallet now opens on a welcoming, personalised homepage instead of dropping you straight into a document list. It brings everything that matters into one place — a friendly greeting, an at-a-glance overview of your wallet, the tasks that need your attention, and a set of engaging touches that make signing in a little more rewarding.
A warm, personal welcome
- Personalised greeting — you're welcomed by name with a message that changes through the day: good morning, good afternoon, or good evening
- Today's date — the current date is shown at a glance
- Login streak — a friendly streak counter celebrates how many days in a row you've signed in
Your wallet at a glance
- Profile card — see your photo, name, email, and current plan in one place, with a quick link to view or upgrade your plan
- Wallet overview — quick-look tiles show how many documents you hold, how many verifications are pending, and how many have been approved
- Storage usage — a clear progress bar shows how much of your storage you've used
- Tap to jump — each tile takes you straight to the relevant part of your wallet
Guided setup and tasks
- Account setup progress — a progress bar guides you through getting the most from your wallet: complete your profile, add a photo, verify your identity, upload your first document, and request your first verification
- Things to do — a tasks card gathers what needs your attention, such as pending verifications or requests to access your wallet, each with a one-tap link to act
- Rewarding to complete — steps and tasks tick off as you finish them, so it's satisfying to reach "all done"
Stay in the loop
- Notifications — your latest updates appear right on the homepage, including verification changes, wallet access requests, and organisation invites, each showing how long ago it happened
- One tap to the detail — select any notification to go straight to the relevant page
Little touches that make it yours
- Mood check-in — let your wallet know how you're feeling with a quick tap, and enjoy a friendly response
- Inspirational quote — start with a motivational quote, and shuffle for a new one whenever you like
- Helpful tips — bite-sized tips help you get more from your wallet, refreshing regularly
- Badges and achievements — earn badges as you use the platform — uploading documents, completing verifications, keeping up your login streak, and more — and track your progress towards the next one
- Mini games — take a quick break with light, built-in games right on your homepage
- Hidden surprises — a few playful easter eggs are tucked away for the curious to discover
Switched on when you're ready
- Configurable — your organisation controls whether the homepage is switched on
- Seamless fallback — if it's turned off, you go straight to your wallet exactly as before
Faster user exports
Organisation administrators can now export their user list more quickly and reliably, making it easier to report on and manage your members.
Highlights:
- Quicker exports — your user list is prepared and ready to download faster
- More reliable — exports handle larger organisations smoothly
- Easy reporting — take your member data with you for reporting or record-keeping
Improvements
- Smoother admin menus — administrators without an organisation role now keep their full sidebar menus instead of seeing a reduced view
- More reliable bulk uploads — documents uploaded in bulk now reach the right person even when their email address was entered with different capitalisation
- Steadier Resource Hub access — access to the Resource Hub now respects your role correctly
- Refined admin tools — additional behind-the-scenes tidying keeps admin pages responsive and dependable
Need help?
Email support@pearsana.com — the team is happy to help with your homepage, user exports, or anything else.