What's new in Chief Atlas

• Fold away parts of the network map — In a customer's Network map in Connect, click a subnet's name to fold it to one line, use the arrow beside Internet to hide the firewalls and switches, or Collapse all. Atlas remembers what you folded for each customer.
• Printers get their own page in Connect — Connect now has a Printers menu listing every customer's printers by site, with toner, problems, the computers that use each one and its admin page, which opens right inside Atlas in the desktop app.

• Network map drawn as a tree — A customer's Network map in Connect now shows one site at a time as a connected tree from the internet through the firewall and switches to each subnet, with filters, a colour legend, and a details card when you click a device.

Each client has an Onboarding tab, and New mailbox on a new starter ticket opens with the name, start date and role already filled in. A customer's Network map now draws the devices the network scan and UniFi find. With Agent Assist on, Atlas can click, type and run steps on the remote screen without asking each time.

• Onboarding tab for each client — A client's new user profile now lives on its own Onboarding tab, next to every new starter you've set up for them, with the steps still to do ticked right there.
• New mailbox filled in from the ticket — On a new starter ticket, Agent Resolve's New mailbox step opens with the person's name, start date and role already filled in from the client's request.
• Sign-in details on the start date — Give New mailbox a start date and the client contact gets the new person's one-time sign-in link at 7:30 am on their first day, not the day the account was made.
• New starter checklist on the ticket — After New mailbox sets someone up, the Halo ticket page shows a checklist of what Atlas did and what is still to do by hand, ticked off with who did each step.
• Printer admin page opens — Opening a printer's admin page through Connect no longer stops straight away with "The tunnel received an invalid message."
• Send sign-in details safely — Name a client contact in the new user profile and New mailbox emails them a link that shows the new person's username, temporary password and a one-time pass once, instead of you sending a password by email.
• New people added to Proofpoint — Turn on Proofpoint Essentials in a client's new user profile and New mailbox adds each new person to the client's Proofpoint organisation straight away, then shows how many users Proofpoint now bills.
• More accurate Essential Eight report — "Patch applications" now shows as not covered instead of counting Windows updates, since the Essential Eight asks for browsers, Office and PDF readers to be patched within two weeks.
• Clear paste instructions for Halo — Publish › Halo email now shows exactly which part of your Ticket Closed template to replace with the survey code.
• Closer rating faces — Survey faces in Halo emails and the editor preview now sit close together, like typical helpdesk satisfaction emails. Turn off Show labels for the tightest row.
• Network map shows your network gear — A customer's Network map in Connect now draws the access points, switches, cameras and other devices the network scan and UniFi find in their subnets, and computers working from home are grouped under "Away from the office". Switch to Devices to add, rename or ignore what the scan found.
• See your survey email before you paste it — Publish › Halo email now shows how the rating code will look in the email, and Settings no longer shows the unused Ticket URL box.
• See every device on a customer's network — A customer's new Network menu in Connect lists the access points, switches, phones, cameras and other devices the network scan finds, so you can add the ones you look after and see when they go offline. Add a UniFi API key under Settings › Connect › UniFi and link each UniFi site to its customer to bring in UniFi devices with their model, firmware and Wi-Fi client counts.
• Atlas agent chat beside the remote screen — In the desktop app, when a Connect session is in its own window with Agent Assist on, the Atlas agent chat opens attached to its right edge and moves with it. Ask Atlas areas go straight into that chat.
• Network view gets more room — A customer's Network view in Connect is now its own menu next to Printers, so subnets sit side by side instead of in a long scrolling column.
• Private SharePoint folders for new people — A client's new user profile can list private folders, like "Reviews - Jane Doe", that New mailbox makes in SharePoint and shares only with the new person and the groups you choose.
• Open a printer's admin page from anywhere — In the Atlas desktop app, click a printer the network scan found and choose Open admin page. Its own web page opens in a new window through a Connect computer at the site, with no VPN and no remote session.
• Bigger Microsoft 365 security baseline — The customer Baseline now checks about 50 Microsoft 365 settings drawn from the CIS benchmark, grouped by area (sign-in, admin accounts, apps and consent, sharing and Teams, email and data), so you can see each customer's gaps at a glance.
• Agent Assist just works — With Agent Assist on, the Atlas agent can click, type and run steps on the remote screen without asking for approval each time. A banner shows each step with Stop, and turning Agent Assist off stops it touching the screen.
• Watch and advise starts by itself — Once a Connect session is connected with Agent Assist on, Atlas starts watching the screen and posting suggestions in the chat without a click.
• See a customer's network — On a customer in Connect, switch the right panel to Network to see each site's internet address, firewall and subnets with the computers, servers and printers on them.
• Essential Eight Levels 2 and 3, CMMC Level 2 and Excel export — Security › Standards › Frameworks now scores clients against Essential Eight Maturity Levels 2 and 3 and CMMC Level 2, and each framework report can be downloaded as an Excel workbook as well as a PDF.
• Free security assessments for prospects — Send a prospect a link from Security › Assessments; once their administrator approves read-only access, Atlas checks their Microsoft 365 security and gives you a PDF report with their score, the gaps and what you'd fix.
• See what an onboarding script runs — In Connect › Onboarding, picking a script step now shows the script's full code beside the list, so you can check exactly what will run on a new PC.
• Tidier survey ratings — The rating faces in survey emails, the web survey and the editor preview now sit closer together, with long labels wrapping neatly underneath.
• Real visitors' speed — Each website's Speed tab now shows how fast pages actually were for the site's own visitors, on mobile and desktop and per page, even when Google has no data for the site.
• Fix the Microsoft 365 baseline across customers — Security › Microsoft 365 › Baseline shows every baseline check across your monitored customers, and Fix across customers reviews then applies admin MFA and legacy-auth blocking in report-only to every eligible client at once.
• New user profiles for each client — Save how a client sets up a new person (email format, licence, the groups everyone joins and the groups each role adds) on its Connections tab, and New mailbox fills itself in from it, with the remaining manual steps listed on the ticket.
• Speed checks for every page — Each website's Speed tab now lists every page with its Google score, slowest first: the most-visited pages are checked daily and the whole site weekly.
• Faster, more accessible websites — Websites hosted in Atlas now load their fonts from the site itself, show the main picture first and load the rest as visitors scroll, and copied sites automatically fix common screen-reader problems such as unnamed social icons.
• Survey editing keeps up with you — Clicks and typing in the survey editor no longer get ignored for a moment after each change while it saves.
• More printer details and low-toner tickets — A printer's side panel now shows its status and problems (like a paper jam), MAC address, firmware, pages printed, paper trays, colour and double-sided, each computer's driver version, default printer and waiting print jobs, and its HaloPSA asset. Turn on "Raise a Service Desk ticket when toner runs low" in a customer's Printers menu to get one ticket per cartridge at 10% or under.
• Scroll and drag in Connect plans — Plans the chat sends for a Connect session can now scroll the mouse wheel and drag with the mouse, so it can reach settings further down a page or move a slider.
• Run a library script from chat — The Connect chat can find a script in your script library and run it on the computer after you approve. The approval shows the script and its values, with passwords and keys masked.
• Connect agent tidies up after updates — Windows computers no longer keep an extra copy of the Connect agent on disk after each update.
• Quieter client tray alerts — Settings › Connect › Client tray now shows how many computers see each alert and folds away outages in other countries or for customers without the tray. Vendor outages that name a region only in their title, like North America, no longer show on computers elsewhere.
• Essential Eight fully covered in Security Standards — Three quarterly checks join Patching and software: application control, Office macro settings, and browser and Office hardening. The Essential Eight compliance report now covers all eight strategies.
• Client tray per computer — In Settings › Connect › Client tray, open a customer's Computers list to turn the IT support app on or off for one computer, so you can try it on a single PC before the whole customer.
• Firewall setup uses your Hudu login — When Atlas turns on SNMP for a firewall added directly, you can pick the admin login saved in Hudu instead of typing the password.
• Clearer survey appearance choices — The selected icon set, rating format and size now stand out in a survey's Appearance tab.
• Session summaries — After you disconnect, Write summary has Atlas draft what was wrong, what was done and the outcome from the session's chat and History. Edit it, then save it or log the time to the HaloPSA ticket with it as the note; Atlas reads it the next time someone works on that computer.
• Agent Assist settings — Administrators can start every Connect session with Agent Assist on in Settings › Connect › Agent Assist, and choose whether the person at the computer gets a chat message when Atlas can see their screen.
• Ask Atlas beside the remote screen — In the desktop app, Ask Atlas in a remote session's own window places that window next to the computer's chat, so you can see the screen while you ask.
• Faster clicks around your website — After you publish a change, Atlas reloads every page of the site in the background so visitors never wait for a slow first load, and pages start loading as soon as someone points at a link.
• New Governance checks in Security Standards — Five quarterly checks join the checklist: a yearly risk assessment, a named security officer, signed supplier and business associate agreements, physical security, and vulnerability scans with a yearly penetration test. HIPAA and PCI DSS compliance reports now cover every requirement.
• Faster icon switching in surveys — Picking a different icon set in a survey's Appearance tab now updates the preview straight away.
• See unused profiles — In a computer's storage map, each folder in Users now shows whether that person is signed in or when they last used the computer, and profiles unused for 90 days stand out.
• Directly added firewalls appear under their client — Sophos firewalls added without Sophos Central now show inside their client's folder in the Firewalls list, next to that client's other firewalls.
• Copied websites are easier to use with screen readers — Pages on websites copied into Atlas now mark their main content, so screen readers can jump straight to it.
• Disk space you can open — Preview cleanup on a computer's disk tile now also measures C: into the storage map with a progress bar, so you can open each folder and see what is inside instead of reading a text report.
• Remote screens come back after updates — Windows computers whose remote screen stopped working after a Connect agent update can be viewed again once they get this update.
• See what fills a full disk — Preview cleanup on a computer's disk tile now also shows which folders take the space, and clicking a folder opens it in the storage map, with a link to installed software for Program Files.
• Printer details in the side panel — Click any printer in a customer's or a computer's Printers menu to see its model, serial, toner levels, the computers that use it with each one's driver, and when the network scan saw it appear or go.
• Speed tab: more detail and AI advice — Each website's Speed tab now shows real-visitor speed, what the page downloads, which other services it loads and failed checks, and Suggest improvements gives a short, ordered list of what to change in Atlas.
• Approve a fix in one go — In a Connect session, the chat can now send a numbered list of clicks, typing, key presses and waits that you approve once. The Device pane shows each step as it runs, with Stop, and with Agent Assist on the chat checks the screen afterwards.
• Ask about part of the screen — Select Ask about an area during a Connect session (Ask Atlas in its own window) and drag around an error or setting. The area goes into the chat with a question you can edit before sending.
• Standards now uses Connect's CVE checks — The patching item flags computers missing a fix for a known-exploited vulnerability for over 30 days, and the end-of-life item now checks automatically for Windows versions Microsoft no longer fixes.
• Classic smiley faces for surveys — Pick Appearance › Icon set › Classic smileys for flat peach, yellow and green faces, the look many helpdesk satisfaction emails use. They show as pictures in Outlook and Gmail too.
• Survey changes save reliably — Changing a survey's icons, format or other settings no longer shows "internal error" when the survey is also open in the side panel.
• Client rules on onsite visits — When you book an onsite visit, Atlas can add the client's rules to the appointment note so they show on the engineer's calendar entry. A ticket opened in the side panel now shows the client's rules above Email and Work Note too.
• PageSpeed key in Settings — Add your Google PageSpeed API key in Settings › Hosting so each website's daily Speed check and Site Audit always get results.
• Correct Halo steps for survey emails — The survey's Publish help now sends you to Configuration › Email › Email Templates in Halo, matching where current Halo versions keep the Ticket Closed template.
• Share your screen in Team Chat — In a call or huddle, click the screen button on the call bar to share a screen or window. Everyone in the call sees it in a panel they can enlarge or tuck away.
• Compliance reports for HIPAA, PCI DSS, SOC 2, NIST CSF and CMMC — Security › Standards › Frameworks now scores each client's checklist against seven frameworks, and Download PDF gives a compliance report with every control, the gaps to fix and the evidence behind each item. Lines in Security, Backups and Business Review PDFs now sit in the right place.
• Call a teammate from Team Chat — The phone button in a direct or group message now rings the other person, who can Accept or Decline. Calls nobody answers show as "Missed call" with Call back.
• Website integrations — Add Google Analytics, Tag Manager, Meta Pixel, chat tools and more to a website in Hosting › Settings by pasting just their ID, turn each on or off, and load them after the page shows to keep the site fast.
• Pictures in Atlas replies — When Atlas links to a GIF or picture in Team chat, it now shows right in the conversation instead of only as a link.
• Client rules where you work — A client's rules now show when you book time on one of their tickets, on the Review step of a Microsoft 365 action, and on their Connect computers. AI reply drafts and Agent Resolve fix plans now follow them too.
• Editing a status check keeps its other settings — Changing one part of a status check, such as its address, no longer clears its client or other settings you did not touch.
• Lighter images on phones — Websites copied into Atlas now send phones and small screens smaller versions of each picture, so pages show sooner on mobile.
• Team chat is now in a person's Modules — In Admin › People, switch Team chat on or off for someone from their Modules list, next to their other modules. The AI options tab is now called AI chat.
• Website speed checks — Each website in Hosting now has a Speed tab with Google PageSpeed scores for mobile and desktop, checked every day, with a 30-day trend and Google's top fixes. Admins get an email if a site suddenly gets slower.
• See which CVEs your Windows computers are missing — Each Windows computer's Updates tab now lists the known vulnerabilities its Windows build is missing fixes for, known exploited ones first, and the update that fixes them. Connect › Patches › Vulnerabilities shows the most urgent CVEs across your computers and which computers need each fix.
• Faster websites — Pages on websites hosted in Atlas now load from Cloudflare's cache, so visitors see them in a fraction of a second, and your changes still show as soon as you publish.
• Printers on each computer — Every Connect computer now has a Printers tab showing the printers it uses, with toner levels from the network scan, and Windows computers now run the network printer scan.
• Client rules on tickets — Rules you write on a Service Desk client now show on that client's tickets and guide Atlas in every ticket chat. Admins can also turn AI off for a client so none of its tickets go to AI.
• Disk space report fixed — Where's the space? on a computer's disk tile now finishes on Windows instead of failing with exit code 1, and a failed run shows the reason.
• Website tab icons look right — When you make a copied website editable, Atlas now turns a wide or tall site icon into a square one, so it no longer looks stretched in browser tabs.
• Drivers are off by default — Connect patching no longer asks you to approve Windows Update drivers. They show as "Declined by policy" unless you turn drivers on in a patch policy, and you can still approve a single driver by hand.
• See what fills a disk — Free up space now has Where's the space?, which shows what fills a Windows computer's drive: each user profile and when it was last used, program folders, shadow copies, the page file and the Windows component store. It changes nothing.
• Feedback widgets show on your website — Survey feedback widgets embedded on an outside website now load and show your customers' comments.
• Patching skips updates that need a person — Updates that Windows says may ask a question, such as some drivers, now show "Needs someone at the computer" instead of failing every night, and Atlas stops retrying them on its own.
• Free up space from the disk tile — On a Windows computer running low on disk, the Disk space tile and its recommendation now offer Free up space. Preview cleanup shows what would be deleted and how much space it frees, and Clean up now runs it after you confirm.
• Connect agent no longer starts PowerShell for routine checks — Disk, app and event log readings now use a small built-in reader, so the agent stays out of Task Manager even on small servers and during remote sessions.
• Preview before you clean up — Deep disk cleanup now has a Preview button in Connect › Scripts. It lists what would be deleted, the largest folders and files, and about how much free space each drive would have afterwards, without deleting anything.
• Connect agent is lighter on small servers — The Atlas Connect agent now checks disk use five times less often, so it barely registers in Task Manager on small servers.
• Chats stay where you start them — Asking the dashboard to run a NinjaOne script, make a quote or add a deal now answers right there instead of switching you to that module's page, and an approval shows one Approve card without extra suggestion buttons.
• Deep disk cleanup for full disks — A new Connect script, Deep disk cleanup, frees more space than Clear temporary files: Recycle Bin items deleted over a week ago, old Windows Update downloads, crash dumps, temp files, browser caches and old logs. Schedule it daily, or set it as a disk alert rule's fix so it runs as soon as a disk fills up.
• Connect agent updates finish cleanly — After installing an update, the Connect agent now confirms the new version is healthy instead of sometimes waiting forever.
• Notes and time go under the right technician — Work Notes, emails and time added from a Service Desk ticket in Atlas now show under the technician who wrote them in HaloPSA, and the time lands on their own timesheet.
• Fewer status check emails — A Status check now emails your team only once it has been down for 10 minutes, so a short blip sends nothing, and checks that go down or come back together arrive as one email.
• Printer scan history — Connect › Printers now shows each network scan with the printers it found and any that are new or gone, and no longer scans tablets' mobile data networks.
• Connect agent uses far less CPU — The Atlas Connect agent no longer keeps PowerShell busy on servers and PCs while it watches for admin prompts.
• Tidier website pages — Each fact about a site now shows in one place: the Overview has a single row of numbers you can click through, the right panel just shows where the site lives, SEO has its own menu, and both of a site's names are together in Settings.
• Automatic response for Security — On a client's Security page you can now let Atlas end a person's Microsoft 365 sessions by itself when they answer "No, it wasn't me" or Microsoft rates them high risk. It starts Off, and Watch only shows what Atlas would have done before you turn it on.
• Edit page columns in Atlas — Columns on your Hosting pages and posts now open in Atlas's editor: edit each column, add, reorder or remove columns, or insert new columns from the toolbar.
• Device roles and service checks — Record what a NAS or Connect computer is for and which services must keep running (for example an SFTP port). Atlas checks them on the device and warns you when one stops, and after a NAS firmware install it can add the results to a Halo ticket.
• Remote sessions stay smooth — Windows computers no longer pause and reconnect every 15 minutes while you are connected.
• Easier NinjaOne import review — The script list before copying shows one line per script and can be sorted by name or by what needs a look first.
• Write your pages in Atlas — Pages, blog posts, widgets and sections now open in Atlas's own editor with headings, lists, links and images, and copied websites' sections let you change their words, links and pictures without touching code.
• Remote screen toolbar fix — Buttons in the remote screen toolbar no longer turn brown when you point at them in the dark theme.
• Savings Plans in context of our margin — Infrastructure › Costs › Savings Plans & RIs now shows what each client pays for AWS, what it costs us, and our monthly profit, and the leave date weighs that profit against what the client's plans still owe.
• Import preview hides passwords — When you review NinjaOne scripts before copying, a script with a password written in now shows the copy Connect gets, with the password taken out.
• NinjaOne scripts keep their parameters — Batch scripts that NinjaOne gave a value to, like the Windows citadmin password, now ask for that value when they run in Connect.
• Savings Plan coverage shows correctly — Infrastructure › Costs › Savings Plans & RIs showed 0% of machine hours covered because AWS turned down Atlas's request. It now shows the real share, and Ways to save stops suggesting a commitment for machines a plan already covers.
• Find every printer on a client's network — Turn on the network scan under a client's Printers menu and Connect finds the printers on each of their networks, with model, serial and toner levels, even ones no computer uses yet.
• Edit your whole website in Atlas — The Pages tab now has Header & footer, Menus, Widgets and Sections, and the Blog tab has Calendar, Categories, Tags, Bylines and Comments, all in Atlas instead of EmDash's admin.
• Client Strategy email shows only what changed — The summary email now lists only what is new, worse or fixed since your last one, and skips the day when nothing changed. Mondays add the five clients with the most to do, and you can choose to get it for just the clients you own.
• Fewer, surer RAM upgrade suggestions — Atlas now suggests more memory only for computers that ran short on at least five days across two weeks, so a busy few days no longer adds a computer to the list.
• Cleaner repeat issues in Client Strategy — Repeat issues no longer count machine-sent tickets such as security-agent threat mail, scheduled reports, order confirmations and backup summaries, so they only suggest problems worth fixing with the client.
• See what Savings Plans save — Infrastructure › Costs › Savings Plans & RIs now shows what each plan saved in the last 30 days and since it started, its return, and what is left to pay. Pick a date to see what a plan would gain or lose if a client left then.
• See your site at a glance — A site's Overview now shows a picture of its front page next to the go-live checklist, with its traffic and errors underneath, so there is no separate Health tab.
• Find more in Atlas Search — A number can now find matching tickets, orders and product SKUs in the same search. Search also includes more records from Finance, Sophos, Domains, Status, Meetings, Mailbox, Training, Feedback and Automations.
• See your clients' printers — Connect now lists the printers on each computer and, under a client's Printers menu, every printer their computers use; Onboarding can add one of them in a click.
• Pages in Atlas — A site's Pages tab now lists and edits its pages in Atlas, like the Blog tab does for posts. EmDash's own admin is still there for admins under EmDash admin.
• Tidier printer setup — Onboarding printers now read as one line each (name, address, site); click one to change its address, name, driver or sites.
• WordPress import has a new home — Import from WordPress is now on a site's Imported tab, which every editable site has, next to the website copy it was made from.
• NinjaOne import password check fixed — Scripts that pass the password in when they run, like the Windows citadmin script, are no longer flagged as having a password written in.
• Rename hosted sites — Admins can now rename a site from its Settings tab; the new name shows in the site list and in form message emails.
• Clearer onboarding history and printers — Onboarding › History now shows each save's changes and the full step list beside the list of saves, and printers are set up in tidy rows with a site picker.
• GDAP clean-up review — Partner access (GDAP) now has a clean-up review that finds Global Administrator and other powerful roles, relationships about to lapse without auto-extend, unused or duplicate relationships and stale invitations. From each issue you can end a relationship, turn on auto-extend or remove Global Administrator, always after a preview.
• Savings Plans and Reserved Instances get their own tab — Infrastructure › Costs now has a Savings Plans & RIs tab showing which running machines each plan can cover, how much of their time it covered, the monthly commitment, and when each one started and ends.
• More Microsoft 365 checks in the security baseline — Each customer's baseline now also checks SharePoint and OneDrive external sharing (including Anyone links), who can invite guests and what guests can see, and whether Defender for Office 365 protections such as Safe Links and Safe Attachments are fully on.
• Security alerts in Teams, Splunk and Sentinel — Security webhooks can now post findings as a card in a Microsoft Teams channel, or send them to Splunk or Microsoft Sentinel, alongside signed JSON. Each receiver can also be told when a finding is resolved.
• Send yourself a Client Strategy summary now — Client Strategy › Overview › Email summary has an Email me one now button, so you can see your summary straight away without waiting for 08:00.
• Smarter NAS updates — Atlas now warns when a NAS is short of memory and names the apps using it, tells you straight away when DSM refuses an app update, lets you mark an unconfirmed update as checked, keeps Update all running on the NAS even if Atlas closes, and can install a new QNAP firmware series at a time you choose.
• Onboarding history — A customer's Onboarding now has a History menu showing who changed the setup steps, when, and what they changed.
• Find NAS devices in Atlas Search — Search for an enrolled Synology or QNAP by its name or reported model. Choose the result under Infrastructure to open the device.
• Shorter Client Strategy email — The summary email now starts with what changed since your last one, then shows the ten clients that need the most attention, with each client's repeat issues folded into one line that names the worst one.
• Onboarding steps explained — Picking an Onboarding step now shows what it does on the PC (what installs, when it restarts, which printers match the site) beside its settings.
• Easier onboarding steps — A customer's Onboarding steps now show as a list on the left with the chosen step's settings on the right, so long step lists stay easy to scan.

• Atlas finds people in your own records first — Ask Atlas "who is…" and it now searches your HaloPSA contacts, People and CRM before looking on the web.

Atlas chat in Team Chat opens your question straight away, and channels, group messages and people sit in the left panel. New PC setup is now Onboarding, with a searchable Add a step list and clearer step cards. Warning alerts now arrive together in one message every 30 minutes instead of one email each.

• Atlas chat in Team Chat keeps the conversation in order — A question you send to Atlas now stays above its answer, even when the answer arrives before the question is saved.
• Keep www as your main address — When a site has both www.example.com and example.com connected, Make main address keeps visitors on the one you pick, so a moved website keeps the address search engines already know.
• Website forms send once — Messages from contact forms on editable copied websites now arrive once instead of twice.
• Atlas chat in Team Chat opens your question straight away — Your first message to Atlas now shows at once with Atlas's progress, instead of the recent chats list until the answer arrives.
• Bring NinjaOne scripts with passwords across — Connect › Scripts › Import now flags NinjaOne scripts with a password written in as an alert, and can copy them with the password taken out so it is asked for when the script runs. Connect › Scripts also shows an alert while any NinjaOne script holds a password.
• Copies stay true to the original — Atlas no longer copies a website whose domain already points to one of your Atlas sites, so a saved copy of the original can't be replaced by a copy of the new site. The migration scan says the site runs on Atlas instead.
• New PC setup is now Onboarding — The Connect customer tab is called Onboarding, with a searchable "Add a step" list, clearer step cards and modern menus for default apps.
• Smarter disk alerts — A big drive with plenty of space left no longer raises a disk alert just for passing 10%, and a drive sitting on the line no longer alerts again and again. Drives below 5% free or under 5 GB raise a new Critical "Disk nearly full" alert; the 10% alert is now a Warning that waits an hour.
• Cloud sign-in survives a reload — If Atlas reloads after you approve a cloud sign-in, Settings reopens it so you can tick accounts and click Connect, instead of starting over.
• Choose a site's original copy — If an imported website has lost the copy of the site it was made from, Settings now lets an admin pick a copy from the site list to keep as its original, bringing back the Imported tab.
• Fewer Windows update alerts — Connect's "Windows update failed" alert now waits until an update is still missing two days after it first failed, so failures Windows fixes by retrying no longer alert. Driver and Defender definition updates are left out.
• Put websites live from Atlas — Connect a domain to a hosted site and press Set up DNS in Atlas: if the domain's DNS is in a connected Cloudflare account, Atlas adds the records and the certificate itself. You can also add and delete DNS records in Domains.
• Fewer Connect alert emails — Warning alerts now arrive together in one message every 30 minutes instead of one email each, and a warning that fixes itself before then isn't sent at all. Critical alerts still arrive straight away.
• Clearer AWS access steps — When Atlas needs more AWS access, the message now says where Add an account is and to click Connect after ticking the account.
• More New PC setup steps — New PC setup can now install all Windows and driver updates (restarting until nothing is left), add each site's printers, set up OneDrive backup and SharePoint libraries, and pin taskbar apps with default apps. Add them from Connect › a customer › New PC setup.
• Cleaner NAS warnings in dark mode — NAS health tiles, the Needs attention card and the update alert summary now sit on the normal card background, with orange kept for the status dot and count.
• Tidier cloud account list — Each connected AWS account, Azure subscription and Google Cloud project is now one line with Test. Open it to see its id, its Remote Desktop gateway (Direct connection unless you change it) and Remove.
• Cloud accounts on their own tab — In Infrastructure settings, connected AWS accounts, Azure subscriptions and Google Cloud projects now have their own tab, which opens first. Connection keeps the button to add more.
• Original tab stays put — A site's Original tab no longer disappears after pressing a setting that was already on.
• Safer company merges — Merging duplicate Documentation companies now shows exactly what will move first, and any merge can be undone from Import › Hudu parity › Merge history.
• Rename your website — The SEO tab now lets you change the name and tagline your site shows in search results, link previews and AI tools.
• Imported tab — A website you imported into Atlas now has an Imported tab in place of Original, split into Overview, Files and Settings. Files lists every page, image and file the frozen copy holds, with a search and type filters.
• NAS update alerts show where you look first — Updates that failed or have waited too long now appear on each NAS's Needs attention card with an Open Updates button, in the NAS list's warning count, and as tiles in NAS health on the Infrastructure home page. Atlas chat can report them too.
• Team Chat uses the left panel — Channels, group messages and people now sit in the app's left panel like every other module, leaving more room for the conversation.
• Clearer AWS sign-in — Settings now tells you to enter your AWS access portal URL before Sign in with AWS can start, instead of leaving a greyed-out button.
• Safer site deletes — Deleting an imported website now keeps the copy of the original site it was made from, and the warning says so. Tick "Also delete the original copy" in Archive to remove both.
• Ask Atlas about your NASes — Atlas chat in Infrastructure can now tell you which NASes need attention and how to fix each problem.
• See how close Documentation is to Hudu — Documentation › Hudu parity shows, company by company, what Atlas's copy of Hudu is still missing and lists Hudu features not copied yet. Importing from Hudu now fills in the clients you already have from Halo instead of adding second copies, and duplicate companies can be merged.
• Sign in with AWS works again — AWS moved its sign-in approval page, and Atlas stopped opening it. Sign in with AWS in Settings › Infrastructure now opens the new page, says it is starting, and shows the reason on the page if AWS refuses.
• Team Chat in Modules — Team Chat now appears with your other modules in Admin and Settings, where an admin can turn it off for the whole organisation. It stays on unless you do.
• Faster Connect self-install on new PCs — On a new Windows computer set up with a work account, staff can open the install page in Microsoft Edge and sign in without typing anything. A "Use a different account" button is there when the wrong account is picked.
• Fix NAS DNS from Atlas — When a Synology NAS has a DNS server that doesn't answer, its page can now test which servers work and switch to them in one step, keeping the old settings so they can be restored.
• Keep Hudu as your main documentation — Settings › Modules › Documentation can now make Hudu the primary documentation. Atlas keeps a read-only copy of the companies you've brought over, refreshed every night, so you can try Atlas Documentation without two places to edit.
• NAS health at a glance — The Infrastructure page now shows every NAS that needs attention, grouped by problem, so you can see and open them in one place.
• One site per website in Hosting — A site made from a copied website now keeps that copy on its own Original tab instead of listing it as a second site, and its domains, search engines, password, updates and custom code are together on a new Settings tab.
• Firmware upgrades are shared with your team — Any technician with Sophos now sees which firewall upgrades are scheduled or running, who sent them, and can cancel or follow them from the Firmware tab.
• Video galleries show after a move — Moved WordPress pages with an Elfsight widget, such as a video gallery, now show it again.
• Faster, more findable websites — Sites now always open securely over https, images load as smaller WebP files, and blog posts tell search engines when they were published. The SEO check also spots missing headings, image descriptions, broken links and large images, and you can add more about your business for AI assistants under AI visibility.
• Tidier imported images — Importing a website now adds each picture to the site's files once, named from its description or the page it is on, instead of several copies with random names.
• A file library for each website — The new Files tab holds a website's images, PDFs, videos and audio. Upload by dropping files in, copy a file's link for a button or page, sort files into folders, replace an image without changing its link, and see which pages use a file before deleting it.
• Faster Connect tools on Windows — Ctrl+Alt+Del, Sign in and the other Connect tools now start almost at once after the first one in a session, instead of waiting several seconds each time.
• Clearer Outlook inbox rule alerts — Security alerts for rules made in Outlook now name the rule, who it forwards to and which folder it moves mail into, and no longer fire on wording elsewhere in the audit record.
• Longer remote sessions without blips — Atlas Connect sessions now stay connected while you work instead of briefly reconnecting every 15 minutes, once computers have the latest Connect agent.
• Sign in to a locked Windows computer in two clicks — While a Windows computer shows its lock or sign-in screen, Connect puts a Sign in button on the remote screen: pick a saved login and Connect presses Ctrl+Alt+Del and types it, with the username too when the computer asks for one. The Credentials menu also no longer lists unrelated logins such as Proxmox or firewall admin accounts.
• Windows terminal links — Clicking a path like C:/projects/app.ts in the terminal now opens the right file.
• Tidier durations — Elapsed times now switch to the next unit instead of showing "60s" or "10.0s".
• Agent Resolve skips alerts — Opening an alert, backup notice or a ticket Atlas logged for its own Microsoft 365 change no longer starts Agent Resolve. Click Brief this ticket if you want an answer anyway.
• Remote sessions stay connected — Atlas Connect no longer ends a remote session a few minutes in; it reconnects on its own when the connection renews.

You can drag the handle between Agent Resolve and the ticket chat to give either more room. The whole answer sits at the top, and names link to the person, ticket, device or Hudu record. Team Chat has its own page, with huddles and link previews, and Documentation has an Import page for Hudu or IT Glue.

• Resize Agent Resolve — Drag the handle between Agent Resolve and the ticket chat to give either more room, or double-click it to fit the answer again.
• Agent Resolve shows its whole answer — Suggested steps no longer hide below the fold, and the Atlas triage note now opens in place in the conversation.
• Open records from Agent Resolve — Names in Agent Resolve's answer and its Checked list now link to the person, ticket, device or Hudu record, and older tickets get a full brief the first time you open them.
• Import from Hudu or IT Glue — Documentation now has an Import page where you choose Hudu or IT Glue, pick what to bring across and which companies, and watch it run. Connect IT Glue with an API key in Settings › Modules › Documentation.
• Copied forms keep their layout — Forms on editable copies of Umso sites keep two fields per row, the original spacing and the send button's position.
• Team Chat huddles — Start a quick voice call in any channel or conversation with the headphones button; see who's talking, mute, and keep talking while you move around Atlas.
• One answer on a ticket — Once Agent Resolve has Atlas's answer, the chat under it shows only the questions you asked, not the same briefing again.
• Editable sites look like the original — Sites made editable from a copied Umso website keep the original font, the space under the menu and smooth scrolling to page sections.
• Agent Resolve joins the ticket chat — The pinned answer now sits at the top of the ticket's chat in one panel, and the chat no longer shows the behind-the-scenes steps Atlas took to update it.
• Editable sites load cleanly — Sites made editable from a copied website no longer try to load a form script that only the copy had.
• Team Chat bots — Admins can connect a channel to another app: messages posted there (or only those starting with a trigger word like !ticket) go to the app, and its answer appears in the channel or thread.
• Send Team Chat messages offline — Messages you send while your connection is down wait in the conversation and go out by themselves when you're back online, never twice.
• AWS Savings Plans and Reserved Instances in Costs — Infrastructure › Costs now lists each AWS account's Savings Plans and Reserved Instances with how much was used and when they end, and stops suggesting a 1-year commitment for machines already covered. Accounts connected earlier need Sign in with AWS again to allow it.
• Link previews in Team Chat — Links you share now show the page's title and summary under the message, and you can remove them from your own messages.
• Safer password vault — Passwords in Documentation are now fetched only when you click Show or Copy and disappear again after 30 seconds, and each one is encrypted with its own key.
• Group messages in Team Chat — Start a private conversation with up to eight teammates from New message, without making a channel.
• One address in search for your website — Once a website has its own domain, its www address moves to the main one and its temporary workers.dev address stays out of search results. Copied blogs also keep their own heading and description.
• Moved sites start without placeholder pages — Moving a WordPress site to a template design no longer adds the template's sample pages and news post, and old product links keep working.
• One Atlas answer per ticket — Agent Resolve now shows the ticket chat's own answer and steps, so the card and the chat below it no longer say the same thing twice. Click Update when the ticket has changed since Atlas last looked.
• Atlas can turn on SNMP for you — When adding a Sophos firewall that isn't in Sophos Central, choose "Atlas sets it up": enter the firewall's admin login once, review the changes, and Atlas turns on SNMP through a Connect computer on that network.
• Choose your Team Chat notifications — Use the bell in any conversation to get every message, only mentions, or mute it completely, on your desktop and phone.
• Private channels in Team Chat — Tick Private when you make a channel so only the people you add can find it, read it and search it.
• Export your documentation — Admins can download all documents, assets and links as a zip, with passwords encrypted by a passphrase you choose, and keep a nightly copy on your own NAS for when Atlas or the internet is down.
• Copied websites keep more of the original — An editable copy of a website now keeps the Atlas Connect join-a-session box, and blog posts keep their original dates and order.
• QNAP time server shown — QNAP NAS pages now show which time server the NAS uses, and no longer list Synology-only details as "Not reported".
• Moved and copied sites keep their old links — Sites moved from WordPress or made editable from a copy now keep their old image links, sitemap addresses, news feed and short links, so search engines and links from other sites keep finding every page.
• Same menu on every website — A copied website now shows Content, Blog, SEO, Custom code and Backups greyed out, with a note that Make editable turns them on.
• Back up before a firmware upgrade — The firmware upgrade window shows each firewall's last config backup and lets you back up any without a recent one in one click. It also explains how to roll a firewall back to its previous firmware.
• Team Chat webhooks — Admins can give a channel a webhook URL so monitoring tools and scripts that post to Slack webhooks can send alerts straight into Team Chat.
• Out-of-date documentation — Atlas now compares documented assets with Connect and Backups and shows what no longer matches, such as a changed IP address or a backup that hasn't run, with one click to use the live value.
• Link documentation to devices, clients and people — Assets, passwords and documents can now link to each other and to Connect devices, NinjaOne devices, Service Desk clients, people and domains, and a Connect device shows its linked documentation.
• Sign in with Microsoft on your shop — Customers can now sign in to see member prices with their Microsoft 365 work account, matched to their HaloPSA client by its Microsoft tenant. A code by email stays available for clients not on Microsoft 365, and you can turn it off.
• Client Strategy summary email — Choose Email summary in Client Strategy › Overview to get a daily or Monday email of recommendations and RAM upgrades for all or chosen clients; admins can choose who else gets it.
• Restore websites from a backup — On a site's Backups tab, open Restore… on any backup to put back chosen pages and posts, or the whole site; Atlas keeps a backup of the site as it was first. Each site can also choose which NAS its backups are copied to, or keep them on the site only.
• Sort and filter firewall firmware — The Firmware tab shows each firewall's client in its own column, every heading sorts, and the filter button narrows the list by status or running version.
• Suggested fixes in Computer health — Connect › Health now groups the antivirus fixes Atlas suggests (install SentinelOne, remove Webroot or McAfee). Review each group, tick the computers you agree with and approve; nothing runs until you do.
• Clearer NAS health on slow NASes — Atlas waits longer for a slow NAS's system details, and warns plainly when a NAS is too busy to answer instead of listing missing details.
• Search Team Chat — Press ⌘F on the Team Chat page to find messages and shared files, and narrow it down by channel, person, files or links.
• Firewall firmware has its own tab — Security › Sophos Firewalls › Firmware lists every firewall's version and available updates. Select several, upgrade now or schedule them for tonight, and cancel a scheduled upgrade from its row.
• Domains audit log and DNS versions — Domains › Audit log shows who changed DNS records, connections and client links, and the DNS edit window lists earlier values you can put back with one click.
• Share files in Team Chat — Attach, paste or drag files into any conversation or thread; pictures and videos show right in the chat and other files download with one click.
• Asset layouts editor — Admins can now create and edit asset layouts in Documentation › Asset layouts, choosing each field's type and order, so every network, printer or backup record has the same fields.
• Add Sophos firewalls that aren't in Sophos Central — Firewalls now has an Add firewall button for Sophos firewalls that can't join Sophos Central. Atlas reads their model, firmware, licences and traffic through a Connect device on the same network.
• Team Chat gets its own page — Open Team Chat from the rail to chat full-screen with threads, emoji reactions and formatting, and edit or delete your own messages.
• Clearer Mailbox message actions — Reply, archive, delete and the other message actions now have icons, and Move opens a list of your Outlook folders in one click.
• Asset fields in Documentation — Documented assets now show their layout and every field, and you can edit them in Properties. Imports from Hudu bring each layout and its field values across.
• Click a DNS record to change it — Organisation admins can open any Cloudflare A, AAAA, CNAME, MX or TXT record in Domains and change its value, TTL, proxy or priority, with no setup step.
• Notification buttons run once — Clicking Undo or another button in a notification now runs that action a single time.
• Clearer preview status — Preview-only sites now show Preview with a grey dot. Live and Preview totals are shown separately.
• Outlook availability off by default — Service Desk › Calendar no longer shows Outlook busy times until you turn on Show Outlook availability, and it remembers your choice next time.
• One Cloudflare token for Hosting and Domains — If Hosting is already connected to Cloudflare, Domains can use the same token with Use Hosting token in Settings, so there is no second token to create.
• Remove Webroot clears leftovers — Remove Webroot in Computer health now also cleans up what Webroot leaves behind, including stale Windows Security Center entries, and appears for computers showing a leftover Webroot registration.
• Moved WordPress sites keep their old links — After moving a WordPress site to Atlas Hosting, its old image and PDF links, sitemap and short links now lead to the right place, so search results and links from other sites keep working.
• DNS editing without a second token — Organisation admins can turn on Cloudflare DNS editing from DNS records using the Cloudflare token already connected; just add DNS Edit to that token in Cloudflare.
• Hosting status reflects the website — Healthy custom-domain sites show green, healthy previews show blue, and failed or empty homepages show red. Status checks refresh while the site list is open, with the reason and check time available on hover.
• Clearer hosting status — Sites now show a green dot when live and a red dot otherwise. Active domains connected through another Cloudflare account now appear in the readiness checklist, domain count and website links.
• Edit Cloudflare DNS record values — Organisation admins can connect a separate editing token and review a record change before saving it to Cloudflare.
• Custom code for hosted sites — Organisation admins can manage website widgets, scripts and styles in a Custom code tab, choose which pages they run on, and inspect scripts from imported sites.
• See recent check results — Check History shows when each recent attempt ran, whether it passed, how long it took, and any error. Checks show when they are waiting for a second successful run to recover.
• Match domains from Hudu Websites — Atlas can use a website recorded in Hudu to match a domain to a client when ownership is clear.
• Hosted domains load correctly — Fixed a routing problem that could show an unknown-domain error after connecting a website from another Cloudflare account.
• Find unassigned Cloudflare zones — The Cloudflare sidebar groups zones by client and lists unassigned zones under No client.
• Cloudflare zones appear automatically — Synced zones show up in Domains and join matching domain names. Assign a client directly from the Cloudflare overview.
• Assign a client during Cloudflare import — Choose a client while reviewing a new zone and Atlas saves the assignment with the domain.
• Connect externally managed website domains — Hosting can connect domains managed in another Cloudflare account and show the DNS records, certificate status and routing progress during setup.
• Connect Cloudflare with zone permissions — Atlas can save a read-only token using the zones it can access.
• Set up Cloudflare from Domains settings — Follow the in-app steps to create a read-only token for one or more zones and connect additional Cloudflare accounts.
• Browse Cloudflare zones from the sidebar — Select a zone to open its overview and DNS records in the main pane. Unmatched zones stay grouped for review.
• Review Cloudflare zones in Domains — Sync zones from connected accounts and view their DNS records. Atlas matches existing domains automatically, and organisation admins can review and import newly discovered zones.
• Calendar remembers Outlook visibility — If you hide Outlook availability, it stays hidden when you reopen Calendar.
• Hide Outlook availability in Calendar — Use Show Outlook availability beside Week and Team to hide busy blocks while keeping Outlook connected.
• Create recordings in Voice — Anyone with access to the Voice module can generate a new recording when ElevenLabs is connected.
• Filter computer health by online status — Turn on Online only to focus on connected computers. Use it with Problems only to find computers you can act on now.
• Automatic Webroot registration checks — With an updated Windows Connect agent, Computer health shows whether Webroot components remain or a registration is likely left over.
• Clearer Connect alert rules — Choose a trigger from a dropdown and find the affected computers, notification recipients, and automatic actions in clearly labeled sections.
• Clearer Webroot status — Computer health shows Windows Security Center registrations separately when it detects no running Webroot service.
• More room for shell commands — The command box now sits above the output and grows as you type or paste. Click Send or press Enter to run the command, and use Shift+Enter to add a line.
• Easier window dragging — You can now move the desktop window by dragging over an unavailable Back or Forward arrow.
• Your Career day at a glance — Open Today for a morning brief, reconnect suggestions and follow-ups that need attention. Schedule or snooze a follow-up and mark people contacted from their cards.
• Bring your professional network into Career — Import and search your LinkedIn history, explore contacts by company, and schedule private follow-up reminders.
• Monitor firewalls from four locations — Choose up to four locations to check your firewalls. A down alert waits until every eligible location confirms the failure.
• Import more from LinkedIn — Bring skills and certifications into Career and review your full identifiable LinkedIn network before importing.
• Ember Chat pilot removed — The pilot entry and its test-ticket discussion button have been removed from Atlas.
• Calendar loads busier weeks — The Service Desk Calendar can now load larger weekly ticket-time reports from HaloPSA.
• Firewall alerts wait for every location — If any location can still reach your firewall, Atlas holds off on the down alert. Every eligible location must confirm the failure before Atlas alerts you.
• Open Ember Chat inside Atlas — Cheddar IT can open the pilot from Modules or discuss its test ticket without leaving Atlas Desktop.
• Connection badge clears on reconnect — The badge beside the navigation arrows disappears when Atlas is reachable again, even if an individual refresh still needs to retry.
• Copy a ticket number — Click the ticket number in the detail header to copy it to your clipboard. Atlas shows “Copied” when it’s ready to paste.
• Try Ember Chat in Atlas — The pilot workspace can open Ember from the Atlas sidebar and jump to a private discussion from a test ticket.
• Check notifications in Settings — Organisation admins can turn outage and recovery emails on or off and choose who receives them directly from Checks.
• Upgrade Sophos firewall firmware in bulk — Select eligible firewalls, review their target versions, and confirm the upgrades together. Atlas shows the result of each request to Sophos Central.
• Connect Outlook from Mailbox — Connect to read and organise Outlook mail in one step, or choose read-only access. You can enable sending separately from the Mailbox account menu.
• Server choices for firewall checks — The firewall settings picker now lists Connect servers and Atlas cloud, so workstations no longer appear as options.
• Earn points for everyday Atlas work — Your first qualifying action each workday earns one Awards point, even when you never open a chat. The Team Scoreboard shows those points in your breakdown.
• Work with Outlook messages in Mailbox — Browse a conversation, reply, reply all, or forward from Atlas. Mark messages read or unread, move them, archive them, or send them to Deleted Items with an option to undo.
• Calendar in each person's own time — Service Desk › Calendar now shows a team-mate's week in their own time zone with their work hours highlighted, so a Sydney technician's 9-to-5 looks like a 9-to-5 wherever you are. Switch to My time to see it on your own clock, and day-long Outlook absences now show as one note per day instead of grey stripes.
• Fewer false firewall alerts — Status › Checks › Settings can now check firewalls from up to three places, and a firewall is only marked offline when most of them agree. When one checking computer loses its own connection, you get one alert about that computer instead of one for every customer.
• See who is busy in Outlook — Service Desk › Calendar now shows each technician's busy, tentative and away times from Outlook behind their bookings, so you can book around meetings. Turn on personal calendar access in Settings to see them.
• Book and move time on the Calendar — In Service Desk › Calendar, click an empty slot to book a ticket into a technician's day, or drag a booking to a new time. A ticket's Schedule button now shows what the technician already has booked that day.
• Service Desk Calendar — Timesheet is now Calendar: alongside the time you've logged, it shows the appointments booked from a ticket's Schedule button and your synced Outlook meetings, so you can see your planned week in one place.
• See why an update can't be selected — Missing updates now shows the reason, such as a report-only policy, NinjaOne installs or needs approval, instead of "Update available". Hover the greyed-out checkbox for what to change.
• Clearer missing updates table — Severity, operating system, category, KB number and date now each have their own column in Connect › Patches › Missing updates.
• Not required clients stay out of the way — Clients you mark as not needing backups no longer appear in the Backups client list; find them under Status › Not required.
• Backups Status tabs — Backups › Status now has tabs across the top for Overview, Jobs, Found in Halo, Client matches and Not required, so each list is one click away.
• Tidier user changes in ticket history — A "changed user" row no longer repeats the client name when the site has the same name, so it reads "from Unknown, Hope McGarry to Cheddar IT, General User".
• Steadier ticket emails — Email bodies on a ticket no longer flicker when you move the mouse over the left rail or other parts of the page.
• Backups menu is easier to scan — Backups › Status now shows just the overview, and Jobs, Found in Halo, Client matches and Not required each have their own menu item.
• Clearer ticket history — Rows like "changed user" and "re-assigned" in a ticket's timeline now start with a change icon, so they stand out from emails and notes. Status changes and re-assignments now read as one sentence, like "JP re-assigned from Unassigned to Dan". Click an underlined agent name to see their job title and email, and open their People page.
• Clearer left rail — The hover and selected highlights on the left rail buttons are now darker, so it's easier to see where you are.
• Delete appointments from a ticket — The Schedule list on a ticket now has Delete next to Move, so you can clear a booking from a technician's HaloPSA calendar without opening HaloPSA.
• Patches overview — Connect › Patches now opens on an Overview with the client's patch policy, missing and security update counts and pending restarts, in a full-width layout that matches client pages.
• Pages use the whole window — Module pages now stretch across the full middle of the window instead of sitting in a narrow centre column, so tables and dashboards have more room.
• Search finds the right proposals — Searching for something that mentions Atlas no longer lists every proposal; documents now match only on their own words.
• Mac update counts on the device page — The Updates health tile on a Mac now shows how many macOS updates are waiting, from Apple Software Update, instead of referring to Windows Update.
• Change who a ticket is for from their name — Click the contact's name on a ticket to pick another of the client's users; Atlas shows what will change, such as where emails go, before it updates HaloPSA.
• Computer pages use the full width — A computer's page in Connect now stretches across the whole window instead of sitting in a narrow centre column.
• Update schedules on DSM 7.1 — Atlas can now set DSM and app update schedules on Synology NASes still running DSM 7.1 once their collector updates.
• Security baseline watches for changes — If someone changes or deletes a baseline policy Atlas set up, you get a Security finding and a Halo ticket, and you can turn on automatic restore for each client.
• Apply a security baseline in one click — In Security, open a client's Microsoft 365 baseline and choose Apply baseline to set up admin MFA and block legacy sign-in, try it in report-only, check which sign-ins it would block, then enforce it.
• More of HaloPSA on the ticket page — Close a ticket in one click with Quick Close, merge it into another of the client's tickets, book it into a technician's calendar with Schedule, and change who the ticket is for, all without opening HaloPSA.
• Clearer Microsoft 365 baseline — Security's baseline now reads whether unified audit logging is actually on, and names Conditional Access policies that are still in report-only mode.
• Missing GDAP report access is flagged — The Clients list and a client's Connections tab now say when a GDAP connection can't read Microsoft usage reports, which storage and Copilot use need, and how to fix it in Partner Center.
• Fewer repeat Security findings — Administrator sign-ins without Conditional Access now add up on one finding per admin, which closes itself once Conditional Access covers their sign-ins. NinjaOne alerts about installing or updating Atlas Connect no longer appear as findings.
• Work anniversaries in Career — Career now marks your work anniversary in My profile, from your employer's records when you're connected or from your current job in Experience.
• Xero stays connected through brief outages — A short Xero or network hiccup no longer asks you to reconnect Xero; Atlas tries again on the next read, heals the connection on its own, and Settings › Accounting shows the last sign-in problem and when it happened.
• Shop sign-in for all your clients — Anyone with an email at one of your HaloPSA clients' domains can now sign in to see member prices, not just people listed as Halo contacts.
• Website backups copied to your NAS — Choose a NAS and shared folder under Settings › Modules › Hosting and every website backup is also saved there, in a folder per site. Each site's Backups tab shows its copies on the NAS.
• Alerts reach the right client — NinjaOne alerts from a brand-new computer used to land on HaloPSA's fallback client. Atlas now moves them to the computer's own client once HaloPSA has imported the computer.
• Approvals and Team chat on the phone — Approve or deny Atlas actions and message your team from the Chief Atlas iPhone app, with badges for what is waiting.
• Files sent with website forms — Forms on imported websites keep their upload fields, such as a CV on a careers page. Uploaded files come to Atlas with the message, are attached to its email, and can be downloaded from the site's Forms tab.
• See the AI tools people actually use — The Readiness tab now lists AI tools seen on client computers and in Microsoft 365 sign-ins, with whether each one is approved, and flags tools in use that nobody has approved yet.
• Duplicate company warning — When you create a HaloPSA client from Service Desk, Quotes or a HubSpot hand-off, Atlas now shows similar names already in HaloPSA or your accounting system, so you can reuse the existing company instead of creating a duplicate.
• Website backups copied to Wasabi — Choose a Wasabi bucket under Settings › Modules › Hosting and every website backup is also kept there, so it survives even if the site is deleted. Each site's Backups tab shows its copies.
• Licence gaps on the billing sheet — Monthly billing now flags clients whose licences and next invoice disagree (billed with no licence, licences not billed, or different quantities) and lists each gap with its monthly value.
• Attached files keep their names — Files you attach to a ticket from Atlas now show under the name you gave them instead of a long random code.
• Nightly RAM upgrade email — Turn on Email me nightly RAM upgrades in Client Strategy › Overview to get a morning list of computers across your clients that keep running out of memory.
• Member pricing in your shop — With prices hidden, your customers can sign in with a code emailed to them and see prices; the shop footer can also show your address and links to your terms, privacy and refund policies.
• AWS margin shows each client's lines in one place — Click a client in Finance › Reports › AWS margin to see its HaloPSA invoice lines and the Ingram Micro cost lines behind its figures, and set which lines bill AWS right there. Tiny rounding lines no longer show as AWS cost with no client.
• Firewall traffic chart fixed — The throughput chart and peak figures now show measured traffic instead of "No measurements in this range yet".
• Firewall page uses the full width — The firewall picture, facts and traffic chart sit on the left, with every port and its traffic in a column on the right.
• Certification expiry reminders — If you turn on Career email, you now get an email naming each certification 60, 30 and 7 days before it expires and on the day, and Career lists certifications from 60 days out.
• Clearer QNAP firmware status — QNAP NAS pages now say when a new QTS series is waiting for review, or when QNAP is still rolling an update out, instead of reporting that the check failed.
• Refresh is quicker on Business Reviews — Refreshing a review no longer re-reads 90 days of HaloPSA time for the margin section, so it finishes faster and the margin figures update.
• Value and spend works for every client on an agreement — Clients HaloPSA no longer lists as active but who still have a running agreement now show their spend and get it in their Business Review.
• Install SentinelOne from Computer health — On a Windows computer that should run SentinelOne but doesn't, Connect › Health now offers Install SentinelOne. It uses the client's SentinelOne site, picks the group named like the computer's location, and installs the latest released agent silently.
• Real Crayon costs — Licensing now takes each Crayon subscription's cost from what Crayon actually invoiced you, so products Crayon's price list leaves out, like Copilot add-ons, get a cost and margin.
• Read your CV with AI — Career's Import history can now read your CV with AI to pick up skills, certifications, your current role and a summary as well as your work history; you review everything before it is saved.
• More accurate Finance overview — Cash now shows your bank and savings accounts without credit cards, profit compares with the same days last month, and Net assets names any liability accounts that look miscoded.
• AWS margin counts a part-AWS product once a month — When part of a product is set as AWS for a client, the AWS margin report now counts that amount once a month, even if the invoice splits the product over several lines, and leaves it out when the month was credited in full.
• Business Reviews keep up to date for every client — Clients whose agreement is still running get their nightly review update again, and Refresh works for them, even if HaloPSA no longer lists them as active.
• Your own product names now match — Licensing links Halo items you sell under your own name, like an endpoint protection bundle, to the distributor licence behind them, so their seat counts are checked instead of shown as unmatched.
• Quote Send names the right person — After you change who signs a quote on its Signing tab, the Send menu now offers to email that person instead of the original recipient.
• Fewer false billing gaps — Halo lines for products you don't buy through Crayon or Pax8, such as Sophos firewalls, no longer show as billed without a licence. Licensing now matches licences held on both monthly and annual terms to the Halo invoice lines for each, so they no longer show as unbilled.
• Halo tickets for NAS update alerts — Turn on Halo tickets under Settings › NAS › Update alerts and each new NAS update alert opens a ticket on that client in Halo, which Atlas closes when the alert clears.
• Atlas's own notes are labelled — Notes Atlas adds to HaloPSA tickets by itself, like triage briefings and alerts, now show as "Atlas" instead of under a staff member's name.
• Security findings line up and close when Halo does — The three columns on a finding now use matching cards that start on the same line. A finding whose SentinelOne alert ticket you close in HaloPSA now resolves on its own within 15 minutes.
• Clearer shop product pages — Product descriptions now show as an easy-to-scan Overview list, specifications read like a spec sheet, and shoppers can email, copy or print a product and see what they viewed recently.
• Shop settings moved — Public shop settings, including Show prices and Show RRP, are now on the Shop tab in Admin › Modules › Orders & Billing. Turn on your public product shop from Admin › Modules › Product catalogue, next to the distributor feeds it shows.
• Clearer antivirus removal progress — Removing Webroot or McAfee now shows which step it is on, a bar counting toward the script's time limit and how long it has run, instead of the same words twice. If Atlas restarts mid-removal, the panel picks your run back up.
• Firewall backups match your plan by name — Sophos firewall config backups now show the firewall's hostname, so backup plan lines that name a firewall find its backup.
• Sortable report tables — Service Desk reports like Microsoft 365 storage now show every column and sort when you click a heading, like saved HaloPSA reports.
• Licences and users side by side — A client's Licences tab now shows products and users together. Each user has a tick under every licence they hold and a count of their licences, with totals per licence at the bottom.
• Low-disk tickets get a briefing — A ticket a person titles "low disk space warning" now gets Atlas's draft and briefing instead of being treated as a monitoring alert.
• Fewer false alarms on NAS pages — A NAS whose collector Atlas will update by itself no longer shows an orange warning, so real problems stand out.
• NAS update failure alerts — When a scheduled app update, Update now or DSM/firmware install fails on a NAS, Atlas now alerts your admins by email and Teams within 15 minutes and shows it under Infrastructure › NAS › Update alerts, where any technician can mark it resolved.
• Ticket briefings check the computer — With Run read-only checks on, Atlas looks at the person's computer through Atlas Connect, for example disk space or a pending restart, and puts what it finds in the ticket briefing. Nothing on the computer is changed.
• Tickets find the person's computer — Atlas now recognises the requester's own computer from who last signed in to it, so ticket triage and Agent Resolve can suggest checks and scripts for it even when the ticket doesn't name the PC.
• Callers recognised from the first ring — The phone assistant now knows which HaloPSA contact is calling as soon as the phone rings, instead of sometimes telling a known caller it couldn't find them.
• QNAP NAS checks on the Needs attention card — QNAP NASes now get the same DNS server check as Synology, and failed firmware or App Center update checks are explained with steps to fix them.
• Your objectives on the Dashboard — The Team this week card now opens straight away and shows your own objectives, with what's overdue or at risk.
• Catch up missed update windows — Atlas patch policies can now install approved updates when a computer that was off or asleep through its maintenance window is next online (within a time you choose, optionally only outside 8am–6pm, never forcing a restart), and can wake sleeping computers with Wake-on-LAN just before the window. Each computer's Updates tab shows the wake-ups and catch-ups.
• Approve app updates one by one — Patch policies can now update third-party apps like Chrome, Zoom and Adobe Reader: approve or decline each app for one policy or all of them, exclude apps a policy should never touch, or let a policy update every app after a few days. Pilot computers get each new version first, and you confirm before anything starts installing.
• Friendlier restarts after updates — Atlas patch policies can now ask the signed-in person to restart now or postpone (1 hour, 4 hours or tonight) until a deadline you choose, then count down. Policies can also restart servers in the maintenance window and run weekly, monthly or restart-pending scheduled restarts; each computer's Updates tab and Connect › Patches show restarts that are waiting, postponed or done.
• Roll back Windows updates — Connect administrators can now remove an installed Windows update from one computer, or from every computer that has it, and Atlas stops it installing again.
• Overdue Mac updates — Patch policies for Macs now set when restart updates are due. Once due, people are reminded every hour, and you can choose to have Atlas install the updates and restart the Mac a day later.
• Atlas patch policies control Windows Update — Computers whose patch policy has Atlas installs now have Windows' own automatic updates turned off (or left alone, if you choose), can stay on a Windows 11 version such as 24H2, and drivers can approve themselves after a week or more. Each computer's Updates tab shows its Windows Update settings. Needs Connect agent 0.2.150.
• Approve updates for one policy — When you approve or decline a Windows or Mac update in Connect, you can now choose the computers' own patch policy or all policies. A policy's own decision wins on its computers, and before you approve for all policies Atlas shows which computers would start installing it.
• Patch compliance report for each client — Connect › Patches › Report shows how many of a client's computers are fully patched, what they are missing and for how long, what installed or failed, and which computers need a restart or a scan, with a PDF you can send to the customer.
• Org chart on the People page — People now opens with the org chart in the middle, next to the staff list, so the separate Org Chart menu item is gone. Old Org Chart links open People.
• Demoting an admin removes Finance and People — When you change an administrator to a regular user, Atlas now also removes the Finance and People access they had as an admin. If they still need it, grant it again and another admin approves it.
• Reinstalling Connect keeps one computer — Running a Connect installer again on a computer that already has it now keeps its existing record, history and settings instead of adding a second entry.
• New PC setup for Connect — Give each customer a list of apps, scripts, BitLocker and a backup plan, and Connect sets up their new Windows PCs automatically, raising a ticket if a step fails.
• See what will install before Atlas takes over patching — When a patch policy change would make Atlas install updates that are already approved, Atlas lists them by computer, flags drivers someone approved by hand, and saves only after you confirm.
• More reliable agent updates — A Windows agent update now waits for the old agent to finish closing before replacing its files, so updates that stopped on a file still in use go through. If an update still fails, it names the file.
• Staff can install Connect themselves — Turn on "Let staff install it themselves" in a customer's Connect Installers menu and share the link. Their staff sign in with their work Microsoft account and get the right installer for their computer, with your approval setting still applied.
• Agent Assist sits above Connect — The switch that lets the Atlas agent see a Connect screen is now called Agent Assist and sits just above the Connect button. Select the ? next to it to see how it works.
• Respond column on every finding — Resolve, False positive and Create Halo ticket now sit in a Respond column to the right of Investigate, with whatever you picked and the available responses underneath, so every finding shows Evidence, Investigate and Respond side by side.
• Empty checkboxes stay checkboxes — A blank bullet or checkbox, like the ones in the Meeting notes template, no longer turns into "-" or "[ ]" text after the page saves.
• Pages keep their sub-pages — Making a new version of a page no longer hides the pages inside it.
• Pick or type your time — Hours and Minutes on a Work Note or Email have their dropdown back beside the box, so you can pick a common time or type any value and press Tab.
• See what changed in Veeam — After each read of a Veeam server, a box under its name lists what changed since the read before, such as a job that recovered from a failure, a machine added to a job or a repository filling up.
• Zoom the computer's map — The map on a computer's page now opens close in on the suburb it last checked in from, and you can drag it or zoom in and out with its buttons.
• See what's running on a computer — Connect › computer › History now lists every script, restart and tool sent to that computer in the last 24 hours, including any still waiting or running, and you can open the output of jobs you started. Scripts run from the Toolbox now also record how they finished in the audit trail.
• Calmer ticket boards — Ticket cards stay light and show a red, amber or grey stripe for a missed SLA, an SLA due soon, or a ticket left a week without an update, with one short label instead of several.
• Faster Sophos pages — Sophos firewall, endpoint and customer lists open about a second sooner.
• Simpler check actions — The unused Acknowledge action is gone, and the open button now says whether it opens the firewall's admin page or the website.
• Search ticket categories — The Category picker on a ticket now has a search box, and the Team and Category box in the ticket header is wider so long category names fit.
• Remove McAfee from Computer health — When McAfee runs beside your expected antivirus, Computer health offers Remove McAfee. It uninstalls business McAfee with its own uninstallers and home McAfee with McAfee's removal tool, then shows the result.
• Tidier Checks list — The Checks table now shows just the essentials, with how long a check has been down right in its status. Change how often a check runs, and see its ISP, in the panel on the right.
• Mini map on a computer's page — The Remote session box now shows a small map of where the computer last checked in, beside who last used it.
• Status label on remote sessions — The Remote session panel now shows the connection state as a "Status" row, lined up with Last user and Last seen in.
• See who is online in Computer health — A green dot before a computer's name means it is online and a fix such as Remove Webroot runs straight away; grey means it is offline.
• Tidier computer Overview — A computer's page opens without the side panel, shows who last used it and where just above Connect, and keeps client, site and custom fields below Health.
• OS icons in device lists — The OS column in Connect's computer lists now shows a Windows, Apple, Linux or phone icon; hover it to see the name.
• Recovery key import and removal — Settings › Connect › Encryption now shows how many encrypted computers have sent their recovery key to Atlas, and administrators can remove every stored key at once.
• Computer details on the Overview — A computer's client, site, custom fields, last user and location now sit at the top of its Overview, and you can rename it from the page title, so the side panel no longer repeats them.
• Simpler New check form — Type just the site's address (https:// is already filled in), and leave Name empty to name the check after the site.
• Sophos details on tickets — A ticket's Sophos firewalls and endpoints now load reliably, and a client linked to a Sophos tenant in Client links always uses that tenant.
• Backups onboarding wizard — Backups › Onboarding now walks each client through four steps (plan, jobs, servers, sign off) and moves you on to the next client when you mark one reviewed.
• Tickets open faster — A ticket's details show without waiting for NinjaOne and Sophos; its devices and firewalls fill in a moment later.
• Faster ticket pages — Opening a ticket no longer loads it twice, so it settles sooner and uses less of your HaloPSA request allowance.
• Recovery keys need a fresh sign-in — Showing a computer's disk recovery key now asks you to sign in with Microsoft again first, so a signed-in Atlas window alone is not enough to read one.
• Recovery keys locked down — Only administrators can now show a computer's disk recovery key, unless an administrator allows someone in Governance, and each person can show at most five keys an hour.
• Backups onboarding — Backups › Onboarding walks you through each client once: match its backup plan to the jobs Atlas sees, decide about extra or duplicate jobs, check every server has a backup, and sign the client off.
• Page chat works on the page you're on — Ask the chat beside a page to add or change something and it edits that page, and you see the change straight away.
• Move blocks around in Pages — Hover any line in a page to get a ⋮⋮ handle: drag it to move the line, or click it to turn it into a heading or list, duplicate or delete it. ⌘⇧↑ and ⌘⇧↓ move the line you're on, and + adds a new line with the / menu open.
• Fewer false security alerts — Atlas no longer flags a new starter setting up MFA, and it checks your Halo tickets for planned work like onboarding or travel before alerting you.
• Confirm backups found in Halo — Backups that Atlas spots in Halo alert tickets now wait under "Found in Halo" until a technician confirms them, so stray or duplicate alerts no longer raise overdue tickets. You can also mark a job as a duplicate of another and its history moves across.
• Smoother page editing — Typing, linking with [[ and mentioning with @ no longer jump the cursor or close the menu while the page saves, and stray ## marks no longer appear.
• Add checks from the Status pop-up — The + at the top of the Status pop-up adds a website, DNS, open port, word-on-page or check-in check without leaving what you're doing.
• Ticket counts stay put — Opening a company in the Service Desk sidebar keeps its ticket count on the right.
• Compact outage rows — A down check in the Status pop-up now takes one line like the others, with the reason next to its name and the outage time in red.
• Cleaner survey buttons in Halo emails — The survey code for your HaloPSA closing emails now shows just the rating buttons, without a line of long links underneath. Generate the code again and paste it into your Halo template to use it.
• Mentions notify people — When you @mention someone in a page, Atlas sends them a message with a link to the page.
• Tidier Checks table — Ticket, Open and Acknowledge now sit in a ⋯ menu at the end of each check, so the table has more room for the details.
• Pages feel like Notion — Select text to format it from a small floating bar, type [[ to link or create a page, and @ to mention a person, page or date. Headings and paragraphs now sit closer together.
• Keep your Datto Commerce product photos — Kaseya QM settings can now copy Datto Commerce product photos into Atlas, matched by exact part number, so your shop keeps them after the subscription ends.
• Starter pages — Set up a ready-made company handbook, policies overview and meeting notes area in one click, then fill them in for your new starters.
• Clearer Status alerts — In the Status pop-up, a check that's down now stands out in red with how long it's been down and why, and each check's address opens the site or device page on its port.
• New checks show a result in seconds — Adding or editing a website, port or DNS check now runs it straight away instead of waiting a couple of minutes.
• Tasks inside pages — Turn an action item in your notes into a Projects task with Make task, or type /task. Each task shows its status, owner and due date right in the page, and the task lists the pages it came from.
• Find a status page service faster — The service picker on a Status check now has a search box and scrolls through every client's services.
• File unmatched tickets in one click — When HaloPSA files a ticket under Unknown, the ticket page suggests the sender's company, moves the ticket and contact there, and can save the email domain so HaloPSA files that sender's mail itself next time.
• Unfiled tickets are easier to spot — Tickets HaloPSA couldn't match to a company now sit under Unknown marked Unfiled, instead of No contract.
• No more "Close the ticket" on closed tickets — Agent Resolve no longer suggests closing a ticket that's already closed or resolved, including advice saved before it closed.
• Outage count on Status — The Status button in the rail shows a red count when checks are down, and its Checks pop-up is bigger with slimmer totals at the top.
• Fix out-of-date docs from a ticket — When a ticket shows a client's Hudu documentation is wrong, Agent Resolve can suggest "Draft a Hudu update". The chat writes the correction as a draft for you to check; nothing is published until it's approved.
• Status checks in the rail — Status now opens on Checks, and a Status button above Team chat shows your checks at a glance in a pop-up, with an arrow to open the full Checks page.
• Checks table on one line — Each check on Status › Checks now fits on a single line, with Client and Runs from in their own columns and the whole table fitting the page without scrolling sideways.
• Agent Resolve fills in the group — When Agent Resolve suggests Add to group, Remove from group or Forward mail, the step now opens with the group or forwarding address already filled in from the ticket. You still check it before anything changes.
• SOC 2 compliance in Documentation — Tag policies and procedures with the SOC 2 criteria they cover, ask staff to acknowledge each published policy, and see gaps, reviews and sign-offs on one Compliance page you can export for your auditor.
• Choose how AI drafts your ticket replies — Next to Draft with AI you can now pick My style, Professional, Concise or Friendly, and switching rewrites the draft on screen. Drafts also learn from more of your past replies, and the note under the draft shows the style and how many replies it used.
• See where a mailbox forwards — The Service Desk chat can now tell you where a mailbox forwards, whether a copy is kept, and who is in a distribution list, without needing the mailbox owner to sign in.
• Shorter, more focused ticket chat — The ticket assistant now opens with what it found and what to do next, leaves out client details that have nothing to do with the request, and keeps its steps consistent with the facts it states.
• Agent Resolve keeps up with the ticket — Agent Resolve now sees who did what and when, so it stops suggesting a reply once you've already emailed the client. Catch up refreshes its advice, and the triage note shows when later work has happened since.
• Signature inside the email box — When you email from a ticket, your Halo signature now shows greyed out at the bottom of the message box, so you can see the whole email as the client will get it.
• Ticket emails draft themselves — Opening Email or Email + History on a ticket now writes a reply with AI straight away. Keep the draft or remove it with one click.
• Ticket categories from the sender — Set rules in Settings › Service Desk › Tickets, like sentinelone.net → Security, and Atlas fills in the category on open tickets that don't have one, including alert tickets.
• Internal notes stand out — Work notes on a ticket now sit on a light yellow background, so you can tell them apart from customer-facing replies at a glance.
• Private pages — Limit a page and everything inside it to chosen people or groups such as Management or HR. Admins set up the groups from the same Who can see this window.
• Firewall traffic from Windows computers — Firewall traffic polling now works when the Connect computer doing it runs Windows, once its agent updates.
• Remove Webroot shows how it went — The Remove Webroot button in Connect › Health now shows the script's full output, keeps its progress when you look at other computers, and clears the Webroot warning as soon as the removal succeeds.
• Checks from Windows computers — Status checks set to run from a Windows Connect computer, such as firewall checks, now run there and report their results once the computer's agent updates.
• Longer check intervals — Checks can now run every 2, 6 or 12 hours or once a day, from the Every column or the check's settings.
• Remove Webroot from Connect › Health — When Webroot is running beside your expected antivirus, the computer's health panel now has a Remove Webroot button that uninstalls it through Connect and shows the result.
• Choose how often each check runs — Status › Checks has an Every column where you can change how often any check runs, firewalls included. Changing where firewall checks run from now retests them all straight away.
• Faster page writing — Type / in a page to add headings, checklists, tables, dividers or a link to another page.
• Shorter ticket history — Status changes and re-assignments on a ticket now take one line each, showing the new value, what it was before, who changed it and when.
• Pages in Documentation — Write your team's notes, handbook and how-tos as pages, nest pages inside each other and drag them into order. While someone is editing a page, everyone else sees who and reads it until they finish.
• Tidier Checks page — Status › Checks now has Checks, History and Settings tabs, with firewall run location and Sophos Central under Settings. The details panel stays closed until you pick a check.
• Set a company's relationship from Atlas — Right-click a company in the Service Desk sidebar and choose Relationship to mark it as a Customer, Prospect, Vendor or Distributor in HaloPSA.
• Ticket properties in the header — Team and Category now sit in their own box at the top of a ticket, beside Time logged, so the separate Details tab is gone.
• Ticket history filters fixed — A filter icon in the ticket history now only lights up when clicking it shows at least one entry.
• Company labels from HaloPSA — Set a company's Customer Relationship in HaloPSA (for example Distributor or Vendor) and the Service Desk sidebar shows it next to that company's name.
• Companies in the Service Desk sidebar — The ticket list now groups by Company, and a company that sends tickets without a managed contract shows a Vendor, Prospect or No contract label.
• One place to see stale data — When a page can't refresh, a small "Couldn't refresh · 12m ago" note now appears next to the back and forward arrows on every page. Click it to try again.
• Ticket history filter fixed — Re-assigns and other staff changes to a ticket now appear when you filter the ticket history to System changes.
• Better call suggestions on tickets — Link 3CX Call no longer suggests other clients' calls just because they share a word like "account" or your own company name.
• Faster ticket replies — The Email, Email + History and Work Note forms on a ticket now start loading when you point at the button, so they usually open ready to type instead of showing a placeholder.
• Ticket emails are readable again — Emails with a dark frame around a white panel, like supplier usage summaries, show their text on white instead of disappearing into the dark background.
• Link 3CX Call suggests related calls — The ticket's Add call button is now Link 3CX Call. It lists the calls that look related first and says why (the caller quoted the ticket, it's the contact or client, or it mentions the same things), and offers the contact, client and ticket's key words as one-click searches.
• Ticket notes use the full width — On a ticket's page, comments and status notes now widen with the window, the same as emails, instead of stopping part way across.
• Tidier ticket picker on calls — Suggested HaloPSA tickets for a call are now in a dropdown next to the ticket number, instead of a long list.
• Add a call from the ticket — The Add call button beside Work Note lists your transcribed 3CX calls, with the ticket contact's and client's calls first. Pick one and Atlas adds its summary to the ticket as a private note.
• Fewer call tabs — A call's summary, key points and action items now sit on its Details tab, so the tabs are just Details, Transcript and Archive.
• Calls open in the middle — Clicking a call now shows it as a full page in the middle, with Details, Review, Key points, Action items, Transcript and Archive tabs, and arrows to step through your calls.
• Tidier ticket layout — Status, Priority and Assigned now sit at the right of the ticket's tabs, the Email and Work Note buttons sit over the conversation, and Catch up and Reset context buttons above Agent Resolve refresh what Atlas knows about the ticket.
• Tidier ticket chat — The long starting prompt in a ticket's side chat is now tucked away; open it from the chat's menu with Show starting prompt.
• Roomier ticket conversations — A ticket's conversation and reply form now use the full width of the page, and the chat beside Agent Resolve keeps its message box in view.
• See where a ticket has activity — The note filters beside a ticket's conversation now light up when they have something in them and stay grey when empty, with the count when you hover.
• Billable and no-charge time on tickets — The time box beside a ticket's SLA now shows billable time, then no-charge time after a slash, so you can see what will be charged.
• One place for Atlas on a ticket — The ticket's Atlas chat now sits directly under Agent Resolve, so its answer, suggested steps and your follow-up questions share one column beside the conversation. Atlas's triage now shows as a single line in the ticket conversation. Click it to read the full note inside Agent Resolve, next to the suggested steps.
• See who patches each client — Connect › Patches now tags every client Atlas, NinjaOne, Report or Mixed, so you can move clients from NinjaOne to Atlas one at a time. On a computer NinjaOne patches, Updates › Windows lists what Connect found without approve buttons.
• Calls in ticket activity — Calls added to a ticket now have their own phone filter on the ticket's activity, and each call's note can open the full call transcript right there.
• See who else is on a ticket — A ticket's header now shows teammates who have it open in Atlas, and says when one of them is writing an email or work note. If someone sends a reply while you are writing yours, Atlas warns you before you send. People working in Halo itself are not shown.
• Client summary on tickets — Click the client's name under a ticket's title to see their main contact, account manager, phone and website, and click the name there to open the client's page.
• Clearer Veeam repository links — A Veeam repository now just shows the NAS or computer it lives on; you only choose a device when Atlas cannot tell, and it is clear this never changes where Veeam sends backups.
• Contact summary on tickets — Click the contact's name under a ticket's title to see their job title, email and phone, and click their name there to open their contact page.
• Wider timesheet — Service Desk › Timesheet now uses the full width of the window, so each day has more room.
• Timesheet entry summaries — Click any entry in Service Desk › Timesheet to see its client, time and billing, then click its title to open the ticket.
• Tidier My tickets board — Next-step drawers on ticket cards now start folded so the board is easier to scan, and the extra "Next" label is gone. Use Expand all or click a card's drawer to read the step.
• Peek at a ticket's next step — On My tickets, click a card to open or close its next step. Click the underlined ticket number or title to open the ticket.
• Fewer automatic drafts on alerts — Atlas no longer drafts a reply for system notices such as quarantine digests, NAS sign-in alerts, invoice receipts and other service desks' acknowledgements.
• Faster automatic ticket drafts — Atlas's first draft on new tickets now arrives sooner and costs less, with the same findings and next step.
• Quieter ticket cards — The next-step text on ticket cards is now grey and a little smaller, so ticket numbers and titles stand out.
• Easier-to-read timesheet — Busy hours in Service Desk › Timesheet now show as one card listing their tickets, empty stretches of the day fold away, and billable percentages add up correctly.
• Ticket age and time logged at a glance — A ticket's opened date and time logged now sit at the top, next to its SLA, instead of on the Details tab.
• Clearer Health tiles — Disk space, Last restart and Updates on a computer's Overview now say in plain words what the number means and what to do, with where it comes from, like the recommendations beside them.
• Clearer Updates on a computer — Updates now has Windows (macOS on a Mac), Apps, Installs and History menus. All Windows Update items sit in one list, winget apps have their own page, and History folds repeated Defender updates into one row with a Failed filter.
• See what each Veeam job backs up — Under each job on a Veeam server's Backups tab, Atlas now lists the machines it backs up and anything it leaves out, or for a copy job the jobs it copies. Press Read now to fill it in straight away.
• Status alerts in Admin › Emails — Choose who gets "check down or back up" emails, or turn them off, in Admin › Emails alongside your other admin emails.
• Fewer up-and-down alerts — A Status check that is down now has to pass twice in a row before Atlas emails that it is back up, so a target that only answers now and then no longer sends alerts all day.
• One Health section on a computer's Overview — Disk space, Last restart and Updates now share one grid with the computer's recommendations. Advice about the disk or a restart shows inside that tile instead of a second tile, and clicking it opens the recommendation.
• Team timesheet — Service Desk › Timesheet now shows your week as a calendar of the tickets you worked on, and a Team view with everyone's hours per day and the tickets the team spent time on.
• Connect Recommendations — A computer's suggestions on its Overview tab are now called Recommendations, since most describe what is happening now rather than forecasts. Clicking one opens its Recommendation tab, as before.
• Predictions on the Overview tab — Connect's suggestions about a slow computer now appear only with the other Predictions on a computer's Overview tab, so the Performance tab is back to its charts.
• Veeam jobs and backups in one list — A Veeam server's Backups tab now shows each job's last run next to the backups it writes, so a failed copy job stands out even when its restore points still look fine. Old backups no job updates are listed separately at the bottom.
• Port check times fixed — Open-port and firewall checks now show how long the connection took to open, instead of sometimes adding up to 10 extra seconds.
• Neater 3CX system view — The 3CX System tab now shows phone system details and users in clear tables, with how many extensions are registered.
• Checks and firewalls on one page — Status › Checks now shows every check, customer firewalls included, as a dashboard with status tiles, filters and outage times, and clicking a check shows its history and actions in the right panel.
• NAS addresses — Each NAS now reports its own IP addresses, shown under System information in Infrastructure › NAS, and Veeam repositories link to the NAS that holds them by address.
• Jump from Veeam to the NAS — Each Veeam repository now shows the NAS or Connect computer it lives on and opens it in one click; link one by hand when Atlas cannot match it by name.
• Usage costs match the AI bill — Usage totals and budgets now count every step of a chat and the model's reasoning, and price cached text at the cheaper rate, so they line up with what the AI provider charges.
• Turn on firewall traffic in one step — For a Sophos firewall managed by Sophos Central, Atlas can now switch on SNMP for you and start measuring its traffic, after showing exactly what it will change.
• Check firewalls from your office — Status › Firewalls can now run its checks from an Atlas Connect computer in your office, so firewalls that only allow your office's address no longer show as down.
• Format ticket notes and emails — Work Note, Email and Email + History now have a formatting toolbar like Outlook: fonts, sizes, headings, bold, italic, underline, colours, highlight, lists, indents, alignment, quotes and links. Halo saves and sends the note with that formatting.
• Veeam at a glance — A Veeam server now shows its backup flow from each job to its store and offsite copy coloured by result, a backups table with 30 days of restore points and when each was last verified, and capacity bars for every repository.
• See GDAP gaps at a glance — Admin › Microsoft 365 › Customers now shows which customers are missing GDAP roles, with a Missing roles filter, and when Atlas last refreshed each customer's permissions.
• Jump to the triage in the conversation — From the Triage note in Agent Resolve, choose Show in conversation to scroll to when Atlas triaged the ticket and see what had happened by then.
• Veeam servers by client — Backups › Veeam lists each client's Veeam servers on the left; open one for a client-style record with its backups, health checks, jobs and repositories, with schedule times in the server's own time zone.
• My week in Service Desk — Technicians can open Service Desk › My week to see the hours they logged in HaloPSA each day, how much was billable, and which tickets the time went on.
• Triage date in Agent Resolve — The Triage note in Agent Resolve now shows when Atlas triaged the ticket, so you don't have to scroll the conversation to find it.
• Type your time and choices on ticket notes — On a Work Note or Email, type the hours and minutes straight into Time taken, and start typing a status, charge type or agent to pick it. Press Tab to move to the next field.
• Name the agent on automatic notes — Pick which HaloPSA agent Atlas's own notes, like triage briefings and alerts, appear under in Settings › Service Desk › Tickets.
• One chat box on Connect predictions — The Prediction panel no longer has its own question box. Click "Ask about this in chat" to put the suggestion into the page's chat and ask there.
• Notes show who wrote them — Ticket notes and time your team adds from Atlas now appear in HaloPSA under their own name instead of the account that connected Halo.
• All Veeam servers in one place — Backups › Veeam now lists every client's Veeam server Atlas reads through Connect, problems first, with health checks you can run or schedule from there.
• Veeam health checks from Atlas — The new Veeam tab on a Backups client shows the Veeam server's backups, jobs and setup problems, and runs a health check now or at a time you choose, recording a pass as the client's restore test.
• Firewalls fill themselves from Sophos Central — Status › Firewalls now finds every firewall in your connected Sophos Central account and adds it with its HaloPSA client, keeps addresses up to date, and leaves out any you remove.
• Defender alerts close both ways for every customer — Atlas now adds the alert permission to your Microsoft 365 customers overnight, so resolving an alert in Atlas also resolves it in Microsoft Defender.
• File library now lives in Connect › Software — Upload, check and delete your installers and tools under Connect › Software › File library, next to the deployments that install them. A computer's Toolbox now just lists scripts, and a remote session's Toolbox menu still sends library files to the Desktop.
• Firewall dashboard in Status — Status › Firewalls shows every customer firewall at a glance with its ISP, last good check and how long it has been offline, and lets you raise a ticket or acknowledge an outage from the row. You can add them one by one or all at once from Sophos Central.
• Update app permissions in the app too — Admin › Microsoft 365 › App registration now has the Update app permissions button, and Test credential names any permission the app is missing.
• Clearer Tools on a Connect computer — Browsing a computer's drives is now System › Files. Tools has Toolbox, Shell and Backstage as menus of their own, and the Toolbox's upload list is now called File library so it no longer looks like the computer's own files.
• Keep your Microsoft app up to date — Admin › Entra app now has an Update app permissions button that adds any permission a new Atlas feature needs, and Test credential tells you if one is missing.
• Ticket emails look like they do in HaloPSA — Customer emails now keep their signature logo and the blank lines between paragraphs, without white bars across the signature.
• Connect computer menus regrouped — The Performance tab on a Connect computer is now called System. Processes, Services and Registry have moved there from Tools as menus of their own, next to Performance, Storage and Event logs. Tools keeps Toolbox and Files and shell.
• One list of suggestions per computer — Performance Recommendations are now part of Connect Predictions, so Overview shows everything Atlas suggests for a computer and Performance keeps the ones about why it is slow, each with Snooze and the option to ask Atlas about it.
• Saved firewall backups are manageable — Firewall backups Atlas saves to a Synology NAS now take the shared folder's permissions, so administrators can open, move and delete them over the network.
• Clearer button when a reply is unconfirmed — The button beside "Delivery is unconfirmed" now reads "Stop waiting", so it's clear it unlocks the chat rather than starting a new one.
• See why a computer is slow — A device's Performance tab now opens with Recommendations: memory or processor running flat out and which app is behind it, several security products scanning at once, a nearly full drive, disk errors, overheating, apps hanging and restarts due, each with the numbers behind it and what to do.
• Suggestions above the chat box stay tidy — A suggestion grows to show its full text only when you rest the mouse on it, and its top is no longer cut off.
• Tidier ticket conversation — When you scroll a ticket, people's avatars no longer peek out from under the filter icons beside the conversation.
• Firewall backups saved to your NAS — Choose a NAS shared folder in Backups settings and Atlas saves each firewall's daily Sophos Central configuration export there, counting it as a backup only once the file is on the NAS.
• No more duplicate SentinelOne tickets — When SentinelOne's own alert email has already opened a Halo ticket, Atlas links the finding to it instead of opening a second one.
• Product photos and specs for every organisation — Products without a distributor photo can now show Icecat photos in Quotes and the shop, using Atlas's shared Icecat account when your organisation has not connected its own.
• Quicker hints on ticket filters — Hovering the icons beside a ticket's conversation now shows straight away what each one filters: all activity, customer messages, agent replies, internal notes or system changes.
• GDAP customers keep up with new permissions — Atlas now refreshes a GDAP customer's app permissions overnight when they fall behind, and Admin › Entra app shows which GDAP roles each customer is missing.
• Clearer status when you reopen a chat mid-reply — If Atlas is still writing a reply when you reopen a chat, it now says "Still replying" and shows the reply when it is done, instead of warning that delivery is unconfirmed.
• Backups client names match HaloPSA — Clients in Backups show their HaloPSA name, so a client no longer appears under two names, and stray hidden characters are gone.
• Pick real supplier products — The Vendor product list on price list items and in Monthly billing's Vendor tab now offers the Crayon and Pax8 products your clients hold, such as Office 365 E3 or Proofpoint Essentials Business.
• Firewall backups from HaloPSA — Sophos firewalls' scheduled configuration backups that arrive in HaloPSA now show as Sophos Firewall jobs in Backups, with a weekly overdue window.
• Replies finish after you close Atlas — If you quit Atlas while it is still working on a long reply, it now keeps going and the full reply is waiting in the chat when you open Atlas again.
• Fewer Wasabi reminders — A client's Wasabi bucket no longer asks you to verify backup runs when the NAS backup job that uploads to it finished OK.
• Watched folders show their newest file — A watched backup folder that has not received a new file since Atlas started watching now shows the newest file and the day it was saved, or says the folder is empty, instead of a blank result.
• Fixed — Clicking a next-invoice figure on Finance › Monthly billing now opens that service's next invoice instead of an empty "No snapshot" panel.
• Security tickets keep their urgency in Halo — A P1 security finding now opens its Halo ticket as P1, so it gets your P1 response and fix times instead of the default priority.
• See each service's vendor on Monthly billing — The detail panel on Finance › Monthly billing has a Vendor tab showing which vendor product a service is linked to on your price list and the client's Crayon or Pax8 subscriptions behind its cost. Click any cost to open it.
• Ticket attachments in one dropdown — A paperclip dropdown beside Status, Priority, Assigned and Followers lists every file on the ticket and opens a preview, and the first message no longer sits apart from the rest of the conversation.
• Calls on tickets — A Service Desk ticket now has a Calls tab listing the phone calls added to it from Meetings › Calls, with who rang, when, how long and a short summary. Click one to open the full call.
• Fewer duplicate products and missing photos in the shop — A product sold by both Dicker Data and Leader now shows once, using Leader's photo when Dicker has none.
• Easier ticket filters and attachments — The note filter icons on the timeline are now the same size as the people's circles, and attachments that aren't on a message sit in an Attachments box under Agent Resolve instead of above the conversation.
• Clearer Sophos firewall backup error — When Sophos Central only monitors a firewall, its backup job now says to turn on Sophos Central management on the firewall instead of showing a raw HTTP 400.
• Backups client tabs show the client's name — A Backups client opened in a tab is titled with the client's name instead of "Client" and a number.
• My Tickets stands out — My Tickets in the Service Desk sidebar is now a larger grey button with bolder text, matching All computers in Connect.
• Narrower names on Monthly billing — The client and service name column on Finance › Monthly billing now fits the window, so the month and next-invoice figures stay in view. Hover a shortened name to see it in full.
• Ticket filters sit on the timeline — All, Customer, Agent, Internal and System are now a small bar of icons on the conversation's line that stays in reach as you scroll, so the newest message starts at the top beside Agent Resolve.
• A slimmer chat box on module pages — The chat box under module pages and in the right-hand Chat panel is now a single line, with the + button and controls beside where you type, matching the floating chat.
• Easier-to-read tabs — Tab names across Atlas now use the same text size as the sidebar, so they're easier to read at a glance.
• My Tickets page is tidier — Its tab is now called My Tickets, and the page has no right panel. Ask about your tickets from the composer at the bottom right; answers open in a floating chat over the board.
• Read the whole suggestion — Hover over a shortened suggestion above the chat box and it grows to show the full text.
• Agent Resolve sits beside the ticket — Its answer and suggested steps now sit in a rail to the right of the conversation, so the messages start at the top. In a narrow window, the Agent Resolve button beside the filters opens it.
• Better call transcripts — 3CX call transcripts now spell the caller's name and their client's name the way Atlas has them, instead of guessing from the audio.
• Clearer antivirus alerts — Connect antivirus alerts are now titled "Antivirus problem" and, when a second antivirus runs beside your expected one, say which is expected and which to remove. Alert emails show the client as "at <client>" so it isn't mistaken for part of the problem.
• Faster Monthly billing — Finance › Monthly billing now opens on the current month and next invoice only. Click Show older months to see the rest of the year.
• Missed SLAs stand out — Tickets whose SLA HaloPSA marks as missed now show as solid red cards on the ticket boards.
• Monthly billing costs follow your price list — Costs on Finance › Monthly billing now come from each product's Vendor and Vendor product on the Sales price list, and you can set them straight from the billing panel.
• A slimmer floating chat box — When the floating chat is minimised, the message box is now a single line with the + button and the controls beside where you type, so it covers less of the page.
• Needs attention filter — Turn on Needs attention on a ticket board to see only tickets with a missed SLA, an SLA due within two hours, or no update for a week, with a count beside it.
• Spot rotting tickets — Tickets with no update for a week now show as dark grey cards on the ticket boards. Tickets with no update for a week now have a bold dotted outline on the ticket boards.
• Suggestions fit on one line — Suggested follow-ups above the chat box now sit side by side on one row, so they take less room. Long ones are shortened; hover to read the whole suggestion.
• Shop photos and RRP — Products now borrow photos from other distributors when one has none, product pages show a photo gallery, and a new Show RRP setting shows the recommended retail price and the saving.
• Match your product names to supplier products — On Finance › Monthly billing, click a cost to choose which Crayon or Pax8 product one of your own services is bought as, such as Sentry Email Security. Every client's lines with that name then show their cost and margin.
• Continue chat is inside the chat box — On module pages with the floating chat, Continue chat is now the top row of the message box, so it's clear that what you type carries on the same conversation. Click it to see the full chat.
• Continue chat is part of the chat box — On module pages with the floating chat, Continue chat now sits on top of the message box, so it's clear that what you type carries on the same conversation. Click it to see the full chat.
• More costs on Monthly billing — Finance › Monthly billing now shows costs for licences a client holds on both monthly and annual terms, and shows no cost (instead of zero) when the distributor gives no price.
• Trust page lists every subprocessor — The public Trust page now also names OpenAI, Stripe, IPinfo and GitHub and what each one receives.
• SentinelOne alerts show the full file name — Security findings and alert emails for files in deep folders now keep the file name at the end of the path instead of cutting it off.
• SLA due-soon warnings — Ticket boards outline a ticket in amber and show the time left when its SLA response or fix is due within two hours.
• Instant Service Desk tabs — Switching between My Queue and an open ticket is now near-instant, and each keeps your scroll position, draft and any review in progress.
• One Follow-up section on Signing — Documents and quotes no longer show the Follow-up section twice under Signing.
• Signing emails work like PandaDoc — You now get an email each time someone signs, everyone receives the signed PDF attached when a document is complete, and you can copy someone in after signing to send them the signed copy. Choose which signing emails you get in Settings › Notifications.
• Costs and margins on Monthly billing — Finance › Monthly billing now shows what Crayon and Pax8 charge for each service on the next invoice and the margin it leaves, per client and in total. Margins under 20% are highlighted.
• See tickets that need attention — Ticket boards outline a ticket in red when its SLA is broken, and mark tickets with no update for 3+ days (red after a week) or open for 30+ days.
• Connect list lines up — Quick connect, the filters and All computers are now the same width as the computer list below them.
• More admin emails you can control — Admin › Emails now also covers the alert when someone becomes an admin and the trial-ending and account-locked billing emails.
• Faster Service Desk tabs — Switching between My Queue and open ticket tabs responds more quickly.
• Every ticket card shows a next step — On the My Tickets board, cards now show Agent Resolve's answer and suggested step, so tickets you haven't reviewed yet still say what to do next.
• Microsoft alerts sync both ways — Resolving a Microsoft alert finding in Atlas now resolves the alert in Microsoft Defender too, and alerts resolved in Defender close in Atlas even if an update was missed.
• Shop photos fixed — Category tiles in your online shop now find a working product photo, and products without one show a tidy "No photo" box instead of a broken image.
• Choose who gets admin emails — Admin › Emails lets you switch off each email Atlas sends to admins, such as terminal alerts or integrations needing reconnecting, or send it to people you choose instead of every admin.
• Your logo in email footers — Reports and shared documents you send to clients now sign off with your company logo and website instead of plain text.
• Fewer bounced alert emails — Atlas no longer emails addresses that have bounced before, such as a global admin account with no mailbox. Remove an address from the suppression list in Resend to start emailing it again.
• Connect client list starts tidy — Client folders in the Connect list now open collapsed each time, so you see every customer at a glance and open only the one you need.
• See your 3CX phone system at a glance — Settings › Modules › Meetings › 3CX has a System tab beside Connection with the version, licence, call capacity, disk and recording storage, backups and every user's extension.
• Fixed warnings clear straight away — Reconnecting an integration now removes it from Settings › Modules › Needs attention as soon as you save, instead of a few seconds later.
• Clearer licensing sync report — The last sync report now lists what needs attention in a table, with what to do for each issue and a link to the report that lists them, followed by the sync figures in tidy tables.
• Your name on client emails — For MSPs, shared documents, quotes, signing requests, feedback, MFA reminders, security checks and status notices now end with "Sent by" your company name and website instead of the Chief Atlas footer.
• Activity emails signed by your company — For MSPs, Connect activity report emails and weekly activity emails now end with "Sent by" your company name and website instead of the Chief Atlas footer.
• Email logo — The Chief Atlas logo in Atlas emails now loads in Outlook on the web and other webmail instead of showing a broken image.
• One email for several computers — When several computers' activity reports are due at the same time for the same person, they now arrive together in one email with each computer's PDF and CSV attached.
• Snappier shop clicks — Moving between pages in your online shop is quicker, and in Chrome and Edge a page starts loading as soon as you point at its link.
• Microsoft alerts close themselves — Resolving an alert in Microsoft Defender now closes the matching Security finding in Atlas, keeping Microsoft's classification.
• Every broken integration in one place — Settings › Modules › Needs attention now lists any connected service whose key stopped working, including SentinelOne, Proofpoint, HubSpot, Pipedrive, Stripe and Mercury.
• Snapshots on NAS devices set to GMT — Atlas now reads the times of shared-folder snapshots on a Synology NAS whose clock is set to GMT, so they can be monitored like any other.
• Faster shop photos — Product photos in your online shop now load from Atlas and stay cached, so pages fill in quickly after the first visit.
• Muting a backup job stays quiet — Muting a client's only backup job of one kind no longer raises a "required but missing" alert, unless you made that kind of backup required yourself.
• Faster shop pages and better filters — Shop pages load about three times faster, the most common choices now show first in each filter, and printer Colour, Paper size and Wireless filters now cover nearly every printer.
• Disk activity on more computers — Performance now shows disk activity, drive space history and memory need on Windows computers that have Google Drive or an empty card reader, which used to leave those charts blank.
• Find out why a computer is slow — Run Slow computer check from a Windows device's Tools tab to see the likely reasons it feels slow, such as several antivirus products scanning at once, a preview Windows build, a struggling disk or too many startup apps. Nothing on the computer is changed.
• Check your integrations any time — Settings › Modules has a Check now button that tests every connected service's key straight away and emails your admins anything that needs reconnecting.
• No more false Defender alerts from Atlas Connect — Computers with Microsoft Defender for Endpoint no longer raise a "Suspicious DPAPI Activity" alert each time the Atlas Connect agent starts.
• Integrations checked every morning — Atlas now tests each connected service's key at 8am, so a key that stopped working is caught and emailed to admins even when nothing has used it yet.
• Email footer logo — The Chief Atlas logo at the bottom of report and share emails now shows properly instead of a broken image.
• Shop shelves and filters fixed — Laptop parts, bags and stands no longer show under Computer systems, and the Processor, Ports and Wi-Fi filters now recognise current laptop, switch and access point names.
• Signatures show on certificates — A signed document in Atlas now shows the person's actual signature on its signature certificate, not just their name.
• Backups alert names fixed — Synology Hyper Backup alert emails no longer create a second, stuck job next to the one Atlas reads from the NAS.
• Broken integrations emailed each morning — When HaloPSA, NinjaOne, SentinelOne, Xero or another connected service stops accepting its key, your organisation admins now get an email at 8am listing what needs reconnecting and where, every day until it is fixed.
• Microsoft alerts show the affected computer — Defender alerts such as suspicious DPAPI activity now name the computer, account and process involved, and Investigate re-reads the alert from Microsoft for the full details.
• Smarter procedure suggestions on tickets — The Hudu tab now waits until a technician adds notes before suggesting procedure changes, checks again when new notes are added, and only lists published procedures for the ticket's client or your shared library.
• Filter the shop by specs — Sub-group pages in your public shop now have Datto-style filters such as drive capacity and interface, laptop processor and RAM, monitor size and resolution, and switch ports and PoE, with a count beside each choice.
• More on ticket tab hover — Hovering a ticket tab now opens its card almost straight away and shows the client, the contact and the newest note on the ticket.
• Clearer Sophos licence list — Endpoint licences now show their term and how many seats are in use in separate columns, and MSP Monthly licences read "Monthly, no end date" instead of a bare number.
• Ticket picker icons — Status, Priority, Assigned and Followers beside the Email buttons now show small icons instead of words, leaving more room for their values. Hover one to see its name.
• Shop category tiles — Shop category pages now show the next level as tiles, such as Laptops, Desktops and Thin clients under Computer systems. Microsoft NCE and Windows 365 licences no longer show, and access control, Cradlepoint, cable and power products move out of Other.
• Procedure suggestions start on their own — Opening a ticket's Hudu tab now checks related procedures for improvements, or drafts a new one from the ticket notes, without a click.
• Ticket pickers under the SLA box — Status, Priority, Assigned and Followers now sit just below the ticket's SLA box, so you can change them from any ticket tab.
• Tidier shop categories — Your public shop now groups products under Software, Computers, Printing, Networking, Storage, Electronics and Services, whichever distributor they come from. Microsoft volume licences such as Reserved Instances no longer show.
• Snapshot Replication monitoring — Watch a Synology shared folder's snapshots as an expected backup, and Atlas flags it when new snapshots stop arriving.
• SLA start time on tickets — The SLA box beside a ticket's title is a little wider and shows when the SLA clock started, next to how late or how long is left.
• Ticket Hudu tab finds more procedures — The ticket How-to tab is now called Hudu, and related procedures are found even when the ticket subject includes a person's or device's name.
• Clearer sender checks — Agent Resolve's Proofpoint sender steps now say they looked up the email sender named in the ticket, not the person who raised it.
• Agent Resolve drafts in the email form — Clicking Draft reply in Agent Resolve now opens Email + History at the top of the ticket with a reply already written from Agent Resolve's advice, ready for you to check and send.
• Simpler SLA box on tickets — The SLA box beside a ticket's title is narrower and shows reply, resolve and any overrun as one short track. Opening it lists each detail on a single line, with the reasons on hover.
• See your signature on ticket emails — The ticket Email form now shows your HaloPSA signature under the message, so you can see the whole email before you send it.
• Clearer Connect sidebar — All computers is now a larger, bold row, and the saved views picker sits with the other filters in the toolbar above it.
• Watch backup folders on a shared NAS — A client's watched backup folder can now sit on any of your NAS devices, such as the backup NAS that receives every client's 3CX backups.
• Ticket Connect tab — The ticket's Devices tab is now called Connect and lists only the customer's Atlas Connect computers, without NinjaOne devices.
• See what a ticket tab is about — Hover over a ticket tab at the top of Service Desk to see the ticket's summary, status, assigned agent and dates without switching to it.
• Draft with AI writes like your team — When you draft a ticket email with AI, Atlas now looks at replies your technicians sent on similar past tickets and your own recent replies, so the draft matches how you usually write.
• Offline Sophos endpoints are easier to spot — An endpoint that has gone offline now shows a hollow grey dot instead of a green one, the Endpoints page counts how many are offline, and the endpoint's Status reads offline in red.
• Double-click to connect — Double-clicking an online computer in a Connect device list now starts the remote session and opens its device page.
• Watch backup folders on Windows computers — Backups can now watch a folder on a Windows computer with Connect, such as a local backup drive, and record each new backup file as a run. Computers start reading folders after their next Connect agent update.
• Backup plans for each client — Paste or type a client's backup plan on its Plan tab, or import several clients at once from Settings, and Atlas flags any planned backup it isn't monitoring.
• Shop category menu — Your public shop now has a category bar under the search box, with a menu of subcategories for each, and capitalised feed categories read in normal case.
• Follow tickets in one click — A ticket's Email row now has a Followers picker: choose "Follow this ticket" to follow it yourself, or tick any engineer to add them.
• Security findings in three columns — A finding now shows its evidence events on the left and what Atlas found in the middle, and responses such as Revoke sessions sit in the right panel. Pick an event to see it in Investigate, then pick a computer, threat or check there to see it beside your responses.
• Ticket contact's computers first — A ticket's Devices tab now shows only the ticket contact's Connect computers, with a link to show every computer the customer has.
• Tidier ticket Details — A ticket's Details tab no longer repeats Status, Priority and Assigned; change them from the pickers beside Email and Work Note.
• Whitespace amounts show dollars — Prices, gaps and monthly potential in Sales › Whitespace now carry a $ sign, so it's clear which figures are money.
• Connect computers table on tickets — A ticket's Devices tab now shows Connect computers in a table with each computer's user, OS and when it was last seen. Computers belonging to the ticket's contact are tagged and listed first.
• Bills name their supplier — A bill that reached Xero as "No Contact" now shows the supplier read from its file in Finance › Bills, matched to your Xero contact. Set vendor fills in the contact and bill number in one click, and Approve does it for you first.
• Shop shows your products — The public shop now lists products from your distributor feeds instead of showing an empty page.
• See SLA times when you change priority — The Priority list on a ticket now shows each level's response and fix times from HaloPSA, such as "Respond within 15 min, fix within 4 h".
• Less noise on tickets — Atlas no longer adds a "chatting on this ticket" note when you open a ticket chat, and older ones are hidden from the conversation.
• Tidier Agent Resolve — Suggested steps now sit in compact rows with their button alongside, so the whole plan fits on screen.
• Safer Agent Resolve suggestions — Agent Resolve no longer suggests turning on, licensing or resetting a shared or archived mailbox; when the account doesn't match the request, it suggests checking with the requester first.
• Ticket Status shows ticket statuses only — The Status list on a ticket no longer offers sales order, item or invoice statuses such as Open Order or Closed Item, matching HaloPSA's own ticket screen.
• Scripts in Atlas's finding review — When a security finding is on a computer Atlas manages, Atlas's review can suggest a matching script from your Atlas Connect or NinjaOne library. It runs only after you confirm, and its output shows in the review.
• Shop link always shown — Admin › Modules › Product catalogue now shows just your Shop settings, and the Shop link row tells you how to get the link while the shop is off.
• Reset context checks the right tools — Resetting a ticket chat now looks at whatever the problem needs, such as Microsoft 365, backups or documentation, and answers as briefly as a new chat.
• Shorter ticket chat answers — The ticket assistant no longer repeats what is already on the ticket; it gives where things stand, anything new it found, and the next step.
• Atlas reviews each security finding — Opening a finding now shows what Atlas checked by itself (sign-ins, Conditional Access, the source address, the SentinelOne threat), how likely a compromise is, and suggested next steps as buttons. Anything that changes something shows a preview and waits for you to confirm.
• Faster, more focused ticket chats — The ticket assistant now only checks firewalls, devices and passwords when the ticket is about them, so a printer jam no longer starts with a firewall check.
• Your logo on security checks — "Was this you?" emails to your clients' staff now show your organisation's logo and name instead of Chief Atlas, with an Answer now button. The Chief Atlas line at the bottom of every email links to chiefatlas.com.
• Supplier files on every bill — Clicking a bill in Finance › Vendors now opens the full bill panel from Finance › Bills, with the supplier's file, the lines read from it, checks and Approve. When a bill has no file, Atlas lists the bills you uploaded or found in your mail that match it, and Link attaches one to the bill in Xero or QuickBooks.
• Mine and Everyone match — Tickets › Mine now uses the same board as Everyone: the same cards, search, queue filter, grouping, Hide empty and drag to change status, with your ticket reviews still on each card.
• Agent Resolve stays at the top of the ticket — Suggested next steps now sit just under the Email and Work Note buttons instead of further down inside the triage note, and the triage note links back up to them.
• Switch customers from the name — On a Connect customer's page, click the customer's name to search and jump to another customer, with each one's computer count shown.
• "Was this you?" per client — Each client's Security page now has a "Was this you?" emails choice: follow your organisation setting, or turn it on or off for that client's staff only.
• Click a month on a vendor's chart — On a vendor's Overview in Finance › Vendors, click a month in the Billed by month chart to list that month's bills underneath, and click a bill to see its lines.
• Security finding actions in plain sight — Resolve, False positive and Create Halo ticket are now buttons under the title instead of a menu, and the page no longer offers Back to open or a separate Assess with Atlas button (ask in the chat below instead).
• Tidier team board — Tickets › Everyone now hides empty columns by default; turn Hide empty off to see every status.
• Kanban is now part of Tickets — Service Desk › Tickets has a Mine / Everyone switch: Mine is your own board with ticket reviews, Everyone is the team board with queue and agent filters and drag-to-move. Old Kanban links open Everyone.
• Remove old computer records without uninstalling — Connect now has Remove from Connect for an offline computer, which deletes the record without telling the computer to uninstall. Use it for an old record left behind after a reinstall, so the new install keeps working.
• One Tickets menu — Tickets (beta) is gone: every ticket now opens on the same page, with the ticket in the middle and its chat beside it. Old Tickets (beta) links open the ticket or My Queue.
• Fewer tabs on computer pages — In Connect, a computer's Toolbox and System are now together under Tools, and Sessions and Screenshots are under Activity, so the page has eight tabs instead of ten.
• Connect computers on tickets — A ticket's Devices tab now lists the customer's Atlas Connect computers under the NinjaOne ones, with the ticket contact's own computers first. Click one to open it in Connect.
• Simpler computer pages — In Connect, Restart, Restart at…, Take screenshot, Verify caller, Update agent and Uninstall now sit in a ••• menu beside the computer's name. The right panel is a single Details pane, the Atlas agent switch is under the remote session on Overview, and remote access is on Security.
• Ask about MFA changes — Security can now email a person "Was this you?" when their sign-in methods change. Yes closes the finding; no, or no answer within a day, raises it to P1. People aren't asked when an admin made the change or right after a sign-in from a new country.
• Device picker shows who uses each computer — On a Connect computer's page, the name dropdown now shows each computer's user and no longer lists old enrolments left behind by reinstalls.
• Agent Resolve joins the conversation — On a ticket, Agent Resolve's checks and suggested steps now sit inside the Atlas triage note, or as their own Atlas entry beside the message they answer, so the whole conversation uses the full width.
• Switch between a customer's computers — In Connect, the dropdown on a computer's name now lists only that customer's computers, matching the customer shown before the name.
• Connect lists stay still — Online computers in Connect's device lists now stay in name order instead of swapping places every time they check in.
• Vendors works with QuickBooks — Finance › Vendors now lists your QuickBooks vendors too, counting their bills and card, check and cash purchases, with products and prices, bills and clients for each one.
• Shorter security finding page — Findings now open on Evidence, with when it was seen in one line under the summary. The Overview tab, category badge and rule are gone, and More actions only offers Create Halo ticket when there isn't one.
• Closed Halo tickets resolve moved findings — A security finding whose Halo ticket was filed before it was matched to the right customer now shows that ticket and resolves when it closes, instead of saying "could not read".
• Customer first on computer pages — In Connect, a computer's title now reads like a breadcrumb, with its customer first (for example Fielding Legal / FR-AWS47). Click the customer to open its page.
• Tidier customer page in Connect — A customer's device and online counts now sit under its name, and the device search is on the left of the same row as the column filter.
• Cleaner Connect computer lists — In Connect, computer lists show one User column: the assigned user, or whoever last signed in when nobody is assigned. Hover a user to see the last sign-in. Site, OS and Status no longer wrap onto two lines.
• Inbox never opens empty — The Security Inbox now always shows its most urgent finding on the right, instead of sometimes asking you to pick one.
• Tidier All computers header — In Connect, All computers drops the folder icon and the Expand all button, and the search box now sits on the same row as the column filter.
• Global map shows every office — In Connect, the map's Global view now fits every office with computers, and Australian and New Zealand teams always see both countries in full instead of the map cutting them off.
• Pick extra columns on a customer's computers — In Connect, a customer's Computers tab now has the same column filter as All computers. On both lists, long user and site names wrap so every column fits without scrolling sideways.
• Vendors in Finance — Finance › Vendors lists your Xero suppliers with what each billed you in the last 12 months. Pick one to see the products on its bills with their latest prices and price rises, its bills, and the clients that use it; click a product for its price history or a bill for its lines.
• Chat opens with every ticket — Opening a ticket from either My Queue now always shows the Atlas chat in the right panel, pinned as a tab.
• Pick extra columns on All computers — In Connect, All computers now has the same column filter as Computer health, so you can add memory, disk space, antivirus and more to the list. The counts sit under the title, search is on the left, the map panel opens wide enough to show every status, and Global / Local now sits on the map beside the zoom buttons.
• Inbox opens on the most urgent finding — Opening the Security Inbox now shows the highest-priority finding straight away, untouched ones before those already in review.
• Chat stays beside your tickets — A ticket opened from My Queue always loads with the Atlas chat open in the right panel, and its Chat tab is pinned so it can't be closed by accident.
• All computers matches customer pages — In Connect, All computers now has the same header as a customer, with the devices map in the right panel and the full device list in the middle.
• Tickets open in the middle — A ticket opened from My Queue or a ticket list now shows the ticket itself in the middle, laid out like Tickets (beta), with the Atlas chat beside it in the right-hand panel.
• Tidier device lists — Connect device lists no longer show an Encryption column or encryption summary; each computer's encryption is under its Encryption menu.
• Calmer security finding page — Each finding now shows one button for the next step, with Resolve, False positive and the Halo ticket under More actions. Opening the evidence puts it in review for you, and the page has three tabs: Overview, Evidence and Investigate.
• Ticket panel matches Tickets (beta) — A ticket opened beside a chat now has the same layout as Tickets (beta): title, SLA and Status/Priority/Assigned pickers at the top, then Ticket, Details, Devices and How-to tabs, with the Customer, Agent and Internal filters as chips above the conversation.
• Source address on the finding page — A finding's source address, with its location, network, map and Block buttons, now shows on the Overview tab instead of in the right-hand panel.
• Customer map beside the device list — In Connect, a customer's devices map now sits in the right panel, so the Computers menu shows the full device list.
• Quieter Security Inbox — One-off sign-in, deletion, download and MFA-change findings now close themselves after a week with nothing new, unless someone is working on them. Small recoverable folder clean-ups on one site no longer raise a finding.
• Ticket Details match Tickets (beta) — The Details tab beside a ticket now shows the same tidy grouped list as Tickets (beta), with Status, Priority, Assigned and the other fields editable in place.
• Simpler security finding page — Each finding now shows its status and HaloPSA ticket once, in the chips under the title, and the Overview lists only the facts you can't see elsewhere.
• Connect customers open like a client record — Selecting a customer in Connect now shows its name with menus across the top: Computers (the map and device list) first, then Installers, Remote access, Antivirus and Privileged access, which used to sit in the right panel.
• Change priority from Details — A ticket's Priority can now be changed in its Details list, both on the ticket page and in the right-hand Tickets panel.
• Change a ticket from the top — Status, Priority and Assigned now sit under a Service Desk ticket's title, so you can change them in one click without opening Details. Priority can be changed in Atlas for the first time.
• Ticket time fields fixed — On a ticket's Email or Work Note, the Time taken hours and minutes now fit their column instead of overlapping Date done.
• Ticket notes show more — Hidden passwords in ticket notes now cover only the password itself, so the rest of the note stays readable.
• Security Inbox by priority — The Security Inbox now lists findings grouped by priority (P1, P2, P3), with each row still showing its client. Clients have their own pages under Overview.
• Archived Hudu items stay hidden — Locations, devices and other assets you archive in Hudu no longer appear in Atlas's Hudu lists beside the live ones.
• Websites in Apps in use — The Websites filter on a client's Apps tab now lists every website people used in a browser, including known apps such as Canva and Xero.
• Online shop for your products — Turn on a public shop under Settings › Quotes › Shop. Customers can search your distributor products, filter by brand and price, and send their cart to you as a quote request that arrives in Quotes as a draft.
• Open a client from the Security Inbox — Clicking a client's name in the Security Inbox list now shows that client's security record in the middle, with its findings still listed on the left.
• See why a ticket is on or off SLA — Click the SLA box at the top right of a ticket to open a breakdown: the working hours and priority behind the targets, when the clock started, how the first reply and resolution went against them, and any hold time.
• SLA at a glance — A ticket's response and resolution SLA now sit in a small box at the top right of the ticket, so you no longer open Details to check it. Click the box to see the full Details.
• Ticket details beside the conversation — On a Service Desk ticket, open the right panel and choose Details to see the ticket's details, devices and how-to next to the conversation.
• Clearer Microsoft 365 status for GDAP clients — Service Desk › Clients now shows GDAP-only clients in amber and says whether they need the client's approval of the Atlas app or a fresh GDAP connection, instead of a plain green Connected.

• Reveal hidden passwords on tickets — Click [REDACTED] in a ticket note to see the password or number Atlas hid from the AI; each reveal is recorded in the audit log. Email signatures no longer overlap the text beneath them.
• Policies save as you edit — Connect policy changes now save automatically, and the Applies to tab lists every computer the policy covers with its customer and site.

Ticket pages no longer wait on HaloPSA overnight, and tickets open full width with the HaloPSA conversation first. Email and Work Note keep your unsent draft, warn you before emailing someone outside the client, and can write the reply with Draft with AI. Agent Resolve keeps its answer and sits beside the conversation.

• Service Desk stays quick overnight — Ticket pages no longer wait on HaloPSA while Business Reviews rebuild in the early hours of the morning (Sydney time).
• Veeam backups checked through Connect — Atlas can now read Veeam backup results straight from a computer with Connect installed, so a Veeam job's successes, warnings and failures show in Backups without setting up email alerts.
• Faster, safer ticket replies — Email and Work Note on a ticket now keep your unsent draft, warn you before emailing someone outside the client, can write the reply for you with Draft with AI, and take attachments or pasted screenshots. Time and emails are always recorded as you.
• Approval rules beside policy settings — A policy's approval rules now sit in their own section under Settings, so you can see and change them together without switching tabs.
• Clearer backup results — NAS backup results now read as plain sentences like "Backup task finished successfully.", and jobs that have not run yet say "no run yet" instead of "seen never".
• Clearer Connect Policies — Policies are now grouped by what they apply to, the filter says which policies you're looking at, and each policy opens with tabs for settings, computers, schedule and approvals.
• Agent Resolve opens with its answer — Leaving a ticket while Agent Resolve is still thinking no longer throws its work away, so the answer is there next time, and the panel now sits right beside the conversation.
• Patches shows every computer's app updates — Large fleets no longer see a display-limit warning on Patches, and the Applications list now includes app updates from every computer.
• Tickets open full width — A ticket's Details, Devices and How-to are now tabs beside Ticket, so the page no longer opens a right-hand panel. Sending a message still opens Chat beside it.
• Email with ticket history — Tickets have an Email + History button that sends your reply with the ticket's earlier conversation underneath, the same as HaloPSA's button.
• Consent links for GDAP clients — Service Desk › Clients › Consent links now also builds approval links for clients you reach only through GDAP, so their admins can approve Atlas for forwarding, Send As, Full Access and aliases in one go.
• Agent Resolve opens straight away after a restart — A ticket's Agent Resolve answer is kept on your computer when Atlas restarts, so reopening a ticket with no new activity shows it at once instead of thinking again.
• Clearer Forward mail setup — When a client has only GDAP access, Forward mail now says the client must approve the Atlas app and gives you a Re-consent button, instead of showing all permissions as granted and failing at the next step.
• Agent Resolve lines up with the message it answers — On a ticket, the Agent Resolve panel now sits level with the customer's latest message instead of floating at the top, so it's clear what it is responding to.
• No more Codex warning in chat — Chats no longer open on Codex and show a "Codex provider status" warning while Atlas is still loading your settings.
• Clearer stuck-update logs — When an Atlas Connect update stalls on a Windows computer, Atlas now collects the update task's state and history automatically, so the device's Update log shows why.
• Send names the right person — After you change who signs on a document's Signing tab, the Send menu now offers to email that person instead of the original contact.
• Tidier proposal pricing — Lines without client notes no longer show an empty "Notes for the client" row. Use Add notes for the client in a line's menu to add one.
• Ticket chats stay as one row — Opening a ticket no longer briefly shows an extra numbered chat row under it in the Service Desk list.
• Ticket conversation shows first — Opening a ticket in Service Desk shows its HaloPSA conversation straight away again; the ticket's fields are on the Details tab.
• Fewer gaps in activity — Atlas Connect computers no longer lose the last few minutes of activity and app use when the screen locks, a remote session connects or the connection drops; they send it with the next upload.
• Windows-key shortcuts from a Mac in Connect — On a Mac, Cmd+E, Cmd+R, Cmd+D and Cmd+I now open File Explorer, Run, the desktop and Settings on a Windows computer, while Cmd+C and Cmd+V still copy and paste. Prefer the old behaviour? Choose Session › Command key › Always Ctrl.
• Every security finding shows in the Inbox — The Security Inbox now lists all your P1 and P2 findings straight away, and a Show P3 findings button loads the lower-priority ones. Before, findings past the first 500 were left out.
• Security opens faster — The Security module now shows its findings list sooner and stays responsive while it loads, even with hundreds of open findings.
• Encryption has its own menu — A computer's disk encryption and recovery keys are now under Security › Encryption, next to Elevation.
• Computers follow merged sites — When a site is removed or merged in HaloPSA, Connect now moves its computers to the customer's remaining sites on the next sync. Computers you placed by hand stay where you put them.
• Wrong antivirus said once — In Connect › Health, a computer running a different antivirus than expected now shows one "Expected SentinelOne, found Microsoft Defender" line, and Ignore clears it in one click.
• Clearer antivirus mismatch — When a computer runs a different antivirus than expected, the Health panel now says it once ("Protected by Microsoft Defender · expected SentinelOne") instead of three times.
• Older computers back in Connect — Connect again lists every computer and site for organisations with more than 500 computers, including older ones that had dropped out of the left menu.
• Easier-to-read computer health panel — On Connect › Health, an antivirus problem now shows once in full instead of twice, another antivirus is named once even when Windows reports it several times, and Expected antivirus no longer repeats the Antivirus row when they match.
• Clearer agent logs for stalled updates — The Atlas Connect agent log Toolbox script now shows the agent update task's state and the installer's files, and no longer fills up with repeated "no console session" lines on computers nobody is signed in to.
• Computer health panel follows your columns — Click a computer on Connect › Health and the right panel now shows the same columns as the table, so antivirus problems and their reasons appear there when you pick the Antivirus columns.
• App icon previews updated — The app icon choices in Settings › Appearance now preview the new Atlas icon.
• Device history under Activity — A computer's Activity tab now opens on History: everything done to it through Connect, including every encryption change and how it went. Staff app and website activity is next to it as User activity.
• Team chat shows the new Atlas logo — Atlas's avatar in Team chat now matches the new Atlas app icon.
• See which clients use a different antivirus — Settings › Connect › Antivirus now lists every client with its own expected antivirus, and one click puts a client back on your default.
• Client pages for Sophos firewalls — Pick a client under Sophos Firewalls to see its firewalls, last backups, open alerts and licences on one page, then open any firewall for its own tabs.
• Clearer disk encryption on the Security tab — A computer's drive, its encryption buttons, recent steps and recovery keys now sit together in one section, and the drive's state updates as soon as a step finishes.
• Offsite storage from NAS backups — A NAS backup that copies to Wasabi or another cloud now counts toward a client's Offsite storage coverage, not just NAS / files.
• Firewall pages are easier to read — A Sophos firewall's alerts, firmware, backups and licence now open as tabs in the middle of the page, with the firewall's details and location kept in Properties on the right.
• Team chat shows the Atlas logo — Atlas's avatar in Team chat now matches the Atlas logo in your system tray.
• Dashboard opens with your wallpaper — The Dashboard no longer flashes the default wallpaper before showing yours when the app starts.
• Fewer false alarms on new backups — A backup you just started monitoring now shows as Monitored and waiting for its first result, instead of "monitoring missing".
• Weekly quest messages — Atlas can now send each person their quests, points and streak in Team chat under Atlas updates, with Try buttons to start a quest. Turn it on and set the day, time and wording in Admin › Awards.
• Signed documents stay as signed — Once a client signs, the document keeps the client details, dates, and other filled-in fields they signed, even if the CRM changes later. Downloading the signed PDF now gives the exact copy saved when signing finished, including for quotes signed on their own.
• Reply and log time on tickets — Tickets now have Email and Work Note buttons, so you can email the client, add a private note and record time, status and charge type without opening HaloPSA.
• Apps shows who uses each app — Security › customer › Apps now counts people from the whole week of Microsoft 365 sign-ins, and Check now answers without timing out.
• Clearer Team Scoreboard — With awards on, the scoreboard now ranks people by points, lists the points each medal needs, explains how points are earned, and labels streaks in days.
• Vendor facts for apps — Known apps on Security › customer › Apps now show as one row however they were seen, with their category, the computers they're installed on, whether the vendor offers single sign-on and MFA, its published security certifications and its latest public breach.
• Apps from staff computers — Security › customer › Apps now includes the apps and websites people use on the client's Atlas Connect computers. For clients without activity monitoring, an admin can switch on app discovery, which keeps only which apps and websites each person used, not timelines.
• Choose the antivirus your computers should run — Set an expected antivirus in Settings › Connect › Antivirus, or per client in Connect, and the Computer health report and Antivirus alerts flag computers running something else or with it stopped.
• See the apps a client uses — Security › customer › Apps lists the apps connected to the client's Microsoft 365 and the apps people sign in to, with who publishes each, how many people used it this month, what it can reach and a risk rating. Mark each app approved or not approved, with a note.
• Cleaner recipient list — Adding a signer or viewer now lists only the client's own people, not the vendor and partner contacts filed under that client in HaloPSA.
• A clearer signing certificate — The certificate at the end of a signed document now has a green header with a seal, a card for each signer showing their signature next to the evidence, and the signing activity laid out as a table.
• QNAP backup jobs in Atlas — QNAP NASes now show their Hybrid Backup Sync jobs under NAS › Backups, and you can monitor each one so a failed or missed run is flagged like any other backup.
• NinjaOne sign-in status is accurate — When the technician sign-in for NinjaOne expires, Admin › Modules › NinjaOne now says so and offers Sign in again, instead of still showing Signed in.
• Signing times in your time zone — Signed documents and their signing certificates now show times in your organisation's time zone instead of always Sydney, and name the signer's browser plainly, such as "Chrome 142 on Windows".
• Framework details on the right — On Security › Standards › Frameworks, click any Essential Eight or CIS control to see what it asks for, why it has its status and the checklist items behind it in the right panel. Controls the checklist doesn't cover yet suggest what to add.
• Sophos firewall backups in Atlas — Atlas now backs up each linked Sophos firewall's configuration from Sophos Central every day and shows it in Backups. On a firewall's Backups tab you can run a backup now, and admins can download any of the last 30.
• Send from Signing opens the email — Send on the Signing page now opens the email so you can review the message first. Each signer and viewer gets their own link, and viewers get a read-only one.
• MFA sign-up reminders — Turn on reminders for a client under Security › customer › Overview and Atlas emails each person who hasn't set up multi-factor authentication every few days, as your organisation, until they do. Anyone who reaches the limit is listed for a technician to follow up.
• All client contacts in the signer list — When adding a signer, recipient or viewer, every active HaloPSA contact at the client is now listed, not just the first 100.
• Simpler signing — Signers and viewers are now one Recipients list where you pick each person's role, and a single Send button emails whoever signs next and copies your viewers.
• Signing history under Activity for quotes and reviews — Quotes now show signing history under Activity › Signing, and a Business Review's Comments menu is now Activity, with Comments and Signing views.
• Essential Eight and CIS scores — Security › Standards has a new Frameworks tab that shows how each client's checklist lines up with the ACSC Essential Eight and CIS Controls v8, including which controls the checklist doesn't cover yet. The Security chat can answer the same question.
• Signing history under Activity — A proposal's signing history (links, sends, opens, signers added and signatures) now sits under Activity › Signing with its comments, mail and changes, so the Signing tab is just for setting up signers.
• Narrower format bar — Text alignment now sits in one menu, and bold, italic, code, lists and quote are grouped more tightly, so the document toolbar takes less room.
• Pick signers from the client's contacts — When adding a signer or viewer, the client's HaloPSA contacts now appear at the top of the list, ahead of your own team.
• Encrypt computers automatically — Connect can now turn on BitLocker for new or all Windows workstations and ask Mac users to turn on FileVault, from Settings › Connect › Encryption. Open "BitLocker off" alerts and the Security Standards encryption check also have an Encrypt button, and you can ask Atlas chat which computers aren't encrypted.
• Proposal status dots show the right colour — Proposals out for signing now show an orange dot and signed ones green, instead of every row showing grey.
• Taskbar pins stay put — Updating Atlas on Windows no longer removes the other apps you pinned to the right of it on the taskbar.
• Quicker actions and chat replies — Saving changes, Connect actions and Atlas chat replies no longer wait for the activity log to be written, so they come back noticeably faster.
• Encrypt computers from Atlas — On a computer's Security tab you can now turn on BitLocker, suspend it for a BIOS update, resume it, rotate its recovery key or decrypt it, and turn on FileVault for a Mac. Atlas saves the new recovery key before the drive is encrypted.
• Easier-to-read rail labels — With Show labels on, the left rail labels are larger and darker, long module names are shortened instead of squeezed, and pinned tickets and quotes show their number.
• Keep drive recovery keys in Atlas — A computer's Security tab now holds its BitLocker recovery keys, collected automatically once an administrator turns it on in Settings › Connect, plus keys you add yourself such as a FileVault key. Showing a key asks for a reason and lets your administrators know.
• See which computers are encrypted — Connect device lists now show each computer's BitLocker or FileVault status, with a count per customer and a button to list only the computers that are not protected.
• Computers find their site on their own — Connect now puts a customer's computers in the right HaloPSA site from their name or where they connect from, so there is no Suggested sites list to accept anymore.
• Faster first product searches — Searching products from your distributor feeds in quotes and price lists now answers in a fraction of the time, even the first time you search.

Finance reports now use the Profit and loss layout, with search and CSV download. The side panel stays closed until you click a line or client. Each module’s Automations page lists ready-made automations, and more cost data shows only for people granted Finance.

• Finance reports look alike — Balance sheet, Cash summary, Profit margins, Payroll, Margin leakage and AWS margin now use the Profit and loss layout, with search and CSV download. The side panel stays closed until you click a line or client, then shows its invoices, transactions or figures.
• More cost data follows Finance access — Project costs and margins, invoiced amounts, people's hourly cost, Service Desk contract charges and Client margin, Orders & Billing invoices and Whitespace prices now show only for people granted Finance in Admin › Users, whatever their role. Everyone else still sees the hours, plan-level grid and contract details.
• Ready-made automations — Each module's Automations page now lists ready-made automations, such as a weekly P&L digest or a monthly balance sheet. Click Set up, check the schedule, and save. Reports no longer have their own Automate button.
• Sharper left panel edge — The line between the left menu and the page is now a clean, crisp line that matches the right panel.

• Status at a glance — Proposals and quotes in the side list now end with a coloured dot: grey while you're drafting, orange while waiting on the customer, green once signed or accepted.

Atlas now opens again by itself on Windows once an update finishes installing. Technicians can run Backups and Infrastructure, work Security and ScreenConnect, and do everything in Connect, and billing follows Finance access. A quote that's part of a proposal is edited from the proposal, and each proposal version keeps its own prices.

• Atlas reopens after updating — On Windows, Atlas now opens again by itself once an update finishes installing, instead of staying closed.
• Move up fills the page above — Moving a section up onto a page with room now places it at the end of that page instead of swapping it with what's there. Anything you move down yourself stays where you put it.
• Edit proposal quotes in the proposal — A quote that's part of a proposal is now edited from the proposal's pricing section. On the Quotes page its lines are read-only, with an Edit in proposal button.
• See which quotes belong to a proposal — Quotes that are part of a proposal are marked In proposal, and open their proposal to send or make a new version.
• Billing follows Finance access — Technicians can now use Client Strategy reviews, and billing, cost and margin views anywhere in Atlas (Value and spend, Monthly billing, hosting billing, Licensing costs) appear for people granted Finance in Admin › Users, whatever their role.
• Technicians can run Backups and Infrastructure — Technicians can now do everything in Backups and Infrastructure, including NAS commands and backup contents, except the admin settings. Billing and cloud costs now show for people with Finance access.
• Technicians can work Security and ScreenConnect — Technicians can now respond to findings, isolate and scan endpoints, block IPs, suppress findings, manage detection rules, request NinjaOne patches and run ScreenConnect commands and toolbox items. Connecting tools and other Admin settings stay with admins, and your approval rules still apply.
• Technicians can do everything in Connect — Everyone on your team with Connect can now restart computers, manage scripts, patches, backups, fields and remote access. Only Admin settings stay with administrators.
• Each proposal version keeps its own prices — Making a new version of a proposal now also makes a new version of its quote, so changing prices never touches what you already sent.
• Quotes in proposals go out with the proposal — A quote that's part of a proposal is now always sent with that proposal, so clients never get a separate quote link.
• Pages fill back up — When you make a photo smaller or delete text, content that had spilled onto the next page now moves back up if it fits.
• Waiting documents stand out — Proposals and quotes that are out for signature or with approvers now have a coloured border round every page, so you can see at a glance they are read only and waiting.
• Dark widget themes fixed — Roadmap and changelog widgets now keep their heading, column titles and link readable with the Dark, Futuristic and other dark themes.
• Follow Microsoft 365 like any vendor — Microsoft 365 now sits in the Vendor feeds list under Productivity with the same Follow switch as every other vendor, and its status still comes from your clients' own Microsoft 365.
• Billing months match Halo's invoices — Once Halo issues a month's invoice, the billing sheet shows what was actually invoiced instead of the figures read before the invoice run.
• Change a bill's status by hand — In Finance › Bills, click the bill's status to mark it On hold, Disputed or Waiting on supplier, or set it back to automatic. Overdue bills still say so, for example "Overdue · On hold".
• Widget preview in the side panel — In Roadmap or Changelog › Website widgets, the widget preview now sits in the right panel, leaving the middle for your widgets and their settings.
• Models per module — Your Atlas provider can give a module its own model, such as Claude Opus 5.5 for App Studio, while other chats keep the default.
• Model prices in settings — Model choices in settings now show each model's price per million tokens, so you can see the cost before you pick one.
• Widget list beside the widget — In Roadmap or Changelog › Website widgets, your widgets stay listed on the left while you edit one on the right.
• No stray # on new pages — A newly added page no longer shows a lone # where its heading should be after the document reloads.
• Pinned items show their client — Pinned quotes, documents, tickets and companies in the side menu now show the client name on the right, the same as the rest of the list.
• Latest Claude models — Your Atlas provider can now offer Claude Fable 5.1, Opus 5.5, Sonnet 5.5 and Haiku 5.5 in chat.
• Roomier quote lines — Client notes now sit right under each product name with no box around them, the supplier name matches the rest of the line, and long product codes shorten so the product name gets more room.
• Automate a report, manage it in Automations — The report button is now Automate. After you set one up, it shows the schedule and opens the automation, where you can change the time, pause it or delete it.
• Widget settings beside the preview — Opening a roadmap or changelog widget now shows its settings in two columns with the live preview on the right.
• Ask vendor removed — The Ask vendor button is gone from Finance › Bills; email the supplier from your mail app as usual.
• Name new pages straight away — Adding a page now puts your cursor in its heading, so you can type the page's name right away.
• Tidier Finance sidebar — The Finance left rail no longer shows a Chats list above your transactions, so Transactions sits at the top.
• Report buttons moved next to the report — Refresh and Schedule now sit at the top right of each report, beside its other controls, instead of in the Properties panel.
• Roadmap and changelog widgets live with your roadmap — Open Feedback › Roadmap or Changelog and choose Website widgets to create and style that board's widget. Feedback › Widgets is now Review widgets, for ratings on your website.
• Quote blocks match quotes — In Documentation pages, each quote line's notes box is now always open while editing, and the product photo sits beside the name instead of an arrow.
• New page lands where you click — The + above a page now adds the new page right there, in the gap above it, and the + is lighter to match the settings gear.
• Wider survey editor — The survey editor now uses the full width of the page.
• Margin reports pick dates from the header too — Margin leakage and AWS margin now show their date range at the top of the report. Click it to pick a different period.
• Focused Feedback pages — Roadmap and Changelog now show only the roadmap or the changelog; board settings stay on the Boards page.
• Tidier document editor — The add-page button between page thumbnails now shows in full on hover, and the empty space above the first page is gone.
• Bill PDF at the bottom — In Finance › Bills, the attached PDF now shows at the bottom of the right panel, under the bill and its buttons.
• Changelog by app — Feedback › Changelog lists your apps on the left; pick one to see its updates, and open an update to read it in full in the middle.
• Change a report's dates from its header — Click the date range at the top of a Finance report to pick a different period. It used to be a small clock icon in the left list.
• Clearer page thumbnails — Page names on the thumbnails are now bold and wrap onto two lines so more of each name shows, and the bottom thumbnail is no longer cut off.
• See who changed a client's backups — A Backups client's right panel now has Activity, listing what was changed and by whom, and its schedules, history, restore tests and billing are tabs in the middle.
• Easier-to-read bill lines — In Finance › Bills, the Qty and Amount columns now shrink to fit their numbers, so each line's description gets most of the width.
• Quote line notes always visible — Each product on a quote now shows its notes box under the line, ready to type in, and the product photo sits beside the name instead of an arrow.
• Cleaner Feedback board list — The left list now shows just your boards; each board's ideas, roadmap and changelog open in the middle.
• Page toolbar tidied — Each page's move, new page and settings buttons now sit at the page's right edge, and New page is a + button next to the settings gear instead of a menu item.
• Simpler Feedback boards — Boards always open on a board, and New board and New idea are in the + at the top of Feedback, next to Search.
• Cleaner page thumbnails — The page thumbnails beside a document now show a simple outline of each page instead of rows of lines, so they are easier to tell apart.
• Simpler Send menu — Send Preview is now Send, with Email to your contact, one-click Copy client link, Preview as client and View PDF in one short list.
• Due date on the bill — In Finance › Bills, the due date and account now sit next to the issue date under the bill number, so the panel is shorter.
• Boxed quote lines — Each product on a quote now sits in its own white box with a light border and rounded corners, so lines are easier to tell apart.
• Feedback boards open in the middle — A board now shows its ideas, roadmap and changelog as tabs in the middle of the page, like a service desk ticket, and its settings have their own Settings tab.
• Tidier bill panel — In Finance › Bills, the right panel no longer repeats details: the vendor and status sit at the top, the bill number on the bill, and the due date below it.
• Pinned stands out in the side menu — The Pinned section in Quotes, Service Desk, Documents and other side menus now sits between thin divider lines, and pinned items no longer show a pin icon until you hover them.
• Product details in quotes — Clicking a product on a quote now shows its details from the supplier or catalogue it came from (codes, prices, stock, specifications) in the side panel, alongside its price-list settings.
• Cleaner tabs — Side panel tabs no longer show a number beside each name.
• Quieter save status — Documents and quotes now show a small green tick when saved and an orange spinner while saving, instead of the words.
• Bill panel scrolls — In Finance › Bills and Reconcile, the right panel now scrolls when a bill is too long to fit, and on Bills the bill sits on white with its three checks side by side.
• Bills opens on the bill you're looking at — In Finance › Bills, the right panel now starts on the first bill in the list in the middle, and switching tabs or periods moves it to the new list's first bill.
• Easier-to-read page thumbnails — Page thumbnails beside a document are wider, with larger page titles that are easier to read.
• Backups client pages get tabs — A client's backups page now looks like its HaloPSA client page, with Overview, Coverage and Jobs tabs and arrows to step to the next client.
• Microsoft 365 in Vendor feeds — Status › Vendor feeds now has Microsoft 365 at the top, combining every client's Microsoft 365 health so you can see which clients each Microsoft incident affects.
• Pages stop jumping under the floating chat — Scrolling a page with the floating chat no longer makes the bottom of the page jump as the chat box shrinks and comes back.
• Easier-to-read quote list — Quotes in the sidebar now show just their title; hover a quote to see its number.
• Tidier Files tab — The Files tab on documents no longer squeezes its buttons and file list in the side panel; the preview now uses the full width below the list.
• See the bill's PDF right away — In Finance › Bills, the PDF attached in Xero now shows in the right panel above the bill's lines, with Pop out for a larger view.
• Quotes in one list — Sales › Quotes now lists every quote together with the client name on the right of each row. Pick Client, Agent, Type or Status from the Quotes heading to see folders again.
• Tidier quote lines — Each product on a quote now has a light divider, and long product names stay on one line ending in "…".
• Widget preview beside its settings — On a wide window the widget editor shows the live preview next to the settings and keeps it in view as you scroll, so you see each change straight away.
• Bills open in the side panel — In Finance › Bills, clicking a bill now shows its lines, checks and Approve in the right panel, the same way Reconcile shows a bank line, so the list gets the full width.
• Archive tab — Archive and Delete for quotes and documents are back on their own Archive tab, after Activity.
• Faster product pickers — The quote line picker and Add products now open straight onto products, and repeat searches come back almost instantly.
• Slimmer side panel tabs — The tab row at the top of side panels is now the same height as the editor toolbar next to it.
• Reconcile has a cleaner layout — Finance › Reconcile now matches Bills: a count tile for each queue (Needs account, Check AI, Ready, In ledger) you can click, with bank lines and receipts in their own cards.
• Roadmap preview shows your ideas — The roadmap and changelog widget preview now shows your board's ideas even while the board is Internal, so you can style the widget before making the board Public.
• Presets fit roadmap and changelog widgets — Picking a preset on a roadmap or changelog widget now changes only its colours, font and borders, so titles and descriptions keep their sizes, and the preset previews show an idea card instead of a review.
• Quieter status alerts — Outages and maintenance no longer pop up on your computer; open Status in the IT support app to see them, with a count of new ones in the sidebar.
• Larger app selector logo — The top-left logo and its submenu are larger, with more header space around the logo.
• Larger menu logo — The Chief Atlas logo is a little larger in the top-left app selector and its submenu.
• Stacked Chief Atlas logo — App screens, admin, downloads and emails now use the stacked Chief Atlas artwork. Dark mode uses white lettering with the coral symbol.
• Updated Chief Atlas logo — App screens, admin, downloads and emails now use the stepped Chief Atlas artwork. Dark mode keeps CHIEF white, and the smaller splash and dropdown sizes are retained. App screens, admin, download pages and emails now use the latest Chief Atlas logo, while keeping the smaller splash and dropdown sizes.
• Customers hear when their ideas move — People who voted for or suggested an idea on your public Feedback board get an email when it's planned, in progress, delivered or not planned.
• Customers can vote on and suggest ideas — Turn on "Visitors can suggest ideas and vote" in a public Feedback board's settings. Customers sign in with a link sent to their email, vote, and suggest ideas, which wait in your Inbox until you publish them.
• Survey ratings reach the technician — Turn on "Also email the assigned technician" in Feedback notifications and the technician on the ticket gets their own copy of each rating email, alongside your managers.
• Screenshots for technicians — Technicians can now take screenshots of a Connect computer and open its saved screenshots, as long as remote access to that computer is allowed.
• Technicians can turn on activity monitoring — Anyone on your team can now switch activity monitoring on or off for a computer or a whole client from Activity › Monitoring policy. Changing retention or deleting history is still for administrators.
• Refreshed desktop icon — Atlas now uses the latest coral icon in the Mac Dock, Windows taskbar and desktop installers.
• Refreshed Chief Atlas logo — App screens, admin, downloads and emails now use the latest Chief Atlas artwork. Dark mode keeps CHIEF white, and the smaller splash and dropdown sizes are retained.
• Readable logo in dark mode — The CHIEF lettering is now solid white on dark backgrounds, while the orange ATLAS artwork stays unchanged.

• QNAP firmware progress — Verified firmware updates stay completed after reconnecting and later NAS restarts.

You'll notice the grey and orange Chief Atlas logo on app screens, admin, download pages and emails, and the new orange Chief Atlas icon on macOS and Windows. Quotes and Proposals open on boards, and quote rows in the left menu no longer show the price. Status shows vendor problems only where they affect your client's country.

• Coloured Chief Atlas logo — App screens, admin, download pages and emails now use the grey and orange Chief Atlas logo. The smaller splash and dropdown sizes are retained.
• QNAP update results — Atlas verifies completed QNAP app installations and shows release dates supplied by the NAS. Upgrade the HTTPS collector to use the QNAP update controls.
• Smaller app logos — The splash screen and top-left app dropdown now show a slightly smaller Chief Atlas logo.
• Xero usage shows your real limit — Admin › Finance › Xero usage now shows your Xero app's true daily allowance (1,000 calls on Xero's Starter tier) and when it resets, and warns when it is nearly used up. Background checks now stop calling Xero once less than a fifth is left, so people using Finance keep the rest.
• New desktop icon — Atlas now uses the new orange Chief Atlas icon on macOS and Windows, including the Dock, taskbar and app installers.
• Updated Chief Atlas logo — The splash screen, admin app, download pages, sign-in pages and emails now use the new Chief Atlas logo, with a matching version for dark backgrounds.
• Accurate QNAP update results — App update queues wait for QNAP to finish installation before continuing. Firmware installed through a staged rollout is recognised as current after the NAS restarts.
• Fewer Xero limit lockouts — Atlas now makes far fewer Xero calls for Finance invoice lists, client health and the Team this week card, so Xero's daily limit is much less likely to run out. Refresh on Finance still fetches the latest from Xero.
• QNAP updates in Atlas — Check QNAP firmware and app updates, review and install offered updates, and manage update schedules from the same pages used for Synology. QNAP devices need collector 1.17.0.
• Cleaner quotes list — Quote rows in the left menu no longer show the price, so more of each quote's name fits.
• Choose which clients to show — Check or uncheck clients in Ways to save to show any combination of clients. The dropdown stays open while you choose, and All clients selects or clears everyone.
• Saved cloud savings — Ways to save now restores saved results when you reopen the page. Results refresh in the background after 30 minutes, and Refresh lets you update them sooner.
• NAS device diagrams — Rackmount Synology and QNAP models now use wide enclosure schematics, including a single row of 24 bays for the FS3400. Reported expansion enclosures are shown separately, and unknown models use a labelled drive inventory layout.
• Savings by client — Choose a client above Ways to save to filter its machines and savings totals. Results now sit in a bordered table with a fixed header and scrolling within the table on smaller screens.
• Status pages show vendor problems only where they matter — A service that follows a vendor now changes only for problems in your client's country, so maintenance at a vendor's site overseas no longer shows on their status page.
• Vendor outages only where they matter — Your customers' IT support app now shows a vendor's outage or maintenance only when it affects their country, so a data centre in another part of the world no longer appears. Vendors found only as installed software show their outages just on the computers that have them.
• Infrastructure map — The Infrastructure overview now opens on a map of every NAS and AWS, Azure and Google Cloud machine; click a pin to open it.
• Clearer QNAP setup steps — Adding a QNAP NAS now walks you through installing Python 3.9 manually, adding it to the path over SSH and running the install command with sudo.
• Quotes format like documents — Line notes on a quote now have the full document format bar: fonts, sizes, headings, alignment, highlight and quotes. Quote pages also use the same text size and A4 page as documents.
• Client link ready to copy — Send Preview now makes the client link as soon as it opens, and documents have a Lock button that stops edits to this version until you start a new one.
• AWS margin opens on a month with costs — Finance › Reports › AWS margin now opens on the latest month Ingram Micro has billed AWS for, instead of last month, which never has costs yet. A month with no AWS bill shows no margin instead of 100%.
• Technicians can use the Connect shell — Technicians can now open System › Shell and the live terminal on a Connect computer. Before, only administrators could run commands there.
• Copy and lock — Send Preview › Client link has a lock button that copies the link and locks the document straight away, so you can paste it into your own email knowing the client sees this exact version.
• AWS margin uses real invoices — Past months in Finance › Reports › AWS margin now show what each client's HaloPSA invoices actually billed for AWS, so a price change no longer rewrites history. Months not invoiced yet still use today's recurring price.
• Status details side by side on Mac — Clicking an outage or maintenance in the Mac IT support app's Status page now opens its details beside the list, with when it started and was fixed.
• Product pickers now match — The quote line picker and Add products on a price list show the same columns, feed switches and term tags, list full product names with the SKU underneath, and both can hide education and government licences. Terms billed annually now read AA everywhere.
• Document Properties tidied — The Internal description row on proposals no longer repeats down the Properties panel.
• Project licences grouped correctly — Quote lines like Microsoft Planner & Project Plan 3 now sit under Recurring Software and bill monthly, instead of showing under Projects.
• Client address on covers — Proposal and document covers now show the client's address under Prepared for, taken from HaloPSA (or the CRM company). You can also insert it anywhere with the new Client address merge field.
• More room on the Tower cover — The building on the Tower cover now sits further right, so longer names and email addresses fit beside it.
• Roomier price list — The price list now uses the full width of the page, with one consistent text size, term and source tags, neater sell price boxes, and descriptions that no longer repeat the SKU.
• See the billing plan before you add — Add products on a price list now has a Term column showing MM, MA or AA, so monthly and annual versions of the same licence are easy to tell apart.
• Cleaner product picker — Add products on a price list is wider so every column fits, and education, government and non-profit licences are hidden by default (untick the filter to see them).
• Tidier document covers — Recipient and Created by now show the same details (name, email and phone), and the dates line up in the same two columns underneath.
• Easier quote editing in proposals — Editing a quote's lines inside a proposal now shows just one row per line, and long quotes scroll within the page instead of being cut off.
• Resending restarts the expiry — When you edit a proposal or document and send it again, its link now gets a fresh expiry with the same number of days it had before. Sending again without changes keeps the original date.
• Status shows what's new — Outages and maintenance in the IT support app now show as short titles you click to open, with a New tag on the ones you haven't read yet.
• Storage map sizes are accurate — Boxes on the Connect Storage map now match file and folder sizes at every depth, so a 2 GB file always looks bigger than a 1.9 GB one.
• Clearer document cover date — The date on document covers and PDFs is now labelled "Date updated".
• Mac storage scans start again — Scan Macintosh HD on a Mac's Storage tab no longer stops with "invalid body".
• IT support app matches on Windows and Mac — On a Mac you can now include a screenshot when you log a ticket, and Overview shows your latest ticket and any health check issues. On a Windows PC without a work-account sign-in, Tickets now lists the tickets logged from that PC.
• Build an App Studio app from a prompt — Pick the new Blank starter (or just start typing what you want) and the assistant builds the whole app from an empty, on-brand shell.
• Storage map loads after a fast scan — The Storage tab no longer gets stuck on "internal error" when a scan finishes; it loads the finished map on its own.
• App Studio fixes itself — After the assistant changes your app, App Studio now re-tests the preview on its own and, if something broke, asks the assistant to fix it once before showing you the result.
• Backup in the IT support app — On computers with Atlas backup turned on, the IT support app now has a Backup page showing when the last backup ran, when the next one is due, and which folders are backed up.
• Fewer side panel tabs — Quotes and documents now have fewer tabs: approvals are on Signing, comments, mail and changes share an Activity tab, and notes and archive live on Details.
• Faster device pages — Opening a Connect computer takes less time, especially for large fleets and clients with many contacts.
• Fewer false mailbox deletion alerts — Security no longer raises a mailbox deletion alert when someone clears Clutter or Junk, or tidies their own mail in Outlook. Alerts still fire for permanent deletions, deletions by another person or app, or very large bursts, and at most once a day per user.
• Quicker page switching — Moving between pages, especially away from a quote, does less work, so the next page appears sooner.
• Details tab in side panels — Side panels now open on a Details tab for the record's properties, and the other tabs show only their own content.
• Tabs at the top of side panels — Side panel tabs like Signing, Quote and Comments now sit at the top of the panel, so you can switch sections without scrolling past the details first.
• Pins on the left rail — Pinned pages, tickets, clients, devices and documents now sit as icons on the far-left rail under your modules, with their names on hover. Right-click a menu page to pin it, or a pinned icon to unpin it.
• Matching properties panels — Quote, client, password and asset properties, and the Opportunity section, now use the same grouped rows as document properties.
• Clearer agent update notice — A computer's page now says when a new Connect agent came out and when it will install, or when the agent last checked for updates if it seems stuck.
• Cleaner document properties — A document's Properties panel now lists its details in simple labelled rows grouped under headings, like the ticket view.
• Proposal expiry in Properties — Set when a proposal's link expires (7, 14 or 30 days) right in the Properties panel, next to Updated.
• Search computers in Health and Reports — Type a computer name, user or customer in the new search box to narrow the Connect health and inventory tables. If the computer you are after has no problems, Atlas offers to show it.
• NAS collectors update themselves — Atlas now moves each NAS to the newest collector by itself, a day after it has proven itself on another NAS. Turn it off under Settings › NAS if you prefer to upgrade by hand.
• Chart follows you on the profit and loss report — Picking a line in the chart menu now scrolls the table to that line, and the chart stays pinned at the top while you scroll.
• Clearer IT support window on Mac — The IT support window on Mac now has a white background, and a closed ticket shows Ask to reopen at the top.
• Pin anything to the sidebar — Right-click a left-menu page and choose Pin to sidebar, and it appears in a Pinned list under the menu alongside the tickets, clients, devices and documents you have pinned, in every module.
• Quotes board and board filters — Sales › Quotes now opens on a board of your quotes by status, with totals per column. The Quotes and Proposals boards have a filter row like Opportunities: search, client, owner (including just yours) and, for quotes, type and grouping.
• Clearer app previews — Every App Studio starter now shows the same built-in design, and the New app preview renders a proper, full-width thumbnail of what you're about to build.
• Clearer board moves — Dragging a quote, order, purchase, opportunity or proposal now asks first only when the move does something more, and says what (for example, closing a deal sets its close date, or receiving a purchase marks every line received). Other moves happen straight away with an Undo button.
• IT support notifications show your company name — Pop-up notifications from the IT support app on Windows now show your company's name and logo instead of an internal app name.
• Status by client — Status now lists every client with the services they rely on and a coloured dot for each. Each client's status page fills itself from the apps, vendors, Microsoft 365 and office internet Atlas finds for them, so there is nothing to set up.
• Photos no longer go missing from messages — If an image you attached can't be prepared while you press Send, your message now stays in the composer with the error instead of going out without the photo.
• Clearer start-page menu — Right-clicking a left-menu page now shows a checkbox that ticks once that page is where the module opens; click it again to go back to the standard start page.
• Preview a starter before you build — The New app dialog now shows a live preview of the template you pick beside the form, so you can see what your app starts from.
• Monthly profit and loss shows whole months — Each month on the profit and loss report now shows the whole month from Xero. Before, a month-to-date report showed only the same few days of each earlier month, so many months read as zero.
• Tickets side by side on Mac — Clicking a ticket in the Mac IT support app now opens it beside your ticket list, and rows highlight fully as you move over them.
• Reconnect from the profit and loss report — When Xero won't share your budget, the message on the profit and loss report now has Reconnect and Refresh buttons, so you can pick up a new Xero permission without leaving the report.
• Backups watch new NAS tasks — A new Microsoft 365 backup on a NAS is monitored from the moment Atlas sees it, and turns Overdue if its first backup never finishes.
• App Studio apps share a look — New apps now start with a clean built-in design, and the assistant styles everything it builds to match, so the apps your team ships look consistent out of the box.
• Fixed storage add-on warnings — Extra file storage and other company-wide add-ons are no longer reported as unassigned or unused licences.
• Chat box steps aside while you read — On pages with the floating chat, the chat box shrinks to a small bubble as you scroll down, and comes back when you scroll up or click it. Pages also leave room at the bottom so nothing stays hidden behind it.
• Clearer billing approvals — The next-invoice review groups matching quantities into one choice, shows what each change does to the monthly bill, and warns when licences are bought but not assigned instead of offering to bill fewer.
• Vendor outages go to the right customers — Atlas now finds which of your customers use each vendor, from their computers, Microsoft 365 and domains, and shows that vendor's outages to them automatically. Leave anyone out or add others in the vendor's Customers tab.
• Billing details in the side panel — Monthly billing details now open in the app's right panel instead of a second panel beside it.
• App Studio tests your app for you — After the assistant builds your app it now deploys and tests the preview on its own, so you see a working preview (or exactly what failed) without clicking Deploy or Test.
• Status page in the IT support app — Outages and maintenance now have their own Status page, so Overview stays short; it shows how many problems are open and opens Status in one click.
• See who changed a quote or document — Quotes and documents now have a History tab listing every change, who made it and when, and whether it was a person, the Atlas chat or the customer.
• App Studio build view — While the assistant builds your app from a description, you now see a calm "Building…" panel instead of a half-finished preview. The preview opens on its own when it's ready.
• Your company in Backups — Your own company now appears in the Backups clients list, so you can see and link its backups like any client's.
• Ticket screenshots attach reliably — Screenshots from the IT support app now attach even when the screen shows a photo, such as a desktop wallpaper.
• Shorter ticket form in the IT support app — The New ticket form now fits the IT support window without scrolling.
• Vendor status in one place — Status › Vendor feeds now lists every vendor on the left. Open one to see its current status, components, 90 days of history and recent incidents, and turn on Follow to show its outages in your customers' IT support app.
• Tidy your App Studio list — Archive apps you're not working on to hide them from the list and the left rail without deleting anything. Find them under Archived to bring back any time, and archive or delete an app straight from its menu.
• Smoother page thumbnails — One book button on the left edge now shows and hides page thumbnails, and the thumbnails slide smoothly in and out.
• Approve bills from Reconcile — When a bank payment pays bills that are still drafts in Xero, Reconcile lists them and approves them in one click, so the payment pairs with the bills instead of being posted as a second expense.
• Open your Studio apps from the sidebar — App Studio lists your apps in the left rail with a filter and a + button to add one, so you can jump straight to an app.
• Sub-company invoices labelled — Monthly billing rows invoiced to a related company, such as a client's subsidiary, now show that company's name so they no longer look like duplicates.
• Hold bills and ask suppliers — In Finance › Bills you can put a bill on hold with a reason, email the supplier about it in one click, and copy the itemised lines from the supplier's PDF into Xero.
• Fewer repeated billing rows — Services billed on a second invoice each month now show on one row across months instead of a new row for every invoice.
• Live status page services — Services on a status page can now update themselves from a check, a vendor's status page, Microsoft 365 service health or Connect office internet, instead of being set by hand. Press Make live on a service to choose its source.
• See what a Studio app's check tested — The app's Preview now shows a report of the last check: which pages and routes were tested and which passed or failed.
• Page thumbnails button — When page thumbnails are hidden, a book button now sits on the left edge of the document and stays in view as you scroll, so you can bring the thumbnails back from anywhere.
• More document fonts — The document font in the cover settings now offers Arial, Georgia, Helvetica and Times New Roman, so you can change a whole proposal's font in one step.
• Reconnect Xero — After changing your Xero connection's permissions, click Reconnect in Admin › Modules › Xero to use them straight away; Atlas says if anything is still missing.
• Zoom, fonts and font sizes in documents — Zoom document pages in or out from the format bar, and set the font and an exact font size (8 to 96) on any words, like in PandaDoc.
• Quick add for status page services — A status page's Services now has Quick add buttons for common services such as Email, Microsoft 365, Internet and Phones, so you can set up a page in a few clicks.
• Studio won't publish an unchecked app by accident — Publishing a Studio app now needs it to have passed a test since its last change; you can run the test from the Publish dialog or choose to publish anyway.
• Status pages on a map — Status now opens on a map with each client's status page at their office, coloured red, amber, blue or green, and every page listed in the left rail. Create pages from the + at the top of the rail and choose whether it is your organisation's page or a client's.
• Choose where each module opens — Right-click any page in a module's left menu and pick "Open on …" to make it the page that module opens on. Choose "Use the standard start page" to go back.
• Connect list keeps its controls in view — Quick connect, the filters and your pinned computers now stay at the top while you scroll through customers.
• Publish proposals from the board — Drag a proposal between Draft and Published on the Sales › Proposals board to change its status. Later stages still follow approvals, sending and signing.
• Proposals board — Sales › Proposals now shows every proposal on a board by stage (Draft, Approval, Sent, Viewed, Signed, Lost) with its status, so you can see where each deal is at a glance and open one with a click.
• Studio apps are checked before they ship — The assistant now deploys and tests an app it builds and must get it working before telling you it is ready, the app shows whether it is Verified, and Publish warns if it has not passed a check.
• Group proposals by client — The sort menu in Sales › Proposals now lets you switch between one list and client folders.
• Proposals open fully laid out — Long proposals and documents now show all their pages straight away when you open them, instead of visibly shuffling content down page by page.
• Choose chat models per organisation — Your Atlas provider can now offer Claude alongside Grok in chat and set which model new chats start on.
• Long product names in proposals — A quote's long product names now wrap onto a second line in a proposal's Pricing section instead of running over the quantity and price.
• Proposals in one list — Sales › Proposals now lists every proposal together instead of in client folders, with the client name shown on the right of each row.
• Pin Connect devices — Hover a computer in Connect and click the pin, or right-click it and choose Pin to top, to keep it in a Pinned group at the top, the same as HaloPSA tickets. Pins follow you between devices.
• Tidier session tables — A computer's Sessions and History tabs now show one line per entry in matching tables, with columns sized to fit and sideways scrolling when they are wide.
• IT support app tickets without signing in — Tickets logged from the IT support app without a work account now reach your service desk, and go to the person's existing contact when their email is known.
• Office internet outages — When most computers at one of your customers' offices drop offline together, your technicians are told straight away, and staff at that office see in the IT support app that their internet was down and is working again.
• Vendor outages for your customers — Add vendors like Xero, Zoom, Dropbox or NinjaOne under Status › Vendor feeds, and their outages show in your customers' IT support app until the vendor fixes them.
• Microsoft 365 outages in the IT support app — When Microsoft has an Exchange, Teams, SharePoint or OneDrive incident affecting a customer, their staff see it in the IT support app until it's fixed. Customers need to approve Microsoft 365 access again for this.
• Status incidents on your customers' computers — Choose which customers see a status page's incidents and maintenance in the IT support app; they update and clear themselves as you post updates and resolve them.
• Computer history as a table — Connect › computer › Sessions › History now lists entries in a table with When, Who and What columns, plus where each request came from for administrators.
• Rate support and check computer health in the IT support app — People can rate a closed ticket and add a comment, and see a simple health check of their computer with a button to ask IT about any problem.
• Bill lines from the supplier's PDF — Bills now shows the itemised lines from the PDF attached in Xero, lets you open that PDF, and warns when its total does not match Xero.
• Hear when a user replies in Connect chat — A new reply from the person at the remote computer now plays a ping (your chat sound from Settings) and the Chat button pulses until you read it.
• Bills in Finance — See every supplier bill you owe in one place: what is due this week, what is waiting for approval and what is overdue, then approve Xero bills without leaving Atlas.
• Reopen tickets from IT support — People can now ask to reopen a ticket closed in the last 30 days, adding a note about what still needs fixing in the same step.
• Edit quote lines inside a proposal — The pricing section of a draft proposal has an Edit lines button, so you can add products and change quantities, prices and margins without leaving the proposal.
• Proposal links expire after 14 days — New proposal and document links now expire two weeks after they're created, and the cover shows the expiry date. Change it to 7 or 30 days in one click on the Signing tab.
• Describe your app and let AI build it — When you create a Studio app you can now write what you want in plain words, and the app's assistant builds a first version into a preview for you to review and publish.
• Cover date shows the last edit — The date on proposal and document covers is now the day the document was last saved, instead of today's date.
• Expiry date on proposal covers — Proposal and document covers now show the link's expiry date beside the date, which is now labelled "Date created/updated". Set the expiry on the Signing tab.
• Clearer client link — Send Preview now explains that copying the client link doesn't lock your document, and that editing locks once the link is first opened.
• Copy the client link from Send Preview — The Send Preview menu now shows the client's review-and-sign link with a copy button, so you can paste it into your own email.
• Browse products without typing — The add-line menu on a quote lists products straight away, feeds switch on and off with green toggles, and each line's SKU sits under its supplier.
• Tidier quote lines — Quote lines are easier to scan, and categories in the product picker now line up neatly.
• Watch backup folders from each NAS — A NAS's Backups tab now lists the folders Atlas watches for 3CX and other FTP backups, and administrators can add one there with the NAS already chosen.
• Tidier proposal toolbar — Draft from request is gone from the proposal editor's toolbar. Start a drafted proposal from the request itself instead.
• Clearer document versions — The New version menu now lists the version you have open, marked Open with its current status, alongside earlier versions.
• Choose a client when you build a Studio app — The New app form now searches your existing clients and companies so you can link the app to one, or add a new client in a click, instead of typing a name.
• Watch NAS backup folders — Backups can now check a NAS folder that 3CX or another service saves backups into, and flags it when a new file stops arriving or comes in empty. Register it from a client's Register an expected backup form.
• Start a new Studio app from a template — Pick a ready-made starting point (a tracker, an intake form, a register, approvals, or an API connector) when you create an app, instead of building from scratch.
• Training check matches your schedule — The staff training item in Security › Standards now asks whether training happened in the last 6 months, so quarters between sessions aren't marked as missed.
• Memory upgrade recommendations — Business Reviews now show which computers keep running out of memory, how much RAM each needs and which apps cause it, so you can quote upgrades with the evidence.
• Storage map on Macs — Performance › Storage now works on Macs too: scan Macintosh HD or another disk to see what is filling it. Give Atlas Connect Full Disk Access to include every user folder.
• Ignore a health check on one computer — In Connect › Health you can now ignore a warning that is fine for a particular computer, such as 8 GB of memory, so it stops showing as a problem. Ignored checks are listed above the table and can be undone at any time.
• Storage map stays accurate after deletes — Deleting files or folders from Connect › System › Files now updates saved storage maps, and emptying the Recycle Bin also updates the file type totals.
• Faster storage scans — On computers with the latest Connect agent, Performance › Storage reads the drive's file table directly, so a full scan takes seconds instead of minutes.
• Imported forms keep their send button — When Atlas makes an imported website editable, forms with a file upload now keep their real send button words instead of "Choose File".

You can now build forms right in Atlas, with a live preview in the site's style. The storage map works more like SpaceMonger, shows free space, and keeps your storage scan when you delete a large file. Infrastructure › NAS shows whether each storage volume is encrypted and lists encrypted shared folders.

• Forms built right in Atlas — A website's Forms tab now has Atlas's own form builder: add and drag fields, choose where each form sends, set what visitors see after sending, and see a live preview in the site's style.
• Storage map works more like SpaceMonger — Each folder now shows its largest files, Recycle Bin items show their original names, and you can empty the Recycle Bin or colour boxes by depth or file type. Scan again to see files in every folder.
• NAS encryption at a glance — Infrastructure › NAS now shows whether each storage volume is encrypted and lists encrypted shared folders, including any that are locked.
• Storage map shows free space — Connect › Storage now shows free space on the drive map, a right-click menu on every box, and an Up button (or Backspace) to go back.
• Deleting keeps your storage scan — Deleting a large file from Connect › Storage now updates the saved scan straight away, so you no longer need to scan the drive again.

You can see what is filling a drive on a Windows computer, and after a Storage scan Connect chat can tell you which folders, file types and files are using the most space. SLA times follow your office hours, so a ticket logged on the weekend starts its clock when the office opens. Chat starts with your technician.

• Ask chat what is filling a drive — After a Storage scan, Connect chat can tell you which folders, file types and files are using the most space on that computer.
• See what is filling a drive — Performance › Storage on a Windows computer now shows a folder table, file types and a box map like WizTree, so you can find the biggest folders and files at a glance. Double-click a box to open that folder.
• SLA times follow your office hours — Ticket SLA times now show in your organisation's time zone, and the SLA line counts only the SLA's working hours, so a ticket logged on the weekend starts its clock when the office opens instead of showing as nearly overdue.
• Chat starts with your technician — The Connect tray no longer shows an Open chat option until your technician connects or messages you, so chats are always started by your IT team.
• Tickets open in the tray — On Mac, opening one of your tickets from the Connect tray now shows it in the same window, with a button back to your ticket list. The serial number now sits under This device.
• Account page in the Mac IT support menu — The signed-in work account now shows at the bottom left with the Microsoft logo; click it to sign out or use a different account.
• Hostname and serial number in the Connect tray — The Atlas Connect tray on Windows and Mac now shows the computer's hostname and serial number, so staff can read them out when they call for help.
• Mac sign-in for IT support — People on a Mac can now sign in with their work account once from the menu-bar IT support, then see all their own HaloPSA tickets, just like on Windows.
• Imported forms keep their tick-box groups — When a website is imported, a group of tick boxes (such as "Interested in roles") becomes one field with its choices in the form builder, instead of one field per box.

You'll notice the new Chief Atlas cube logo on the app, startup screen and sign-in pages. Import a website now copies any public website into an editable site in one go. People can reply to tickets from the IT support tray, and outage alerts pop up on your customers' computers.

• Import a website in one step — New site › Import a website copies any public website and turns it into an editable site in one go, with one site and one progress bar instead of a copy and a separate Make editable.
• See where each website form sends — The form builder now shows at the top of each form, and in the forms list, which email addresses get its messages. The preview uses the site's own button and form styles, and fields fold to one line so long forms are easier to scan.
• Faster Connect map — Returning to Connect shows the device map straight away instead of setting it up again each time.
• New Chief Atlas logo — The app, startup screen, app icons, browser tabs, emails and sign-in pages now show the new Chief Atlas cube logo.
• Reply to tickets from the tray — People can now open a ticket in their IT support tray, read the updates meant for them, and reply or tell you it's fixed, without email.
• Verify a caller — On a Connect computer press Verify caller while on the phone: the person sees "Is this you?" in their IT support tray, and you see who confirmed, with their verified work account on Windows.
• Website forms preview as you build — The form builder in Hosting › Forms now shows a live preview beside the fields in the site's own styles, and you can drag fields into a new order.
• Outage alerts in the IT support tray — Send an outage, maintenance or notice from Settings › Connect › Client tray and it pops up on your customers' computers within about 20 seconds, then shows as fixed once you resolve it.
• Archive or delete feedback — Survey responses, ideas and updates in the Feedback inbox now show their details in the right panel, and a ⋯ menu lets you archive them out of your inbox or, for admins, delete them. Find archived items under Filter › Archived.
• Computer health shows in the side panel — On Connect › Health, the first computer is picked when the page opens and its health check (what needs fixing and why) shows in the right panel. Click another row to see it; double-click to open the computer.
• Clearer SLA timeline on tickets — The ticket panel now shows the SLA as one line from when the ticket opened to when it's due, with a marker for now and a dot for the first reply, so you can see at a glance how much time is left or how late it is.
• Fewer false disk alerts — Connect no longer raises low-disk alerts for tiny system or recovery partitions under 1 GB, so only real data drives alert.

• Status moved to Overview — The IT support window's Overview page now starts with a Status line showing whether your computer is ready for remote support or a technician is connected.

• Faster module switching — Opening a module from the menu does less work redrawing the page, so it appears sooner.

The app, Admin, emails and the AI assistant now use the Chief Atlas name. The Mac menu bar, Dock, Windows Start menu and app dialogs say Chief Atlas, and your saved logins, sessions and pinned icons carry over. The orange Chief Atlas logo now appears across the app, and the Connect IT support panel on Windows matches the Mac.

• Desktop app is now Chief Atlas — The Mac menu bar, Dock, Windows Start menu and app dialogs now say Chief Atlas. Your saved logins, sessions and pinned icons carry over.
• Matching Windows and Mac panels — The Connect IT support panel on Windows now matches the Mac, with a sidebar for your overview, tickets, chat, this PC's details and its network addresses.
• Chief Atlas logo in the sidebar — The top-left menu now shows the Chief Atlas logo on the home screen instead of the word Dashboard.
• Voyager Atlas is now Chief Atlas — The app, Admin, emails, public pages and the AI assistant now use the Chief Atlas name. The installed desktop app keeps its current name for now.
• A proper Mac app in the menu bar — Clicking Connect in the Mac menu bar now opens a window with a sidebar for your overview, tickets, chat and this Mac's details, like System Settings.
• Atlas uses less battery when idle — The Team awards trophy no longer keeps your computer busy between its sparkles, so Atlas sits quieter in the background and switches modules a little faster.
• Your tickets in the Mac menu bar — On a Mac, the Connect menu now lists the tickets logged from that Mac, lets you chat with your technician, and keeps your Mac's details in one tidy submenu.
• Next-step suggestion for late tickets — When a ticket's SLA is close to or past due, the Properties panel now suggests one next step, such as putting it on hold or chasing the client, with a button to do it.
• One menu on Mac — On a Mac, IT support now lives in the Connect menu bar's own menu: choose Log a ticket to send a request to your IT team from a simple form.
• Overdue SLAs show their due date — Overdue response and resolution times on a ticket now say when they were due, such as "was due 15 Sep".
• Native Mac menu with IT support — On a Mac, the Connect menu bar keeps its usual menu and adds Log a ticket, Your tickets and Open IT support, which open a panel that looks at home on macOS.
• Cleaner IT support panel — The Connect tray's IT support panel is now two columns: the menu on the left and the page on the right, with your IT provider's name at the top of the overview.
• Chief Atlas logo — The orange Chief Atlas logo now appears across the app, Admin, emails, the download and trust pages, the browser tab icon and the iPhone app icon, with light lettering in dark mode.
• New startup logo — The app now opens with the orange Chief Atlas logo on Mac, Windows, Linux and the iPhone app, with a light-lettered version in dark mode.
• New app icon — The Atlas desktop app now uses the orange V in the Dock, taskbar and Settings › App icon choices.
• Quicker module switching — Opening a module from the top-left menu starts sooner, and switching between modules does less work. Modules in the left rail start loading as soon as you point at them, and a module you opened in the last 30 minutes shows its information straight away when you return.
• Connect › Health — A new Health page in Connect lists the computers that need attention, such as no antivirus, low memory or disk space, unsupported Windows or open alerts, and the menu shows how many there are.
• IT support menu in the Connect tray, now on Mac too — The IT support panel has a left menu with an overview, your tickets, chat and your computer's details, and Macs show it from the menu bar.
• Clearer Trust Center data promise — The Trust Center now says plainly that Atlas reads your systems live, and lists each short-lived copy it keeps and for how long.
• Faster Connect device list — The Connect device list opens and searches quicker when you have hundreds of computers.
• Reports fit the screen — Connect › Reports now fits every column across the page without scrolling sideways, with shorter presets that show only what matters. Point at a cut-off value to read it in full.
• IT support in the Connect tray — For customers with IT support on, clicking the Connect tray icon now opens their tickets, a form to log a new one, and the technician chat, with computer details tucked under "This computer".
• Spot low memory and disk space in Connect reports — Connect › Reports flags computers with little memory or disk space, unsupported Windows, or long gaps since a restart, and adds presets such as Health check and Memory and disk space. Point at a coloured value to see why.
• Faster Finance reports — Reopening a Finance report within 10 minutes is now instant and no longer uses up your Xero or QuickBooks allowance. Press Refresh to read the latest figures.
• Find computers with problems faster — Connect › Reports now has column presets such as Antivirus, highlights missing antivirus in red and other issues in amber, and a Problems only switch that shows (and downloads) just the computers that need attention.
• New send button — The send button in chat is now a grey square with a return arrow, matching the Enter key that also sends your message.
• Clearer SLA countdowns — Ticket SLAs only turn amber or red when they need attention, show when they're due, and say "Paused" while a ticket is on hold.
• Client tray approval shows straight away — After a customer's Microsoft admin approves the IT support tray through the approval link, Settings › Connect › Client tray now shows it as approved when you return to the page.
• Suggestions no longer cover the chat — When you open the floating chat on a page, the suggested follow-ups now sit just above the chat window instead of covering the latest reply.
• Faster Security findings list — Picking a finding or folding a client in a long Security findings list now responds quicker.
• Faster My tickets board — Saved ticket reviews on the My tickets board now load together in one go instead of one ticket at a time.
• Faster backup history — A client's backup History now loads in one go instead of fetching each backup job separately.
• Faster monthly billing — The monthly billing sheet loads in fewer requests and no longer re-reads every client every 30 seconds, only the ones that changed.
• Tidier chat box — A small minus badge on the chat box's top-right corner shrinks it to a round chat bubble, and suggested follow-ups now sit right on the chat box with Continue chat above them.
• Dashboard tips only for new people — The pop-up tips on the dashboard now appear once, the first time someone opens Atlas, and no longer come back for existing users on a new computer.
• See which computers have no antivirus — Connect › Reports can now show an Antivirus column with the product protecting each computer, plus any problems such as out-of-date Defender signatures, and export it as CSV or PDF.
• Pages open with your last view — Many module pages now show what you last saw straight away and refresh it in the background, instead of showing "Loading…". The saved view stays encrypted on your computer and is deleted within 24 hours.
• Changelog as a list — Feedback › Changelog now lists every update in the middle of the screen, with search and a Drafts filter; open one to read its summary and changes.
• Saved data now encrypted and short-lived — The copies Voyager Atlas keeps on your computer so pages open quickly are now encrypted and deleted within 24 hours, and when you sign out.
• Chats follow you between devices — A chat you start in the Atlas phone app or on another computer now shows up in your chat list here, and new replies appear in the open chat.
• GDAP customers keep working when one blocks Atlas — A Conditional Access policy in one customer's Microsoft tenant no longer disconnects Atlas from all your other GDAP customers.
• Voyager Atlas updates switch on instantly — Showing Voyager Atlas updates on a Feedback board no longer times out; the updates appear in the board's Changelog within a minute.
• Faster CRM companies — Opening a company from the CRM list now shows it straight away, and its contacts, deals and activity start loading at the same time instead of one after another.
• Faster person records — Opening someone in People no longer looks up their HaloPSA tickets and Hudu documents until you open their IT tab, so their record has less to wait for.
• Microsoft 365 seats show next to Crayon licences — Licensing and Monthly billing now show how many Microsoft 365 seats are assigned and purchased for Crayon subscriptions, so you can check the billed quantity against what the client actually uses.
• Quicker app opening — Voyager Atlas now opens straight away with the settings saved on this computer, instead of waiting for your account settings to download. Changes you made on another computer still apply a moment later.
• Faster start-up — Voyager Atlas now downloads about half as much code before showing its first screen, and each module only loads its own panels.
• Spot billing differences automatically — The monthly billing sheet now checks next month's quantities against Crayon, Pax8 and Microsoft 365 every day, marks the ones that disagree and can show only those.
• Board settings always in reach — Board settings now sits at the top of every board tab, and Feedback › Changelog can show Voyager Atlas updates on a board with one click.
• Shrink the chat box out of the way — Click the shrink button beside the model picker to turn the chat box into a small round bubble so you can read what was behind it. Click the bubble to bring it back with your draft intact.
• Public changelog link in Feedback — Feedback › Changelog now links to the public Voyager Atlas changelog, and to your board's public page when the board is public.
• Ask Atlas for a price on any page — Every Atlas chat can now look up product, service and licence prices from your Quotes catalogue, including Crayon and Pax8 price lists, instead of only the Quotes chat.
• Easier-to-read ticket properties — The Properties panel on Tickets (beta) now lists each field on its own row, so status, assignee, team and priority show in full instead of being cut off.
• Budget on the profit and loss — The Finance profit and loss report now compares each line with your Xero or QuickBooks budget, and the chart shows the budget behind each month.
• Set up your workspace — Admins get a guided setup page in Admin that connects your PSA, checks what Atlas can read and how many records it sees, approves Microsoft 365, invites your team and runs a first sync. Your progress is saved, so you can come back any time.
• Email drafts read cleanly in chat — When the agent writes a draft with one detail per line, chat now shows each on its own line instead of running them together.
• Open the chat in the side panel — The floating chat now has a button in its header that moves the conversation into a Chat tab in the right panel, so you can read more of it. Close that tab to float the chat again.
• Tidier documentation pages — Docs pages use less empty space, and the docs sidebar now follows your Compact or Spacious appearance setting.
• One Agent Resolve answer — In Tickets (beta), Agent Resolve is now a single panel beside the conversation. It runs up to two read-only checks, shows each on one line with a tick when done (click for the full result), then updates its answer and suggested steps with what it found.
• Suggestions stay put in the open chat — When you expand the chat over a page, the suggested replies now stay above the message box instead of disappearing as you scroll.
• Clearer whitespace opportunities — Totals now follow the clients in view, with unpriced gaps called out. Product presence is shown separately from seat coverage, and the summary stays readable above the grid.
• Suggestions sit on the chat box — Suggested replies now sit just above the chat box instead of floating over an empty gap, and Continue chat shows up reliably once a page has a conversation.
• Suggested replies show the AI icon — Each suggested follow-up above the chat box now starts with the AI model's icon, so it is clear the suggestion came from the assistant.
• Clearer menu highlight — Hovered and selected menu items now show a slightly stronger grey in light mode, so it's easier to see where you are.
• Checks run by themselves — On an open ticket in Tickets (beta), Agent Resolve now runs its read-only checks straight away and shows the results beside the conversation. Only steps that change something, run a script or draft a reply ask you first. Each entry's date now sits next to the person's name, leaving more room for the message.
• Microsoft 365 actions chat stays on its page — The chat beside Service Desk › Actions › Microsoft 365 is now saved with Atlas, stays on that page, and can compare Crayon and Pax8 licence prices from your catalogue.
• A clearer Whitespace grid — Sales › Whitespace now shades cells by what is left to sell (or what clients pay now), groups clients by recurring billing with a summary for each, shows each client's stack coverage, and can download the grid as CSV.
• Status opens your status page — Status in the account menu now goes straight to your organisation's public status page.
• Next steps beside the conversation — In Tickets (beta), each suggested next step now sits to the right of the conversation entry it responds to, and plans for your open tickets load in the background so they're ready when you open one.
• Profit and loss by month — The Finance profit and loss report now lays out each month side by side with a chart, the change from the month before, and a search box, and you can download it as a spreadsheet.
• More page chats are saved — Chats on the Connect, NinjaOne, Sophos, Infrastructure, Meetings and Projects pages are now saved with Atlas, so they come back on any computer. Connect Software now has its own chat, separate from Scripts.
• Tickets no longer flash an error — When HaloPSA is briefly slow or busy, an open ticket now keeps showing its details from the ticket list, marked with when they were saved, instead of showing "Could not load ticket communication" for a few seconds.
• Page chats stay where you left them — A conversation you start on a module page is still there when you come back to that page, including after restarting Atlas.
• Agent Resolve beside the ticket — Tickets (beta) now opens on the ticket's conversation with Agent Resolve's suggested next steps as tiles on the right. Each tile has its own button, and clicking it tells you why, what will happen and whether anything changes before it runs.
• New mailbox picks the country for you — The new account gets the same country as the rest of the client's Microsoft 365 users, so there's no Country field to fill in. You'll see it on the Licence step before creating the mailbox.
• Your status page in the account menu — Support › Status now opens your organisation's own status page, with Atlas status right beside it. Admins choose the page in Settings › Modules › Status, and Status shows a setup card until one is chosen.
• Tickets (beta) — The newer Service Desk ticket view is now labelled Tickets (beta) in the menu and help.
• Upgrades in Whitespace — In Sales › Whitespace, turn on Plan levels for a column such as Microsoft 365 and pick the standard plan; clients on a lower plan now show as upgrades with the extra monthly revenue, ready to quote.
• Status in your account menu — Open the Atlas status page from your avatar menu to check whether Atlas is up. Profile is still available in Personal Settings.
• Whitespace covers every client — Sales › Whitespace now includes all active Halo clients, lists those with no recurring billing separately, uses Halo contacts when Microsoft 365 isn't linked, and the Standard stack panel adds products as columns with monthly and annual versions grouped.
• Suggestions match the composer — Suggested follow-ups and Continue chat now share the composer's look, and suggestions line up on the right above it.
• Suggestions as floating pills — Suggested follow-ups now float above the composer as pills, matching the Continue chat button, instead of sitting in a box.
• Simpler standard stack panel — Sales › Whitespace now lists your columns with their Halo items at the top and one searchable item list below, where Add to puts an item in a new or existing column.
• Four more security checks — Security › Standards now asks each quarter for device passwords, a tested breach and disaster recovery plan, MFA on online banking, and staff security training, matching the cyber insurance proposal form.

• Tidier floating chat header — In the floating chat style, the catch up / reset context button now sits on the right of the chat's header, in the same colour as the other controls.

The in-app docs now have a page for each module. Chat is on every module page, and the composer suggests questions about the page you have open. In Connect, pick a session from the Connect button, and the remote screen window shows its toolbar as soon as it opens.

• Documentation covers every module — The in-app docs now have a page for each module, including Connect, Security, Backups, Sales and Infrastructure, and use the current module names.
• Sessions moved to the Connect button — Choose which signed-in user to connect to, or open Backstage, from the arrow on the Connect button.
• Chat can install Windows updates — Ask the Connect assistant to approve and install missing Windows updates on a computer; it uses your patch policy, asks before acting, and checks the result with a fresh scan.
• Continue chat no longer covers suggestions — In the floating chat style, the Continue chat button now sits above the suggested follow-ups instead of on top of them.
• Suggestions for each computer — A computer's Connect page now suggests what to ask about it, such as why it is offline, what an open alert means and how to fix it, or whether to restart it for pending updates.
• Pick backup folders from a tree — Choosing what a computer backs up now shows its drives and folders as a tree with checkboxes, and the folders and files you picked beside it.
• Backup suggestions for each client — A client's Backups page now suggests what to ask about it, such as why a job is failing, opening or checking its ticket, or which required backups are missing.
• Screen sharing switch in the Device panel — In Connect, Let the Atlas agent see this screen is now in the right-hand Device panel, next to the computer's other settings.
• Matching rail icons — The Awards and Team chat icons at the bottom of the left rail now match the style of the module icons above them.
• Suggestions for Connect runs — Open a software or script run and the chat now suggests what to ask about it, such as why it failed on a computer or retrying it there.
• Twinkling Awards trophy — The Awards trophy on the left rail now flashes gold with little twinkling stars every five minutes and when you hover over it.
• Suggestions on every page — The chat composer on each module page, including the floating style, now suggests questions about the page you have open.
• Fireworks on the Awards trophy — The Awards trophy on the left rail now bursts into coloured fireworks every five minutes and when you hover over it.
• Customer settings in the right panel — In Connect, a customer's installers and access settings now open in the right-hand panel, leaving more room for the map and device list.
• Suggestions side by side — Suggested follow-ups above the chat composer now sit next to each other instead of one per line.
• Cleaner rail icons — Team chat now matches Awards without a border, status dots sit on each icon's top-right corner, and hovering Awards makes it shine.
• A livelier Awards trophy — The Awards trophy on the left rail now sits without a border and gives a short rainbow shine every five minutes.
• Choose what each computer backs up — A computer's Backup tab in Connect now lets administrators pick folders or whole drives, set a schedule and how long to keep backups, back up now, watch progress and download the recovery key. Needs the next Connect agent update.
• Pick a session from the Connect button — The Connect button on a computer's Remote session panel now has a menu arrow, so you can choose which signed-in user to connect to, or open Backstage, right where you connect.
• Start and end dates for automations — Repeating automations can now have a Starts on and Ends on date, picked from a calendar, so they wait until a set day and stop after their last one.
• Easier-to-read chat suggestions — The composer now shows two suggested follow-ups, each on its own row with the whole sentence visible, so you no longer need to hover to read them.
• Session bar while connecting — The remote screen window now shows its toolbar as soon as it opens, with the connection progress beside the device name, instead of a blank window until the picture arrives.
• Quick connect fits narrow windows — The Quick connect card in Connect now stays compact when the window is narrow instead of growing taller.
• Reuse a Wasabi bucket — Choosing a Wasabi bucket you used before for backup storage now works again instead of saying a user or policy already exists.
• Chat on every module page — Service Desk, Backups, Finance, Documentation, Voice, Status, Surveys and the other module pages now have the chat composer at the bottom, in the right panel or floating style.
• No more gap in dropdowns — Dropdown menus, such as an automation's Manual run permissions or the timezone picker, no longer show an empty row above their options.
• Backup storage set up from Settings — When no backup storage is saved, Settings › Connect › Backup storage now offers to create a Wasabi bucket for your organisation (or use an existing one) in one click.
• Tidier Connect device page — The device page opens on a new Overview with disk space, last restart and waiting updates at a glance, and related tabs are grouped so the row is shorter. The side panel now has Details, Actions and Archive menus, with Uninstall tucked under Archive.
• Tidier remote session bar — The Connect session bar now fits on one line: keys and privacy sit under Session, clipboard and files under Transfer, saved logins under Credentials, and the connection speed shows at the right with the details on hover. While a session connects, an amber dot pulses beside the device name. The Connect session bar now fits on one line: keys and privacy sit under Session, clipboard, files and saved logins under Transfer, and the connection speed shows at the right with the details on hover.
• Chat on every AI Transformations page — Ask Atlas about the client you have open from the composer at the bottom of any AI Transformations page, including the floating style.
• Smaller Quick connect card — The Quick connect code now sits beside its title, so the card takes two lines in the Connect list instead of four.
• Pick monitors by where they sit — The Monitors menu in a Connect session now draws the remote computer's screens as they are arranged on the desk, portrait screens upright, numbered left to right, so you can pick one without guessing from monitor names.
• Back up to SFTP and FTP servers — Connect backup storage can now be your own SFTP server (with password or SSH key) or an FTP/FTPS server, alongside S3 storage like Wasabi; test it from any computer with backup turned on once the agent is updated.
• Everyone can complete Security Standards — Anyone with the Security module can now record quarterly checks, accept findings, complete the review and change Standards settings, and every change still records who made it. Dropdowns on the Security pages now match the rest of Atlas.
• Backup storage suggested per computer — A computer's Backup tab now offers to set up a Wasabi bucket for its client (or use an existing one) in one click, then tests it from that computer.
• Turn on backup per computer — Each computer in Connect now has a Backup tab where administrators can switch backup on for just that computer, watch it install, and test the backup storage from it.
• Atlas Connect reinstalls on servers — Reinstalling Atlas Connect with a customer installer no longer stops at "could not preserve the existing machine enrollment" when the file is briefly busy, and any remaining failure now shows the Windows error code.
• Browse Wasabi buckets — Backups › Wasabi now shows each bucket's size, object count and region, and admins can open a bucket to browse its folders and files with their sizes and dates.
• Two new security checks — Security Standards now asks each quarter whether Hudu is exported weekly to immutable storage you control, and whether break-glass admin logins are kept and tested outside Hudu.
• Edit website forms in Atlas — On editable Hosting sites the Forms tab now has a form builder: add or change fields, choose who each form emails and set the thank-you message. Make editable moves a copied site's contact forms into it, keeping the site's look.
• Night shift for after-hours calls — Set night-shift hours and a number under Voice › Call flow › After hours, and callers who want a person or have something urgent are put through while you're closed.
• Whitespace counts users and devices — Whitespace now fills in each client's Microsoft 365 users and NinjaOne devices, so gaps show a monthly value. Where a client isn't linked, an estimate from its billing is shown with ≈.
• Daily website backups on by default — Every Atlas Hosting website now backs itself up once a day, keeping the last seven. You can turn this off on the site's Backups tab.
• Wasabi accounts open like client records — Backups › Wasabi now lists each Wasabi account in the left panel; pick one to see its storage, buckets and Halo client, and create new buckets from the account they belong in.
• Tidier automation settings — Dropdowns, time boxes, the timezone picker and Run now on automation pages are now the same size and style, so each card's settings line up neatly.
• Wasabi keys show their buckets — A saved Wasabi bucket key now shows whether Wasabi still accepts it and lists the buckets in that account, and the form links straight to where you create the key.
• Security Standards in tabs — Each group of the security checklist now has its own tab, and every item shows its suggested next steps right on the page. Click an item to see the full evidence in the right panel, or Ask Atlas for help with a step.
• Smoother sending — After you press Enter, the chat goes straight to your message instead of briefly showing its empty starting screen.
• Website backups in Atlas — Each Atlas Hosting website now has a Backups tab where you can back up the site, download or delete backups, and turn on daily backups.
• Page previews match the site — When you edit a copied page, its preview now uses that page's own styles too, so buttons, headings and fonts look the same as on the live site.
• Automations pages use the new chat — Module Automations pages no longer put a half-screen chat under the list. With the Floating chat style the composer floats at the bottom right like other pages; otherwise use the Chat switch at the top.
• Create Wasabi buckets from Backups — Backups now has a Wasabi page showing every bucket and its size by client. Admins can create a new bucket there, and Atlas makes a key that can only reach that bucket and can save it straight into Connect backup storage.
• Continue chat is always there — When you minimise the floating chat, a Continue chat bar stays above the composer so you can reopen it in one click, and it now matches dark mode.
• See pages with their header and footer — When you edit a copied page, the preview now shows the site's header at the top and footer at the bottom, so it looks like the live page. They stay read-only there.
• Work your whitespace opportunities — Whitespace now shows how many clients already have each category and lists every open gap in an Opportunities view, most valuable first. Creating a quote marks the gap Quoted, and Client declined takes it out of the potential so nobody pitches it twice.
• After-hours calls skip departments — While you're closed, the phone assistant now helps callers itself with the tools you tick under Tools while closed, instead of passing them to departments.
• Delete site moved to Archive — A hosting site's right panel now has Details and Archive menus at the top, and Delete site lives under Archive instead of at the bottom of the panel.
• Get back to a minimised chat — After you minimise the floating chat, click the composer and choose Continue chat to open the conversation again, even while Atlas is still replying.
• Changelog and roadmap on your website — Surveys › Widgets now makes a Changelog or Roadmap widget from a Public Feedback board, so your latest updates and planned work can sit on your own website with one paste.
• Click straight to the problem — Each item under Needs attention now opens what it names: an uncosted product shows the customers holding it, and an error opens its settings page.
• Floating chat shows your conversation after you send — Sending from the floating composer now opens the chat with your message and the reply, instead of an empty panel.
• Floating chat on the Dashboard — With the Floating chat style, the Dashboard now has the floating composer at the bottom right. Type there to start a new personal chat without leaving the Dashboard.
• Floating chat stays small until you send — With the Floating chat style, clicking the composer, its buttons or typing a draft no longer opens the chat card; it opens when you send and Atlas starts replying.
• Floating chat on more pages — With the Floating chat style, the composer now floats at the bottom right of every module page that shows a list, board, record or document, not just some of them.
• Tidier Whitespace toolbar — The duplicate Potential total and client-count line are gone from above the grid; hover Potential or Billed now to see the figures are monthly, before tax.
• Floating chat stays on the right — The floating chat composer now sits at the right edge of the page whether or not the right panel is open.
• Whitespace uses real user and device counts — Sales › Whitespace now compares each client's billing with their Microsoft 365 licensed users and NinjaOne devices, so missing seats show against what they actually have.
• Tidier Projects header — The extra Chat and Board buttons are gone from the top of Projects; use Board in the sidebar to show the project board.
• Shorter Whitespace legend — The colour key under the Whitespace grid is now a single short line; hover it to see how user and device counts are worked out.
• Chief Atlas is the new default theme — New users start on Chief Atlas, and anyone who never changed their theme moves to it automatically. Themes you picked yourself are kept.
• Floating chat closes when you click away — Click anywhere outside the open floating chat to shrink it back to the composer. Your draft stays put.
• Chief Atlas dark panels — Dark mode in Chief Atlas now has the same raised sidebar, page edges and tab style as light mode.
• Model name is back in the composer — The composer shows the model's name next to its logo again, still opening the list of models your organisation allows.
• Tabs stay open — Every record and menu page you open now gets its own tab that stays until you close it, instead of an italic tab that the next page replaced.
• Reasoning effort set by admins — Admins now choose how hard Atlas thinks, for the whole organisation under Tenant policy or for one person under Users › Chat. The effort control is gone from the chat composer.
• Chief Atlas tabs — Tabs above the page now have the same full outline and shadow as the tabs in the right panel. In the Chief Atlas theme the open tab now has the same soft edge as the sidebar and page.
• Closing the last panel tab hides the panel — Clicking × on the last tab in the right panel now collapses the panel instead of leaving an empty one open.
• Faster permissions label — Hovering the approval (hand) icon under the message box now shows the current permission mode straight away.
• Chief Atlas tabs and dark mode — The open tab in Chief Atlas has a lighter, cleaner look, the stray line beside the tabs is gone, and dark mode now uses the same roomier sidebar text.
• Faster composer labels — Hovering the icons under the message box, like the model, reasoning, microphone and stop buttons, now shows their names straight away.
• Clearer selected tab — The tab you have open along the top now shows a slightly bolder icon, matching the left rail.
• Tidier composer — Approval mode and Atlas status now sit as small icons next to the model logo; hover the dot to see whether Atlas is ready. The context window gauge has been removed from the composer.
• Easier-to-read pages in Chief Atlas — With the Chief Atlas theme, page content, dialogs and popovers now use 14px text to match the menu, or your own text size if it is larger. Menus keep their current size.
• Faster menu labels — Hovering an icon in the left menu now shows its name straight away instead of after a short pause.
• Chief Atlas dark — The Chief Atlas theme's dark mode now uses Dracula's colours with an orange accent.
• Chief Atlas page edges — In the Chief Atlas theme the main page now has the same soft edge as the sidebar, all the way around.
• Model icon lists your models — Clicking the model logo in the composer now shows just the models your organisation can use. The reasoning level has its own control next to it.
• Chief Atlas sidebar edge — The sidebar in the Chief Atlas theme now has a visible edge and soft shadow, so it stands apart from the top bar and icon rail.
• Security Standards now includes "Backups immutable" — record each quarter that backup snapshots are locked so they can't be deleted or changed, with the retention period as evidence.

The Voyager Atlas theme is now called Chief Atlas, with a lighter grey top bar and sidebar and roomier, easier-to-read sidebar rows. The composer now shows the chosen AI model as its logo. The thin outline around the main area, the left sidebar and the right panel is gone in every theme.

• Clearer selected module — The module you have open now shows a slightly bolder icon in the left rail, so it is easier to spot at a glance.
• Service Desk links and tools — Service Desk pages now open under Service Desk, and chat shows Service Desk tool names when it reads tickets. Older ticket links still open the right page.
• Model picker is a single icon — The composer now shows the chosen AI model as its logo. Click it to see the model and reasoning level, and to switch models when your organisation has more than one available.
• Chief Atlas font — The Chief Atlas theme now always uses the Mac system font, so text no longer looks oversized.
• Chief Atlas right panel — The right-hand panel in the Chief Atlas theme now uses the same text size as the page instead of looking oversized.
• Compact spacing in Chief Atlas — Compact spacing now makes the Chief Atlas sidebar as tight as other themes, while comfortable stays roomy.
• Chief Atlas sidebar — The Chief Atlas theme now uses the Mac system font with 14px sidebar text, and the sidebar stands out as its own panel against the top bar and icon rail.
• Floating chat composer is solid — The bottom-right composer no longer lets the page behind it show through.
• Floating chat opens from the composer — With Chat panel style set to Floating, the bottom-right composer is wider, and opening it grows the chat out of the composer itself instead of showing a second box around it.
• Tidier top bar divider — Beside the sidebar, the top bar now shows a short centred divider instead of a full-height line.
• Chief Atlas theme — The Voyager Atlas theme is now called Chief Atlas, with a lighter grey top bar and sidebar and roomier, easier-to-read sidebar rows.
• Seamless sidebar divider — The line beside the sidebar is now one unbroken line through the top bar and the page, including when you hover or drag it.
• Choose tools for after hours — In Voice › Call flow › After hours you can now pick which phone tools the assistant can use while you're closed, such as logging tickets but not reading invoices.
• Floating chat looks like the composer — With Chat panel style set to Floating, the bottom-right composer is now the same composer you already use, and opening it shows the conversation straight away instead of a blank panel.
• Crisper sidebar divider — The line beside the sidebar is now as sharp as the right panel's line at every zoom level.
• Divider fix when zoomed in — Zooming in on a narrow window no longer splits the line between the sidebar and the main area.
• After hours, clearer — The after-hours greeting now starts with a suggested wording, and the After hours canvas shows that the assistant still asks what each call is about and can use its tools while you're closed.
• Needs attention shows what is wrong — Alerts now list the actual items: each Crayon product without a cost, and the error behind a Meetings reconnect or a failed feed sync.
• Smoother panel dividers — The line between the sidebar, the main area and the right panel now runs as one unbroken line from the top bar down, and lights up evenly when you hover or drag it.
• Floating chat on module pages — Settings › Appearance › Chat panel style can now show chat as a small composer at the bottom right of tickets, CRM records, quotes and other module pages. Click it to open the chat over the page, and minimise it when you're done.
• Halo theme name — The HaloPSA theme is now called Halo in the theme picker.
• Cleaner window edges — The thin outline around the main area, the left sidebar and the right panel is gone in every theme.
• Call transcripts on tickets and by email — When the phone assistant logs a HaloPSA ticket, the call's transcript is now added to that ticket as a private note after the call ends. On any call in Voice › Calls you can also add the transcript to a ticket or email it.
• Microsoft 365 in one place — Admin now has a single Microsoft 365 page with tabs for your app registration, your GDAP customers and your GDAP relationships. Customers that fail to connect are grouped by cause, with one fix for each and a link straight to that customer's GDAP relationship.
• Clearer licence prices — Licences paid up front now show the full yearly charge, monthly licences show just the monthly price, and long licence names are no longer cut off.
• Clearer Microsoft 365 permission check — Microsoft 365 actions now show a green or amber tile ticking each permission the action needs, and New mailbox correctly flags a missing password-reset permission.
• After-hours call flow — Voice › Call flow has an After hours tab where you can write a separate greeting for when you're closed (including public holidays) and choose whether the assistant takes a message or logs a ticket.
• Feedback widgets for your website — Surveys › Widgets now builds a popup box, carousel, wall of feedback or live score from your survey ratings, styled with presets, and gives you one code to paste into your website.
• Yearly licence charge shown — Licences billed yearly now show the full yearly amount next to the monthly price when you pick one in New mailbox and the other licence actions.
• New mailbox suggests the address — Type the first and last name and New mailbox fills in the mailbox name the way the client's other people are already named, like firstname@ or firstname.lastname@.
• Edit copied pages section by section — Pages made editable from a copied website now show each section separately with the site's own look, and you can click any text to change it.
• Licence details open with the licence step — In New mailbox, Assign licence and Buy licences, the Details panel on the right now opens as soon as you reach the licence step and fills in when you click a licence to order.
• Clearer Finance overview warnings — Gross margin, Net profit and Net assets now flag when missing supplier costs or unusual liability coding make the figures look better than they are, and draft-bill warnings say which months they affect.
• Script schedules in Connect automations — Connect › Automations now shows your approved script schedules, and Connect automations can run an approved schedule straight away on its computers, for example when a disk runs low.
• Security Standards shows what really needs fixing — Microsoft 365 results that need a person's judgement now show as Review instead of Gap, and admins can accept an intentional exception (such as a break-glass account) for the quarter with a reason. Quarterly checks are now due by the quarter's last day, and each item's panel shows each Microsoft 365 check on its own row with one suggestion per thing to fix.

Whitespace lists your clients against your standard stack, showing which products each one lacks and where seats fall short. Connect now has its own Automations page, and Alerts lists alerts in a sortable table. You can run a Status check from inside a client's network, and the monthly billing review is under Finance.

• Easier to change your mind on licences — Picking a licence to order no longer hides the client's existing licences, and the picked one shows as a single short card while its terms and contents stay in the Details panel.
• Fixed repeated billing rows — Services billed on one-off Halo invoices now show on a single row across months instead of a new row each month.
• See upsell gaps for every client — Sales › Reports › Whitespace lists your clients against your standard stack, showing which products each one lacks and where seats fall short of their user or device count, with the monthly value of each gap. Open a gap to start a draft quote, and admins can set up the stack and mark products that don't apply to a client.
• Monthly billing moved to Finance — Find the monthly billing review under Finance › Monthly billing, just above Reconcile.
• Connect automations — Connect now has its own Automations page at the bottom of the menu, listing only Connect automations, with starter jobs for offline computers and missing updates.
• Feedback inbox items open full width — Selecting a survey response, idea or update in the Feedback inbox no longer opens the right panel, and a survey response's Ticket tab now shows the whole HaloPSA ticket, including its details and conversation.
• Clearer CRM switches — Turning HubSpot or Pipedrive on or off in Marketing now asks first and explains what changes, and Disconnect says it removes the saved key.
• Counts in the Connect menu — Computers and Alerts in the Connect menu now show how many computers you have and how many alerts are open, and Reports sits at the bottom of the list.
• Calmer billing import status — Temporary HaloPSA slowdowns now show as retrying instead of errors, and the monthly billing sheet opens on the latest months.
• New sites are ready to edit — Hosted sites are now set up for editing as soon as they are created or imported, so their pages open on the Content tab straight away.
• Alerts as a table — Connect › Alerts now lists alerts in a sortable table, with a filter at the top right to narrow by severity, alert or client.
• Clearer licence ordering — The licence list in New mailbox, Assign licence and Buy licences now names only the distributors you buy from, shows each licence and its price on one line, and once you pick one shows a summary of what will be ordered with a Change button.
• Survey responses show just the response — Opening a survey response in the Feedback inbox no longer shows the survey's draft notice, Publish button, Edit form button or a Form tab. Manage the survey itself from Surveys.
• Status checks inside a network — Pick a Connect device to run a Status check from inside a client's network, so you can ping servers, printers and switches or check internal websites and ports.

You can turn on Status pages to give each client a public status page, and clients can get an email for each incident update. HaloPSA is now Service Desk, and every client page has an AI readiness tab next to Storage. A downloaded update installs when you quit the app.

• Status email updates — Clients can subscribe to a status page and get an email for each incident update, and your team gets an email the moment a check goes down or comes back up.
• Highlights for each update — Bigger Voyager Atlas updates now open with a short summary of what changed, on the changelog page, the downloads page and Feedback boards that post Atlas updates.
• Approve next month's quantities — The monthly billing sheet now shows the next invoice before Halo issues it. Compare Halo with Crayon, Pax8 and Microsoft 365, then approve the right quantity to update the Halo recurring invoice.
• Status checks — Add automatic website, port, DNS and check-in checks to your status pages; a failure can open an incident for you and close it when the service is back, and the public page shows 90 days of uptime.
• Every update in one place — See all Voyager Atlas updates, newest first, on the public changelog page linked from Downloads, or follow them by RSS.
• Post Atlas updates to a Feedback board — Turn on Post Voyager Atlas release notes in a board's settings to add each Voyager Atlas update to its changelog automatically. Ideas it delivers are marked Delivered and their followers are told.
• Windows key in Connect — On Windows, Windows+← and Windows+→, the Windows key and other Windows-key shortcuts now go to the remote computer whenever its window is active, without switching to full screen.
• AI readiness on every client page — HaloPSA client pages now have an AI readiness tab next to Storage, showing the same Microsoft 365 readiness scan, AI apps and Copilot use as AI Transformations, so you can scan and raise tickets without leaving the client.
• Status pages — Turn on the new Status module to give each client a public status page, list their services, and post incidents and planned maintenance they can follow.
• Set up hosted sites in Atlas — Press Set up and edit on a new site's Content tab to finish its setup and start editing its pages, without opening the site's own admin.
• HaloPSA is now Service Desk — The ticketing module has a new name, Service Desk, across the menu, Settings and Admin. Everything inside works the same and still connects to HaloPSA.
• Module settings in tabs — Admin › Modules pages with several sections, such as Documents, now show each section on its own tab instead of one long page.
• See who approved each AI app — The Readiness tab's AI apps table now names the people who connected an AI tool to their account, instead of only counting them.
• See the Halo item behind a billing line — On the monthly billing sheet, click a service name to see its Halo product details in the right panel, then switch back to Billing to review the month.
• Edit website pages in Atlas — Choose Allow editing on a hosted site's Content tab to open its pages, posts and media in the site's own editor without leaving Atlas.
• Simpler Admin › Modules — Modules now opens one list of every module that you can search and filter by category or status. Click a module to open its page, with its connections and settings as tabs across the top.
• See which billing line you're reviewing — On the monthly billing sheet, the service and month you open now stay highlighted while its details show on the right.
• Readiness shows up across the transformation — The guidance chat now knows a client's Microsoft 365 readiness score and top gaps when it suggests a pilot, and the Canvas IT box shows the latest score.
• Check a client's Microsoft 365 AI readiness — Open a client in AI Transformations and choose Readiness to scan their tenant. You get a readiness score, the AI apps that can reach company data and who approved them, and how many Copilot licences are in use, with a Halo ticket one click away for each gap.
• Fix a site stuck setting up — A hosting site whose setup stopped partway now says so on its page, with Retry and Delete buttons.
• Choose where licences are bought — Settings › Licensing › Distributors now lets you buy licences from Crayon only, Pax8 only, or both, and the Microsoft 365 actions offer just those.
• Pax8 licence orders use your partner location — Set your Microsoft Location MPN ID in Settings › Licensing › Pax8 and Atlas sends it with every Pax8 licence order, so Microsoft accepts orders even when your Pax8 profile holds the wrong partner ID.
• Suggested next steps on Security Standards — Each Security Standards item now opens with a tile saying what to fix and how, like Connect Predictions. Click it to ask Atlas for more in the Security chat.
• Licence details beside the wizard — In HaloPSA › Actions › Microsoft 365, click a Crayon or Pax8 licence to see what it includes, each term's price for your seat count and when seats can come off, in the right panel.
• AWS products set once on the price list — In Finance › Reports › AWS margin, any product whose Vendor is AWS on the Sales price list now counts as AWS for every client. Counts as on the report is now just for one client's exceptions, such as a voice server that is partly AWS.
• Storage alerts by email — Choose who gets Microsoft 365 storage alerts under HaloPSA › Reports › Microsoft 365 storage › Alert settings; Atlas emails them when a client is nearly full and when it is back under.
• Easier to spot billing changes in dark mode — Increases and decreases on the monthly billing sheet now stand out more in dark mode, and the legend squares are visible.
• Updates install when you quit — Voyager Atlas now installs a downloaded update when you quit the app, so you no longer need to click Update now to stay current.
• Separate SharePoint and OneDrive storage alerts — Microsoft 365 storage alert settings now have one threshold for SharePoint and another for each person's OneDrive, so you can alert later on SharePoint without changing OneDrive alerts.
• Suggest next steps on Security Standards — Click Suggest next steps on any Security Standards item and the Security chat explains what to fix for that client, naming the devices or people involved and what to record as evidence.

You can paste a screenshot or copied picture into a Windows computer in Connect, and search computers by IP or MAC address. You can see who has each licence on the Licences tab, and buy or reduce Microsoft 365 licences without creating a mailbox. The Dashboard shows who's away this week, and ticket priorities match HaloPSA.

• Copy and paste pictures in remote sessions — When you control a Windows computer in Connect, you can now paste a screenshot or copied picture into it, and pictures copied on that computer come back to your clipboard. Files you paste still go to the remote Desktop, and Mac computers are not supported yet.
• Count AWS sold under other products — In Finance › Reports › AWS margin, the new Halo products list shows each AWS client's recurring lines, and Counts as lets you mark a product such as a voice server as AWS for one client or every client, in full or just part of the line.
• More licences work with Crayon seat changes — Buying or giving back seats now finds Planner and Project Plan 3, Planner Plan 1, Entra ID P1 and other licences Microsoft has renamed.
• Storage lists every site for hidden-name tenants — Clients whose Microsoft 365 reports hide names now show each site and OneDrive in the Storage tab instead of just one.
• See who has each licence — A client's Licences tab now has a Users view listing each licensed person with their email address and the Microsoft 365 licences they hold. Click a product to see exactly who it is assigned to.
• Buy and reduce Microsoft 365 licences — HaloPSA › Actions now has Buy licences and Reduce licences, so you can add seats or order a new licence from Crayon or Pax8, or give back spare seats, without creating a mailbox or picking a user.
• Clearer offboard steps — The "What will happen" list for Microsoft 365 changes now shows every step in full, grouped by Exchange and licences, instead of cutting long lines off. After an offboard, the Done page links straight to the HaloPSA ticket and each Hudu password that was archived.
• Search computers by IP or MAC address — The Connect device search now finds computers by IP address, MAC address, serial number, model and more, not only by name and customer.
• Ticket priorities match HaloPSA — The New ticket form now lists the same priorities as HaloPSA (P1 to P4), shows how quickly each one is answered and fixed, and the priority you pick is saved on the ticket.
• Clearer monthly billing review — The billing sheet now reads properly in dark mode, review counts match the rows you can see, and month totals show how many clients were actually billed.
• Show only HaloPSA or Atlas reports — The Reports list in HaloPSA now has a menu at the top to show all reports, only your HaloPSA reports, or only Atlas's own reports.
• Client Strategy summary on one line — The Overview's six summary figures now sit side by side across the page instead of stacking in two columns.
• Backups charts side by side — On Backups › Status, the daily results chart and the storage chart now sit next to each other on wider windows.
• AWS margin compares against HaloPSA — AWS margin now takes each client's revenue from their HaloPSA recurring invoices, so AWS sold under another product name still counts, and it flags clients using AWS who aren't on a recurring invoice.
• Photo covers match dark mode — In dark mode, a proposal's photo cover is dimmed with white text so it sits with the dark pages. PDFs and shared links still show the photo as you chose it.
• Headers match dark mode — In dark mode, a quote's or document's plain white or grey header now matches the dark pages below it, with the logo on a white tile. PDFs and shared links still use your chosen colours.
• Order new licences from Pax8 too — New mailbox and Assign licence now list the mailbox licences Pax8 sells beside Crayon's, with each one's price, so you can order from either.
• Locked proposals look cleaner in dark mode — Pages of a proposal waiting for a signature keep a solid background and a crisp logo; only the text is greyed out.
• Reports open on Atlas's list — HaloPSA › Reports now opens with Atlas's own reports showing, and My reports and the HaloPSA folders closed until you click them.
• Find bar close button fixed — The X on "Find in this screen" now clears or closes the search every time, wherever the bar sits over the window's title area.
• Clearer quotes and proposals in dark mode — Table headings in proposals are readable again in dark mode, and the "Awaiting signature" watermark is lighter so prices and totals stay easy to read.
• Backups Status and Coverage are one page — Status now shows what needs attention and the client-by-workload table above the job list, with the results and storage charts and each job's daily bars kept. The Coverage menu item is gone and old Coverage links open Status.
• Client Strategy Overview is now one page for all clients — Picking a client opens their Business Review, where the review cadence, meeting day and owner are set together, with what changed since the last review and next steps on the Narrative tab.
• Choose who hears about licence renewals — Settings › Licensing › Renewal alerts lets you turn renewal emails off, pick 60, 30 or 7 days, send by email or Teams, and choose who receives them.
• Polish with AI — Career text fields now have a Polish with AI button, and achievements can be improved in one click; you see the suggestion first and choose whether to use it.
• Shorter Backups Coverage page — Coverage now shows every client in one table with a cell per workload, and a Needs attention list with one row per client in the same words as the client page. Duplicate lists for monitoring gaps, restore tests and required workloads are gone; open a client to change those.
• Sign in with AWS starts again — Sign in with AWS had started timing out because one AWS region stopped answering. Atlas now goes straight to your Identity Center's own region, so the sign-in opens in a second or two.
• Safer contact merges — Duplicates now warns when a merge would lose a phone number or other detail, leaves those for you to check, and keeps a downloadable copy of every merged contact.
• AWS margin uses Ingram's invoices — AWS margin now reads the Ingram Micro invoices in Finance › Reconcile, matches them to the month of usage they cover, and shares Ingram's total across clients by how much AWS each one used.
• Storage for every client — The Microsoft 365 storage report now fills in clients Atlas reaches through GDAP, using Microsoft's usage reports, and clients with many OneDrives or sites no longer get stuck on "Timed out".
• Order a licence the client does not have — New mailbox and Assign licence now show the client's licences beside the mailbox licences Crayon sells, so you can order a different licence (for example Business Premium) as you set the person up.
• Fewer false alarms for Macs — Connect Predictions no longer warns that a Mac's firewall is off, since macOS ships that way and nothing is exposed until sharing is turned on. Windows computers still get the warning.
• Temporary RDP access is cleaned up on disconnect — Removing an AWS account now also removes any temporary RDP access Atlas opened on its machines. If AWS refuses, Atlas tells you which rules to delete in the AWS console.
• Screening questions and interview times — In People › Hiring you can now send a Career applicant screening questions and a choice of interview times, and they answer and pick a time from Career.
• Projects open faster — HaloPSA › Projects now loads its list in the background when Atlas starts, so clients and projects show straight away instead of after a few seconds.
• Public job listings — Career › Jobs can now search public job boards for Australian IT jobs; it switches on once your Atlas provider adds a job-board key.
• Security Standards for every client — Security › Standards now lists all your HaloPSA clients, each with its own checklist, confirmations and quarterly review; switch a client on to check it daily, and click any item to see its full evidence in the side panel.
• Exact copies keep your web address in page text — A copied website now shows written-out links such as https://example.com/careers exactly as the original does.
• Projects list opens expanded — Every client folder in HaloPSA › Projects now opens expanded, and project names use the full row width before they are cut short.
• Buy a seat when none are spare — On New mailbox and Assign licence, a licence with no spare seat now shows whether Crayon can add one, with the cost, and the button buys the seat before assigning it.
• Aliases and groups for new mailboxes — New mailbox can add extra email addresses and put the person in Microsoft 365 groups and distribution lists as it creates them. Add alias and adding people to distribution lists now work from Actions too.
• Study lessons in Career — Each Microsoft Learn module in your development plan now has a Lesson button: Atlas writes a short study lesson with an MSP example, exam tips and a five-question knowledge check.
• Exam labs in Career — Under Development, Exam labs now has Microsoft's official hands-on labs for AZ-104, AZ-305, MS-102 and SC-100, with a tick for each task so you can see how far you've got.
• Migration scan for copied websites — Scan now on Hosting › Migrations compares a copied site with the original, and Atlas re-checks every copy daily until it goes live. It copies again when the original changes, adds new pages to the editable site without touching your edits, and shows buttons for going live, moving domains and search engines.
• See why Remote Desktop won't connect — An AWS machine's new Network tab lists its firewall rules and tells you whether Remote Desktop is open to your address. Allow RDP opens it for your IP for 1, 4 or 12 hours, and Atlas removes the rule on its own when the time is up.
• Pick the email domain for a new mailbox — New mailbox now has a name box and a domain dropdown that starts on the domain most of the client's staff use, and shows the full address before you create it.
• Give kudos — Managers can now give an employee kudos from their Performance page, and the employee can keep it as an achievement on their Career profile.
• AWS margin in Finance — See what you make on AWS each month: Finance › Reports › AWS margin compares the AWS lines on your invoices with your Ingram Micro bills, client by client, and lists any AWS cost it could not match to a client.
• Clearer storage report — Failed storage checks now show a short reason such as "Needs admin consent" or "Timed out, retrying", and the report counts failed checks separately from successful ones.
• Salary guide on career goals — A career goal for an MSP role now shows the typical Australian salary range for that role and roughly how much more it pays than your current role.
• Mac remote screen fixed — Macs that updated to Atlas Connect 0.2.107 could not show their screen; the next automatic update fixes it.
• Security Standards checklist — Security › Standards now shows your own quarterly security checklist with a live status for each item, flags overdue backups and restore tests, and lets admins confirm the manual items and save the quarter's review.
• Merge duplicate HaloPSA contacts — Admins can open Contacts › Duplicates to see HaloPSA contacts that share an email and merge the extra copies into one, including copies stuck on the Unknown client.
• AWS map opens each client's machines — When several clients run machines in the same AWS region, clicking the region's bubble now spreads them out so you can see and open each machine.
• Faster remote sessions on Macs — Opening a Mac in Connect now shows its screen sooner, and several technicians can join the same Mac.
• AWS machines on a map — Infrastructure › AWS now opens on a map, like NAS, with each machine pinned at its AWS region (Sydney, N. Virginia and so on). Click a machine to open it.
• Track leave in Atlas — If your organisation doesn't use Xero Payroll, staff can now request leave from Career › Leave, their manager approves or declines it under People › Reports › Leave requests, and balances accrue automatically. Admins choose the leave source, leave types and hours in People › Reports › Leave settings, and can set opening balances and adjust balances with a reason.
• Step-by-step new sites — Adding or moving a website now goes step by step (kind, name, access, forms, review), and Migrations has its own place in the Hosting menu.
• More employment details in People — Employee records now hold work arrangement (onsite, hybrid or remote) and career start date with years of experience, and everyone can write a short bio their colleagues see. Pay changes can also record a bonus target and allowances, visible only to the employee and People admins.
• See why an AWS region was skipped — When Atlas can't read one of an AWS account's regions, the Infrastructure and savings pages now show the error AWS gave, such as a permission denial, next to the region name.
• Job history in People — Each person now has a Job history under Employment showing every position, employment type and manager they've had, with dates. Atlas adds a new entry when someone's job changes, and admins can add or edit entries to record promotions and earlier roles.
• Migrations — Hosting has a Migrations page for moving websites from Umso, Webflow, Squarespace, Wix, Framer or WordPress, with each platform's images, styles and contact forms carried over and a checklist for each site until it goes live.
• Tidier People pages — Staff and payroll imports, Hiring onboarding, Career connections and the People reports now use the same fonts and sizes as the rest of Atlas.
• Terms of Service — Atlas now shows its Terms of Service, Privacy Policy and Data Processing Agreement at public links, and asks you to accept the terms once before you continue.
• Client Strategy opens on a fuller Overview — See findings across all clients, the most common issues, and every client's review status in one table as soon as you open Client Strategy.
• See who's away from your Dashboard — Everyone now gets a Team this week card on the Dashboard showing who's on leave, who's starting and work anniversaries, and managers get a Team overview under My team.
• Tidier person tabs — Pay history, Benefits, Employment documents, Equipment and Employee forms now use the same fonts and sizes as the rest of a person's page.
• Contact pages open faster — A HaloPSA contact's page now opens straight away with their details, and the Devices and Documentation cards no longer wait on a full refresh for clients opened in the past week.
• Clearer text boxes — Multi-line boxes, such as the fields on a person's Job description, now show the same thin border as other fields.
• Tidier history — A person's Employment › History now uses the same text sizes as the rest of the page, with friendlier dates.
• Contractors and advisors on the org chart — People › Org Chart now shows contractors and advisors in their own boxes below the team instead of inside the reporting tree.
• Contacts opens straight away — HaloPSA › Contacts now opens with the last list you saw while it refreshes in the background, instead of loading every time or showing "Couldn't load contacts".
• Smaller leave view on People Overview — The Overview now shows just this week and next, so the rest of the page is easier to reach; the full month is one click away.
• Microsoft 365 storage is now a HaloPSA report — Find every client's SharePoint and OneDrive storage under HaloPSA › Reports › Microsoft 365 storage, set when to raise a HaloPSA ticket right on the report, and see each client's daily check on its Storage tab.
• Tidier person pages — A person's page now has six tabs (Overview, Employment, Pay & leave, Growth, Onboarding, IT) with sections inside each, and the employee record opens right on the page instead of a pop-up.
• Objectives and org chart on People Overview — The People Overview now shows open objectives with what's overdue or at risk, and an org chart that marks who is on leave today.
• Advisors in the People list — Link an advisor to their Microsoft 365 account in People › Advisors and they move out of your staff list into their own Advisors section.
• Contractors listed separately — In People, contractors now sit in their own Contractors section below your staff, so the main list shows only employees.
• Wider person pages — A person's page in People now uses the full width of the window, so more tabs show without opening More.
• People Overview — A new Overview page in People shows who is away today, the team leave calendar, leave coming up, starters and leavers, expiring certifications and work anniversaries in one place.
• Team objectives tidied up — People › Reports › Team objectives now matches the other reports, highlights overdue and at-risk objectives, and tells you where to add one when the list is empty.
• Leave balances report — People › Reports › Leave balances shows how much annual, personal and other leave everyone has in Xero Payroll, in hours and days, with leave booked ahead. The Team leave calendar now always shows today.
• Contacts list in HaloPSA — HaloPSA now has a Contacts menu under Clients that lists your clients' contacts with their open tickets, SLA breaches and details. Click a contact to open their page.
• Clearer team leave calendar — People › Reports › Team leave now colours leave by type, shows who is away today and how many requests are waiting for approval, and keeps names in view as you scroll.
• Faster remote sessions — Opening a computer in Connect no longer waits on an extra server check at sign-in, so its screen appears sooner.
• See everyone's leave requests — A person's Leave tab now lists their current, upcoming and past leave from Xero Payroll with its status, and shows which Xero employee they were matched to automatically.
• Copy and paste in Connect — Text you copy on your computer now pastes on the remote computer, and text you copy on the remote computer pastes on yours.

• Settings search finds more — Searching Admin settings now finds text deep inside long settings pages, not just near the top.

Business Reviews is now Client Strategy. It opens on an Overview, and each client has an Actions list, a Budget and a Roadmap. A copied site now has Make editable, you can see a copy as it happens, and remote screens open sooner.

• Clearer Needs attention — The Client Strategy Overview now lists only clients with an overdue review, overdue actions or decisions waiting on them, with their high-priority findings shown as a count.
• Make a copied website editable — A copied site now has Make editable on its Go live tab: Atlas builds an editable version with the same look, pages, blog and images that you can change in the site admin, checks it against the original, and lets you move the domain over when you're ready.
• Copies keep blog images — Copies of Umso websites now keep their blog post images, so they still show after the original account is closed. Press Copy again on an existing copy to pick them up.
• See every client's next steps at a glance — Client Strategy now opens on an Overview of reviews due, overdue actions, decisions awaiting clients and upcoming initiatives. Set how often each client is reviewed, and see what changed since their last review.
• Renewals due grouping closes its menu — Choosing a Group by option in Renewals due now closes the menu straight away, so you can click the table without an extra click.
• Renewals due for the whole sales team — Anyone who can open Sales now sees Renewals due under Sales › Reports, even without the Licensing module. It lists renewal dates, clients, products and seat counts, with no costs or prices.
• See a copy as it happens — While a website is copied or copied again, Atlas lists the pages, images and files it is copying and then each page it checks, with running counts of each.
• Track client actions — Client Strategy now has an Actions list for each client: commitments from reviews and meetings with an owner and due date, linked to a review, roadmap initiative, HaloPSA ticket or project. Linked tickets show their live HaloPSA status.
• Pay benchmark — People admins can import market pay bands from a salary-guide PDF, check them before anything is saved, and see each person's pay against their band with compa-ratio, gap to the median and how it has moved over time. Find it under People › Reports › Pay benchmark.
• Import staff from a spreadsheet — People admins can load employee details, positions and managers from an Excel or CSV file (including a Worknice export), check every change before it is made, and undo an import later if needed.
• US payroll forms — People in the United States can now fill in their W-4, state withholding and Form I-9 in Atlas, and admins can complete I-9 Section 2 and see how long to keep each form.
• Team capacity — People › Reports now shows each person's and the team's available hours for the next 4 to 12 weeks, after Xero leave and public holidays, with weeks of low availability highlighted and recent logged time against target. Admins can set someone's weekly hours or leave them out.
• Keep your advisors in People — People › Advisors now holds your board members, advisors, investors, accountants, bookkeepers and lawyers, with their contact details, dates, fees or equity and notes, grouped by type with past advisors kept separately. Only People admins can see it.
• Copies checked against the original — After every website copy, Atlas compares each page with the original (titles, descriptions, share and canonical tags, headings, image text, links and redirects) and shows anything that differs on the site's Overview.
• Birthday reminders — People › Reminders and the Monday email now list birthdays coming up in the next two weeks, showing only the day and month. Anyone can tick "Don't share my birthday" on their personal details to be left out, and admins can turn birthdays off.
• See your team in Career — Under My role, Org chart now shows your manager and the chain above them, the people who share your manager, and anyone who reports to you.
• Budget each client's fiscal year — Client Strategy now has a Budget for each client: plan recurring and one-off spend by fiscal quarter, see what is confirmed versus estimated, and compare against what was invoiced. Value and spend now lives in Budget.
• More fields in employment documents — Contract and offer letter templates can now fill in the employee's first name, employment type, manager, work location, company name and today's date.
• Private sites — Make a site password-protected when you add it, or later under Go live, so a client can preview it before it goes live.
• Plan the domain when adding a site — New site asks which domain the site will use, tells you straight away whether it is ready in your Cloudflare account, and Go live fills it in for you.
• Choose search visibility when adding a site — New site now asks whether search engines should see the site straight away, and for a website copy, who gets its contact-form messages.
• Plan each client's roadmap — Client Strategy now has a Roadmap for each client's proposed and agreed initiatives, with target quarter, owner and indicative price. Add review findings to it, link them to decisions, and let clients approve or decline each decision on the shared review.
• New sites start with sample content — A new site on the Business template now starts with its sample pages, news post, home slides, tiles and product categories, ready to edit.
• Copy any website into Hosting — Hosting › New site can now make an exact copy of any public website, such as an Umso or Wix site, including its images and contact form.
• Business Reviews is now Client Strategy — Write an overview, achievements, concerns, advice and decisions for each client's review, choose what the client sees, and preview it before you publish. Each published review keeps its own client sign-off.
• Business website template — New site now offers a Business template with generic text and placeholder images, instead of one client's own design.
• Pick the client for a new site — New site's Client field is now a searchable list of your HaloPSA clients and CRM companies, and you can still type a name that is in neither.
• New site button in Hosting — A + beside the search icon in Hosting opens New site from any page.
• Feedback email editor loads correctly — Fixed a connection error that prevented the rating email template from loading, saving, previewing or sending tests in the app.
• Tenant backups — Backups for individual organisations can be created without including shared location cache data.
• Daily billing checks — Atlas now checks saved monthly billing against Halo and flags missing services, quantity changes and total differences. Sales billing and Finance Overview show fresh results, exceptions and checks still needed before invoicing.
• Edit feedback notification emails — Operators can edit and preview the shared rating email template from Feedback notification settings. Choose positive, neutral and negative ratings with or without comments, and preview an example of each sentiment.
• Recovery checks — Restore drills now prepare database keys before importing related records.
• Complete recurring billing history — Historical imports now include recurring services on standalone Halo invoices. Missing historical lines can be added after verifying the saved billing evidence, while preserving existing review decisions.
• Leaner backups — New backup configurations leave desktop installers out by default. You can still include them when needed.
• Red highlights for billing reductions — Lower quantities, prices and totals now show in red. Increases remain green, and the sheet legend reflects the colours.
• A year of billing history — Review twelve months of client billing side by side. Automatic Halo imports now fill missing invoice history across the same twelve-month window.
• Cleaner billing amounts — Billing cells and totals now show plain numbers, with the currency noted above the sheet.
• Monthly billing totals — See each month's total across clients at the top of the billing sheet, with increases and decreases highlighted. Columns now fit their contents without extra spacing.
• Join a colleague's session — On Windows computers with the latest Connect agent, a second engineer can join a live remote session, and the computer's page shows its screen preview straight away.
• Clearer billing changes and service details — Increases now appear in green and decreases in orange. Select a service row to review its quantities, evidence and notes in the right-hand detail panel.
• Faster Connect from a computer's page — Opening a computer's page and clicking Connect straight away no longer finds the computer briefly offline.
• Reliable billing imports — Automatic captures use Halo's background allowance and read invoice details in sequence, with short waits when Halo requests them.
• Fixed "too many open session grants" — Opening and closing a computer's screen many times in a row no longer blocks new connections for several minutes.
• Fewer waits when opening a remote screen — Clicking Connect on a computer's page no longer waits several seconds for its preview to finish first.
• Smoother automatic billing imports — Background billing checks now honour Halo's requested pauses and resume the same invoice page after short waits. Successful imports also clear stale background errors.
• Automatic monthly billing imports — Turn on daily background imports for all contracted clients and compare six months of billing. Atlas fills missing months, retries unavailable reads and keeps saved snapshots and reviews fixed.
• Faster Connect sign-in — Opening a remote screen spends less time on Atlas's security checks, so the session starts sooner.
• Clear billing sheet headings — Column headings now stay solid while you scroll through clients and months, so service rows no longer show through them.
• Historical billing in the client sheet — Load issued recurring invoices from Halo to compare actual quantities and charges across months. The sheet shows all contracted clients in compact rows and hides month columns with no saved data.
• Saved logins for each computer in Connect — In a remote session, Credentials › Save a login for this computer keeps a login for that machine, and passwords you use there from Hudu or Documentation are listed first next time.
• Billing sheet by month — Review contracted clients and their services in a sheet with months side by side. Open a client and month to check evidence, proposed quantities and review notes.
• Only schedules that send — Connect › Reports › Activity schedules now hides switched-off schedules by default. Select the eye button to show them.
• Faster Connect credentials — The Credentials menu in a remote session now loads while you connect and shows each list as soon as it is ready.
• Copy and paste in Connect — Pasting into a remote computer now pastes what you just copied, and on a Mac, Cmd+C and Cmd+V copy and paste on Windows computers.
• Downloads match what you see — User activity CSV and PDF downloads now keep the monitoring-on filter, sort order and client grouping you chose on screen. The PDF shows a heading for each client.
• Sort and group the user activity report — Connect › Reports › User activity has a filter button to sort by any column and group computers by client, and an eye button to show only computers with monitoring on.
• All activity schedules in one place — Connect › Reports › Activity schedules lists every computer's activity report and every client's weekly email, with who gets it, when it last went out and any delivery problem. Select one to change it.
• Complete Sales access — Turning Sales on grants access to Licensing, Proposals and Product catalogue together. Older partial permissions no longer show as an enabled Sales switch.
• Remote screens open sooner — Resting your pointer on a computer or its Connect button now prepares the connection, so the remote screen starts sooner when you click.
• Voice sound choices stay in sync — The phone assistant now sends your chosen natural sounds to ElevenLabs and clears its suggested sounds when you turn them off.
• A focused monthly billing review — The client picker now shows Halo clients with active contracts and uses the shared Atlas menu. Billing text follows your app font-size settings.
• Manage Sales access in Admin — The user module list now has a Sales switch that controls Licensing, Proposals and Product catalogue together and marks partial access.
• Monthly billing capture — Capture can wait up to two minutes for Halo while it gathers a client's recurring services.
• Monthly billing review — Admins can capture each client's recurring services under Sales, compare available quantity evidence and save proposed quantities with review notes before invoicing. Saved monthly snapshots preserve the billing basis for later comparison.
• Manage Sales access together — The user module list now has one Sales switch for Licensing, Proposals and Product catalogue, and marks partial access.
• Keep the page visible in small windows — Atlas now shows the page first when space is limited. Use Show panel to view details and Show page to return.
• Use the right panel in small windows — Switch between the page and panel when there is not enough room for both, while keeping your work in place. Wider windows show them side by side.
• Work beside the right panel — The panel stays alongside your page on smaller windows, so you can continue using both without a dimmed background.
• Sort licensing tables — Select a column heading to sort the client and distributor lists, then select it again to reverse the order.
• Group upcoming renewals — Group the renewals report by client or term to see related subscriptions together.
• Easier renewal reports — Choose the renewal window above the table and show only the columns you need.
• More predictable right panel — The panel keeps a manageable width and opens as a drawer when the window is too narrow to show it beside the page.
• More expressive phone conversations — The phone assistant can adapt its delivery even when optional sounds are turned off, and its responses are guided to sound warm and conversational.
• Script suggestions on tickets — Atlas now suggests a matching NinjaOne or Atlas Connect script for a new ticket's device in the triage note and on the Fix tab. It runs only after a technician confirms it.
• Voice cloning fixes — Recordings over 1 MB no longer fail with "Request body too large", and each sample in Clone a voice now has a Download button.
• Clearer voice cloning — When your ElevenLabs key can't create voices, Atlas now says which permission to turn on, and Clone voice waits until you've recorded at least 30 seconds.
• Clearer QNAP steps — Upgrading or removing a QNAP NAS now shows QNAP steps instead of Synology ones, and removing any NAS tells you how to take the collector off the device.
• Add NAS moved to the header — In Infrastructure › NAS, add a NAS with the + next to Search at the top.
• Storage Read now no longer times out — Pressing Read now on a client's Storage tab starts the read and the tab fills in when it finishes, even for large tenants.
• QNAP NAS support — Add a QNAP NAS from Infrastructure › NAS › Add NAS to see its drives, storage, firmware version, temperatures and installed apps alongside your Synology devices.
• See who is running out of Microsoft 365 storage — HaloPSA › Storage shows every client's SharePoint storage and each person's OneDrive, and Atlas opens a Halo ticket when something is nearly full.
• Technicians can remove a NAS — Anyone who can add a NAS can now remove one from its Properties panel in Infrastructure › NAS, without asking an administrator.
• Opening hours for the phone assistant — Set your weekly hours, public holidays and what happens after hours in Voice › Call flow; the assistant now knows the local time, won't put callers through when you're closed, and departments can keep their own hours.
• Schedule HaloPSA tickets from Atlas — The HaloPSA + menu now has New scheduled ticket, so you can set up a ticket that HaloPSA raises every week, month, quarter or on chosen weekdays.
• Licence renewal alerts — Licensing › Reports › Renewals due lists annual Crayon and Pax8 subscriptions by renewal date, and organisation admins get an 08:00 email (and Teams message) when one is 60, 30 or 7 days from renewal.
• Crayon seats follow your users — When a licence has no spare seat, Assign licence, New mailbox and Onboard like can buy one more through Crayon after you review the cost. Offboarding a user hands the seat back to Crayon, unless you keep it for a replacement.
• Offboarding archives Hudu passwords — Offboard user now archives the leaver's saved passwords in the client's Hudu company once the Microsoft 365 steps are done, and lists them on the ticket.
• Full change list on Microsoft 365 tickets — Halo tickets and notes from Microsoft 365 actions now start with a list of every change made, such as licences added or removed and groups or distribution lists joined or left.
• Offboarding removes passkeys — Offboard user now deletes the leaver's passkeys and security keys, so they can't sign back in without a password.
• Scheduled offboards in Automations — Offboards set to apply at a later time now show under HaloPSA › Automations for every client, where you can change the time or cancel them before they start.
• Microsoft 365 action checks finish — Creating a mailbox and other Microsoft 365 actions now finish their final check instead of stopping with an "Illegal invocation" message.
• Clearer phone assistant editing — Greeting, voices and departments are now edited only in Voice › Call flow, saving never undoes changes made on another page, and you're warned about unsaved changes and told why Save is unavailable.
• Fewer "Sorry, I didn't catch that" replies — The phone assistant no longer mistakes the echo of its own greeting for the caller speaking, so it waits for the caller instead of apologising.
• See who's been calling — Voice › Callers lists every number that rang your phone assistant, how often they called and the tickets they logged. Unknown numbers can be added to your CRM in one step so the assistant recognises them next time.
• More reliable phone tickets — The phone assistant no longer forgets a caller has verified, never logs the same ticket twice, and adds a second problem raised on the same call to that call's ticket.
• The phone assistant remembers repeat callers — When someone calls again within 30 days, the AI knows how often that number has called and which tickets were logged, so it can ask whether they're calling about their earlier issue.
• NAS problems explained with fixes — Each NAS page now lists what needs attention, such as a DNS server that doesn't answer or an outdated collector, with steps to fix it, and administrators can upgrade the collector with one click.
• Jump from a Halo ticket straight to the rating — The "Open in Atlas" link in a survey's Halo note now opens that exact rating in your Feedback inbox, once your Voyager Atlas desktop app has updated.
• Alerts for NAS updates left waiting — Atlas now flags DSM and app updates that have waited more than 14 days on a NAS, shows them in Infrastructure, and emails or messages your admins in Teams once a day at 08:00. Change the days and who hears about it in Settings › NAS.
• Alerts for sensitive Connect actions — Admins now get an email when someone opens a terminal on a server, or is refused five times in 15 minutes in Atlas Connect. At most once an hour per person, never sent to the person who did it, and the wording is editable in Admin › Emails.
• Clone your own voice — On Voice › Voices, admins can record a minute or two of speech (or add audio files) and ElevenLabs makes a voice from it, ready for recordings and the phone assistant. The speaker must agree first.
• History on every Connect computer — Open a computer in Atlas Connect and choose History to see everything done to it: remote sessions, terminal commands, scripts, file copies, settings changes, refused attempts and what Atlas did automatically. Administrators also see where each request came from.
• Choose what survey ratings write to HaloPSA — Under Admin › Modules › Feedback you can now pick which ratings add a private note to their ticket (every rating, negative only, or negative plus any with a comment), set the note's heading, choose which details it includes, and decide whether a changed answer adds another note. A live preview shows exactly what the note will look like.
• Dashboard card details — On the Survey Dashboard, click any card to see the numbers behind it in the right panel, including every customer, company and team member rather than one page.
• Outage and holiday messages on calls — Switch an outage, after-hours, public holiday or your own recording to "Say this on calls" and the phone assistant says it right after the greeting on every call, optionally until a time you choose.
• Arrange your Survey Dashboard — Use Customise on the Survey Dashboard to hide cards you don't need and move the rest up or down. Your layout is saved to your account.
• Note where a recording is used — Each Voice recording now has a "Where it's used" note, so you can record which phone system announcement it was uploaded to.
• Choose the phone CRM in Settings — The Connected systems choice for the phone assistant is now also in Settings › Modules › Voice, and saves straight away.
• Delete one recording version — On a Voice recording, admins can now delete a single version instead of the whole recording; if it was the current one, the newest remaining version takes its place.
• HaloPSA for phone sales leads — Pick HaloPSA in Voice › Assistant › Connected systems and phone sales enquiries become HaloPSA opportunities under the caller's client.

Recordings, Assistant, Calls and Voices now show an icon on each row. Voice › Recordings now opens your first recording instead of an empty page, and New recording is available while a recording is open. Voice › Assistant now lists the phone assistant and each call flow department on the left, and each department opens with its own overview and settings.

• Voice rail icons — Recordings, Assistant, Calls and Voices now show an icon on each row, such as a moon for after-hours greetings and a globe for browser test calls.
• Recordings open straight away — Voice › Recordings now opens your first recording instead of an empty page, and New recording is available while a recording is open.
• Departments on the Assistant page — Voice › Assistant now lists the phone assistant and each call flow department on the left, and each department opens with its own overview and settings.

• Choose your CRM for phone calls — Voice › Assistant › Connected systems lets the phone assistant look callers up in, and record sales enquiries to, HubSpot, Pipedrive, Atlas CRM or HaloPSA only; tickets stay in HaloPSA.
• Phone assistant settings in tabs — Voice › Assistant now looks like a HaloPSA client record, with an overview of the main settings and tabs for Answering, Phone tools, Transfers and Instructions.

Call flow is simpler and now starts with the receptionist, and you can hear a voice before you choose it. Finance › Stripe works like HaloPSA tickets, with the list in the left rail and details in the right panel. Pages load sooner, remote screens start sooner, and connecting a client's Microsoft 365 asks for four fewer permissions.

• Trust Center is more complete — The Trust Center now lists every outside service that handles your data and which features keep email content.
• Claude stays off when you turn it off — Organisations that don't allow Claude no longer have chat text sent to it for suggested follow-up questions.
• Fewer Microsoft permissions — Connecting a client's Microsoft 365 now asks for four fewer permissions, including read access to every contact.
• Messages per department — Each department in Voice › Call flow can send its messages and call-back requests to its own address; pick someone from your organisation or type an address.
• Technicians can manage patch policies — Anyone with Atlas Connect access can now add and edit patch policies under Connect › Patches › Policies. Deleting a policy still needs an administrator.
• Hear a voice before you choose it — A play button beside each voice picker (receptionist, departments, assistant and recordings) plays a sample of the chosen voice.
• Phone assistant says goodbye once — When a caller is finished, the assistant now says a single goodbye and hangs up, instead of repeating it after a pause. The Call flow pane also says sales enquiries are emailed to the Messages address.
• Switch on messages from Call flow — Add the address for messages right in a department's pane, then tick Take a message and Request a call-back there.
• VoIPcloud in Voice — Turn on VoIPcloud in Settings › Modules › Voice to see a VoIPcloud page in Voice listing the numbers that reach your phone assistant, calls to each, how calls move through your call flow, and the numbers transfers go to.
• Pick the voice's natural sounds — Under Voice › Natural sounds, choose which tones and sounds the phone assistant may use, such as a warm greeting or reassuring tone, and leave out the sigh.
• Departments show only their own tools — A Sales, Support or Accounts department in Voice › Call flow now offers just the tools that fit it. Add a blank department to choose from every tool.
• Voices and recordings in the left rail — Voice › Voices and Recordings now list on the left like Calls. Pick a voice to hear it, see its details and where it's used, set it as default or start a recording with it; pick a recording to play, download or edit it.
• Simpler call flow — The call flow now starts with the receptionist, who answers with your greeting; edit the greeting, voice and departments together in the receptionist's pane.
• Turn on phone tools from the call flow — In Voice › Call flow, ticking a tool for a department now switches it on for the assistant too, so you no longer have to visit Phone tools first.
• Delete several calls at once — In Voice › Calls, press Select (or ⌘-click and Shift-click calls), tick the calls you want, and delete them all with one confirm.
• Faster call delete — Deleting a call in Voice › Calls now removes it from the list straight away instead of waiting for ElevenLabs.
• Phone assistant can say what you sell — Switch on What we sell in Voice › Phone tools and the assistant describes matching items from your Quotes price list to callers, without ever quoting a price.
• Team Scoreboard shows only your team — The phone assistant no longer appears as a person on the Team Scoreboard. Its usage and cost still show in Admin › Usage.
• Word your own reception line — In Voice › Call flow › Phone call you can now change "You're through to reception." or clear it so your greeting is said exactly as written.
• Clearer greeting preview — In Voice › Call flow, the preview now highlights the words Atlas adds to your greeting, such as "You're through to reception.", and the text boxes have a visible border.
• Calls in the left rail — Voice › Calls now lists calls on the left in client folders, like HaloPSA tickets, and opens the one you pick in the middle. You can also delete a call, which removes its transcript and recording.
• HaloPSA ticket settings in the app — Admin › HaloPSA now has a Tickets page where you can turn on ticket chat, chat drafts for new tickets and ticket triage without opening the web admin.
• Survey type is chosen once — Pick CSAT, NPS, CES or Stars when you create a survey; it no longer changes from the editor, so past ratings stay comparable. New survey is now the + beside Search at the top of Feedback.
• Stripe details on the right — Picking a payment, subscription, invoice or payment problem in the Finance › Stripe left rail now shows its details in the right panel, with its customer in the middle and that item highlighted.
• Tidier Stripe payment list — Payments in the Finance › Stripe left rail now show just the customer and amount; the description stays searchable.
• Call flow in the right pane — Voice › Call flow now shows the diagram in the middle and opens the step you click for editing in the app's right pane, with a chat to ask about your call flow.
• Review buttons on the survey thank-you page — Add Google, Trustpilot, Facebook, G2, Yelp and other review links for positive, neutral or negative ratings, each shown as a branded button.
• Edit your call flow from the canvas — Click the phone call, the receptionist or a department in Voice › Call flow and change it right there in the panel beside the diagram.
• Tidier survey Publish tab — Publish now has Halo email, Website & QR and Test sections, with setup help, including the HaloPSA install steps, under the ? icon.
• See each step of your call flow — Click the phone call, the receptionist or any department in Voice › Call flow to see what callers hear, its voice, its tools and where it can send them.
• HaloPSA setup steps on Publish — Each survey's Publish tab now shows step-by-step instructions for adding the rating code to your HaloPSA Ticket Closed email and testing it.
• Ticket triage for HaloPSA — Atlas can now add a short briefing to each new ticket's private note, fill in a blank category and suggest a priority. Alerts, backup reports and other automated tickets are skipped, and new tickets stay New until someone picks them up.
• Simpler Feedback inbox — Feedback no longer has a personal New / Needs attention / Done status, so there are no unread dots or status filter to manage.
• Everything to send a survey is on its Publish tab — Each survey's Publish tab now has the Halo email code, plain-text links, and a walk-up link and website script for front desks, QR codes and your website. Turn walk-up surveys on or off in Feedback settings.
• Left panel stays put — The navigation panel no longer hides itself when the Atlas window is narrow. It only closes when you close it.
• Survey setup moved to Send surveys — Halo email embed, NPS email and the website / QR widget are now under Feedback › Surveys › Send surveys, and the white-label URL is in Feedback settings. Feedback › Automations now shows only your automations.
• Stripe works like HaloPSA tickets — Finance › Stripe now lists customers, payments, subscriptions, invoices or payment problems in the left rail, with a dropdown, sort and search. Pick one to open it in the middle, and click anything inside it, such as a customer's payment, to see its details in the right panel.
• Email checked before codes are sent — The phone assistant now spells the email address back letter by letter and only sends a verification code once the caller confirms it.
• No more silent pauses — If the phone assistant takes a few seconds to think, callers now hear "One moment." instead of silence.
• Payment details on the side — Clicking a payment on Finance › Stripe opens it in the right panel: Stripe's fees and what you received, when the money is available, the customer and their client, card details, Stripe's risk check, refunds and the receipt.
• Key engineers fill themselves in — Each HaloPSA client's key engineer is now set to whoever closed the most of its tickets in the last six months, and kept up to date daily. Pick someone yourself in Properties and Atlas leaves your choice alone.
• See Stripe payments in Finance — Finance › Stripe has a Payments tab listing the last 90 days of payments with the customer, card or debit method, Stripe's fee, what you received and any refunds. The totals, each customer, and a client's Stripe tab now show what was received.
• Fewer unread dots in Feedback — Imported survey history no longer shows as new, so the Inbox count and blue dots only flag ratings that came in live.
• Faster pages — Atlas pages no longer wait behind slow background requests, so lists, logos and your profile load sooner.
• Better Stripe client matching — Finance › Stripe now recognises clients from their Microsoft 365 and email domains, from a domain that spells the client's name (small typos included), and from a Halo contact with the same email, so far fewer customers need linking by hand. Each row now fits on one line, and linking opens a small picker.
• Feedback by client — Switch the Feedback inbox from Inbox to Clients to see each HaloPSA client with their survey ratings underneath.
• Faster remote screen opening — Opening a computer in Connect no longer waits behind other pages loading in Atlas, so the remote screen starts sooner on busy screens.
• Change departments mid-call, with their own voices — Callers who change their mind are now put straight through to the right department instead of being left in silence, and each department in Voice › Call flow can speak with its own voice.
• Filter the Feedback inbox by client — Pick one of your HaloPSA clients in the inbox filter to see only their survey ratings. Row dates now appear when you hover.
• Clearer NPS campaign steps — Feedback › Automations › NPS campaign now explains that you send the NPS survey from your own email, such as HaloPSA, by pasting in the survey HTML.
• Faster client pages — HaloPSA client pages and their tabs now start loading when you hover over them, and the next and previous clients are ready before you step to them. The client's name also shows straight away instead of "Client 150".
• Calmer phone conversations — The phone assistant now gives callers time to answer, is no longer cut off by "mm-hmm" or line echo, stops repeating "I'm still here", and waits quietly when you ask for a moment.
• Phone assistant updates apply themselves — When Atlas improves how the phone assistant speaks or routes calls, your assistant is updated automatically within about 15 minutes; you no longer need to press Save.
• Hear where your call is — With a call flow on, the phone assistant now says you're through to reception, names the team when it puts you through, and tells you when you're back with reception.
• Deleting a hosted site cleans up its files — Deleting an Atlas Hosting site now removes its media files and storage straight away, and a new site at the same address starts with empty storage.
• WordPress moves keep more of the site — Moving a WordPress site to Atlas Hosting now keeps each page's sidebar and title settings, linked PDFs and WooCommerce category order, and fills a design's home page slides and tiles.
• Page layouts move with WordPress imports — Pages built with SiteOrigin, Elementor and similar builders now import with their finished layout, images and styling instead of plain fallback text.
• Edit HaloPSA contacts in place — On a contact page, click the name, email, job title, phone or mobile in Properties to change it; Atlas saves it straight to HaloPSA and tells you if Halo didn't keep it.
• Email new survey ratings — Admin Settings › Modules › Feedback now has a Notifications tab where you can email each new rating as it arrives and choose which ratings send, by sentiment and whether the customer left a comment. Teams, Slack and the weekly summary moved there too.
• Clearer backup coverage — Client pages now flag missing required backups in the coverage summary, list each problem once with a button to open its job, and show each workload's last backup time.
• Survey responses show their company — Imported survey ratings now pick up the client from their Halo ticket, so the Company table and "Group by client" in the Feedback inbox fill in.
• Import shows each script's code — On the Review step of Connect › Scripts › Import, click any script to see its code beside the list, with lines holding a password or share link highlighted.
• Survey dashboard in Feedback reports — See one survey's satisfaction, response and completion rates, customers, team and latest feedback in one place, and export it as a PDF. Copy your survey's email code into Halo again so email opens are counted.
• Stripe customers matched to your clients — Finance › Stripe now shows which Halo client or CRM company each Stripe customer belongs to, matched by name or email domain, and admins can link or change it. A Halo client's page has a Stripe tab with that client's subscriptions, unpaid invoices and failed payments, and Atlas CRM companies show a Stripe summary in their details.
• Phone assistant finds bills for CRM contacts — Verified callers recognised from Atlas CRM can now hear their company's unpaid invoices and quotes, and the assistant says clearly when a company isn't set up instead of saying the caller isn't verified.
• Changing a survey's rating scale keeps past answers right — When you change a survey from 3 to 5 choices (or back), earlier responses now move onto the matching new choice, so scores and reports stay accurate.
• See Stripe in Finance — Finance › Stripe shows your Stripe customers, subscriptions with their monthly amount, unpaid invoices, failed payments and disputes, and opens any of them in Stripe. Stripe keys connected before today need Customers, Subscriptions, Invoices and Disputes set to Read in Stripe.
• Phone assistant recognises more callers — When a caller's number belongs to their company rather than to them, the assistant now knows the company, asks their name and finds them among that company's contacts. Numbers in Atlas CRM are recognised too.
• Route calls to AI departments — Voice › Call flow lets you add departments such as Support, Accounts and Sales, each with its own instructions, tools and person to put callers through to. A receptionist finds out what the caller needs and passes them on; the page draws the call path for you.
• Callers can ask for a call-back — With Request a call-back switched on, the phone assistant takes the caller's preferred time and number and emails them to your message address.
• Callers can check their invoices by phone — With My unpaid invoices and Email me an invoice switched on, a verified caller hears what their company owes and can get a PDF copy of an unpaid invoice emailed to them.
• Import scripts asks first — Before copying NinjaOne scripts, Connect now asks whether to include scripts with public share links and whether to replace earlier copies, and explains what will not be copied and why.
• Phone assistant can take messages and more — Switch on Take a message, Log a sales enquiry, Add a note to my ticket and My quotes in Voice › Assistant › Phone tools. Account tools need the caller's emailed code first.
• Active backups are required automatically — When Atlas sees a workload backing up, it marks it required so the client turns red if those backups stop, and each coverage tile now shows its recent results in the right panel.
• Easier-to-read call transcripts — Assistant replies on the Voice call pages no longer show in a dark brown bubble in dark themes.
• Installed computers for any app — Connect › Software now finds the computers for apps Atlas did not already know by matching the package name, and tells you when it did.
• See what the phone assistant can do — Voice › Assistant now lists every phone tool with its switch, shows which ones need the caller's emailed code, and which tools are coming soon.
• See where each app is installed — Connect › Software app pages now list every computer that has the app and its version, and you can update the computers on older versions in one step.
• Workload details on backup client pages — Click any coverage tile to see what Atlas found for it, open the backup job behind it, and set it up from the right panel. Veeam backups now count towards Servers.
• More reliable remote connections — If a remote screen connects but shows nothing, Atlas now retries it straight away instead of leaving it blank.
• Hyper Backup details at a glance — The Hyper Backup panel on a NAS now shows what each task backs up, its last run's file counts, what it is doing right now and its latest log lines, with a button to browse its versions and files.
• See NAS update progress — Installing an app update now shows its stage and how long it has run, and leaving NAS Updates and coming back shows where single updates and Update all apps now are up to.
• Natural sounds switch and a polite pause — The Phone assistant has a Natural sounds switch to turn the occasional soft chuckle or sigh on or off, and it now says "Please wait a moment" while it logs a ticket or checks a code. Press Save to apply it.
• Software list in Connect — Connect › Software now lists your apps in the left rail; click one to see its deployments and deploy it again from the middle.
• Clearer phone assistant status — The Phone assistant page now says which AI answers your calls and whether the voice is on Eleven v4 Turbo, with a prompt to press Save when it is not.
• Connect Software page — Software deployments now have their own Connect › Software page, and Connect › Scripts keeps New script and Import scripts on the Scripts page itself.
• See inside each NAS backup app — Clicking a backup app on a NAS now lists what it holds: Cloud Sync connections and folders, snapshots per shared folder, Drive team folders and devices, and Vault backups, with late or stopped snapshots flagged.
• Clearer hosting statistics — Usage shows as tiles with bars, the history chart is sized properly with hover values, and a slow refresh no longer shows an error over the saved figures.
• Update every NAS app at once — Technicians can now change NAS update schedules and install updates, and Update all apps now installs every waiting app on a NAS one after another.
• Warmer phone voice — The Voice assistant can now add an occasional soft chuckle or sympathetic sigh on calls, and recording scripts can use sound tags like [warmly] that the voice acts out instead of reading. Press Save on the assistant once to turn this on.
• Required backups now raise a failure — Marking a workload required on a client page turns the client red and Failed until Atlas sees backup results for it, and the Register an expected backup form now matches the rest of the page.
• Set up missing backups from the client page — Each workload tile with no backup found now opens to mark it required or jump straight to where you connect or add what backs it up.
• Website copies keep their filters — Product filters on a copied WordPress site, such as filtering machines by solution, now show the filtered page.
• Faster remote connections — The remote screen's first picture appears sooner, especially on large displays. Remote screens open sooner, especially when you are far from your Atlas region. Double-clicking a computer now starts connecting straight away, so its screen appears sooner.
• Approve button shows up reliably — When Atlas needs your OK before running something, the Approve card now appears even if the connection blipped mid-reply.
• More natural phone voice — The Voice assistant now speaks with ElevenLabs' newest Eleven v4 Turbo voice model, and new phone recordings use Eleven v4. Press Save on the assistant once to switch an existing assistant over.
• Phone assistant recognises callers on real calls — On calls to your phone number, the assistant now looks the caller up in HaloPSA while the phone rings, and transfers can hand the call back to your phone system.
• Cleaner Voice sidebar — Pinned chats no longer appear in the Voice sidebar; they stay on the Chats screen where they belong.
• Exact copies of WordPress sites — Move to Atlas Hosting can now make an exact copy of a WordPress site on Cloudflare that looks the same as the original, with its search working and contact form messages emailed to you.
• Technicians can manage the weekly client activity email — Any technician can now turn on, change and send the weekly activity email for a client from a Connect computer's Schedule tab.
• Technicians can set up activity report schedules — The Schedule tab on a Connect computer now works for technicians, not just administrators. The weekly client email explains that only administrators can change it.
• Moved sites keep their old links — When Atlas moves a WordPress site, its old page addresses now redirect to the new pages, and the client's first sign-in goes straight to creating their admin account.
• Move WordPress sites to Atlas Hosting — On a Synergy hosting account, Move to Atlas Hosting copies the WordPress site's pages, posts, products, menus and media into a new Atlas Hosting site, hidden from search engines so you can check it before going live. You can also import a WordPress export file on a site's Go live tab.
• Clearer backup client pages — Healthy backups now show a green OK, and each client page says how often a backup really runs, when monitoring started, and which workloads Atlas has seen.
• Clearer NAS app updates table — Installed apps on a NAS now shows release and first-seen dates in their own columns, sorts by any column, and lets you hide columns from the filter icon.
• Phone assistant checks spellings — The phone assistant now spells back the caller's name and email address before using them, and recognises your client company names more reliably.
• Investigate checks noted in Halo — Every block, logon check and web log search you run from a finding's Investigate tab now adds a private note with the result to the finding's Halo ticket, and checks are colour coded by kind.
• Microsoft 365 NAS backups follow their own schedule — Weekly Microsoft 365 backups on a NAS no longer show red between runs, and tasks switched to manual backup show orange with the date they were switched.
• Import scripts — Connect › Scripts has an Import scripts page that walks you through copying your NinjaOne scripts into Connect: download their code, review what can be copied and why, then copy the ones you choose.
• Hosting pages open faster and read evenly — A hosting account's tabs now use one text size, and Account, Statistics and History are ready before you open them.
• Script variables and NinjaOne copies — Connect scripts can now ask for values like a share path each time they run, and NinjaOne scripts can be copied into Connect › Scripts with their variables. Scripts containing passwords are not copied.
• Hosting accounts like client records — Domains › Hosting now shows each account's statistics, billing, files, security and WordPress updates as tabs in the middle, with the account's details on the right.
• NinjaOne scripts in Connect — Connect › Scripts now has a NinjaOne folder with every NinjaOne script, its variables, code and password check, so you can work with both kinds of scripts in one place.
• Your own call disclosure — Reword the phone assistant's "AI and recorded call" message, or turn it off, under Voice › Assistant.
• Password check in Connect scripts — Connect › Scripts now warns about passwords, keys, tokens and SharePoint or OneDrive share links in a script, while you write it and in the scripts list.
• Web log checks finish on busy sites — Web log and web path searches no longer time out on busy websites: they read the newest logs first and say if they stopped early. Run again on a failed path search now repeats the same search.
• Hosting shows only active sites — Domains › Hosting now lists only websites with an active Synergy hosting service, and cancelled sites are no longer scanned for WordPress problems.
• Tidier HaloPSA reports list — Atlas's own reports now sit in an Atlas folder you can open and close like the others, and the "In HaloPSA" heading only appears while some reports haven't been copied into Atlas.
• Hosting tabs open instantly — Statistics, Billing, Files, Security and Updates on a hosting account now show their last results straight away while Atlas refreshes them in the background.
• Shorter dates in HaloPSA reports — Report tables now show just the day, with the year only when it isn't this year. Hover a date, or open the row, for the full date and time.
• More useful logon check — The Investigate logon check now says plainly whether the attacker's address signed in, and lists new accounts, admin-group changes, services and scheduled tasks from the last week, plus who signed in most.
• Backup apps at a glance — A NAS's Backups tab now shows each backup app as a coloured tile (working, idle or failing); click one to see its details and tasks on the right.
• HaloPSA report rows in the side panel — HaloPSA reports now use the same layout as Atlas's own reports, with details in the right-hand panel. Click a row to see all of it there, with a link to its ticket, and table rows read clearly in dark mode.
• Clearer cancelled hosting — When a cancelled hosting service has been removed from the server, Domains › Hosting now says so plainly instead of showing errors you can't fix by retrying.
• Clearer WordPress update status — Vulnerable plugins with no update now say why (licence needed, closed for good, or no fix yet) and what to do, and the Updates tab says when everything is up to date.
• Smoother phone assistant — The Voice phone assistant no longer sighs while it works, and answers the first question sooner.
• Quicker, safer Privileged Access — Approving a request now reaches the computer straight away, and a request the user already closed is never run.
• Update WordPress from Atlas — A hosting account's new Updates menu shows the installed and available version of WordPress, each plugin and theme, and lets admins update one, several or all of them through WordPress Toolkit.
• Choose the phone assistant's AI — Voice › Assistant now lets you pick Grok or Gemini Flash-Lite for phone calls and compare their speed in Talk to it.
• Quicker phone assistant replies — The Voice phone assistant no longer answers the same question several times over, and recognises repeat callers faster.
• Copy HaloPSA reports into Atlas — HaloPSA › Reports can now keep Atlas's own copy of every HaloPSA report. Atlas runs its copies, and SQL or filter changes are saved in Atlas without touching your HaloPSA reports.
• Slow HaloPSA reports open — HaloPSA reports that take Halo more than 15 seconds to run no longer stop with a timeout in Atlas.

HaloPSA reports now open in Atlas as tables you can sort and filter, with their chart above the table. The Voice phone assistant greets callers and helps with Microsoft password resets, and callers can hear the status of their own open tickets. Search finds more of Atlas, including Atlas Connect devices, Security findings and backup jobs.

• Ticket updates by phone — Callers can confirm who they are with a code sent to their email, then hear the status of their own open tickets from the Voice phone assistant.
• Schedule a restart — In Connect you can now pick a time for a computer to restart, such as 2 am tonight in its own time zone, and the device page shows whether it restarted.
• Test calls and call history in Voice — Talk to your phone assistant from Atlas and watch what it does as it happens, then review every call with its transcript under Voice › Calls.
• Choose and sort HaloPSA report columns — A HaloPSA report's results now sit in a tidy table: click a heading to sort, use the filter icon to hide or show columns, and dates show in your local time. Export CSV leaves hidden columns out.
• Clearer phone assistant — The Voice phone assistant no longer offers tickets or transfers it can't make, and says what the caller can do instead.
• Clearer Investigate tab — A finding's Investigate tab now starts with a short summary of what happened, where it came from and what's still open, with the next steps right below it.
• Pick report filter values from a list — On a HaloPSA report's Filters bar, each filter's values are now chips you pick from the column's values or type in, and remove with ✕.
• Phone assistant stays on the line — The Voice phone assistant no longer hangs up on callers unless they say goodbye.
• Faster phone assistant — The Voice phone assistant now starts answering in about a second instead of several.
• Charts for HaloPSA reports — Reports saved in HaloPSA now show their chart above the table in Atlas, and it follows the period and filters you choose.
• Hyper Backup task pages — Open a Hyper Backup task from a NAS's Backups tab to see its folders, versions, retention and integrity checks, and browse the files in any version after upgrading to collector 1.9.0.
• My reports in HaloPSA › Reports — Star the HaloPSA reports you use and find them under My reports; the first time you open it, it fills in from your My Reports in HaloPSA.
• Phone assistant in Voice — Set up an AI phone assistant that greets callers, helps with Microsoft password resets, logs HaloPSA tickets and transfers to your team, using your own ElevenLabs account.
• See every device with the same threat — A Security finding's new Devices tab shows other customers' devices with the same issue, so you can resolve them all at once or mark them all false positives and suppress just that threat.
• Record your own words in Voice — New recording now starts with "Your own text", and Generate works on any script; leftover [placeholders] are pointed out instead of blocking it.
• HaloPSA report filters in Atlas — Reports saved in HaloPSA now show their period and filters above the table, warn when a filter hides every row, and let you run with another period or other filters, or save the filters back to HaloPSA.
• Phone recordings in Voice — Make greetings, call menus and on-hold messages from ready-made templates with natural ElevenLabs voices, then download them as phone-ready WAV files for VoIPcloud.
• Search finds domains, websites and VMs — Search now finds domains, hosting sites, Business Reviews clients, Opportunities customers and assessments, and virtual machines you've already opened in Infrastructure.
• Search finds more of Atlas — Search now finds Atlas Connect devices, Security customers and findings, backup clients and jobs, projects and tasks, proposals, agreements, vendors and Licensing clients, each with its own filter.
• Voice module (preview) — Connect your ElevenLabs account in Settings › Modules › Voice, play voice samples with Australian accents and choose the default voice for your phone system.
• Open backup jobs straight from the daily email — Each job in the Backups digest now has an Open in Atlas link that takes you to that job on its client's page.
• Security checks refresh after updates — When Atlas improves a Microsoft 365 baseline check, every customer is re-checked within minutes, so findings no longer wait for the next daily run.
• See every NAS backup in one place — The NAS page's new Backups tab shows Hyper Backup tasks, backup data from other software and anything that needs attention, and lets administrators monitor a task with one click after upgrading to collector 1.8.0.
• Edit HaloPSA report SQL in Atlas — Open a HaloPSA report under HaloPSA › Reports to see its SQL in the side panel, test a change, and save it back to HaloPSA.
• Fewer false MFA alerts — "MFA required for admins" now clears when every current administrator is covered by an MFA policy, and notes any policy gaps that could matter for future admins.
• Technician Ctrl+C works in private workspaces — Pressing Ctrl+C in an Atlas Connect private PowerShell window stops the running command again on computers with Windows' October update.
• Clearer daily backup email — The Backups digest now shows what is new since yesterday first, how long older problems have been open, which jobs have stopped reporting, and a link to each job's Halo ticket.
• Backups no longer lists the same job twice — A CheckCentral check or Synology task that reached Atlas by more than one route now shows as one job with all its results, so the daily digest stops repeating it.
• Legacy sign-in review explains itself — The "Legacy authentication blocked" finding now lists each blocking policy, what it misses and who it excludes, instead of an empty evidence entry.
• Share links in NinjaOne scripts — The NinjaOne script check now also flags SharePoint and OneDrive share links, which may let anyone with the link download the file.
• Your HaloPSA reports in Atlas — HaloPSA › Reports now lists every report saved in your HaloPSA, by folder, and opens each one as a table you can export, for organisation admins.
• Change a finding's priority — Click the P level on a security finding to set it to P1, P2 or P3; Atlas keeps your choice until you pick Automatic. SentinelOne threats are now P1 when SentinelOne could not stop them or an analyst confirmed them.
• MFA review names the admins — The "MFA required for admins" finding now lists each administrator and whether an MFA policy covers them, excludes them or misses them, so you can see who needs fixing.
• Passwords in NinjaOne scripts — Scripts Library now flags NinjaOne scripts whose code contains passwords, keys or tokens, and the Code tab highlights the exact lines so you can move them to a secure field.
• WordPress scans handle sites that are down — If a website is down or blocks the scan, its Security tab now says the scan could not finish and keeps the last results, instead of reporting no WordPress and closing findings.
• Atlas never blocks itself — Blocking an address on a computer now always leaves Atlas reachable: Cloudflare addresses, which Atlas runs on, are never blocked by hand or by auto-block, so you don't need to add them to the allow list.
• WordPress scans finish on larger sites — Scan now on a hosting account's Security menu no longer times out on sites with many plugins, and the public website result shows even if the hosting account scan is slow.
• See why a Connect update failed — When an Atlas Connect update fails on a computer, Atlas now retries it for you when the cause was a connection problem, and the device page shows the agent's update log so you can see what went wrong.
• Block attackers automatically — Turn on SentinelOne auto-block in Security settings and Atlas blocks a threat's public source IP in Windows Firewall on the affected Atlas Connect computer. Each block shows on the finding with Remove block, and an allow list keeps your own addresses safe.
• See ratings at a glance in the Feedback inbox — Survey responses now show their score (like 3/5) in green, amber or red, and the filter menu can group the inbox by client.
• NinjaOne script code in Atlas — Administrators can download the code of every NinjaOne script into Atlas from Scripts Library in the desktop app, then check for new or changed scripts with one button. Each script's Code tab shows a read-only copy.
• WordPress security checks for hosted websites — Synergy hosted websites are now checked daily for vulnerable WordPress, plugins and themes, and for exposed files. See the results under a hosting account's Security menu; serious problems also appear in Security.
• Clearer personal inbox marker — The Feedback inbox's "Your review" picker is now "My inbox" (New, Needs attention, Done), and hovering it explains that only you see it. A rating's shared status is still its Follow-up.
• Find the other attackers — From a web log search, tick suspected web shell pages and Investigate lists every address that used them, with where it is, how often and when, so attackers beyond the first address show up.
• Faster remote connections — Opening a computer's screen is quicker, especially when you reconnect right after another session.
• See ratings the way customers gave them — A survey rating in your Feedback inbox now shows the whole scale with the customer's choice highlighted, and their comment as a quote with who left it and when. "Create idea from this rating" is now "Add to an idea board".
• Preview ratings stop opening a broken ticket — A rating you sent from the survey preview now says it isn't linked to a HaloPSA ticket, instead of offering an Open link that showed "Could not load ticket communication".
• No more doubled survey ratings — When you open a survey rating from your Feedback inbox, the side panel now shows just its follow-up, ticket, source and other details instead of repeating the answer, comment and review status already shown in the middle.
• Survey builder — The survey builder again warns you when a survey hasn't saved or still needs a name and question, without the extra "Saved" label at rest. Tidied the survey builder header by removing the duplicate save status and Ask agent button. The survey builder's question cards now stand out as distinct filled cards, matching the rest of the app. The survey builder's question cards now match the softer, filled card style used on the client overview.
• Find the web shell — For a security finding on a web server, Investigate's Search web logs now lists every request from the attacker's address in the IIS logs, with the pages it hit most, so you can find the file it used.
• See what SentinelOne saw — A SentinelOne finding's Investigate tab now lists each threat with the process, user, command line and SentinelOne's own indicators, and the logon report only warns about a short log when it really misses the finding.
• More thorough remote logon check — Show remote logons now lists every sign-in from the finding's addresses (not just Remote Desktop), shows connections still open to them, and tells you if the computer isn't recording sign-ins at all.
• Pin security findings — Hover a finding in the Security inbox and click the pin to keep it at the top in a Pinned group, the same as HaloPSA tickets. Pins follow you between devices.
• Run approved programs as administrator — When an engineer approves a staff member's "run as administrator" request, Atlas Connect now relaunches that program with admin rights on the person's screen, without giving them a local admin account.
• Feedback details, front and centre — Open a survey rating or idea from your Feedback inbox and it now opens in the main view with tabs, like a client record. Jump straight to its linked ticket, survey form, or the ratings behind an idea in the side panel.
• Investigate with the details beside you — On a security finding's Investigate tab, clicking the computer, an address or a job now shows its details in the right-hand panel, and suggested questions about the finding sit above the chat box.
• Approve admin prompts from the device page — Engineers can now see a computer's pending "run as administrator" requests on its Elevation tab and approve or deny them, with every decision recorded in the audit trail.
• NinjaOne script pages — Each NinjaOne script now opens like a client record: status, where it runs, variables, Atlas availability and who last changed it, with a searchable name to jump between scripts. NinjaOne does not share script code through its API, so the Code tab links to the script in NinjaOne.
• Order to cash finds every quote — A sales order whose quote is archived or an older version now shows the quote number instead of a long id, the right panel tab names the record it shows, and a quote that fails to load offers Try again.
• Approve admin prompts for your customers — Atlas Connect can now send a staff member's "run as administrator" prompt to your engineers to approve, so they don't need local admin rights. Turn it on per customer in their Connect settings.
• Smoother, clearer canvas — Departments no longer flicker when you drag them, the empty box opens the assessment so you know where to start, and a department with a problem now says what it is in red.
• Inbox count in Feedback — The Feedback sidebar now shows how many items are in your Inbox, and the list header shows the full count instead of stopping at 100.
• Canvas works like a project board — Each department on a client's Canvas now holds its initiatives as boxes showing Planned, Building or Live, with red alerts and a one-click fix when something is overdue. Add departments with Create and switch the bottom bar between Assess, Plan, Deliver, Measure and Evolve.
• More ranges for What customers are saying — Feedback › Reports › What customers are saying can now cover the last 12 months or all time, including ratings you imported.
• More reliable Atlas Connect updates — Computers on patchy connections now finish Atlas Connect updates instead of retrying for hours.
• Faster CSAT imports — Importing a few hundred old CSAT ratings in Feedback › Import no longer times out.
• Import old CSAT ratings — Admin › Modules › Feedback now has an Import tab next to Settings. Choose a survey, upload your SimpleSat CSV export, and Atlas shows how many ratings were added. Admin › Feedback now has an Import old ratings card where you can upload a SimpleSat CSV export and see how many ratings came in.
• Import old CSAT ratings from SimpleSat — Feedback › Import CSV now reads SimpleSat exports with the right positive, neutral and negative ratings, keeps customers' follow-up comments, and links each rating to its HaloPSA ticket.
• Career dashboard — In Career, Dashboard now shows your profile strength, certifications about to expire, open job applications, goal progress and references you're waiting on, each one click from its record.
• See who's already connected — Before you connect to a computer, Atlas Connect now tells you which engineer is already on it, and says plainly when that computer can't take another engineer.
• Clearer sign-in message — When the desktop app is signed out, it now says so instead of reporting that the Atlas backend is unreachable.
• Connect Predictions stay current — Suggestions on a computer now refresh as soon as its agent updates, it restarts or it reports new updates, so a finished agent update no longer shows as out of date.
• More Primary users fill in — Connect now looks through all of a customer's HaloPSA users when matching who signed in, so people at larger customers get their Primary user and site too.
• Atlas Career — Voyager Career is now called Atlas Career on the sign-in screen, in People and in Career sign-in emails.
• Security updates — The desktop app now blocks certificates from a compromised certificate authority, and several internal libraries were updated to fix crash and memory issues.
• Audit what happens inside a remote session — Admin › Audit now shows files copied to and from a computer during an Atlas Connect session, how often the clipboard was synced (never its contents), taking and releasing control, Lock and Ctrl+Alt+Del, and the privacy screen.
• Movable sign-in window — You can drag the Atlas window by its background on the sign-in screen again, and the Voyager Career panel opens more smoothly.
• Shorter OS labels — Device lists, device details, patch policies and business review tables now label the operating system "OS", leaving more room for the details.
• Activity grouping stays put — The Group by choice in the home sidebar (Module, Time or Project) is now kept when you open a module and come back, instead of resetting to Module.
• Projects stay with their organisation — The sidebar and project pickers now only show project folders from the organisation you're signed in to.
• Other organisations' chat names stay private — The quit prompt, Settings › Worktrees and terminal alerts no longer show the names of chats that belong to another organisation or user on the same computer.
• Switching spaces stays in your organisation — Switching space, opening a project in the editor, or archiving the open chat now only takes you to chats from the organisation you are signed in to.
• Chats stay with the right organisation — Opening a link or split view to another organisation's chat on a shared desktop now goes to the dashboard, and chat lists update straight away when you switch organisation or user.
• Integrations see only your current organisation — Coding tools connected to Voyager Atlas now only see chats from the organisation you are signed in to.
• Live figures on the transformation canvas — Each department box on a client's Canvas now shows numbers from the matching Atlas module, such as open tickets, devices online, overdue invoices, active projects and open pipeline, so you can see where the client stands at a glance.
• Helper chats stay with their organisation — Chats that an agent starts for you now stay with the organisation you were signed in to, instead of sometimes showing up under another organisation after you switch.
• Background work stays with its organisation — After switching organisation, Voyager Atlas no longer resumes goals, sends queued messages or checks automation results for chats that belong to the other organisation.
• Module chats stay with their organisation — After switching organisation, module chats and Halo customer details no longer reopen or show the previous organisation's.
• Chats stay with their organisation — After switching organisation, alerts, @-mentions, Archived chats and project actions only show and change the signed-in organisation's chats.
• Automation lists stay with their organisation — Module Automation lists now show only the signed-in organisation's automations after you switch organisations.
• Canvas view for AI Transformations — Open a client's transformation and choose Canvas to see their departments as boxes, each with its assessment progress and the Atlas module that serves it. Drag boxes, link related departments and click any box for details; your team sees the same layout.
• Dark sign-in screen — The sign-in screen now has a dark look: log in with Microsoft, or enter your work email on the same card. Your own theme comes back once you are signed in.
• Open records beside order to cash — Open record on an order-to-cash card now shows that sales order, purchase, ticket, invoice or Licensing client in the right panel, so you stay on the order.
• Steadier Atlas Connect check-ins — Computers running Atlas Connect now ride out short busy moments in Atlas instead of briefly showing as unreachable.
• A cleaner sign-in screen — Sign in with Microsoft, or type your work email right on the sign-in card and press Continue to get a code.
• Clearer remote logon checks — Show remote logons now runs in one click, finds remote sign-ins on busy servers, says how far back the computer's log reaches, and shows the results as a tidy table under the job.
• Shorter OS column — The device list's Operating system column is now headed "OS", leaving more room for device details.
• Steadier Mac agent updates — Atlas Connect on a Mac now waits longer for a new version to check in before undoing the update, so a brief Atlas hiccup no longer rolls back a good update.
• Clearer attack map — The Investigate map now shows the map itself with zoom buttons, and places each source address at its estimated city (for example Los Angeles) instead of the middle of its country.
• Connect keeps up on its own — Sites and Primary users for Connect computers now update from HaloPSA every 15 minutes, even when nobody has Connect open.
• See where an attack came from — A security finding's Investigate tab now shows a map from the source address's country to the customer's office, in the same style as the Atlas Connect map, with the country and network owner of each address.
• Personal mailbox stays on — Signing in to Atlas again no longer switches off your personal mailbox, calendar or file access. You only need to reconnect if Microsoft actually withdraws your permission.
• Receipts and newsletters look right in dark mode — Emails with their own design, such as receipts, invoices and reports, now keep their colours and logos on a light card, while everyday replies still follow dark mode.
• Remote access history kept separately — Atlas Connect audit entries now have their own 500,000-entry limit, so a busy month of chat can no longer push out the record of who did what on customers' computers.
• Logos stay in emails Atlas sent — After you change your company logo, emails Atlas sent earlier now show the new logo instead of a broken image.
• Tidier computer pop-up on the map — Clicking a computer on the Connect map now opens a smaller pop-up that is never cut off at the bottom of the map.
• Clearer weekly quests — Clicking someone's points now explains weekly quests and lists the quests they finished.
• More email images show in Mailbox — Images from senders that block other apps from showing them, such as icare, now load, and senders no longer see your IP address when you open their email.
• See where Atlas Connect actions came from — Every Atlas Connect entry in Admin › Audit now records the technician's IP address, country, browser and Atlas install, and refused attempts (for example a technician without permission trying to restart a computer) are logged too.
• Respond buttons run when you confirm — SentinelOne, Sophos and NinjaOne actions on a security finding now run when an admin confirms the preview, instead of asking you to approve them through chat.
• Primary users fill themselves — Connect now sets each computer's Primary user on its own within about 10 minutes, from who last signed in, when that person matches one of the customer's HaloPSA users. Primary users you have already set never change.
• Emails read cleanly in Mailbox — Empty emails no longer show their HTML code, images a sender blocks become a small "Open link" button instead of a blank box, and wide newsletters now fit the reading pane.
• Internal and external IP on Mac — The Atlas Connect menu on a Mac now shows the computer's internal and external IP addresses on their own rows.
• Mailbox reads better in dark mode — Hovering a message no longer paints it brown, and logos in emails now sit on a white backing so they stay readable.
• See how points were earned — The Team Scoreboard has a Points column. Click anyone's points to see the chats, new modules and quests behind them. The trophy pop-up also opens faster.
• Bigger Computers map — The map above the Connect computers list is now taller, so more of your sites fit on screen.
• Clearer personal mailbox status — If your Microsoft sign-in expires or a permission is removed, the Personal mailbox and calendar switches now say so and offer a Reconnect button, instead of just showing Off. Reconnecting turns your saved choices back on.
• Full scoreboard in the pop-up — The trophy pop-up now shows the whole Team Scoreboard with its chart and your quests, without opening a separate window.
• Suggested Primary users — A customer's Connect page now suggests each computer's Primary user from who last signed in, matched to that customer's HaloPSA users. Tick the ones that are right and apply them; Primary users that are already set never change.
• Remote session audit trail — Admin › Audit now shows when each Atlas Connect remote session connected (view only or with control) and when it ended with its length, plus quick connect codes customers entered, files downloaded from computers and the results of AI actions.
• More detail in the Atlas Connect menu on Mac — The Mac menu bar menu now shows who's signed in, the macOS version, up time, CPU, memory, and disk, like on Windows. Your technician can message the Mac without starting a remote session, and Clear chat empties the conversation on that Mac.
• Awards pop-up — The trophy on the left rail now opens a quick pop-up with your level, this week's quests and the team leaderboard. Open the full scoreboard from there for charts.
• Investigate a security finding in place — A finding's new Investigate tab shows its computer in Atlas Connect, reads who signed in remotely, and lets an admin block an attacking IP address in Windows Firewall (and undo it), while the chat under the finding can do the same.
• How team awards work — A How it works button on the Team Scoreboard explains the team goal, points and levels, and admins can jump straight to Admin › Awards to change them.
• SentinelOne findings link their Halo ticket automatically — When SentinelOne's alert email has already opened a Halo ticket for a threat, the Security finding now links to it on its own instead of waiting for you or opening a second ticket.
• See what Atlas Connect did on its own — Admin › Audit now records each weekly activity email, scheduled activity report, scheduled script and its result on every computer, opened alert and alert fix script, with who set it up.
• Audit Atlas Connect by client or computer — Admin › Audit now lists every Atlas Connect action in plain English, and you can pick a client or one computer to see everything technicians did to it.
• Clearer SentinelOne summaries — Security findings with several SentinelOne threats now say how many are mitigated and how many are not, and network threats no longer show a stray "File: … ()".
• Engineer, not technician — Atlas now says engineer wherever it used to say technician, in Atlas Connect, chat, surveys, reports and settings.
• Security findings spot existing Halo tickets — A finding's Halo tab now lists tickets that already mention the same SentinelOne threat or device, including SentinelOne alert emails, so you can link them instead of creating a duplicate.
• Cleaner Atlas Connect menu on Mac — When the menu bar menu already shows your IT provider's name at the top, it no longer repeats it underneath.
• Clearer award badges — The Team Scoreboard now shows each person's level, streak and titles as labelled badges. Click them to see points and how far they are from the next level.

Closing Atlas with unsaved work now saves what it can and asks you about the rest, and confirmations stay inside Atlas. The sign-in screen now always uses the light theme. In Connect, device lists are now tables, opening a computer shows suggestion tiles, and you double-click a screen preview to connect.

• Closing Atlas with unsaved work — Quitting, closing or reloading the desktop app with unsaved changes now saves what it can and asks you about the rest, instead of the window silently refusing to close.
• Confirmations stay inside Atlas — Questions like "Delete this policy?" or "Restart this computer?" now appear in Atlas's own dialog with a clearly named button, instead of a system pop-up.
• Meeting notes save when you move on — Leaving a meeting with unsaved notes now saves them for you, and Atlas only asks if the save fails.
• Primary user without Activity — Connect now also fills a computer's Primary user when the same person has been signed in for a week and matches a HaloPSA user, even with Activity turned off.
• Sign-in is always light — The sign-in screen now always uses the light theme, and your own theme comes back as soon as you sign in.
• Move the sign-in window — You can now drag the Atlas window by the area around the sign-in screen, and Voyager Career opens and closes more smoothly.
• Voyager Career opens on hover — On the sign-in screen, the Voyager Career tab is slimmer and slides open when you point at it; the close button now sits on the main sign-in card.
• Uninstall a Connect computer in one step — Atlas Connect devices have an Uninstall button and right-click item that removes Connect at the computer's next check-in and deletes it and its history from Atlas, after one confirmation.
• Remote access in the device pane — Set a computer to follow its client's remote access rule, always allow it, or never allow it from the device's right-hand pane, next to its client and site.
• Voyager Career opens on click — On the sign-in screen, Voyager Career now sits as a slim tab beside your organisation sign-in; click it to see what Career offers and sign in.
• Primary user fills itself — Connect now sets a computer's Primary user on its own when one person clearly uses it and they match a HaloPSA user. A Primary user you change or clear is left as you set it.
• Connect settings are easier to find — Settings › Connect now shows Agent updates, Devices map, Website support box, Blocked websites, Alert recipients and Activity categories as tabs, so each one opens on its own instead of in one long page.
• Remote access in the Customer pane — Set whether technicians can open all of a client's computers, only its servers, or none from that client's Customer pane in Connect.
• Cleaner monitoring settings — The Monitoring policy and activity category pickers in Connect now use the same dropdowns as the rest of Atlas.
• Blocked websites now live in Settings — Admins block websites for a client's company computers from Settings › Connect, picking the client and, if needed, one computer or one person. Phones and tablets are no longer listed.
• Voyager Career on the sign-in screen — The Career card is now called Voyager Career, is a little larger, and lists what you can do with it before you sign in.
• Revoke and remove in one step — Atlas Connect devices now have a Revoke and remove button and right-click item that uninstalls Connect at the computer's next check-in and deletes it and its history from Atlas, after one confirmation.
• Activity monitoring is now opt-in — Connect no longer records activity on a computer until a technician turns monitoring on for that computer or its client. Computers already switched on stay on.
• Reinstalling Connect keeps the computer's history — Reinstalling Atlas Connect on a computer now picks up its existing device, with its history, client, site and fields, instead of adding a duplicate. This needs the next Connect agent update.
• Career has its own sign-in card — The sign-in screen now shows your organisation sign-in up front, with Career in a separate card beside it, so it's clear Career is your own personal app.
• More reliable agent updates — Windows agent updates no longer stop on some computers that are already enrolled, and a failed update now says why.
• Smarter Connect Predictions — Virtual machines and servers no longer get suggestions that do not fit them, such as replacing a VM, and each replacement suggestion now says why. Selected tiles also look right in dark mode.
• Scrolling up during a reply stays put — Scrolling up while a reply is still writing no longer snaps you back to the bottom.
• Steadier overnight Business Reviews — Reviews no longer fail overnight when HaloPSA is busy; they use the client list Atlas already has.
• Smoother remote sessions on slow connections — When a remote session's connection stays slow, Atlas now lowers the frame rate so typing and clicks stay responsive, and raises it again once the connection recovers. The connection readout shows when this has happened.
• Connect opens faster — The device list now appears straight away, already grouped into clients and sites, while the latest status loads.
• Easier site changes for Connect computers — The computer's client and site now show as tidy rows on the right, and you can change the site again straight after adding a custom location.
• Connect Predictions — Opening a computer in Connect now shows suggestion tiles, such as a drive about to fill, a restart that is due or security that has drifted. Click a tile to see the evidence, take a suggested action or ask Atlas a question about it.
• Connection quality on remote sessions — While you're connected to a computer, a small readout shows the ping time, whether the session runs direct or through the relay, and frames per second. Hover it for a plain explanation of what a slow reading means.
• Staff notice removed from Connect — The Staff notice section is gone from each computer's Monitoring policy. Website activity, website blocking and weekly activity emails now work as soon as monitoring is on.
• Custom locations from the Site menu — Change site on a Connect computer now offers "Custom location…": type a name and the computer moves into that location under its client on the left rail, even if HaloPSA has no site with that name.
• Double-click the preview to connect — A single click on a computer's screen preview no longer starts a remote session; double-click it to connect.
• User column shows the Primary user — Connect device lists now show each computer's Primary user in the User column, falling back to the person who paired it, and you can search by that name.
• Location field for Connect computers — Add a Location field in Edit fields, then type a location on any computer: it moves into that location under its client on the left rail, even if HaloPSA has no site with that name.
• Remote access rule on the client page — Choose whether technicians can open all of a client's computers, only its servers, or none, right from that client's page in Connect.
• Collapsible customers in All computers — Each customer starts collapsed so you can scan the list, with Expand all to open everything; searching opens the matching customers. Online or last-seen status now has its own sortable column.
• Device lists are now tables — A customer's computers and All computers show Site, Operating system, User and Last user in their own sortable columns, so you can scan and sort a long list at a glance.
• Smoother live chat scrolling — Scrolling inside a code block or tool output no longer stops the chat from following a live reply, and a scroll on a busy computer is no longer pulled back to the bottom.
• Connect sites update on their own — New or renamed HaloPSA sites now show in Atlas Connect within about ten minutes, with no refresh needed.
• Quieter screenshots — Taking a screenshot of a computer from Atlas no longer shows "A technician is connected" on it. The person still gets a chat message saying a screenshot was taken.
• Person website blocks work on every PC — A site blocked for one person on Windows is now blocked whenever they're the only one signed in, including on PCs not joined to a domain, after the next Connect agent update.
• One-site customers sort themselves — In Connect, a customer with a single HaloPSA site now has its computers placed in that site automatically. A computer you move out yourself stays where you put it.
• No false "technician connected" notices — Atlas Connect no longer tells people a technician is connected when their computer briefly loses its connection to Atlas, such as when a laptop moves between networks. The notice shows only while a technician has the computer open.
• Every site shows in Connect — A customer's site now appears in the Connect list as soon as a computer is in it, even when the customer has only one site.
• Prebuilt scripts folder — Atlas's own scripts now sit in a Prebuilt folder in the Connect › Scripts list and are marked "(read only)", so your own scripts are easy to tell apart.
• Edit scripts on the Scripts page — Change a script's name, description, language, time limit and code right on Connect › Scripts, add one with New script, or copy a built-in script to change it. A computer's Toolbox still runs scripts, and its Edit button now opens the script here.
• Group scripts by OS — The Connect › Scripts list can now be grouped into Windows and Mac scripts. Right-click a grouping to make it the default.
• Scripts list in the left rail — Connect › Scripts now lists your toolbox scripts in the left rail. Pick one to see what it does, its runs and schedules, and its code; click a run to see each computer's result in the right panel.
• Choose where remote access is allowed — Set a client to allow remote screen access on all computers, servers only, or none, and override it for one computer. RMM tools like scripts and patching keep working everywhere.
• Computers find their site — Connect now puts a computer in the HaloPSA site of the person who last signed in to it, and the customer page suggests a site for the rest from the computer's name or where it connects from. Accept one or all with a click.
• Website blocks apply straight away — A new or removed website block on Windows now takes effect in Chrome, Edge and Brave within seconds, without restarting the browser, after the next Connect agent update.
• Activity monitoring hidden from staff — The Atlas Connect tray no longer shows whether activity monitoring is on or offers a My activity page. Administrators can still export a person's records from Activity › Users.

Connect now opens on All computers, with a map above the list and a search box for computer, user or customer. Lists show who last signed in, so you can find a PC by that person. Atlas Connect can show your company's name and icon in the Windows system tray and Mac menu bar instead of Voyager Atlas.

• Clearer MFA alerts — Security findings about MFA changes now say which app made the change and what changed, such as "1 sign-in method added", instead of internal IDs.
• Person website blocks fixed — A site blocked for one person on Windows is now blocked for them in Chrome, Edge, Brave and Firefox, after the next Connect agent update.
• Your own name and logo in the tray — Set your company's name and icon in Admin › Appearance › Tray app, and computers with Atlas Connect show them in the Windows system tray and Mac menu bar instead of Voyager Atlas.
• Clearer security digest — Each finding in the daily security email now shows the person's name, whether they are a guest from another organisation, and a line explaining what happened and when.
• Block websites for one computer or one person — In Monitoring policy › Blocked websites, choose to block a site for all of a client's company computers, just this computer, or one person by their sign-in name (Windows only). Person blocks need the next Connect agent update.
• See file copies progress in Connect — When you get a file from or send files to a remote computer, a progress bar now shows how much has copied, so you know a large file is still on its way.
• Previews never take your keyboard — The Connect screen preview on a device page no longer catches what you type or your clipboard while it refreshes.
• Toolbox scripts are admin-written — Technicians can still run your organisation's Connect scripts, but only administrators can now create, edit or delete them.
• Find computers by who uses them — The Connect device panel now shows who last signed in, the computer list's search finds a computer by that person's name or username, and hovering a computer shows its last user.
• Clearer awards list — Admin › Awards now lists each person once with their email addresses, and a tick means they earn awards.
• Find a PC by the person using it — Connect device lists and the devices map now show the full name of who last signed in, such as "Paul Valentine (CHEDDAR\paul)", and you can search by that name. Computers show names once their Connect agent updates.
• Connect opens on All computers — Opening Connect now shows every customer's computers with the map above them, and the Devices menu item is now called Computers.
• Quests and module passport — Team awards now give points for trying new modules and three weekly quests each. Open your module passport on Personal usage and use Try it to jump into a module with a first question ready.
• Computers follow their Primary user's site — In Connect, a computer whose Primary user is set now goes into that person's HaloPSA site automatically. Moving a computer yourself always wins.
• See who's using each computer — Connect device lists now show who last signed in at each computer, and you can search devices by that username to find the right PC faster.
• Connect uses your HaloPSA sites — Computers in Connect are now grouped by each customer's HaloPSA sites, so there is no need to add locations in Atlas. Right-click a customer to refresh its sites, and match any older locations to a site from the customer page.
• Support box only takes your codes — The website support box snippet now carries your organisation's key, so only your support codes work in it, and attacks on other organisations or the Atlas download page cannot block your customers. Copy the snippet again from Settings › Connect › Website support box.
• Mac activity fixed — Active time, apps, websites and the productivity score now show for Macs after the next Connect agent update; before, a Mac's time showed as unknown.
• Add locations from the Connect list — Right-click a customer in the Connect device list and choose Add location to create a location such as HQ. The new location opens straight away.
• Snap remote windows in Connect — Full screen in a remote session now sends shortcuts like Windows+← and Alt+Tab to the remote computer, and the Keys menu can snap its windows left or right.
• Mac customer installers re-enroll — Opening a customer's Mac installer now enrolls the Mac with that customer even when Atlas Connect is already installed, as the Windows installer does. MDM and command-line installs keep the existing enrollment.
• Search All computers — The All computers page in Connect now has a search box. Type a computer, user, operating system or location to find it across every customer, or a customer's name to see all of their computers.
• Search a customer's devices — A customer's page in Connect now has a search box that filters its devices by name, user, operating system or location. The map's status key now reads Engineer connected.
• Map zooms to your computers — The map above All computers and each customer now zooms in to show just the offices where those computers are, instead of the whole country.
• Map on customer pages in Connect — All computers and each customer now show the devices map above their device list. A customer's map shows only that customer's computers, and a location's map shows only the computers there.
• Clearer Sessions message — On a computer added without its customer's installer, the Sessions menu now offers to connect to the screen and explains how to turn on the full list, instead of showing "Device management is not permitted".
• Website blocking — Block websites on a client's company computers from Monitoring policy › Blocked websites, once the client's staff notice covers blocking. Union and industrial relations sites can't be blocked. Needs the next Connect agent update.
• Your own wording on the support code box — Change the instruction line above the website support code box in Settings › Connect › Website support box.
• Weekly activity emails — Send a client's managers a weekly summary of each person's active time, score, apps and websites, and optionally email each person their own week. Set it up under a computer's Activity › Schedule once the staff notice has started.
• My activity and records exports — Each person on a Connect activity report now has a records export (PDF or CSV) for staff access requests, and after the next agent update people can open their own activity from the Atlas Connect tray icon.
• Team awards — Admins can turn on levels, streaks and badges for chat use in Admin › Awards. Everyone then sees their level and badges on the Team Scoreboard, and Atlas announces the month's top and most improved people in Team chat.
• Support code box for your website — Admins can open Settings › Connect › Website support box, pick the colour, theme, size and layout with a live preview, and copy one line to paste into their website.
• Sessions on Macs — The Sessions menu now works on Macs too. It lists everyone signed in, marks who is at the screen, and connects to them or to the login window.
• Websites in activity reports — When a client's staff notice covers websites, Connect activity shows the website in each person's focused browser tab (domain only) with time and category. Needs the next Connect agent update.
• Ask chat about NAS mailbox sizes — After you open a Microsoft 365 backup task on a NAS, chat can tell you how much space each mailbox or SharePoint site uses in that backup.
• Clearer Sessions menu — The Sessions menu on a Connect computer now shows an icon, the person's name and their session state on separate lines, marks the session on screen, and opens below and to the right of the button.
• Activity history up to a year — Connect keeps each person's daily hours, apps and productivity for 90 days by default (up to a year per client), and User activity reports now go back 90, 180 or 365 days with a score column.
• NAS reads go through the Atlas collector — Infrastructure › NAS now lists and reads every NAS through its Atlas collector only, so NAS pages work from any computer without Tailscale or the desktop app.
• Sort the NAS list — Sort NAS devices by client, name, or with offline devices first from the new sort button.
• All computers in Connect — Click All computers at the top of the Connect device list to see every customer's computers in one list, grouped by customer. Saved views now sit in their own filter button at the right of that row.
• Productivity score — Connect activity reports now score each person's active time from 0 to 100. Change how an app or website counts from the Apps table or in Settings › Atlas Connect › Activity categories.
• NAS list filter — Filter the NAS list by client or by online/offline status from the filter button, matching the other Atlas lists.
• Centre the support code form — Add data-align="center" to the website script tag to centre the support code box on your page.
• Staff monitoring notice — Record a client's staff notice in Connect's Monitoring policy and download a ready-made notice and computer use policy. Monitoring waits for the notice's start date, and computers marked Personal are never monitored.
• Cleaner NAS list — Every NAS in the Infrastructure list now shows its server name, and the list no longer shows IP addresses.
• Personal usage beside the Team Scoreboard — The scoreboard you open from the left rail now has a Personal usage tab too, so you can switch between your own stats and the team's.
• NAS list loads all at once — Infrastructure › NAS now shows every client's NAS together straight away instead of filling in a few seconds later.
• Team Scoreboard on the left rail — Click the trophy above Team chat to see this month's chat queries, tokens and cost for your team without opening Settings.
• New Atlas Connect menu on Mac — The Atlas Connect menu bar icon on a Mac now shows who supports the computer, its name and IP address, whether remote control is allowed, and the agent version. While a technician is connected you can chat with them from the menu.
• NAS command confirmation in the page — Confirming a root command on a NAS now happens right under the command box instead of in a popup.
• See your own activity — Settings › My activity shows what you did in Atlas, such as chats, tool checks and runs, and sign-ins. You see only your own entries, without tool arguments or other people's details; the full log stays in Admin › Audit.
• See your own approval requests — Settings › My approvals lists the actions you asked Atlas to run that needed a decision, where each one stands and who decided it. It is read-only; approving and denying stay with your administrators.
• Team Scoreboard for everyone — Everyone in your organisation can now open Settings › Profile › Team Scoreboard to see each person's hosted chat queries and tokens for the month. Cost per person stays visible to admins only.
• Technicians can see backup schedules — Everyone in Backups can now see a monitored job's expected schedule, start time, timezone and next deadline. Only administrators can change it.
• See monitoring settings as a technician — Technicians can now open Activity › Monitoring policy on a Connect device and in its report to see whether monitoring is on and how long activity is kept. Only administrators can change these settings or delete history.
• Firewall port tests for technicians — Every technician with Sophos can now test a firewall's WAN ports from Properties › Location. Tests are still limited to the firewall's own WAN addresses and a few runs a minute.
• Backup files for technicians — Every technician can now open a Wasabi backup's Files tab to browse what is stored. Setting up or removing file access is still for administrators.
• Fix Mac remote control from the menu bar — The Atlas Connect menu bar icon on a Mac now shows whether Screen Recording and Accessibility are on, and one click opens the right System Settings page. Once both are on, remote control starts working within seconds.
• Activity schedule for technicians — Every technician with Connect access can now open Activity › Schedule on a computer to email its activity report on a schedule or send it now.
• Approved update fixes now run — After you approve a fix plan in Connect › Patches › Investigations, Atlas runs those repairs in the computer's next maintenance window, then installs the update again there. You can follow each repair in Atlas and on the Halo ticket, and Atlas never restarts a computer outside its window.
• Approve or change an update fix plan — In Connect › Patches › Investigations you can approve the plan Atlas proposed for a failed update, ask for a different plan with a note, or dismiss it. Each decision is added to the Halo ticket.

You can copy and paste in Connect, remote clipboard works again, and remote sessions reconnect reliably. Connect devices show the technician's first name, and Connect remembers your device list. Chat has live web search and can use all of your enabled modules, and alerts and notices now show Voyager Atlas as the sender.

• Remote clipboard works again — Sending or typing your clipboard to a remote computer in Connect no longer fails with "Atlas could not read your clipboard".
• Hyper Backup results straight from your NAS — After upgrading a NAS to collector 1.7.0, Atlas reads Hyper Backup's own task results and updates matching expected backups as completed, partly completed or failed, with no DSM webhook to set up.
• Clearer NAS command history — Recent commands on a NAS now show when each ran and whether it succeeded, with only the newest one expanded, so older failed runs no longer look like the latest result.
• Find out why an update failed — Turn on Investigate failed updates under Connect › Patches › Investigations. When an Atlas update install fails, Atlas checks the computer without changing anything, explains the likely cause, proposes a fix plan for you to review and raises a Halo ticket.
• NAS updates and upgrades more reliable — After upgrading to collector 1.6.4, slower NASes show which apps and DSM versions have updates, and collector upgrades now succeed on NASes where they previously failed.
• Support code form for your website — Add the Join a support session box to your own website with one script tag, so customers can type their support code there and start a session.
• Import your HaloPSA reports — Admin › Import lists every saved HaloPSA report so you can mark which ones Atlas already covers, which to convert, and which to retire, and track the move off Halo reports.
• Live web search in Chat — Chat can now find current news, vendor advisories, and release notes on the web, with links to each source.
• Support codes checked as you type — The Connect button on the support session page stays greyed out until the code matches a session your technician has open, and shows who you are connecting to.
• See when each update will install — The Updates tab and Connect › Patches now show when Atlas will install each Windows update, or why it won't, and flag computers that missed their maintenance window. A new "Update not scheduled" alert rule tells you when an update has nothing lined up to install it.
• Simpler support code page — Customers joining a support session now see a single Connect button for their computer, with a small link to get the other version if they need it.
• NAS app updates list fixed — After upgrading a NAS to collector 1.6.3, its Updates tab keeps listing installed apps instead of sometimes showing none.
• Clearer web search in Chat — When web search can't reach its provider, Chat now says so instead of retrying with reworded searches, and it can read PHP and OSV advisory pages.
• Fewer tabs when browsing records — opening another record now replaces the last one's tab unless you keep it open by double-clicking it or chatting in it, and NAS device tabs show the device's name.
• Release dates on Chocolatey app updates — Atlas Connect now shows the day each Chocolatey app update was published, on a computer's Applications list and on Patches › Updates.
• Release dates on NAS updates — The NAS Updates tab and its details panel now show the day Synology released each waiting DSM and app update.
• Chat reaches every module — Atlas Chat can now use all of your enabled modules, including Connect, NinjaOne, Security, Backups and Documentation, instead of only the first few when many are turned on.
• Synology system details fixed — After upgrading a NAS to collector 1.6.2, its Overview shows serial number, CPU, memory, temperature, NTP server, time zone, QuickConnect ID and Synology account instead of "Not reported".
• Ticket chat sees the whole client — Ask about a ticket or client in HaloPSA and Atlas now checks that client's Connect computers, patch status, security findings, backups and licences too. The Connect chat can also look up the client's HaloPSA tickets.
• First-seen dates on firewall firmware — The Firmware tab for a Sophos firewall now shows when Atlas first saw each upgrade offered. Dates start from the first check after this release.
• First-seen dates on NAS updates — The NAS Updates tab and its details panel now show when Atlas first found each DSM and app update waiting. Dates start counting from this release.
• Device fields are safer to edit — Only tenant administrators can now add or change the custom fields shown on every Connect device, and the editor warns that changes apply to all devices. Technicians still fill in each device's values.
• First-seen dates on patches — Each update on Atlas Connect › Patches now shows when Atlas first found it waiting, and the Details panel shows the date for every computer. App update dates start counting from this release.
• Patch details in the side panel — Clicking an update on Atlas Connect › Patches now opens its computers, status and Update buttons in the right-hand panel, so the update list keeps the full width.
• Emails come from Voyager Atlas — Alerts and notices from Atlas now show Voyager Atlas as the sender instead of Atlas Marketplace.
• Easier alert timings — Connect alert rules now let you pick how long to wait, the event log window and the threat lookback from a list in minutes, hours or days instead of typing minutes.
• Alert rules switch on and off instantly — Turn a Connect alert rule on or off with the green switch beside its name; it saves straight away and the rules list shows a green or grey dot for each rule.
• Remote sessions reconnect reliably — Windows computers no longer get stuck on "Waiting for the device to reconnect" after a disconnect or an update restart, and a brief network blip no longer ends a live session.
• More on the Connect map — Click a computer on the Connect map to see who last signed in, their email from HaloPSA, the model and memory, pending updates and open alerts.
• Quicker Connect toggles — Collapse all folders and Show offline devices are now one-click buttons next to the views menu in Connect, instead of being tucked inside the sort menu.
• Connect remembers your device list — Sort order, show offline/revoked devices, show all customers, and which folders you've collapsed now stay as you left them after you move to another page or restart Atlas.
• Hours match HaloPSA on alerts too — Value and spend now counts time logged on every monitoring alert, including ones closed automatically, so the hours match HaloPSA's own time records.
• Choose who gets Connect alerts in one place — Settings › Connect › Alert recipients sets who hears about every alert rule set to Use default, so you no longer have to edit each rule.
• Choose how Connect groups devices — Right-click Client, Status or OS above the device list and pick "Make … the default", and Connect opens grouped that way next time.
• Update from the menu — When an update is ready, Check for Updates now offers Restart and update right in the message, so you no longer need to find a button in the sidebar.
• See who is connected — Connect devices now show the technician's first name, like "Paul connected", instead of "Technician connected".
• Calmer SentinelOne status strip — The status at the top of a SentinelOne device page is now one tidy strip, with a coloured icon showing at a glance whether the agent, network, threats and protection are healthy.
• Clearer Atlas Connect errors — Agent update failures now say whether the computer could not reach Atlas, timed out, had its credential rejected, or hit a server error.
• Copy and paste in Connect — Copy and paste now work between your computer and the remote screen, and the Clipboard menu explains its two options: copy to their computer, or type it where paste does not work.
• Clearer SentinelOne device status — Device pages now open with Agent, Network, Threats and Protection tiles that show last seen, IP address, scan age and agent updates at a glance, and look better in dark mode.
• Check hours against HaloPSA — In Value and spend, admins can open How this was worked out and compare the report's hours with HaloPSA's own time records, month by month.
• Fixed agent update status — Computers that sleep no longer show a failed Atlas Connect update after they reconnect when there is nothing to install.
• Richer SentinelOne device pages — Devices opened from the Security rail now show protection, network, hardware, user and management details. Click a section or threat to see everything about it in the Properties panel, including IP addresses, hashes and what SentinelOne did.
• Device search shows the device — Searching Connect for a computer now opens its customer and location in the left column, so the device itself appears straight away.
• Read detailed NAS backup receipts — Atlas can use the start time and duration in a full Hyper Backup notification to verify when the run finished. Subject-only messages remain unverified.
• Know when a backup has not reported — Register expected backup stages before their first run, set their schedules and inspect original completion receipts. Connection tests and messages without completion evidence do not mark a backup successful.
• Backup billing evidence — Invoice, client, source ticket and backup report links now open details in the right panel while you keep reviewing billing. Completed reviews remain available even when an offboarded client has no active backup service.
• Selected Security devices — The device you are viewing stays highlighted in the left rail, making it easier to keep your place when switching devices.
• Security device navigation — Select a device in the Security left rail to view its details in the middle section. SentinelOne table links continue to open the app Properties panel.
• Connect session status — Fixed a problem where unsuccessful connection attempts could leave a computer showing Technician connected after the technician disconnected.
• SentinelOne details in Properties — Device details now open in the app’s normal right panel, so the device list stays usable while you inspect them. Refresh, threat details and the admin reconnect confirmation remain available.

Security clients in Sophos, SentinelOne or NinjaOne expand to show the devices beneath them. You can browse Compact Security findings in single-line rows, and Backup billing reviews show potential overbilling alongside potential underbilling. Choose custom report dates for Security reports, and see drive usage, free space and folder-size bars in the refreshed Storage panel.

• Devices beneath each Security client — Click a client in Sophos, SentinelOne or NinjaOne to expand its devices underneath. Device rows use Connect’s operating-system icons and coloured status dots, and selecting a device opens its details.
• Compact Security findings — Browse findings in single-line rows with client logos and right-aligned status labels. Hover a finding for its subject, source and age, or select it to read the full details.
• Familiar Security rail controls — The inbox rail now starts with a Clients grouping menu and uses the same compact sort, expand, filter and search controls as HaloPSA tickets.
• Backup billing reviews — Billing now shows potential overbilling, including excess storage packs, alongside potential underbilling. Organisation admins can see dated invoice findings, source links and clients whose usage or charges still need checking.
• Fresh NAS update details — After a DSM or app update finishes, Atlas automatically refreshes the middle Updates section with the latest versions and pending updates.
• Choose custom report dates — Choose a start and end date for Security reports and matching PDF downloads, covering up to 92 days. Changing the period now keeps your selected source, such as NinjaOne, open.
• Review backup coverage gaps — Review uncertain client matches, define required workloads, and open relevant actions from backup exceptions. Restore-test records now capture scope, verification and supporting evidence.
• Clearer Sophos device rows — Sophos endpoint lists now show the same operating-system icons as Connect beside each device name. Coloured health dots replace the status text, with details available on hover.
• Browse Wasabi backup storage — Fixed connection errors when opening configured Wasabi file listings and moving between pages.
• Consistent Sophos navigation — Keep the same client list while switching Sophos tabs, including clients with no devices in the current view. License grouping, search, sorting and filters now sit above the license table.
• Faster Security navigation — Security keeps your client lists and Inbox findings across reloads and fetches them before you open each view. Saved lists appear while fresh data loads, with separate snapshots for Proofpoint periods and Inbox filters.
• DSM update progress — Follow DSM preparation, installation and restart in the NAS details panel. Atlas checks progress every five seconds and resumes after a temporary connection failure.
• Backup client names stay assigned — Repeated email alerts now keep the saved client name when a backup job has been assigned to a different client.
• Browse backup storage and clarify run checks — Admins can browse Wasabi folders and stored objects after adding a list-only key. Storage activity is shown separately from backup completion, so unchanged files no longer create misleading backup warnings.
• Return to report details — Returning to a report can reopen its Properties panel after it was cleared when leaving the page.
• Understand backup coverage — Coverage now separates monitoring from backup evidence and shows it by workload. Atlas also matches Synology Microsoft 365 tasks and retries unresolved automatic vendor matches while preserving your manual choices.
• Open SentinelOne sooner — SentinelOne reuses saved client lists while refreshing and prepares client details when you hover or focus a client. Refresh still retrieves current data.
• Clearer backup billing checks — Expired Halo billing is refreshed when you open the check. Missing usage counts remain visible alongside mismatches, and an unknown unbilled estimate now says Not determined.
• Backup client assignment — Backup jobs linked to an unknown client now ask you to assign the correct client before checking billing, instead of reporting them as not billed.
• Faster Sophos client lists — Sophos keeps your client list and device counts across reloads and fetches them before you open the page. Saved lists appear while fresh data loads in the background.
• Choose a security report period — Use the period menu beside the table filters to view the last 7, 30 or 90 days. The report and PDF download use the same period.
• Sophos license navigation — The Licenses tab now shows a license inventory with links to details. Switching Sophos tabs keeps your selected customer, and sidebar labels explain which customers are listed.
• Security inbox by client — Browse findings under collapsible client headings, without selection checkboxes. Filter by category, assignment or last seen, and sort by priority or newest first.
• Start NAS updates reliably — Fixed a response-handling issue that could stop DSM preparation and immediate app updates after Synology accepted the background task. Upgrade the NAS collector to use the corrected actions.
• Sophos client list — Sophos now labels its sidebar Clients and shows company logos where available. The device list waits for counts before showing clients, avoiding the initial flash of clients with no devices. Client rows now show their available logos, and the sidebar waits for device counts instead of briefly showing every client. Sophos Firewalls now uses Clients wording.
• Explore security reports — Client logos make reports easier to find. Search, filter and sort report tables, then select a row to view its details on the right.
• Device recovery — Fixed a startup check that could leave command tools unavailable until Connect restarted.
• Keep page details together — Switching pages clears unrelated Properties and report panels. Select SentinelOne clients from the left sidebar without a duplicate dropdown.
• Browse Security findings from the rail — Search and filter findings in the left rail, then select one to view its details, evidence and response actions in the middle pane.
• Update DSM inside Atlas — Administrators can review Synology compatibility notices and restart warnings in the NAS Properties panel before confirming installation. Update details now follow the app’s font-size setting.
• A clearer sign-in screen — The What's new notice now waits until you have signed in instead of appearing behind the sign-in window.
• A clearer Storage view — See drive usage, free space, and folder-size bars in the refreshed Storage panel. Older timed-out scan results now explain how to start a resumable scan that continues beyond the former four-minute limit.

• Responsive Backstage popups — Backstage keeps its input and heartbeat timers in the popup, so covering the main Atlas window does not delay control.

• Smoother Backstage control — Backstage sends screen updates and input over persistent connections instead of waiting for a new request each time. Slow connections keep the latest screen instead of building a backlog.
• Windows restarts — Fixed an error that could prevent a restart requested from Atlas from starting.

• Backstage responsiveness — Backstage delivers new frames without the extra polling pause and sends keyboard and pointer input more frequently.
• Resume storage scans after a restart — Windows storage scans save their place across interruptions and PC restarts. View live file and folder counts, and stop or resume without discarding saved progress.

Manage NAS updates from one place by opening Schedules and selecting an update to see its details in the right panel. Available app versions now appear first in orange, while confirmed up-to-date apps appear in green. Deleted files stay out of recovered scans, because storage analysis no longer restores a saved scan taken before a file deletion.

• Manage NAS updates from one place — Open Schedules to change automation, and select an update to see its details in the right panel. Administrators can confirm an immediate update for supported Synology apps; DSM installation opens its native wizard.
• Deleted files stay out of recovered scans — Storage analysis no longer restores a saved scan taken before a file deletion. Active scans remain recoverable, and you can run a fresh scan to update totals.
• See NAS app updates — Available app versions now appear first in orange, while confirmed up-to-date apps appear in green. Upgrade the NAS collector to refresh these checks.

Activity PDFs show the company logo without repeating the company name beneath it. Company-branded emails now fit narrow screens without sideways scrolling, while keeping their compact layout on desktop. Changing a storage limit now opens an in-app confirmation showing the drive and requested size.

• Cleaner activity report headers — Activity PDFs show the company logo without repeating the company name beneath it.
• Windows Security patch verification — Windows Security updates remain held for wider rollout while Windows still offers another package for the same update. A reoffer starts a fresh observation period after it is cleared.
• Read report emails on mobile — Company-branded emails now fit narrow screens without sideways scrolling while keeping their compact layout on desktop.
• Confirm shadow storage changes — Changing a storage limit now opens an in-app confirmation showing the drive and requested size. Atlas checks the limit saved by Windows before reporting success and preserves error details when a change fails.

Activity report emails now show your company branding, a clear heading and a compact reporting-period table. You can send PDF and CSV reports immediately or schedule them, and open Backstage in the Connect window. Storage appears in Performance, you can reopen a Windows storage scan, and administrators can manage Windows shadow copies.

• Backstage in the Connect window — Open Backstage in the same popup used for remote access. Closing the window ends its private session.
• Clearer activity report emails — Company-branded activity emails now show a clear heading, a compact reporting-period table, and descriptions of the attached PDF and CSV. The same layout is used for scheduled reports and Send now.
• Branded reports on demand — Send now uses the same company branding and readable report details as scheduled activity emails.
• Avoid duplicate report sends — Send now stays disabled during delivery, even if you change a schedule setting.
• Company-branded activity reports — Scheduled activity emails and PDFs now show your company name and available logo. Emails use readable local dates and explain the attachments; CSV exports include your company name and logo link.
• Test and manage activity report emails — Send PDF and CSV reports immediately to your selected recipients. Schedule settings save automatically, with a green toggle to turn scheduled emails on or off.
• Return to a storage scan — Reopen a Windows storage scan after closing Atlas or losing your connection. View its status and elapsed time, or request Stop from the storage panel.
• Verify retained backups — Older backups can still be tested after changing the recovery retention period, while their original contents and receipts stay unchanged.
• Schedule NAS updates — Administrators can review and save DSM and app update schedules from the NAS Updates tab. Times follow the NAS time zone, and Atlas verifies saved settings before reporting success; collector 1.4.0 is required.
• Simpler NAS setup — Add NAS now uses the same step design as HaloPSA actions. New NAS names are detected after installation and kept up to date automatically.
• Shorter backup retention — Operators can use a seven-day recovery policy to reduce retained storage while keeping retention checks and protected backup copies.
• Compact activity scheduling — Configure report emails in a compact layout with inline labels and controls. The enable checkbox now clearly says Email reports automatically.
• Schedule time zone picker — Choose a time zone from a searchable dropdown with UTC offsets. The selector now stays compact.
• Guided NAS setup — Add NAS opens a popup with details, installation and connection steps. Existing NAS devices and management controls stay outside the add wizard.
• NAS system and update details — NAS pages now include system information and a DSM and app updates view. Upgrade the collector to 1.3.0 to collect the additional readings; unavailable details are clearly identified.
• Storage scan status recovers — Atlas retries temporary errors while checking a running scan without starting another scan. Persistent status failures explain that work may still be running instead of suggesting the computer is offline.
• Send activity reports to company contacts — Add people from the computer’s linked company alongside Atlas users when scheduling PDF and CSV reports. The Schedule page now uses consistent fonts and shared form controls.
• NAS drive health and temperatures — Collector 1.2.2 reads SMART health and temperatures from Synology SATA and NVMe drives. Upgrade the collector once, then open a drive in Overview to see its readings.
• Backup storage refresh — Refresh backup usage and cleanup dates from Admin. Daily storage scans run independently of backups and restore tests.
• Reliable device tools — Long-running tools now keep the device management connection marked online while they report progress.
• Scan storage when you choose — Storage analysis now waits for you to click Scan, including after opening a folder.
• Activity schedule menu — Open Schedule between Apps and Monitoring policy to choose when activity reports are emailed. Export settings now have their own page.
• Backup deletion prompts — Connect Google directly from a deletion confirmation and see access errors without closing it.
• See the first storage reading — Performance charts now show a dot for a lone reading, including zero activity. The first storage report is visible while more history is collected.
• Backup storage and cleanup — See backup storage, failed attempts and retry leftovers with cleanup dates. Delete eligible archives or unused retry files from Admin while retention protections stay in place.
• Inspect storage from Performance — Click a drive’s storage chart to see its largest files and folder totals in the right panel. Older Connect services show the latest dated drive inventory while waiting for storage history, and administrators can delete eligible individual files after confirmation.
• Clearer NAS command logs — Actions sent through the NAS collector now show HTTPS in the action log instead of an old SSH connection label.
• Schedule activity reports — Administrators can choose weekdays, send times and recipients for automatic PDF and CSV emails from a computer’s activity log. Reports now open on Current day, with Last 24 hours still available.
• Upgrade your NAS collector without rebooting — Run the new upgrade command once to replace the running collector automatically. Your NAS can stay running throughout the upgrade.
• Windows update installation — Fixed a script error that stopped Windows update installation before it could start. Patch plans now require the corrected Connect agent version.
• Run NAS commands over HTTPS — Administrators can review and run shell commands through collector 1.2.0, with execution limits, audit records and recent results. Upgrade the existing collector once to use commands without a separate SSH connection.
• Manage Windows shadow copies — Open Shadow copies on a Connect device to inspect recovery copies and storage use. Administrators can create copies, delete a selected previous-version copy, set a shared storage limit and manage a daily Atlas schedule, with confirmation before destructive changes.
• Storage in Performance — See used and free drive space alongside disk read and write activity over 24 hours, 7 days or 14 days. Storage history starts when an updated Connect service reports it.
• Choose installer backup storage — Choose whether backups reuse verified installer copies, save a full copy each time, or exclude installers. Core application data stays included.
• Investigate failed updates and disk space — Windows devices have an Update storage diagnostics script in Toolbox with drive space, cache sizes, installer events and recent Chocolatey logs. New failed Chocolatey update runs also report free disk space and retain more installer output.
• App update progress in the right panel — Selecting an app or requesting its update now opens that app in the Update tab, replacing previously viewed Windows update details. The table and panel share live progress, results, output and retry state.
• Accurate NAS storage help — NAS storage browsing no longer describes HTTPS collector connections as SSH.

Excel files now show their preview as soon as they appear in chat. You can edit a device’s Display Name inline, and Connect uses that name in the device page heading, device switcher and remote connection window. Long update tables keep their column headings visible as you scroll, matching Business Reviews.

• Automatic Excel previews — Excel files now show their preview as soon as they appear in chat. You can still collapse the preview, switch sheets or download the workbook.
• Scrollable update tables — Long update tables keep their column headings visible as you scroll, matching Business Reviews.
• Clearer update tables — Device updates and fleet patches now use compact bordered tables with clear column headings, matching Business Reviews. Update status, computer counts and install history are easier to scan while existing actions and details remain available.
• More details for phones and tablets — Updated mobile apps report model, OS and app versions, battery and available hardware details in Connect. Enter serial numbers inline, or link a matching device from the customer’s Intune inventory; sources and last-read times stay visible.
• NAS drive details for technicians — Technicians can see collected drive and storage details and refresh drive status through the HTTPS collector. File and backup-content browsing remain restricted to administrators.
• See what an offsite backup includes — Open Contents & sizes in Backups & Recovery to see where a completed archive is stored and its recorded file counts and sizes by category. Older archives without category totals still show their overall size and included components.
• Safer workstation patch pilots — Windows pilot rollout waits for verified installs and required restarts, and report-only policies block manual Windows installs. Updated Windows agents retain interrupted-job records; automatic update-all for apps is paused.
• Private Windows workspace — Open interactive consoles and Windows management tools in Backstage while the signed-in user keeps working on their own desktop. Requires the updated Windows Connect service.
• Device fields for everyone — Everyone with Connect access can add and edit custom fields from a device’s details. Removing saved fields remains limited to tenant administrators.
• Clearer update controls — Device and fleet update details now fit the available panel width. Users without installation permission see why install and retry controls are unavailable, while progress and results remain visible.
• Install the collector on an existing NAS — Use Install collector to generate a fresh command on the existing NAS without creating another device or changing its links. Technicians can also access the upgrade command for older installed collectors.
• Keep device name text consistent — Editing and saved colors now apply only to the dotted underline. The name itself keeps its normal text color.
• Excel previews in chat — Click an Excel file to view its sheets right in the conversation. Switch sheets, scroll through rows and download the workbook from the preview.
• Clearer NAS setup — See the installation steps before adding a NAS and search clients in a compact picker. Collector status now distinguishes an unconnected Atlas collector from the NAS or Tailscale installation.
• See when device names are saved — Display names show an orange dotted underline while editing and briefly turn green after a successful save, in device details and the sidebar.
• Respect declined fleet updates — Explicitly declined Windows updates remain unavailable for manual installation and retry in the fleet view.
• Rename devices in the sidebar — Rename Display Name now edits the device name directly in its sidebar row. Both name editors keep the surrounding font, save with Enter or clicking away, and cancel with Escape.
• Start chats during startup — New chat now retrieves missing folder information from the app server instead of failing immediately. If the connection is unavailable, you can retry after reconnecting.
• Fleet update controls — Administrators can select computers for Windows and app updates, review the targets, and follow each computer’s reported progress and results. Retry failed updates from the same view.
• Save device names by clicking away — Inline display-name edits now save when you click outside the field. The text stays in place while editing, and Escape still cancels.
• Read Teams discussions — Fixed an error that stopped Atlas from retrieving the earlier posts in a Teams discussion before answering your question.
• Edit names without extra buttons — Click the display name in device details and type in place. Press Enter to save or Escape to cancel.
• Click a device name to edit — In device details, click the dotted-underlined display name to edit it inline, then save or cancel.
• Private Backstage workspace — Administrators can open Windows tools and interactive consoles in a private workspace from Sessions → Backstage. The updated Windows Connect service is required.
• Edit device names inline — Use the pencil beside Display name to edit, save or cancel directly in device details.
• Teams thread context — Atlas can use the original channel post and surrounding replies when you ask for help, where the installed Teams app has permission to read them.
• Inventory exports match your table — CSV and PDF downloads keep your selected columns, displayed values and sort order. PDFs wrap long names and headings, with repeated headers and page numbers.
• Resume offsite archives safely — Backup retries can reuse matching files after a large-file upload collision. Changed source files are captured separately and stored copies are checked before reuse.
• A clearer Connect menu — Right-click a device to see a compact Atlas menu with action icons, its display name and status. Common actions stay in the main menu, with device pages grouped under Device tools.
• Update Chocolatey apps — Update individual or selected Chocolatey apps, follow their progress and inspect results from a computer’s Updates tab. You can also update all eligible apps and retry failed updates.
• See schedules on a calendar — each schedule now shows its start, stop and restart times on a month or week calendar, including edits before you save, and remembers which view you prefer.
• Open computers from inventory reports — Click any computer row to open its device details. You can also focus a row and press Enter or Space.
• Recognize your devices everywhere — Connect now uses your custom Display Name in the device page heading, device switcher and remote connection window. Renaming a connected device updates its window title without restarting the session.
• Find Connect reports — The Reports rail now matches other modules’ text sizing. Use the search icon above the list to filter reports by name.
• Sort monthly business review figures — Click a heading in the monthly table to sort by date, tickets, hours or value. Click again to reverse the order.
• Consistent report tables — Connect inventory now uses the same compact column filter icon as Business Reviews. The monthly business review table has a shaded header, rounded border and spacing matching Connect Reports.
• Track app update results — Winget app rows now show waiting, running and completed update results. Open a row for output and exit codes, or retry a failed app update without resubmitting successful ones.
• Clearer policy form spacing — Start from, Policy name and Operating system are now stacked with compact widths. Extra space below the step bar separates navigation from the form.
• Sort your computer inventory — Click a column heading to sort the table alphabetically or by number. Click again to reverse the order.
• Rename devices from the rail — Right-click a Connect device and choose Rename Display Name, or use the pencil in its Display name summary box. The separate name section below the summary has been removed.
• Prepare Connect reports in the background — Atlas starts loading the default inventory and seven-day user activity reports while you browse Connect devices or reports. Opening a report reuses the prepared data, and activity counting continues in the background.
• Choose inventory columns — Use the filter icon above the computer inventory table to show or hide columns. Your selection is remembered and used for downloads.
• Connect reports in the left rail — The Reports view now shows report choices below the Connect menu in place of devices and device filters. Select a report to view its details in the middle panel.
• Find the app updates you need — Search apps by name or package ID, filter by request status or available actions, and sort failed requests first. Bulk actions apply to visible eligible apps, and failed scan requests show a retry option.
• More compact policy forms — Start from, Policy name and Operating system now share a row in the patch policy dialog, stacking on smaller screens. The computer picker also uses a narrower search and selection area.
• Choose Connect reports from the sidebar — Select computer inventory or user activity in the left rail to view the report in the middle panel. Device activity reports remain available below the report list.
• Manage app updates more clearly — Open app rows for version details, see update request status, and select eligible winget apps to update together. Coverage and report-only policy notices explain which actions are available.
• Consistent policy setup steps — Patch policy setup now uses the same numbered step bar as HaloPSA Actions. Policy and operating-system dropdowns are more compact.
• Step through patch policy setup — Create or edit patch policies in a wider window with separate steps for computers, approvals and installation. Policy choices now use themed dropdowns, with an opaque background and matching controls in dark mode.
• Copy a patch policy — On the Policies page, choose New policy to start with a copy of any existing policy and review its settings before saving. Patch page headings and supporting text now use more compact sizes.
• Name your Connect devices — You can edit a device’s display name in Atlas and see it in the left rail. The original device name remains visible in the right panel, and device check-ins preserve your custom label.
• Open affected devices — Select a computer in a patch policy’s affected-device list to open its Updates tab.
• Compact approval rules — Patch policy approval rules now fit in three columns at normal panel widths, with fewer columns on smaller screens.

You can choose Windows, macOS, or both when creating or editing a patch policy, with a live preview of unsaved changes. Turning off Show offline devices now hides clients without online devices, even when Show all customers is enabled or you search for a client. Names entered in the iOS pilot app stay in the Atlas device list.

• Mac patch policies — Choose Windows, macOS, or both when creating or editing a patch policy. Device previews and update schedules follow the selected operating system.
• Recognizable iPhone and iPad names — Enter a device name in the iOS pilot app to identify it in the Atlas device list. Sharing check-ins keep that name instead of restoring the generic iPhone / iPad label.
• Focus on online clients — Turning off Show offline devices now hides clients without online devices, even when Show all customers is enabled or you search for a client.
• See policy impact and risky settings — Affected devices now appear in the right panel with a live preview of unsaved changes. Orange borders and explanations identify settings that allow automatic changes or can interrupt users.
• Fresh Quick connect codes — Expired codes now renew automatically when you return to Connect or leave the page open. Valid codes and joined support sessions are preserved.
• iPhone sharing recovery — The iOS pilot retries temporary check-in failures before ending a session. The phone also returns to waiting when its technician disconnects, and request errors include an HTTP status.
• Backstage entry for Connect — Administrators can open the new terminal panel from Sessions or the terminal button. Live commands require an updated Atlas Connect service.
• Compact policy settings — Patch policies now use styled dropdowns and a responsive approval grid. Save and Cancel stay visible while settings and affected devices scroll independently on wider pages.
• iPhone screen sharing — Fixed picture messages that could interrupt iOS sharing with INVALID_FRAME. The pilot app now has a labelled blue sharing control, clearer steps and a visible build number.
• Edit patch policies on the page — Policy settings and approval rules now have visible dropdowns with Save and Cancel controls. See affected devices alongside the settings, including a preview of unsaved scope changes.
• Connect sidebar — Removed the extra installer dropdown. Customer installers remain in the existing customer panel.
• Offsite archive retries — Temporary archive upload failures are retried from a fresh file stream. Persistent failures show which storage step failed and its underlying error code.
• Policy list icons — Policies in the Connect sidebar now have a shield icon, matching the surrounding navigation.

Open patch policies sooner and select a policy in the Connect sidebar to view settings, approval rules and covered computers. Open Policies under Connect to see automatic installs and restart permissions; new policies default to Never restart. AWS, Azure and Google Cloud rows flag machines without a matching Connect registration, and iPhone screen sharing keeps system pauses resumable.

• Open patch policies sooner — Policy settings can now appear while computer inventory loads, and Connect reuses recently loaded policies across the sidebar and detail view. Permission and policy loading failures show a Retry button.
• Browse patch policies — Select a policy in the Connect sidebar to view its settings, approval rules and covered computers in the middle of the page. The detail view follows the familiar client record layout, with editing available to administrators.
• Check Connect on cloud machines — AWS, Azure and Google Cloud rows now flag machines without a matching Connect registration. Select the icon for installation steps and a shortcut to the customer's Connect installers.
• Find and review patch policies — Open Policies under Connect to see which computers each policy covers, automatic installs and restart permissions. New policies default to Never restart; existing policies keep their settings.
• iPhone screen sharing — The iOS pilot now keeps system pauses resumable and waits when a technician disconnects. Broadcast alerts explain why sharing ended.

• Phone screen-sharing window — Fixed a problem that left the remote window blank when connecting to an iPhone, iPad or Android device. Closing the window disconnects its viewing session.

Connect alerts now open with the rules list and its filters on the left, and computers with any open alert show an orange monitor icon. You can edit a selected rule in the middle pane. When a new version of Voyager Atlas is ready, a card appears at the bottom left with an Update now button.

• Smaller NAS diagram — The device overview uses a more compact enclosure diagram with shorter drive bays and less surrounding space.
• Android remote control — Fixed a viewer problem where an Android screen could be visible while taps, navigation buttons and typing sent no commands.
• Consistent rule filters — The rules rail now uses the same compact filter bar as Devices, with severity and status menus, alphabetical sorting, and search in one row.
• iOS prototype icon — The iPhone and iPad prototype includes the Atlas app icon.
• NAS devices on the map — The NAS main page now shows devices at their linked client's office, using the same map as NinjaOne. Select a device to open its NAS record; devices without an office address remain available in the unplaced list.
• Edit rules in place — Select a Connect rule to edit its fields directly in the left-aligned middle pane and save your changes. Open and resolved alerts are available from the Activity menu at the upper right.
• Compact rule navigation — Rules now fit on a single line in the left rail, with coloured severity icons and the on/off status beside each name.
• Rules are visible when Alerts opens — The rules list and its filters now appear immediately on the left when you open Connect alerts, while open alerts remain in the middle until you select a rule.
• Browse Connect rules beside alerts — Filter rules in the left rail and select one to see its details in the middle pane. With no rule selected, you can keep working through open alerts.
• NAS list icons — Client headings now show their logo, and each NAS device has a storage icon beneath its client.
• Clearer computer status — Informational Connect alerts remain visible in the computer details without changing its icon colour. Warning alerts still show orange and critical alerts show red.
• Find NAS devices by client — NAS devices now show client headings and an All clients filter, including devices without a client. Saved devices stay visible without a checking-status message while Atlas refreshes them.
• Android app updates — After enabling app updates once, Atlas Connect checks for new versions and requests installation without another browser download. Android may ask for approval, and screen sharing needs to be started again after an update.
• Schedule multiple machines — Select machines in Selected VMs to apply or remove a schedule together. Failed changes remain selected for retry, and the extra Schedules heading above the details has been removed.
• NAS device menus — NAS devices now use the same record layout as HaloPSA clients, with menus for Overview, Storage, Microsoft 365 backups and Commands.
• Android remote control recovery — Remote control can resume in the same session after Accessibility is enabled or reconnects. Technicians now see guidance when the Android permission is missing or an action is rejected.
• iPhone and iPad prototype pairing — You can create a QR or setup code for the separately installed iOS screen-sharing prototype. Sessions require the user to start sharing and provide screen viewing only.
• Create schedules from the toolbar — Use the + beside search to create a schedule. The separate New schedule button has been removed.
• Every alert shows in the device list — Computers with any open alert, such as "Not restarted in 30 days", now show an orange monitor icon in Connect so they stand out from healthy ones.
• Manage schedules from cloud machines — Open the Schedules tab on an AWS, Azure or Google Cloud machine to apply or change its schedule, review power times, and pause or resume scheduling. Open the linked schedule to edit its full details.
• Consistent schedule layout — Schedule details now align to the left of the middle pane. Schedule text and time controls follow Atlas’s shared UI font settings.
• Compact schedule controls — Schedules now uses the same compact toolbar as Machines, with sort, status filter and expandable search controls above the list.
• Find schedules and machines — Filter schedules by On or Off and search selected VMs or run history. Failed schedule loads now show a Retry action without repeatedly retrying access, missing-page or timeout errors.
• Softer Dashboard background — The light Contours wallpaper now has a subtle overlay and dark Dashboard text to keep the content readable.
• Automatic Android setup — Download Atlas Connect from your customer setup link and open it after installation to enrol automatically. You no longer need to return to the browser or enter a setup code; Android permissions still require your approval.
• Browse schedule details — Choose a schedule from the Infrastructure left rail to edit its times, manage selected VMs, and review its run history in separate tabs.
• Add a NAS without extra permissions — Active technicians can add a NAS for any client without a Manage NAS grant or a key engineer or account manager assignment. Administrator access is still required for commands, backup browsing and revocation.
• Schedule Azure and Google Cloud machines too — Infrastructure › Schedules now starts and stops Azure and Google Cloud machines as well as AWS ones, and the page matches the rest of Atlas in dark mode.
• Simpler Android set-up — Set up an Android phone by typing the short code from Atlas into the Atlas Connect app, instead of opening a link in the phone's browser.
• Device card on every computer — Hovering the monitor icon in Connect now always shows the computer's status and agent version, and says "No issues" when nothing needs attention.
• Schedule AWS machines — Infrastructure › Schedules can now start, stop and restart AWS machines on a weekly timetable, and you can pause a schedule for one machine when someone needs it left on.
• Deploy Atlas Connect with an MSI — Download a customer's Windows MSI from Atlas Connect to install the unattended service silently on many PCs with NinjaOne or another RMM.
• See which apps are out of date — A computer's Updates › Applications tab now lists the installed apps that have a newer version, with an Update button, and Inventory › Software shows the available version beside each one. Needs the next Connect agent on Windows.
• Updates grouped by type — A computer's Updates tab now has Operating system and Applications tabs, so Defender, .NET, Office and Edge updates sit apart from Windows and macOS updates, each with its own missing count and install history.
• Clear old chats on the computer — The person at a Connect computer can now clear the technician chat: Clear chat on the Windows tray menus, or the Clear button in the Mac chat window. Only their copy is cleared, and new messages still arrive.
• Update reminder comes back — Closing the update card hides it for 15 minutes, then it shows again until you update. It also appears each time you open Voyager Atlas.
• Preview Excel files in chat — Click an Excel file Atlas made in a chat to see its sheets right there, then download it when it looks right.
• Updates pop up in the corner — When a new version of Voyager Atlas is ready, a card now appears at the bottom left with a blue Update now button, so you can't miss it.
• Chat makes Excel files — Ask any Atlas chat for a spreadsheet, tracker or register and it now creates a real Excel file you can download straight from the conversation.
• Clearer sign-in-after-failures alerts — Security now only flags an account as compromised when the failed sign-ins came from the same IP that then signed in. When the failures came from elsewhere, the alert says so and lists those IPs.
• Clearer Toolbox in the remote-screen window — Pick a script from the list to see what it does and its full script, then run it or edit it right there.
• Map view resets on a second click — Clicking Global or Local on the Connect devices map when that view is already chosen now flies the map back to it, after you've zoomed or panned.
• Clearer Credentials menu — Each action in the remote screen's Credentials menu now has a small icon, so signing in, typing a username and typing a password are easy to tell apart.
• Simpler remote-screen window — The remote-screen window no longer has a Bring it back button; use the one on the device page in Atlas to move the screen back.

The remote-screen toolbar is tidier and the extra Disconnect button is gone, so close the window to end the session. Click the pencil next to a Quick connect code to type one that is easier to read out; easy-to-guess codes are refused. The Credentials menu lists Hudu passwords for this computer, plus shared domain and local admin accounts.

• Tidier remote-screen toolbar — The remote-screen window's menus have cleaner arrows, and the extra Disconnect button is gone: close the window to end the session.
• Choose your own Quick connect code — Click the pencil next to a Quick connect code to type one that is easier to read out. Atlas refuses codes that are easy to guess, such as 111111 or 123456.
• Hudu passwords for this computer — The remote screen's Credentials menu now lists the passwords for the computer you are connected to, plus shared domain and local admin accounts, instead of every password the customer has in Hudu.

Chats with the person at a computer now stay for 30 days, so you can scroll back through earlier conversations, even when the device is offline. Each message in a Connect chat now shows when it was sent, and the chat panel is larger and easier to read. In Backups Billing, a client now opens like a HaloPSA client.

• Connect chats kept for 30 days — Chats with the person at a computer now stay for 30 days, so you can open Chat on a device and scroll back through earlier conversations, even when it is offline.
• Times on Connect chat messages — Each message in a Connect chat now shows when it was sent, and the chat panel is larger and easier to read.
• Billing looks like a client page — In Backups › Billing, a client now opens like a HaloPSA client, with a header, Overview, Invoice lines and Backup jobs tabs, and next and previous buttons.
• Scan to set up an Android phone — The customer page shows a QR code for the Android set-up link, so you can scan it with the phone's camera instead of sending the link.
• Edit device fields in place — Add field and Edit fields on a Connect device now edit right inside the details panel instead of opening a window.

• Billing in the side list — In Backups, Billing now lists its clients in the left list with their status, and picking one shows its invoice lines and findings in the middle.

You can set up an Android phone from Atlas Connect and view and control it from Atlas, the same way you connect to Windows and Mac computers. The Quick connect code now shows at the top of the Connect list, and customers on a Mac just open the downloaded Atlas Connect app. The devices map shows your devices straight away.

• Backup billing reads your products — Backups › Billing now counts "Sentry Backup 500" as a 500 GB pack, leaves out Exchange Online Archiving, and shows Not measured instead of OK when nothing could be compared. Change how invoice lines are read in Backups › Settings.
• Easier Android set-up — The Android set-up QR code is now simple enough to scan with a phone camera.
• Billing details at the side — In Backups › Billing, clicking a client now opens its invoice lines and findings in a panel beside the list instead of expanding the row.
• Clearer activity reports — Activity PDF reports now say Time recorded, Started and Time not recorded, matching the spreadsheet export.
• Clearer activity spreadsheets — Activity CSV exports now use plain column names and list only the apps people used, with background processes summed up in one line.
• Scan to set up an Android phone — The customer page now shows a QR code for the Android set-up link, so staff can scan it on the phone instead of opening a sent link.
• Simpler activity reports — The "How to read this report" notes in Connect activity exports are now short and plain, and the internal device ID no longer appears on the report.
• Remote-support Android phones — Set up an Android phone from a customer in Atlas Connect and view and control it from Atlas, the same way you connect to Windows and Mac computers.
• Quick connect opens the remote screen — Computers that join with a quick connect code can now be viewed and controlled, without a false "agent too old" warning.
• Tell CloudAlly backups apart — When a client has more than one CloudAlly backup of a type, each now shows its domain (or a number) instead of a long task code, in the app, backup digests, Halo tickets and reports.
• Backup jobs without the codes — CloudAlly backup jobs now read "CloudAlly · SharePoint" instead of showing a long task code, in the job list, the job panel and the recommendations.
• Backups — click a backup job on a client page to see its details, results and controls in the right panel. CloudAlly tasks show a warning only for accounts that recently missed a backup, and years-old accounts no longer make a whole task overdue. CloudAlly tasks no longer show as failed when CloudAlly is backing them up, and the users-protected count only includes accounts CloudAlly has switched on.
• Devices map — A customer with several sites is now placed at its head office instead of whichever site Halo lists first. Offices whose invoice address is only a street are now placed using the site address that includes the suburb.
• Connect groups computers by OS version — With the rail grouped by OS, each system now splits into versions such as Windows 11 24H2 or macOS 15, newest first. Computers that have not reported their version yet stay loose in the folder.
• Quick connect code in the Connect list — The six-digit Quick connect code now shows at the top of the Connect list, ready to read out, so there is no pop-up to open first.
• Hudu passwords in remote sessions — The remote screen's Credentials menu now lists your customer's Hudu passwords, with this computer's first, and can type a password and press Enter at the Windows logon screen.
• Sign in to locked Windows computers remotely — After Ctrl+Alt+Del you can type the password and click on the Windows sign-in screen from the Connect remote screen.
• Clearer popup for travelling computers — A computer pinned away from its office now says where it is now and where it usually is.
• Devices map chips no longer overlap — Zooming into a busy area of the Connect or NinjaOne devices map now keeps each office's device chips apart and fully in view.
• User activity roll-up for Connect — Reports now has a User activity tab showing logged-in, active, idle and offline hours for every computer, one customer or a saved view over the last 7, 14 or 30 days, by computer or by customer. Download it as a CSV or a PDF. Computers with monitoring turned off are listed but not counted.
• Pin travelling computers on the map — Admins can turn on Show travelling computers in Connect settings so a computer that last connected from another country appears where it was seen, with a pulsing ring while it is online and an Away count in the map header.
• Quick connect on a Mac without installing — Customers on a Mac now just open the downloaded Atlas Connect app; nothing is installed and it deletes itself when the session ends.
• Devices map opens faster — The devices map in Connect and NinjaOne now shows your devices straight away when you open it, instead of waiting for the offices to load.
• Devices appear in the right country on the map — Fixed a problem that put some customers' devices in the wrong country on the Connect and NinjaOne devices maps. Customers whose address is too vague to place are listed under "not on the map".
• Computer inventory report for Connect — Reports now opens on a table of your computers for everyone, one customer or a saved view. Choose the columns (operating system, model, memory, free disk space, pending updates and more) and download it as a CSV or a PDF. Hardware columns fill in once a computer has reported its inventory.
• See your NinjaOne devices on a map — The NinjaOne Devices page now opens on a map showing each client's devices at their office, coloured by whether they are online. Clients are matched to their HaloPSA customer to find the office.
• See where a computer last connected from — Connect now shows the country and city each computer last checked in from, and highlights it when that is a different country from the customer's office.
• Search settings in Admin — The Admin search box is always ready to type in, and it now finds words from inside every settings page, including Security and Backups.
• Saved views for Connect computers — Save a filter such as "macOS 27" or "added in the last 30 days" as a view, keep it to yourself or share it with your team, and pick it from Views above the computer list. Operating system version, model, memory and pending updates are available once a computer has reported its inventory.
• Ctrl+Alt+Del reaches the Windows sign-in screen — Send Ctrl+Alt+Del from the Connect remote screen now opens the sign-in box on locked Windows computers and servers.
• Backups connections — CloudAlly, Wasabi and Synology connect from the same settings layout as Sophos, and CloudAlly no longer asks you to name the connection.
• Switch the devices map between world and country — The Connect devices map has a Global and Local switch: Global shows the whole world, and Local zooms to the country your devices are in, such as Australia.
• See why a computer's Connect update failed — When a Connect agent cannot update itself, its device page now shows the reason, and administrators can use Retry update to try again. This applies to computers running an agent version released after this change.
• Agent version on hover — Hovering a computer's monitor icon in the Connect list now shows its Connect agent version with its alerts.
• See each computer's Connect agent version — The Device side panel now shows which Connect agent version a computer runs and whether it is the latest.
• Quick connect for support calls — Click Quick connect in Connect and read the six-digit code to your customer; they type it at atlas.voyagermsp.com/download and their computer joins your session until you end it.
• Review period under the tabs — The review period and its dates now sit just under the Client view and Internal tabs, in the same place as the Value and spend date range.
• Client logos load instantly — Client logos on module rails now appear straight away instead of filling in one by one after Atlas starts.
• See what was busy at any point on a computer's charts — Click a CPU, memory or network chart on a Connect computer's Performance tab to open that moment in the side panel, with the busiest apps then and the range's average and peak. App detail goes back 7 days.
• Tidier record headers — The arrow beside a record's name now lines up with the text, and Business Reviews no longer repeat "Business review" next to the client name.
• Click a row in Value and spend for its details — Clicking a month in By month or a project in Projects now opens its details in the right panel: tickets and alerts, hours, value, spend by type, margin, and the invoices behind it.
• See who connected on any day — A device's Activity timeline now has a Remote sessions lane listing which technicians connected, when and for how long, so you can answer "did anyone connect to my computer on Tuesday?".
• Switch devices from the device name — Click a device's name at the top of its page to search every Connect device and jump straight to another one, staying on the same tab.
• Clearer user picker — The Primary user list on a Connect device no longer shows blank rows, is sorted A to Z, and shows the site or email beside repeated names like "General User".
• Chat without connecting — Message the person at a Connect computer from its device page or the right-click menu, without starting a remote session. They can reply for 15 minutes after your last message, but they can't start a chat themselves.
• Nicer activity reports — Connect user activity PDFs now carry your logo, the client's name, clear dates, summary tiles, a timeline and tables like the app, and the CSV opens as tidy sections in a spreadsheet.
• Hours match HaloPSA — Value and spend now counts time on the day it was logged, including work on older tickets and on monitoring alerts, so the hours line up with HaloPSA's own time reports.
• Tidier device details — Device details in Connect now edit in place, and Add field and Edit fields sit right inside the details panel.
• Value and spend exports match your columns — Export CSV now leaves out the By month columns you've hidden, and your column choice is saved to your account, so it's still there tomorrow and on other devices.
• Simpler Connect activity timeline — A device's Activity timeline now shows just Active, Idle and Offline. Locked screens and time with no one signed in count as Idle.
• Sharper device status icons — The headset and monitor icons beside each device now use the same crisp line style as the rest of Atlas.
• Connect to Remote Desktop sessions — On Windows computers, open Sessions next to Connect to choose the console or a user's Remote Desktop session, so you can help someone working on a terminal server or from home. Needs the latest Atlas Connect agent.
• Shell button on device pages — A terminal button beside a device's connection status opens System › Shell for that computer in one click.
• Complete hours in Value and spend — When Atlas is still reading logged time from HaloPSA, the Hours card now says so and the page fills itself in, instead of showing a low total until someone rebuilds it.
• Connect service named in Apps — A computer's Performance › Apps list now shows the Connect service as "Atlas Connect service" after its next agent update.
• Clearer Add NAS setup — When Add NAS can't be clicked yet, Infrastructure now tells you what's missing, such as a NAS name or the client it belongs to.
• See which apps use a computer's CPU and memory — A Connect computer's Performance tab now lists the busiest apps by CPU and memory over the last five minutes, always including Atlas and ScreenConnect. It needs the next Connect agent update on that computer.
• Business Reviews keep their figures when a source is busy — If HaloPSA or another source can't be read during a rebuild, the review keeps the last figures with an "As of" date instead of going blank, and tries again shortly after.
• Ctrl+Alt+Del works on Windows — Sending Ctrl+Alt+Del from the Connect remote screen now reaches the Windows sign-in screen instead of dropping the session.
• Connect installs on Windows Server 2016 — The Atlas Connect service now installs and enrolls on Windows Server 2016 as well as newer Windows versions.

Each computer now has a Performance tab, and an alert rule can run a Toolbox script as soon as an alert opens. From a computer's System tab you can browse files, run a command and edit the Windows registry without interrupting the person using it. Mac patching installs Safari, XProtect and other Mac updates in the maintenance window.

• Mac patching — Atlas now installs Safari, XProtect and other Mac updates in the maintenance window, and asks the person at the Mac once a day to install macOS updates that need a restart, with a deadline after a week.
• Mac scripts and security — Toolbox scripts can now be written for Macs, and a Mac's Security tab shows FileVault, the firewall, Gatekeeper and its antivirus, with alerts when the firewall or FileVault is off.
• Automatic fixes — An alert rule can now run a Toolbox script as soon as an alert opens, such as restarting a stopped service or clearing temp files, and the alert shows whether the fix worked.
• Performance monitoring — Each computer now has a Performance tab charting CPU, memory and network over the last 14 days, and alert rules can watch for high CPU or memory, a stopped service, or a program that is not running.
• Remote tools without the screen — From a computer's System tab you can now browse its files, download or upload a file, run a command and edit the Windows registry, all without interrupting the person using it. Macs get processes, services, files and commands too.
• Pick your By month columns — The filter icon next to By month in Value and spend lets you hide or show columns, and Atlas remembers your choice on this computer.
• Business Reviews count support tickets separately — The client view now leads with support tickets raised by people, matching Value and spend, with monitoring alerts shown on their own.
• Value and spend sections — A client's Value and spend tab now has a section menu (Summary, Proactive work, By month, Projects, Queues, Invoices), so you see one part of the report at a time instead of scrolling one long page.
• Services margin for the period — Value and spend now shows the total profit or loss on managed services for the selected range beside the other totals.
• Business Reviews show hours per month — Support tickets now lists hours logged next to tickets for each month, and a busy HaloPSA no longer shows up as months of zero tickets.
• Services margin by month — Business Reviews › Value and spend now shows each month's profit or loss on managed services, after support and proactive time.
• Automations always run in the cloud — Every automation now runs in Atlas's cloud on its schedule, even when your computer is off, and your desktop app never runs or pauses its own copy.
• Finance staff see billing in Business Reviews — Anyone with Finance access can now open a client's Internal and Value and spend tabs. Changing the spend rates and sharing spend links with clients stays with organisation admins.
• Watch cloud automations work — Click Run now and the new run opens in Runs straight away, showing each step the agent takes and what it is thinking until its report is ready.
• Remote screen stays open — The Connect remote-screen window no longer closes when the connection drops for a moment, for example after sending Ctrl+Alt+Del; it reconnects in place.
• Cloud automations no longer stop on desktops — An automation that runs in the cloud is now skipped by your desktop app instead of failing there and being switched off after three tries.
• Steadier Connect sessions — Remote sessions now connect reliably instead of dropping during setup, the device page's preview no longer interrupts a session, and the technician indicator clears as soon as a session ends.
• Clearer patch approvals — Connect › Patches now says "report only" when an approved update will not be installed by Atlas, and shows which Windows version an update is for when two share the same name.
• Patch rollout — Try Windows updates on a few pilot computers first: everyone else gets them a few days later, and an update that fails on a pilot computer waits until you release it.
• Find Toolbox scripts faster — Filter a computer's Toolbox scripts by yours or by type, search them, and sort them A–Z.
• Patch details and client policies — Click any update or policy on Connect › Patches to see its details on the right, and pick a client in the left rail to see its updates and give it its own patch policy.
• Atlas Connect agent log in the Toolbox — Run it on a Windows computer to see why its remote sessions ended, without signing in there.
• Costs tabs — Infrastructure › Costs now has Spend, Accounts and Ways to save tabs, and the spend chart no longer times out while AWS savings load.
• Remote sessions on Windows computers with a wrong clock — The Windows Connect agent now connects to computers whose clock is out by any amount, and adds Ctrl+Alt+Del and screen blanking from the viewer.

• Clearer install results — An Atlas install run now says when Windows no longer offered an update (for example a Defender definitions update replaced by a newer one) instead of showing it as still planned.

Mac approval applies by itself, so remote sessions show the screen within about a minute with no restart needed. AWS savings sit in one place under Infrastructure › Costs, and you can install updates now from a Windows computer's Updates tab. You can also find updates faster, and monthly Windows cumulative updates in Connect show roughly what Windows will download.

• Mac approval applies by itself — After you allow screen recording for Atlas Connect on a Mac, remote sessions show the screen within about a minute, with no restart needed.
• AWS savings in one place — Infrastructure › Costs now has a Ways to save section listing every AWS machine's best saving, biggest first, with the total you could save each month. Click a machine to open its Billing tab.
• Install updates now — On a Windows computer's Updates tab, admins can tick updates and choose Install now on this computer. It starts within 10 minutes, outside any maintenance window, and can restart the computer with a 5-minute warning if you allow it.
• Find updates faster — A computer's Updates tab has a search box (title or KB) and Needs approval, Approved and Declined filters with counts. Bulk actions only change the ticked updates you can see.
• Realistic update sizes in Connect — Monthly Windows cumulative updates now show "Varies" instead of sizes like 90 GB, because Windows downloads only the parts it needs and lists every package. Monthly Windows cumulative updates no longer show sizes like 90 GB; Connect now shows roughly what Windows will download.
• Clearer AWS access notes — When CPU or Billing needs updated AWS access, the note now tells you to click Add an account in Settings › Infrastructure › AWS, then sign in and tick the account again.
• Mac permissions stick — After approving screen recording for Atlas Connect once, Mac updates no longer ask you to approve it again.
• See what an AWS machine costs — An AWS machine's new Billing tab shows its monthly cost at AWS list prices and ways to save, like a smaller size, a cheaper type, a one-year commitment or cheaper disks. Sign in with AWS again in Settings › Infrastructure to turn it on.
• AWS machines look like client records — Picking an AWS machine now shows its name with next/previous arrows, Overview and CPU 24h tabs, and tiles for state, CPU, type, region, IP and account.
• Faster Infrastructure machine lists — AWS, Azure, Google Cloud and NAS machine lists now show your last saved machines straight away, even if you haven't opened them for a few days, while Atlas refreshes them.
• Clearer machine lists — Infrastructure machine lists now show each client's logo, indent machines under their client, and mark each machine with its operating system icon.
• Approve updates in bulk — A computer's Updates tab is now a table. Admins can tick updates, or a whole group such as Drivers, and approve, decline or return them to policy for every computer in one step after confirming.
• Security switches in Connect — On/off states on a computer's Security tab are now green or red switches. Admins can isolate or reconnect a SentinelOne computer from its Network switch after confirming; the other switches are read only and greyed out.
• Bigger wallpaper previews — Settings › Appearance now shows larger previews of the Default wallpaper and your own image so you can tell them apart.
• Full-page Dashboard wallpaper — Your Dashboard wallpaper now fills the whole page instead of sitting at the bottom.
• Clearer Dashboard wallpaper — The Dashboard wallpaper now shows without a fade at the top or a dark overlay, in both light and dark mode.
• Dashboard wallpaper looks as set — The Dashboard now shows your organisation's wallpaper exactly as set in Admin › Appearance, including fill, tint and gradient, and the dark Contours lines are clearly visible.
• Contours wallpaper in dark mode — The Contours Dashboard wallpaper now switches to a dark version when Atlas is in dark mode.
• See a computer's open alerts at a glance — The monitor next to a Connect device now turns orange when the computer has open alerts, or red for a critical one, and hovering it lists each alert with its detail and how long it has been open.
• Admin menu tidy-up — Appearance now has its own place in the Admin menu, and the menu is sorted alphabetically so pages are easier to find.
• Organisation Dashboard wallpaper — Admins can now choose the Dashboard wallpaper for everyone in Admin › Appearance, with fill, tint, gradient and blur options and a live preview. People can still pick their own image unless an admin turns that off.
• Mac remote control fix — Remote screen sessions to Macs running the Connect service now connect instead of asking you to update Atlas Connect. Remote screen sessions to Macs running the Connect service no longer hang on "Connecting" when an older copy of Atlas Connect is on the Mac.
• Locations on the Connect map — Link a Connect location to one of the customer's HaloPSA sites and its computers show at that site's address on the devices map.
• Connect map shows your country — The devices map now opens on your organisation's whole country, and widens to include any computers overseas.
• Connect map opens on your devices — The devices map now opens zoomed to where your computers are, and Fit brings you back to all of them.
• Clearer BitLocker status in Connect — The Security tab and BitLocker alerts now say whether an unprotected drive is not encrypted, suspended, or encrypted without a key, and list its key protectors (TPM, recovery password).
• SentinelOne on the Connect Security tab — A computer protected by SentinelOne now shows what the SentinelOne console reports for it: agent version, Protect or Detect policy, network isolation, last full disk scan and any open threats.
• Clearer Connect antivirus status — A computer protected by SentinelOne or another antivirus now shows that product once, and Microsoft Defender as a single line instead of a list of "Off" and "Never" rows.
• See why a computer is flagged — Hover the orange monitor next to a Connect device to see what's wrong, such as an out-of-date agent, the installed and newest versions, and what happens next.
• Mac updates in Connect — Macs running the Connect service now report which Apple software updates they are missing, on the Updates tab and in Connect › Patches.
• Devices open straight away — Picking a computer in Connect now opens its page at once instead of briefly showing the map of Australia first.
• Locations stand out in Connect — Locations in the Connect device list now sit one step in from the customer, with their computers indented beneath them.
• Only tenant admins remove device fields — MSP operators can still rename, reorder and add Connect device fields, but removing one (and its values) is now limited to tenant administrators.
• Connect device actions in one place — Restart, Take screenshot, Update agent and the other device actions are now in the side panel, and each one asks you to confirm before it runs.
• See what a removed device field deletes — Removing a Connect device field that has values now lists each device and its value before you confirm, so nothing is lost by accident.
• Full-screen remote sessions — The Connect remote-screen window has a Full screen button; the toolbar stays at the top and Esc returns to a normal window.
• Connect permissions per technician — Administrators can make a person's Connect sessions view-only, stop them copying files, or stop them connecting, with a rule in Admin › Overlays.
• Antivirus and security status — Each Windows computer in Connect now has a Security tab showing its antivirus, recent threats, firewall and BitLocker, and new alert rules can warn you when antivirus is off or a threat is found.
• Log Connect sessions to Halo — After a remote session, choose Log to Halo on the computer's Sessions menu to add the time to one of the client's open HaloPSA tickets as a private entry.
• Connect session history — Each Connect computer now has a Sessions menu showing which technician connected, when, and for how long, including anyone connected right now.
• Update details — Click any update on a computer's Updates tab to see its details on the right, including what its error codes mean, which other computers are missing it, and buttons to approve or decline it.
• Dashboard answers stay put — Asking the dashboard to write a procedure or runbook now answers right there in the chat instead of switching you to the Documentation page mid-reply.
• Software deploys on ARM PCs — Deploying and updating apps through Connect now works on Windows on ARM computers instead of saying winget is unavailable.
• App updates in the patch window — Patch policies that use Atlas installs can now also update apps like browsers and 7-Zip during the maintenance window, with the results on each computer's Updates tab.
• Create from anywhere in Projects — The + next to search in Projects now starts a new task, project or budget, or takes you to log time, without first opening the right page.
• Tasks open as full records — Click a task anywhere in Projects to see it across the middle of the screen, with its status, assignee, due date, hours, budget and project at a glance, and tabs for Time and Archive. Change the details in Properties on the right.
• Tidier Invite to Atlas dialog — Picking the client's admin now uses a searchable contact list, sign-in method is a dropdown, and the fields use the same font and size as the rest of Atlas.
• Alerts for Windows updates — Connect alert rules can now warn you when a security update has been missing for too long or when a Windows update fails to install, and clear themselves once the update is in.
• Client overviews in Projects — Grouping projects by client now shows each client's logo, and clicking a client opens an overview of all its projects, budgets and next due date.
• Search for a timezone — An automation's timezone is now picked from a searchable list of every timezone, with its UTC offset, instead of typed by hand.
• Icons in Team tasks — The Team tasks list now shows each task's status as an icon and a person icon beside each name, so you can scan who has what and what's in progress.
• Team tasks in the side list — On Projects › Team tasks, everyone's open tasks now sit in the left list grouped by person. Click one to open it in the middle, or search for a task, project or person.
• HaloPSA projects show everything linked to them — A HaloPSA project now has Quotes and Time tabs, and when it's linked to an Atlas project, Budget, Delivery and Proposals tabs plus a tile that opens that project.
• Windows updates install themselves — Patch policies set to Atlas installs now install approved Windows updates during their maintenance window and restart workstations inside it when needed, with each run's results on the computer's Updates tab.
• See the whole team's tasks — Projects › Team tasks lists every open task across all projects, grouped by person with Unassigned at the end. Pick a person to see just their work, and click any task to open it.
• Pick a timezone for any scheduled time — Automations now show their timezone for every schedule with a time, including one-off runs, and default to your own timezone.
• Everything about a project in one place — A project now has Budget, Delivery and Proposals tabs beside Tasks, Quotes and Time. Delivery, quotes and proposals each show the project they belong to, with a link back to it.
• See when an automation will stop — The When step now shows its stop condition, how many failures it allows and its run limit, and says which rule switched it off.
• Change a ticket's category — Pick a ticket's category straight from its details grid, and the status, team and engineer pickers now match the size of the other details.
• HaloPSA projects open as a full page — Opening a project under HaloPSA › Projects now shows it in the middle with Overview tiles and Tasks, Kanban, Activity and Devices tabs, like a HaloPSA client. Its details stay in Properties and the chat opens in the side panel.
• Patch approvals in Connect — Approve or decline Windows updates, and set policies that approve security updates automatically after a few days.
• Clearer automation steps — Each step of an automation now has its own header showing a short summary, so you can see the schedule, model, permissions and notifications at a glance.
• Simpler ticket SLA bar — The SLA strip on a HaloPSA ticket now shows just the response and resolution bars; the working-hours plan and hold time appear on hover.
• On/off switch for automations — Each automation now has an On/Off switch at the top of its cards showing its schedule and next run, in place of separate Pause and Resume buttons.
• Projects open as a full page — Clicking a project in the Projects list now opens it in the middle with Overview tiles and Tasks, Quotes, Time, HaloPSA and Archive tabs, like a HaloPSA client. Its details stay editable in Properties, and the Board still keeps the board in view.
• Tell people apart when picking — The Assignee and delivery person lists in Projects now show each person's email under their name, so two people with the same name are easy to tell apart.
• Ticket SLA at a glance — The SLA now sits in its own bar under the ticket details, with response and resolution progress showing how much time is left before each target.
• Clearer automation permissions — Cloud automations now offer Read only or Full access, and Full access shows why it's unavailable if your organisation hasn't turned it on for you.
• Clearer automation status icons — Scheduled automations now show a blue clock and paused ones an amber pause in the automations list, so you can tell them apart at a glance.
• Task emails — Atlas now emails people when someone gives them a Projects task, and sends a short list of their overdue tasks at 8am. Admins can turn this off under Settings › Projects.
• Cleaner filter rows — Filter chips, tabs and toggles across modules now show just their names, without counts beside them.
• Tidier automation header — Resume now sits in the Paused banner above the cards, and the owner's email moved behind the info icon so the header stays short.
• Windows update reporting in Connect — See which Windows updates each computer is missing and which updates are missing across all your computers, and scan a computer on demand.
• Ticket followers — Halo tickets now show who is following them, and you can tick engineers on or off as followers; changes save straight to HaloPSA.
• Archive beside the runs — Archive, Restore and Delete now sit in an Archive tab under an automation's run list, next to Results, instead of a menu in the header.
• Cleaner list headers — Sidebar list headers now show only the grouping, sort and search controls, without the count text beside them.
• Update or remove an app from its details — In a computer's Software list, open an app to update it there or on every computer with an older version, or uninstall it.
• Reassign Halo tickets in place — Click Assigned on a ticket to pick another engineer or set it to Unassigned; the change saves straight to HaloPSA.
• Search every side list — Every module's left-hand list now has the same filter bar at the top, with a search button on the right to find a row quickly.
• Clearer HubSpot list — Companies, contacts and deals in the Marketing sidebar now each show their own icon, and the filter row no longer squeezes in record counts.
• Easier related-record picker — Choose a module, then a record type, then search; the path at the top takes you back a step.
• Onboarding tasks for everyone — Staff who are given an onboarding or offboarding task by name now see it under People › My HR › My onboarding tasks and on Projects › My tasks, even if they don't manage anyone.
• Related records on automations — Pick the tickets, clients, contacts, devices or Hudu items an automation is about from its What card, on any automation page. Each run looks those records up first.
• Scheduled software updates in Connect — Keep apps up to date automatically by scheduling software updates or installs daily or weekly.
• See your own tasks across every project — Projects › My tasks lists everything assigned to you, grouped into overdue, due today, next 7 days and later. The Projects board also has an Assigned to me switch that narrows it to your work.
• Campaign icons — Each campaign in the sidebar now has its own icon, so you can spot it at a glance.
• Review period in the header — Change a client's business review period (3 to 36 months) from the dropdown next to the dates at the top of the review, instead of hunting for it in Settings.
• Client logos from Hudu — Clients with no website in HaloPSA now get their logo from the website on their Hudu company.
• More client logos — Client lists now show the logo from each client's website far more often, and clients without one show their initial instead of a globe.
• App details in Connect — Click an installed app in a computer's Software list to see its details, its history on that computer and which other computers have it.
• Bigger client logos — The logo beside a client or company name on record pages now fills its square instead of sitting small in the middle.
• Client logos in HaloPSA — The HaloPSA client list now shows each client's logo next to its name.
• Value and spend opens straight away — A client's Value and spend tab now opens on the figures from the latest review build and refreshes them in the background, and Last 12 months matches the review's period.
• Plans & Billing — Settings › Plans & Billing now shows your trial, the people you are billed for and lets an administrator add a card.
• Invite clients to their own Atlas — MSPs can send a client a link that creates the client's own Atlas organisation, with a 14-day free trial and billing per person who signs in.
• Client logos on every client list — Security, Licensing, Backups, Domains, Connect, ScreenConnect, NinjaOne, Sophos and Hudu now show each client's logo next to its name.
• Properties match the Value and spend tab — On a client's Value and spend tab, Properties now shows the spend rates and Share with client links instead of the review's settings, and the open tab and date range stay when you reload or move to the next client.
• Automations on for everyone — Every organisation can now create scheduled automations without an admin switching the feature on first. Admins can still turn it off under Policy › Features.
• Risk overview labels on top — The area names on the Business Reviews risk heatmap now sit above the grid, so you can see each column's area before reading its findings.
• See where each finding stands — Security findings now show their status in Atlas, the security tool and HaloPSA side by side, and suggest the next step with a button to take it.
• Hear when someone new joins your organisation — When someone from your organisation signs in to Atlas without an invite, your admins get an email with a button that opens their Modules in Admin › Users, so you can choose what they can use.
• Client logos show in Business Reviews — The client list in Business Reviews now shows each client's logo, and the logos are remembered so the list stays quick.
• Campaign steps match HaloPSA actions — The steps across the top of a campaign now use the same underlined step bar as HaloPSA actions.
• Tidier security findings — A security finding now keeps its title and actions at the top, with Overview, Respond, Halo and Evidence tabs underneath instead of one long page.
• Value and spend tab in Business Reviews — Admins can open a client's full spend report from its own tab, pick the date range, export a CSV, share it with the client and see invoices, projects and tickets by queue.
• New automation button on the Automations rail — A + button next to Refresh starts a new chat automation. When your organisation has chat automations turned off, it stays greyed out and tells you why.
• Campaigns walk you through each step — A campaign now shows numbered steps from launch brief to calendar, with Back and Next buttons and a tick on each step you have filled in.
• Risk heatmap on every review — Client and Internal views now open on the risk heatmap; click a cell, a priority or an area to filter the recommendations below, and link or create HaloPSA tickets right on each card.
• Client logos in Business Reviews — Each client in the Business Reviews list now shows its logo next to its name, so you can find a client at a glance.
• Archive automations — Set an automation aside from its ⋯ menu: it stops running and leaves the lists but keeps its settings and runs. Find it under Archived and restore it any time; it comes back paused.
• Security findings close with their Halo tickets — When you close or merge a security finding's Halo ticket, Atlas now resolves the finding within about 15 minutes.
• Business Reviews look like a HaloPSA client — A client's review now has the same header as their HaloPSA record, with the logo, a client switcher and previous/next, the views as tabs, and the client's name on the window tab.
• Put a cost on each Business Review recommendation — Type an estimated cost on a recommendation, or create a quote from it, and the review shows what each will cost over the next 12 months and the total, on screen, in the PDF and on the client link.
• Clearer automation reports — The run report now has a heading showing which run it is, with a copy button, and Delete moved into a ⋯ menu in the automation's header.
• Inventory catches up after deployments — A computer's Software list now updates within a couple of minutes of a script or software deployment, instead of up to six hours later.
• Clearer admin role alerts — Security now names the app when an admin role is given to one, and marks Atlas's own Exchange access setup as expected instead of an unexplained role change.
• Value and spend moved to Business Reviews — A client's spend, support time and proactive work now appear in their Business Review instead of a HaloPSA Spend tab. Set the hourly rate, standard times and item group types in Settings › Business Reviews.
• Automations use the app panel — Automation runs now sit in a Runs tab in the app's right panel, and pressing Enter under the cards opens Chat there beside it, just like HaloPSA pages.
• Open earlier Business Reviews — Every review you publish is now kept as it was sent. Find them under Past reviews in the review's Sharing panel and download any of them as a PDF.
• See value and spend in Business Reviews — Each Business Review now opens with Value and spend: what the client paid by type, the support time and estimated proactive work they received, and tickets against monitoring alerts by month.
• Install your own apps and older servers in Connect — Deploy an uploaded MSI or EXE to many computers, and software deployment now also works on servers without winget by using Chocolatey.
• SentinelOne findings stay current — When a SentinelOne threat is mitigated or marked as a false positive, its Security finding now updates its priority and summary, and says when you still need to resolve the incident.
• Review up to three years — Business Reviews can now cover the last 24 or 36 months as well as 3, 6 or 12.
• Automation chat beside the cards — Typing under an automation's cards no longer switches the page; press Enter and the chat opens in a Chat tab on the right, with the message box moving there until you go back to Runs.
• Same composer as other modules — The message box under an automation's cards is now the full Atlas chat composer, with its model and attachment controls; start typing and the chat opens.
• Friendlier chat on Windows PCs — The chat in the Atlas tray panel now shows messages as bubbles with names and times, and has a cleaner reply box.
• Security tickets show their real Halo state — A security finding's Halo ticket now shows Closed with its close time, the engineer's name and whether the SLA was met, instead of raw codes.
• Clearer software deployment results — Connect now says when an app isn't installed, is open, or needs a restart, instead of showing a winget error number.
• Ask from desktop automations — Desktop automation pages now keep a message box under the cards too; start typing and the chat opens with your text.
• Ask from the automation page — Cloud automation pages now keep a message box under the cards; start typing and the chat opens with your text, and going back to Flow brings the box back.
• Only count alerts your team handled — The proactive work on a client's Spend tab and shared reports now values only monitoring alerts an engineer closed, and shows how many closed automatically.
• Remote sessions work on computers with a wrong clock — Atlas Connect now reaches a computer whose clock is out by any amount, the way ScreenConnect does, once its agent is updated.
• Merged ticket links open in Atlas — Clicking "Merged into Ticket ID" on a ticket now opens that ticket in Atlas instead of HaloPSA.
• Rewrite automation instructions with Atlas — Click Rewrite with Atlas under an automation's instructions to get a clearer version in Chat, then Use this to put it in the box and Save changes when you're happy.
• Ticket emails readable in dark mode — Email bodies on tickets now follow the dark theme instead of showing dark text and white boxes, and broken signature image code no longer appears in the message.
• Chat on cloud automations — Cloud and shared automation pages now have a Flow/Chat switch in the header, so you can ask about a run or rerun the automation without leaving the page.
• Show clients the proactive work behind their plan — A client's Spend tab and shared reports now count monitoring alerts handled, backups checked, restore tests, patches installed and security alerts reviewed, valued at standard times you set in Settings › HaloPSA › Spend report and marked as estimates.
• Shorter automation emails — Automations that only read data now send plain findings and a next step, without empty "Accepted jobs" or "Refusals" sections.
• Clearer monthly NPS digest — The Surveys automation preset is now "Monthly NPS digest": it reports last month's NPS and responses against the month before, and sends one short line when you have no published NPS survey yet.
• Remote sessions connect on computers with a slightly wrong clock — Atlas Connect no longer gets stuck waiting for a computer whose clock is a few seconds off.
• Darker menus and composer in dark mode — With the contrast slider turned up, dropdown menus and the message box now keep your theme's colour instead of turning a washed-out gray.
• Ticket times show in your time zone — HaloPSA ticket opened, updated and note times now show in your local time instead of several hours early.
• Tell support tickets from monitoring alerts — A client's Spend tab and shared reports now count tickets people raised separately from automated monitoring alerts, month by month, and open on the last 12 months.
• Internet shown on its own in client spend — Internet services now have their own line on a client's Spend tab and shared reports, instead of sitting with other recurring charges.
• See the value of your support time on a client's spend — The Spend tab and client links now split Managed IT services, Software and licences, and Phone and VoIP using your HaloPSA item groups, and show support hours valued at your hourly rate. Set the rate and adjust item groups in Settings › HaloPSA › Spend report.
• Same layout for desktop automations — Desktop automation pages now show the automation's name in the header, a Pause or Resume button in the top right, and Run now at the bottom of the When section.
• Tidier automation run emails — Automation result emails now show the automation name, its result and finish time up top, with findings and actions as easy-to-scan lists.
• Clearer automation pages — The header now shows the automation's name, with Pause or Resume in the top right, and Run now sits at the bottom of the When section. An automation now reads top to bottom as when it runs, what the agent does and with which settings, and what happens after, and clicking any part opens its settings.
• Security event search covers 7 days — Event search, sign-ins and investigations now cover the last 7 days, and routine mailbox and file-view activity is no longer listed, keeping Atlas fast and backups healthy.
• Share a client's spend report — On a HaloPSA client's Spend tab, choose Share with client to make a link that shows the report as a web page with a CSV download, without the client signing in. Links can expire, and you can turn one off at any time.
• Sign-in returns you to Atlas — After you sign in with Microsoft in your browser, Atlas now comes back to the front on its own, and the browser tab closes where your browser allows it.
• See a client's activity and spend — Open a HaloPSA client and choose Spend to see tickets, hours and invoiced spend by type for the last 12, 24 or 36 months or your own dates, then export it as a CSV for the client. Available to organisation admins.
• Tidier automation page — Automations now show their settings on the left and their runs, with each run's report, on the right, without repeated details.
• Easier to close client setup — The Close button in Partner access client setup responds on the first click in the desktop app, and clicking outside the panel closes it too.
• Clearer device map — Device names on the Connect map no longer turn see-through when you hover them, and clicking a device opens a larger summary with its contact, email, last seen, agent version, full address and an Open device button.
• Progress while GDAP setup runs — Partner access now shows a spinner next to the step that is working, so you can see when Atlas is connecting or checking a client.
• Clearer GDAP connect errors — When a client still needs to approve Atlas, Partner access now says so plainly and points you to the approval link, without Microsoft's error codes.
• Hourly at the minute you choose — Hourly automations can now run at a set minute past each hour, and cloud automations show which models are available.
• Search from the list toolbar — Sidebar lists no longer have a separate search box. Click the magnifying glass in the toolbar to search, and press Escape or the close button to go back.
• Software deployment in Connect — Install, update or uninstall apps such as Chrome or Zoom on many Windows computers at once with winget, and see each computer's result.
• Automations read top to bottom — Each automation now shows What it does, When it runs, How it runs and what happens Then, with clear section headings.
• One toolbar on every list — The rest of the sidebar lists, from Backups to Projects, now use the same toolbar, with their tools always visible instead of appearing on hover.
• Connect alert notifications — Get an email or Teams message when a Connect alert opens, with a daily digest for info alerts, and choose who hears about each rule.
• One toolbar for every list — Sidebar lists now share one tidy toolbar: grouping on the left, and the current sort, expand all and filters on the right, always visible without hovering.
• Quicker automation edits — An automation's name and instructions are ready to edit as soon as you open it.
• SLA score counts recent misses — The client health SLA score now counts targets missed in the last 30 days plus open tickets still overdue, instead of old breaches on tickets that happened to close this month.
• SLA reports follow Halo — SLA breach checks now use HaloPSA's own in/out-of-SLA flags, and the client health SLA table shows each ticket's priority.
• Connect alerts — Get alerted when a computer goes offline, runs low on disk, needs a restart or logs repeated errors, and raise a Halo ticket from the alert or automatically.
• Tidier device list toolbar — In Connect, grouping and sorting now sit in one control, and the sort button shows how the list is sorted. Expand and collapse all are in its menu.
• Step-by-step client setup in Partner access — Check / Set up now guides you through the GDAP relationship, the security group and connecting Atlas in three clear steps. Dropdowns have a search field, and the groups your account belongs to are listed first.
• GDAP access renews itself — New GDAP invitations from Partner access now renew automatically every 180 days, so client access no longer runs out unless you or the client end it.
• Choose how you hear about automations — For any automation, pick whether to be notified on every run or only failures, then tick email, a blue dot in Atlas, or a Microsoft Teams message. Each person chooses their own.
• Rail labels from the More menu — Turn the labels under the left rail icons on or off straight from the rail's ••• menu, next to Customize rail.
• Clearer action tabs — Tabs for Microsoft 365 actions now show the action's name, like New mailbox or Offboard user, instead of "Preset".
• Scheduled scripts in Connect — Run a toolbox script on many Windows computers at once, or on a daily or weekly schedule an administrator approves, and see each computer's result.
• One-click automation settings — Choices like permissions and notifications now open their menu right where you click, without a separate panel.
• Connect clients that aren't in Partner Center — When Partner Center doesn't list a client, Connect now gives you a Microsoft approval link for their Global Administrator instead of refusing. After they approve, select Connect again to finish.
• Overview matches the Sentiment tab — A HaloPSA client's Overview now shows its client health score and colour, the same as the Sentiment tab, with the wording sentiment underneath.
• Get emailed about cloud automations — Choose to be emailed after every cloud automation run, only when one fails, or not at all, right from the automation's page.
• Invite new clients to GDAP — Partner access can now send a Microsoft approval link to a client that is not in your Partner Center customer list yet. Once their Global Administrator approves it, the client appears in the list ready for setup.
• Re-consent from the offboard screen — When a client hasn't approved Atlas for Exchange, Offboard user now says so above the handover options and gives you a Re-consent button right there. Email forwarder stays off until it's approved, like Send As and Full mailbox access.
• Client dots match the Sentiment tab — The coloured dot beside each HaloPSA client now shows the same Green, Amber or Red as the client's health on its Sentiment tab.
• Clearer automation results — Each automation now says its result is saved to Run history and shows whether you're notified on every run or only when one fails.
• Schedules save as you go — Changing when an automation runs now saves automatically, and the schedule is always shown on the automation without extra clicks.
• Friendlier cloud schedules — Set a cloud automation to run monthly on a chosen day and time, every few minutes, or once at a date you pick, without writing a cron expression.
• Force a client Red on overdue invoices — In HaloPSA Sentiment settings you can now make a client Red once a set number of invoices, or a set amount, is overdue. The client's Sentiment tab says which rule turned it Red.
• SLA breaches in more detail — The client health SLA card now shows which target each ticket missed, when it was due, how late it was, plus its priority and status.
• Ticket choices side by side — In M365 actions, linking an existing ticket and creating a new one now sit next to each other on wide windows.
• Computer inventory in Connect — Each Connect computer now shows its hardware, disk space, pending Windows updates and installed software, with a history of what was installed, removed or updated.
• Offboarding fits on one screen — The offboard user options now sit side by side in three columns on wide windows, so you can see every choice without scrolling.
• Simpler automation editing — Click any value in an automation, such as its schedule or permissions, to change it right there. Settings you can't change are greyed out with a reason, and one status line shows whether it's paused, running or failed.
• Clearer devices map — In dark mode the devices map now matches Atlas's colours, and when you zoom into an office its computers are listed as named chips you can click.
• Roomier PC details panel — The Atlas panel on Windows PCs is a little wider and lists the computer's details in two columns.
• See why a setting is locked — Automation settings you can't change from a page, such as a cloud automation's model, now appear greyed out with a short note explaining why.
• Tighter automation list — The Automations list now uses less space between rows and follows your Compact, Comfortable or Spacious appearance setting.
• Street map for Connect devices — The devices map now shows real streets and suburbs as you zoom in, and zooms faster with the mouse wheel or trackpad.
• Automation settings open where you click — Clicking a setting such as permissions in an automation step now opens just that setting, and settings that can't be changed there no longer open the wrong editor.
• Clearer dark mode and offline devices — Selected tabs and secondary buttons are readable again in dark mode, and Connect now says when a device is offline instead of "Ready to connect".
• Edit automations where you read them — Click any step of an automation to change its schedule, instructions, model or permissions right there, instead of hunting through the side panel.
• Script output shows once — When a script is open in the Script tab on the right, its output now shows only there instead of also above the Toolbox list, and long output lines keep their columns.
• More on the device right-click menu — Right-click a computer in Connect to chat with its user, take a screenshot, jump to its Activity, Event logs, Toolbox or Screenshots, copy its name, approve a new installer or revoke access.
• Remote sessions connect reliably — Double-clicking a computer in Connect no longer gets stuck on "Connecting…" when the page is still loading.
• Clearer activity session labels — Connect activity now says when a user was first and last seen, instead of implying a sign-in time or that they left the console.
• Remote screen opens reliably — Double-clicking a computer in Connect now always opens its remote screen window, and double-clicking again brings the open window to the front instead of closing and reopening it.
• Atlas icon and status panel on Windows PCs — The Atlas Connect tray icon is now the Voyager Atlas logo. Clicking it shows the computer's details and the chat with your technician.
• Full-width remote screen toolbar — The toolbar in the remote screen window now always runs across the whole top of the window, instead of sometimes sitting as a short bar in the middle.
• Cancel a queued automation run — A cloud automation run that has not started yet can now be cancelled from its page or by asking chat.
• Outdated agents stand out — A Connect computer whose agent is older than the newest release shows an orange monitor, and its device page says which version it runs with an Update agent button.
• Connect from the right-click menu — In the Connect device list, right-click a computer and choose Connect to open a remote session. The monitor icon on each row no longer connects when clicked by accident.
• Automation edits stay in step — Changes to an automation made in Atlas are no longer overwritten by an older copy on another computer, and Atlas tells you to reopen an automation if it changed while you were editing.
• Activity for Remote Desktop users — Connect now records activity for people who sign in to a Windows computer over Remote Desktop, not only at the keyboard. Needs the updated Windows Connect agent.
• Clearer operating system names in Connect — Grouping devices by OS now shows Windows and macOS folders, and device details name the operating system the same way.
• Run desktop automations from chat — Ask chat to run one of your desktop automations and, once you approve, your desktop starts it within about a minute while Atlas is open there.
• Closing the remote window disconnects — Closing a Connect remote screen window now ends the session, so the device no longer shows a technician as connected. Use Dock to keep the session in the page instead.
• Quieter screen previews — Computers whose Connect agent shares the screen itself no longer show a technician notice for the device page's screen preview.
• Devices map finds your customers' offices — Computers now appear at their customer's office using the HaloPSA site address, and device names stay readable in the list of devices not on the map.
• Script details beside the Toolbox — Click a script in a Connect device's Toolbox to open it in a Script tab on the right, with what it does, its full PowerShell, Run and the output, while the list stays in view.
• Ask chat about your automations — Atlas chat can now list your automations, explain what one does and how its last runs went, and start a cloud automation after you approve it.
• Quicker device grouping in Connect — Switch between Client, Status and OS grouping with one click from the buttons above the device list. The list now opens grouped by Status.
• Silent screen previews — The remote screen preview on a Connect device page no longer makes the computer show a technician-connected notice.
• NinjaOne scripts in the Connect toolbox — When a Connect PC is also in NinjaOne, its Toolbox has a NinjaOne tab listing that PC's NinjaOne scripts, with Run and the last results, so you can use the scripts you already have without leaving the device.
• Devices map in Connect — Connect now opens on a map of Australia showing every computer at its customer's office, coloured by status. Zoom in to see each device and click one for a quick summary.
• Screenshots menu — A Connect computer's Screen views menu is now Screenshots. Filter it to the last hour, 24 hours, 7 days or 30 days, and each picture shows the date and time it was taken.
• Connection status on every device — Each device in the Connect sidebar now shows its operating system as an icon and a small headset-to-computer line, so you can see at a glance which computers are online and which have a technician connected.
• Tidier screen-sharing switch — The note under Let the Atlas agent see this screen now sits behind a ? icon next to the switch's label.
• Measure remote session smoothness — Connection statistics in a Connect session now show bitrate, picture quality, freezes and dropped frames, and Measure 30 s gives you a summary you can copy to compare sessions.
• Clearer remote session wording — The screen-sharing switch in Connect and ScreenConnect sessions now reads Let the Atlas agent see this screen, and the screen log and help say Atlas agent too.
• Remote screen preview — A Connect device page now shows a picture of the remote screen before you connect, refreshed every five minutes, and Connect always opens the remote screen in its own window.
• More kinds of device fields — Connect device fields can now be notes, numbers, dates, dropdowns, Yes/No switches or links, and you can reorder them in Edit fields.
• Ready-made scripts in the Connect toolbox — A device's Toolbox now includes Atlas scripts to check a PC (summary, disk space, pending reboot, network, recent errors, software, BitLocker and Defender) and fix common problems (print spooler, DNS, Group Policy, clock, Explorer, temp files, Windows Update). Copy one to make your own version.
• Turn on screen viewing before you connect — On a Connect device, you can now switch on Let the assistant see this screen before selecting Connect, and it stays on once the session starts.
• Rerun an automation from its chat — Ask "rerun this automation" in an automation's Chat tab and Atlas shows a Run now button right in the conversation. Nothing runs until you press it.
• Automation chat knows its automation — Asking "rerun this automation" or "why did it fail" in an automation's Chat tab now answers about that automation, its schedule and latest runs, and points you to Run now.
• Tidier remote session panel — The notes about renewals, copied text, Get a file, Keys and monitors now sit behind a ? icon next to Remote session.
• Screen view previews — Screenshots and saved screens on a computer's Screen views menu now show as tiles with a preview of each picture. Click one to see it large.
• Clearer Connect device status — The headset-to-computer status is now a single connection line: green when the computer is online, blue end to end while a technician is connected, and dashed when there's no connection.
• Event counts on level filters — Each event log level filter now shows how many events of that level the computer logged in the chosen time window.

You can chat with the person at the computer in a Connect remote session, and run several remote sessions at once. The Monitors menu can show every screen side by side, and screenshots in Screen views work even when you are not connected. Any technician with Connect can run your toolbox's PowerShell scripts, not only admins.

• Screenshots without connecting — Take screenshot in a Connect device's Screen views now works even when you are not connected. Atlas connects for one picture, and the person at the computer is told in the chat window.
• Event log level filters — A Connect computer's Event logs now open on Critical events only. Turn on Error, Warning or Audit failure at the top to see more.
• Event details in the side panel — Clicking an event on a Connect computer's Event logs menu now shows its full message, level, source and IDs in the right panel, with Copy and Back to device.
• Any technician can run toolbox scripts — Everyone with Connect can now run your toolbox's PowerShell scripts on a device, not only admins.
• Connect devices link to HaloPSA users — Under Remote access, pick a device's client and choose its Primary user from that client's HaloPSA users. The person's HaloPSA contact page now has a Connect menu listing their computers.
• All displays in Connect — The Monitors menu can now show every screen of a remote computer side by side, and you can click and type on any of them.
• Toolbox on each device — Open a Connect device and choose Toolbox to add, change or remove your PowerShell scripts and files, run a script on that computer, or send a file to its Desktop while you are connected.
• Connect starts on more Windows Servers — The Atlas Connect service no longer needs the Visual C++ Redistributable installed, so it starts on clean Windows Servers.
• Chat with the person at the computer — In a Connect remote session, open Chat in the pop-out toolbar to message whoever is at the PC; a chat window pops up on their screen so they can reply.
• Connect toolbox — Save PowerShell scripts and files in Settings › Connect, then run a script or send a file to the remote Desktop from the Toolbox menu of a remote screen. Scripts need the latest Connect agent on the PC.
• Note who uses each Connect computer — Device pages now have editable fields under the name, starting with Primary user and Other users, for computers that are shared or use a generic Windows login. Administrators can rename, add or remove fields.
• Switch monitors in Connect — When a remote computer has more than one screen, choose which one to see and control from the Monitors menu.
• Connect screenshots and always-on event logs — Take a screenshot of a connected computer from Screen views and open any saved screen in a large popup. Windows event logs are now collected all the time, not just during sessions, and device pages show the computer's operating system icon.
• Saved credentials in remote sessions — The remote screen toolbar can type a customer's saved Documentation passwords, including a one-click sign-in at the Windows logon screen.
• Connect device pages have menus — Remote access, Activity, Event logs and Screen views now each have their own menu, like a HaloPSA client. Event logs show a Windows computer's System, Application and Security problems from your sessions.
• Toolbar in the remote screen window — The pop-out remote screen now has a toolbar for zoom, special keys like Ctrl+Alt+Del and Windows+R, sending your clipboard, and sending or getting files.
• Several remote sessions at once — Connect to more than one computer at the same time. Opening another device keeps the first one connected, and each remote screen gets its own window.
• One-click connect from the device list — Each online device in the Connect sidebar has a connect icon that opens the remote screen in its own window.
• Clearer automation failure reasons — When Atlas refuses an automation run, such as one that now runs in the cloud, the run history shows the real reason instead of saying the chat is busy.
• Device overview — A NinjaOne device now opens on an Overview tab with its status, OS, IP addresses, model and other key details at a glance.
• Device status at a glance — Each Connect device page now shows the same green status bars as the customer list, and you can click the monitor to connect. NinjaOne devices in the sidebar now show a green dot when online and a red dot when offline; hover for the status and last contact.
• See who last remoted in — A NinjaOne device's properties now show when its last remote session was, and hover tells you which tool was used and who connected.
• Renamed PCs update in Connect — When a Windows PC set up with a customer installer is renamed, Connect shows the new name after its next check-in. Names you typed yourself are kept.
• Scripts open on the right — Clicking a script on a NinjaOne device opens it in a Script tab on the right, with Run and its run history, while the script list stays in view.
• Devices in the middle — A NinjaOne device now opens with its alerts, software, hardware, patches and scripts in the middle, and its details in Properties on the right.
• Device locations and status bars in Connect — Pick a device's location from its Device panel, and customer device lists now show green bars when a computer is online or a technician is connected, with a monitor you click to connect.
• Drafts has its own client list — In Hudu › Drafts, pick a client on the left to scan its tickets; its suggested procedures appear right under it.
• Locations in Connect — Add locations such as HQ under each customer, move devices into them, and click a customer or location to see its devices in the middle of the page.

• Review procedure drafts with chat — Drafts now appear under each client in the Hudu sidebar. Open one to read it in the middle and ask the chat below to rewrite steps before you save it to Hudu.
• Agent Resolve tab — The ticket tab that suggests and runs next steps is now called Agent Resolve.

Ticket chat fills the Chat tab again, and each reply shows once. The Agent Fix tab shows its diagnosis and next steps sooner, with each result beside its step, and can suggest and run NinjaOne, Sophos, Backups, Proofpoint and Atlas Connect checks. Hudu › Drafts reads recently closed tickets and drafts a reusable procedure for work your engineers repeat.

• Ticket chat fills the Chat tab again — After switching between tickets, the Chat tab could show an empty chat from another ticket above the one you were on, cutting the reply in half. It now shows only the open ticket's chat.
• Clearer muted backup clients — A Backups client whose jobs were all muted one by one now shows "All jobs muted" instead of "Archived", with an Unmute all jobs button in Properties.
• Ticket chat replies no longer repeat — A ticket chat reply could appear twice in a row; it now shows once.
• Choose the client for each drafted procedure — In Hudu › Drafts, save a procedure to any client's Hudu company, not only the one you scanned, for work done on another customer's behalf.
• Ticket Fix steps link to their source — A Fix step's result now links to the NinjaOne device, Sophos page, client's Backups, Email filtering or Atlas Connect device it came from, and muted backup jobs say plainly that their alerts are off.
• Reply drafts start themselves — On a ticket's Agent Fix tab, Draft a reply now asks you to confirm and then has the chat write the draft straight away, instead of leaving the request in the composer for you to send.
• Faster ticket fix suggestions — A ticket's Fix tab now shows its diagnosis and next steps sooner, and says what it is checking while it works.
• Agent Fix tab — The ticket tab that suggests and runs next steps is now called Agent Fix.
• Hudu Drafts scans are more reliable — Starting a second scan for the same client no longer repeats drafts, and drafts from a scan whose page lost connection still appear. Suggested existing Hudu articles are now much closer matches.
• Connect reads Windows event logs during sessions — While you're connected to a Windows computer, the assistant can now check its System, Application and Security logs for crashes, service failures and failed sign-ins, and Watch and advise can link an on-screen error to the logged cause.
• Fix steps beyond Microsoft 365 — A ticket's Fix tab can now suggest and run NinjaOne, Sophos, Backups, Proofpoint and Atlas Connect checks for the device or client on the ticket, showing each stage and the result beside the step. Changes and device scripts ask before they run.
• Draft Hudu procedures from tickets — Hudu › Drafts reads a client's recently closed tickets, spots work your engineers repeat, and drafts a reusable procedure for each. Review and edit it, then save it to the client's Hudu company or the global knowledge base as a draft article.
• Agent browsing stays in the background — When the agent clicks or types in its browser, Atlas no longer jumps to the front or takes your keyboard, so typing in another chat no longer stops the agent.
• Clearer ticket checks — Clicking a Microsoft 365 check on a ticket's Fix tab now shows each stage as it runs, with the result underneath and a one-click Add to ticket.
• Switch tickets from the title — Click a ticket's title to search open tickets and jump to another, with the same person's tickets listed first.
• Fix results beside each step — On a ticket's Fix tab, each next step's result now appears right next to it in the middle, instead of in a separate Output panel.
• Confirm before changes — Fix steps that change Microsoft 365 or close a ticket now ask you to confirm before they open.
• Faster ticket Fix tab — The Fix tab's diagnosis and next steps start loading as soon as you hover a ticket, and a ticket you have opened before shows its plan straight away.
• Tickets overview — Opening Tickets (v2) now shows a summary of every open ticket in tiles, including unassigned, SLA-breached and customer-updated counts. Click a tile to list those tickets.
• Fewer false "pending" results — Microsoft 365 actions now wait a few seconds for Microsoft to catch up before saying a change could not be confirmed.
• Fix tickets faster — In HaloPSA Tickets (v2), each ticket opens on a Fix tab where AI explains what's going on and suggests next steps, like a Microsoft 365 action, a how-to article or a drafted reply. Actions run in an Output panel on the right so the ticket stays in view, and the Ticket tab shows the whole conversation in one place.
• Offboarded users in pickers — Microsoft 365 actions now list blocked and offboarded accounts, marked "sign-in blocked", so you can delete or unblock them.
• Compact density with the Claude Code theme — Sidebar rows now get shorter when you pick Compact density with the Claude Code theme.
• Act on accounts from the Licence report — each account now has a menu to open its details or licences, reset its password, block sign-in, offboard it or delete it.
• Cloud schedules in Admin — Admin now shows each automation’s actual cloud schedule, enabled state and access mode. Jobs that require a desktop explain the dependency.
• Wider Microsoft 365 pages — Microsoft 365 checks and actions in HaloPSA now use the full page width, so reports like the Licence report show more.
• Suggested actions on tickets — In HaloPSA Tickets (v2), each ticket now has an Actions tab that suggests Microsoft 365 actions such as onboarding, offboarding or an MFA reset based on what the ticket says, plus related how-to articles. A Ninja RMM tab shows the ticket's devices, and actions run right inside the ticket.
• Licence report for Microsoft 365 clients — HaloPSA › Actions now has a Licence report check that lists every account with its licences, flags licences still on blocked or offboarded accounts, and marks shared mailboxes.
• Automations run in the cloud — Supported automations can run while your desktop is off, keeping their owners’ current permissions and existing schedules. Run now also works in the cloud, and jobs that need a desktop explain why.
• Reach the bottom of every page — Fixed a problem that hid the last rows of pages such as Pull requests, Backups, Docs and Mailbox below the window. You can now scroll each page all the way to the end.
• Tickets in the middle — HaloPSA has a new Tickets (new) menu that opens a ticket and its activity in the middle, with its properties on the right. Questions you ask from the composer under the ticket are answered in a Chat tab on the right.
• Launch tips tidy themselves away — The three first-launch tips now fade out on their own five seconds after the last one appears, so you no longer need to click to clear them.
• Fuller offboarding — Offboard user now resets the password, marks the account "(Archive)", converts the mailbox to shared, hides it from the address list and removes licences, as well as signing the user out and removing their groups.
• Slimmer sidebar and header — The left icon rail and the top bar are a little narrower, leaving more room for your work.
• Reach the bottom of Settings — Fixed a problem that hid the last settings, such as Time format, below the window. You can now scroll every settings page all the way to the end.
• Microsoft 365 actions run from Atlas — Confirm in HaloPSA › Actions now counts as approval, so offboarding and other Microsoft 365 changes no longer have to go through chat.
• Daily cloud patching — Administrators can enable a daily cloud schedule for NinjaOne automations with Full access under the creator’s current permissions. Cloud runs work while the creator’s desktop is off and block duplicate dispatches from the original desktop task.
• Themes start fresh — Picking a theme in Settings › Appearance now resets the Contrast slider to that theme's own setting, instead of keeping the value you set on the previous theme.
• Mail forwarding fixed — Forward mail and the offboarding forwarder work again, and "keep a copy" now uses Exchange's own setting.
• Claude Code theme row height — With the Claude Code theme, chat lists and other sidebar rows are now a little taller too, and still follow your UI density setting.
• Find box fixes — The find box no longer shows a cut-off shadow, and its X button now clears what you typed (press it again, or Esc, to close).
• Integrations reconnect — Pipedrive, VirusTotal sandbox verdicts, Proofpoint training results and Security webhooks can reach their services again instead of failing before the request was sent.
• A tidy automation list — Running a shared automation no longer adds its temporary execution copy as another task in the sidebar.
• Manage technician automations — Administrators can discover older work automations in the normal list without waiting for another desktop to update. Recovered instructions can be edited and run manually, with the original schedule clearly marked as unavailable.
• Claude Code theme sidebar and font — The Claude Code theme now sets sidebar rows a little larger and taller with softer section labels, and uses the Instrument Sans font when "Use system UI font" is off in Settings › Appearance.
• Send As and Full Access without setup — Offboard user can now give another user Send As or full access to a leaver's mailbox for any client that has approved Atlas, with no Exchange setup per client.
• Familiar automation pages — Automation lists keep their status icons and selected rows. Shared automations now use the familiar configuration, flow and run-report layout.
• Closer Claude Code theme — Selected and hovered rows now show a soft grey highlight like the Claude desktop app, borders are a little clearer, and in dark mode the sidebar sits a shade darker than the main area.
• Claude Code theme — Pick Claude Code in Settings › Appearance for the warm ivory light look and soft charcoal dark look of the Claude desktop app, with a terracotta accent.
• Respect technician patch scope — Fleet patch reports use the technician’s effective customer permissions when selecting devices.
• Keep complete patch receipts — Large patch-batch results retain every device’s submission status so reports can distinguish accepted, refused and unconfirmed jobs.
• Schedule an offboarding — Offboard user can now apply its changes at a date and time you choose, and you can see or cancel scheduled offboards on the same page.
• Patch larger online estates — Patch automations can submit exact groups of up to 40 devices with fewer model calls. Existing patch permissions, approvals and per-device receipts remain effective, and cancelled runs stop starting further jobs.
• Clearer HaloPSA theme — The HaloPSA theme now uses its blue for main buttons and selected rows, and the line beside the sidebar matches the one beside the right panel.
• Hand over a leaver's mailbox — Offboard user can now give another user Send As rights or full access to the leaver's mailbox, where the Exchange connection is set up.
• Finish larger patch runs — Full access patch automations can process up to four devices at once while keeping each device’s jobs in order. Recent accepted and unresolved submissions are identified so follow-up runs can cover the remaining devices without repeating those jobs.
• Offboarding options — Offboard user now has switches for blocking sign-in, an automatic reply, and forwarding mail to a user or distribution list, with a choice to keep a copy in the inbox.
• Cleaner launch tips — The first-run tips now arrive two seconds apart, and their pointers join the bubble cleanly.
• Safer offboarding — Offboard user now asks you to choose the client and the user every time, so it can't start on whoever you picked last.
• HaloPSA light theme — Pick HaloPSA in Settings › Appearance for a light look with white panels on a grey page, darker text and clearer borders, so sections are easier to tell apart.
• Read software patch reports — Fixed a field mismatch that stopped the online-device patch report when approved software updates were present.
• Launch tips arrive one at a time — The first-run tips now slide in one after another, three seconds apart, so each one is easier to notice.
• Keep patch runs moving — Hosted automations can wait and recover from temporary Cloudflare billing throttles. Online device patch checks use a bulk report while retaining existing patch permissions and reporting incomplete results.
• Review and run team automations — Organisation admins can inspect published work automations and run them once with their own access from Admin. Older jobs with recorded organisation runs can appear with recovered instructions, while unpublished schedule settings stay clearly marked.
• Delegate patch management — Give technicians permission to submit NinjaOne patch jobs without organisation admin access. The permission supports unattended Full access patch automations while retaining customer scope and explicit policy restrictions.
• Patch properties in the right panel — Clicking a NinjaOne patch opens its Properties tab in the app’s right panel. The patch list stays usable while you switch between patches, and other panel tabs stay available.
• VirusTotal key in settings — You can save, replace and remove your organisation’s VirusTotal API key in the SentinelOne settings page. Saved keys stay hidden and are used to read sandbox verdicts for active threats.
• External port tests connect again — Fixed the gateway connection to the external TCP probe so WAN port tests can return their results.
• Consistent NAS settings text — NAS setup, dropdowns and technician permissions now follow the app’s compact UI font size.
• NinjaOne patch properties and apply — Open a patch to view its properties in the right panel. Admins with a signed-in NinjaOne technician can confirm a device-wide OS or software patch apply job, and patch filters now use consistent text sizing.
• Sophos port tests over HTTPS — WAN port tests now connect to the external probe through a standard HTTPS endpoint, without requiring Tailscale Funnel.
• Explore NinjaOne patch reports — Device names remain visible when NinjaOne omits a display name. Search and filter reports, open patch details, refresh data, and open the device or NinjaOne console for next steps.
• Clearer message when you're offline — Pages that can't reach Atlas now say to check your internet connection instead of showing a technical "fetch failed" error, and they reload on their own once Atlas is back.
• Spot devices needing updates — The NinjaOne device list now shows reported patch availability and installation results beside each device, including the last successful install. Pending updates, failed reads and required restarts are visible without opening each device.
• Automations visible across your organisation — Accepted automations appear automatically for teammates authorised to access their platform. People with automation and write access can edit, pause and run them from the same catalogue.
• Test Sophos WAN ports — Tenant admins and MSP operators can test up to eight TCP ports from an external Voyager probe in WAN IP Properties. Results distinguish connected, refused, timed-out and probe-error outcomes and show when and where the test ran.
• Ticket previews stay ready — Moving between links no longer cancels background reads from Voyager responses. Ticket hover cards show available details instead of a loading-only card.
• See client devices in Security — The NinjaOne Devices tab now lists all devices for the linked client, including those with no open findings. View agent status and last contact, or open a device’s details.
• Restore the previous appearance — Buttons, form fields and sidebars use their previous styling again.
• Continue after a crash — Atlas can continue eligible chats after an unexpected shutdown, checking what already completed while preserving pending decisions and module recovery.
• Team automations — Share module automations with everyone in your organisation. Teammates can edit prompts, run jobs with their own permissions, and read shared summaries; scheduled jobs still run on the owner’s desktop.
• Predictable chat names — Automatic naming follows the original first message after restart or queued delivery and preserves titles you set yourself.
• Reliable file previews — Opening or saving a named pipe is rejected promptly so it cannot block other workspace file requests.
• Steadier sidebar — Chats stay in place while you point at the sidebar, with live titles and status updates continuing to appear.
• Drag to reorder your rail — Use the three-line handles in Customize rail to drag destinations into your preferred order. You can also focus a handle and use the Up and Down arrow keys.
• Recover an article improvement request — If the local chat connection fails during setup, your improvement request stays in the article chat for retry. The action reuses an established chat and explains connection failures clearly.
• Completion alerts — Voyager shows clickable in-app alerts when responses finish or Hudu drafts are created or saved, and system notifications while the app is in the background. Related Hudu writes share one response completion alert.
• Clearer controls and sidebars — Buttons now have subtle elevation, form fields have clearer edges, and sidebars have soft shadows in light and dark themes. Your existing Appearance choices are preserved.
• Clear automation run status — Interrupted automation runs now show their actual outcome promptly instead of remaining Running until the runtime limit.
• Storage usage history — Backups Status now shows a 30-day line chart of recorded Wasabi storage usage above the job list. Missing daily readings appear as gaps.
• Inspect SentinelOne devices — Click a hostname in Security › SentinelOne to see current device details and active threats. Admins can confirm network reconnection for isolated devices, and configured VirusTotal access shows sandbox verdicts for threat file hashes.
• Reopen long chats — Atlas remembers the layout of simple text messages between visits to a chat. Opening a chat also avoids a duplicate conversation load.
• Choose your Veeam API revision — Customer backup server connections can now use the API revision documented by their Veeam 12 or 13 installation. Connection tests and job requests use the saved choice.
• NinjaOne patch status in Security — Open a client’s Patches tab to see available OS and software patches alongside installation results. Disk-space alerts are excluded from Security monitoring.
• Sophos firewall readings — View SNMP uptime and measured port links for each firewall. With an updated Connect service and polling configured, WAN indicators show internet reachability and flag latency above 100 ms.
• Ask Atlas to improve — The article action now has a small sparkle icon and a quieter appearance beside the title. A tooltip explains that you review and approve suggestions before saving.
• Security menu updated — Defender for Cloud is no longer listed in the Security menu.
• Sophos WAN IP locations — Click a firewall WAN IP to open its approximate country and network details in Properties. Located addresses now show a country flag.
• Keep your browser pages in place — Browser tabs stay loaded longer as you switch between chats. Suspended pages reopen at their saved address, and switching tabs avoids a blank frame.
• Improve Hudu articles — Use AI · Improve article on an open article to request an improved draft, with approval before saving. Article reloads now fetch the latest saved revision, and AI instructions use company names instead of numbers.
• Keep active chats running — Fixed cleanup and delayed completion events that could interrupt newer work. Idle cleanup preserves the latest saved session state.
• Prepare linked records — Atlas now loads supported records linked in its responses in the background, ready for their previews and panels when you open them.
• Clearer release emails — Release notifications now have a download button and individually spaced changes with clear headings.
• Clearer proposal status — The awaiting signature watermark is lighter and now appears on the proposal cover page as well as the body pages.
• Manage NAS permission — Administrators can let technicians add NAS devices for their assigned clients without tenant admin rights. Enrollment is available directly from Infrastructure, with commands and backup content kept under existing administrator controls.
• See organisation calls and recordings — Everyone with Meetings access can view the organisation’s recorded calls and meetings, including summaries, transcripts and call playback. Personal calendars and meeting notes stay private.
• Find your calls and recordings — Fixed access to unassigned calls and meeting recordings when your Atlas or Microsoft 365 account matches the recorder. Older unassigned calls are checked again during 3CX sync.

You can find text on the current screen with Command-F or Ctrl-F, including expanded sidebar lists. Personal chats in the sidebar now list the most recent at the top. In a ScreenConnect session, turn on Let the assistant see this screen and the chat can look at the screen when you ask, without an Approve prompt each time.

• Safer integration sign-ins — Connecting Azure, Google Cloud, QuickBooks or a Ninja technician now only finishes in the Atlas app or browser that started it. Update Voyager Atlas to connect these from the desktop app.
• Readable access review — Long names and email addresses now stay within their columns. Failed governance loads can retry instead of leaving a loading placeholder.
• Your own mailbox only — Connecting your personal mailbox or calendar now needs the Google or Microsoft account you sign in to Atlas with, so a forwarded sign-in link can't attach someone else's mail.
• Dedicated NAS setup — Add Synology devices from the NAS section in Infrastructure settings using + Add NAS. Tailscale remains a separate optional connection.
• Ticket permissions apply everywhere — Read-only mode and per-person tool rules now also stop Halo ticket edits, risk tickets and ScreenConnect notes made from buttons in Atlas, not just from chat.
• Shorter link lists on client Connections — When you link a client to a NinjaRMM organisation or Hudu company, Atlas now only offers the ones no other client is already using.
• Admin approval for VM power actions — When your policy says starting or stopping a virtual machine needs an admin's approval, only an admin can now do it from the Infrastructure pages.
• Survey ratings must match the ticket's contact — A survey rating is now recorded only when the email in the link matches the Halo ticket's contact, so a forwarded survey email can no longer rate or add notes to other customers' tickets.
• Survey buttons link only to web, email or phone addresses — Thank-you buttons on surveys must now point to a web address, an email address or a phone number.
• Name the client's admin when you add them — Adding a client organisation now asks for its admin's email, and that person is set up as admin. Anyone else who signs in first joins as an ordinary user instead of taking over the organisation.
• ScreenConnect screen help without extra clicks — Turn on Let the assistant see this screen in a ScreenConnect session and the chat can look at the screen when you ask, without an Approve prompt each time. The switch now starts off and lasts up to an hour, like Atlas Connect.
• Longer scripts across chats — General and module chats now retain longer generated scripts, so complete answers remain available when you reopen the conversation.
• Steadier Windows remote sessions — A Windows computer running the Connect service no longer drops your remote session for a moment when a routine check briefly fails.
• Longer script answers — Script requests have more time and room for complete answers, and ticket chats retain longer generated scripts. Progress stays active while Atlas prepares an answer and shows failures when a reply times out or is incomplete.
• Personal chats in order — Your personal chats in the sidebar now list the most recent at the top, even when older chats have unread results.
• Watch and advise stays current — When the remote screen changes and Atlas has no new tip, it now shows what it sees instead of leaving an older suggestion on screen. Earlier suggestions stay in the support chat.
• Proposal template signatures — Signature blocks in proposal templates now use ACN and Company name. Existing proposals keep their original signature fields.
• Find text on your screen — Press Command-F on Mac or Ctrl-F on Windows and Linux to find text across the current screen, including expanded sidebar lists. Step through highlighted matches with Enter or Shift-Enter, and close with Escape.
• Clearer support emails — Support tickets and replies now have clear headings, compact ticket details and better spacing. New ticket emails include a link to open Support, and email layouts fit smaller screens.
• Windows activity collection — Updated Windows Connect services can collect console-user activity when monitoring is enabled, including idle time, lock state and focused apps. Updated Atlas desktop apps yield activity collection to machine enrollment.
• Browser sign-in — Browser sessions can no longer be imported from Chrome, Safari or Edge. Sign in directly inside Atlas instead.
• Retire Connect devices — Everyone with Connect access can revoke a computer's access and then remove it and its activity history. Confirmation is still required for each action.

Every Microsoft 365 action is now a guided wizard: pick the client and user, review what will happen, then confirm. HaloPSA opens on My Tickets, and the Kanban has search, queue and agent filters, and a Hide empty switch. Licensing opens with a summary of active matched clients, and Security findings show the customer’s open HaloPSA tickets and projects.

• Clearer NAS drive status — A reported offline or faulty drive now retains its offline indicator when SMART also reports a failure.
• Faster NAS refresh requests — NAS collectors can wait for read-only requests over HTTPS and return results without the fixed polling delay. Collector settings include an upgrade command for existing installations.
• Find integration permissions — Module filters now include their connected-service tools, so Security shows Sophos and Proofpoint permissions alongside its other tools.
• Understand blocked tools — Access explanations now identify organisation and group feature restrictions alongside role and module rules.
• See who can use Atlas — Access review now explains each person’s module and tool permissions. Administrators can manage restrictions for Atlas roles, including approval requirements and inherited rules.
• Link existing security tickets directly — Organisation admins can now link an existing HaloPSA ticket from a finding with one click. Customer validation and access checks remain in place, while Atlas-initiated links keep their approval flow.
• Synology monitoring without SSH — Set up a Synology HTTPS collector from Atlas with a DSM scheduled task. View saved drive, storage and backup snapshots and request read-only refreshes through the collector.
• Licensing client overview — Licensing now opens with a summary of all active matched clients in the middle. Select a client to see its licence details, with monthly costs and priced margins visible at a glance.
• Review findings with customer work in context — Atlas now consults permitted HaloPSA tickets, ongoing projects and recent notes when assessing whether finding activity was expected, with gaps and limits made explicit. Selecting a scanned ticket opens its detail in Properties while keeping the finding open.
• Keep personal mail private — Mail and calendar connections must match your own Atlas account and organisation. Agents cannot open another person’s mailbox through alternate Microsoft queries or administrator connections.
• Check existing customer work — Security findings now show the customer’s open HaloPSA tickets and projects. Search by account or topic, include closed tickets when needed, and link an existing ticket after reviewing it.
• Choose your Sales modules — Enable Licensing, Proposals and Product catalogue independently in Marketplace. A single module opens on its own, while multiple enabled modules share Sales.
• Licensing reports and automation in Sales — Find licensing reports and existing schedules under Sales Reports and Automation. Licensing-only workspaces can use those pages too.
• Accurate NinjaOne link warnings — Security now lists only existing NinjaOne organisations that need a Halo client mapping. Halo clients without a NinjaOne organisation no longer appear as missing-link warnings.
• Fewer things to type in Microsoft 365 actions — Add to group and Remove from group list the tenant's groups, Remove licence lists what the user has, and the User picker shows Halo contacts when a tenant has not consented yet.
• Recover intermittent NinjaOne reads — A timed-out alert pull now gets one short retry before Atlas reports a sync failure. Existing findings stay available if both reads fail.
• Clear Mail forwarding availability — Mail forwarding now explains when the client connection cannot read inbox rules, instead of showing a green permission check. Client consent is no longer offered as a way to enable this action.
• Tailscale settings show the right status — Admin › Modules › Tailscale now says Connected with your device count instead of "Not connected", and Devices sits as a tab next to Connection.
• Clearer NinjaOne sync health — Failed alert pulls retry sooner and show their last attempt and success separately from missing client links. Findings warn when data may be out of date, with clearer titles and dates.
• Every Microsoft 365 action is now a guided wizard — Checks and changes under HaloPSA › Actions share the same steps: pick the client and user, review what will happen, then confirm. You can link an open Halo ticket or have Atlas open one for any change.
• Keep personal settings with the right account — Shortcut and skill changes are no longer recorded under another Career account if you switch accounts while an update is finishing.
• Your Career wallpaper follows you — Your wallpaper choice and uploaded image now follow your personal Career account across devices. Existing device-only choices are preserved when the account has no saved cover, and offline changes retry when you reconnect.
• NinjaOne client tabs — Open a client in Security to view its sync overview, findings and device links in the familiar record layout. Failed syncs show when recorded findings may be out of date.
• Product records in Sales — Clicking a product in Sales › Products now opens a full record in the middle with its pricing, specifications and source, and you can step through the list with the arrows.
• Sales Materials — The Materials section under Sales is now labelled Sales Materials so it's easier to find.
• Personalise your Career header — Use the settings gear on your Career header to choose one of four wallpapers or upload your own image. Your choice stays with your Career profile on this device across pages and reloads.
• Licensing records in the middle — View client subscriptions, accounts, billing checks and seat checks in the middle pane. Summary details and financial totals stay in Properties on the right.
• Edit products from Vendors — On Sales › Vendors, click a product to see and change its vendor, vendor product and sell price in the right panel without leaving the page.
• Readable NinjaOne findings — NinjaOne findings are titled from the alert's message (for example "Free space on C: is below 10%") instead of a drive letter or an internal id, and show the device underneath.
• Contractors stay connected — Mark someone as a contractor to keep their skills, certifications and equipment in People while excluding employee payroll and HR workflows.
• Career follows your appearance settings — Career navigation and record rows now follow Compact, Comfortable and Spacious spacing and your UI text-size settings. Record subtitles use the metadata text size while navigation, employer switching and record actions stay available.
• Fill vendors from Halo — Refreshing the price list now fills empty Vendor fields from Halo manufacturer names. Existing vendor and vendor-product assignments are preserved and remain available in Sales Vendors.
• NinjaOne attention list shows only your clients — Security › NinjaOne now lists only Halo clients with an active agreement as missing a NinjaOne organisation, not suppliers or prospects.
• Fewer start-up tips — The tips beside the module menu, rail and tabs now appear only the first time you open Atlas.
• Quit from sign-in — Clicking the X on the desktop sign-in box now quits Atlas instead of only hiding the box.
• A consistent Career workspace — Career pages now share a compact profile header and section tabs, with More for tabs that do not fit. Employment details use the same tab style while keeping the existing forms and actions.
• Admin-only actions stay admin-only in chat — Publishing surveys and isolating, scanning or clearing alerts on Sophos devices from Atlas chat now needs a tenant admin, the same as everywhere else in Atlas.
• Tidier Career profile — The About you text now matches the other fields during setup, and your profile header shows just your current role. Edit what you want to work towards under About you in your profile.
• A clearer Career profile — My profile now has a compact header and tabs for profile details, employer connections, notifications, and account controls. Unsaved edits stay in place when you switch tabs.
• Correct currency on Halo billing checks — Licensing billing checks now show your organisation's currency for Halo invoices billed in "$", instead of GBP taken from a hidden Halo default.
• Vendors in Sales — Sales now has a Vendors page: each vendor's products, the clients billed for them, monthly billing, cost, margin and what your distributors charge, with an assistant to review it.
• Billing gaps accuracy — The Billing gaps report now shows each client's billing accuracy as a percentage, and the count columns take only the space they need.
• Real costs on mapped products — When a price-list product is mapped to a vendor product, its cost now comes from what your distributor charges for it, so margins show even when the Halo product has no cost.
• Side panel stays open on wide windows — The right-hand Properties and Chat panel now shrinks to fit instead of disappearing after you have made it wider on another page.
• Hide empty Kanban columns — Flip the new Hide empty switch above the HaloPSA Kanban to show only columns that have tickets.
• Billing gaps details at a glance — Selecting a client on the Billing gaps report now shows its billing check in the side panel, so you can review each client without leaving the report.
• Search the Kanban — Type in the new search box above the HaloPSA Kanban to find tickets by number, summary, customer or agent.
• HaloPSA opens on My Tickets — Opening HaloPSA, or clicking Tickets in its menu, now lands on your own queue so the ticket cards show straight away instead of a blank page.
• Team Scoreboard trend — Under the scoreboard, a line chart now shows each selected person's chat queries adding up through the month, so you can see who is picking up pace.
• Pick several queues or agents on the Kanban — The HaloPSA Kanban filters now sit in one row, and you can tick more than one queue or agent at a time.
• Clearer Microsoft 365 permission status on Actions — Each Microsoft 365 action shows one line saying whether this client has granted what it needs, with a Recheck link. When consent is missing, the line explains what to grant and offers the consent button.
• Map products to the vendor's product — After choosing a price-list product's vendor, pick which of that vendor's products it is, such as Proofpoint Essentials Business or Email Archive, so billing checks count add-ons correctly.
• Billing gaps in Finance — Finance now has a Billing gaps entry that opens the Licensing report of clients billed for more or fewer licences than they use.
• Marketplace switches — Module tiles now show the picture beside the description, and admins turn a module on or off with a green/red switch that asks for confirmation and explains what changes for everyone.
• Choose a product's vendor from a list — On a price-list product, Vendor is now a list of known vendors instead of a text box, so the same vendor is always spelt the same way. Use Add vendor for a new one.
• Marketplace in dark mode — Module pictures in the Marketplace now match the dark theme instead of sitting on white tiles, and they use the latest Voyager module illustrations.
• Reset password (TAP) picks users and tickets for you — Choose the user from the client's Microsoft 365 directory and pick one of their open Halo tickets, or let Atlas open a new ticket assigned to you. The pass is never written to Halo.
• Proofpoint billing check reads your price list — If you bill Proofpoint under your own product name, set that product's Vendor to Proofpoint in the price list and Licensing's Billing check compares it against Proofpoint's user counts.
• Reset password (TAP) is a guided wizard — Pick the client and user, review who gets the pass and how long it lasts, then issue it. The pass appears once with a Copy button, and any Halo note leaves it out.
• Chat costs for Grok 4.7 — The Team Scoreboard, Personal usage and Admin › Usage now show what Grok 4.7 chats cost. Chats since late September that showed $0.00 are repriced automatically over the next hour.
• Filter the Kanban — The HaloPSA Kanban now has queue and agent filters at the top, and you can group the board by status, customer or agent. Drag a card between agent columns to reassign it.
• Mark clients as not using Microsoft 365 — On a client's Microsoft 365 link, Unlink now marks it as not managed by you, so Atlas stops asking for consent, stops monitoring it and stops suggesting a tenant. Link it again any time.

• GDAP clients show as connected — Clients you reach through GDAP now show as Connected and no longer count as needing consent; you can still send a consent link if you want Atlas to read their mail or files.

Security now opens with an Overview of every customer, and findings from every security source are called Inbox, sitting right under Overview. Sign-ins, Audit activity and the Inbox list on the left and show the one you pick on the right. Sophos firewalls and endpoints are separate sources, and SentinelOne is laid out like Microsoft 365.

• Connect Proofpoint in the app — Settings › Modules › Security › Proofpoint now connects Proofpoint Essentials and links each organisation to its Halo client, and shows which clients have more users than licences.
• NinjaOne client links moved — Link NinjaOne organisations to Halo clients on Settings › Modules › NinjaOne › Client links, next to the NinjaOne connection. Whether NinjaOne alerts become findings stays in Security settings.
• Security monitoring through GDAP — Connecting your GDAP customers now also lets Atlas collect their Microsoft 365 audit log, so Security can monitor them without each customer's admin approving Atlas.
• Better client link suggestions — Suggested Halo clients for Sophos, SentinelOne and NinjaOne links now match whole names, so a client is no longer suggested just because its name appears inside another word.
• SentinelOne laid out like Microsoft 365 — Security › SentinelOne now has Overview, Endpoints and Threats tabs and a Choose a site picker, matching the Microsoft 365 pages.
• Client links are now admin-only — Only organisation admins can link or unlink a client's NinjaRMM organisation or Hudu company on its Connections card, because that link decides which alerts become the client's Security findings. Other staff still see the current link.
• Calmer row highlights in dark mode — Selected and hovered rows in Sophos and Microsoft 365 lists no longer turn red in the dark theme.
• Sophos alerts overview — The Alerts tab under Sophos Firewalls and Sophos Endpoints now lists every open alert for that product across your customers, with severity totals and alert types at a glance.
• Link NinjaOne organisations in one place — Settings › Modules › Security › Settings now lists every NinjaOne organisation with a Halo client to pick, suggests matches by name, and saves them together. Each client's Connections tab shows the same link.
• NinjaOne clients in Security — Security › NinjaOne now lists your NinjaOne-linked clients on the left with their open findings, and opens each one to show its last alert pull and open findings. Whether NinjaOne alerts become findings is now set in Settings › Modules › Security › Settings.
• Easier to find what you can click — On a Sophos firewall's page, small arrows now point at the parts of the firewall picture that open something.
• Sophos firewall traffic — Pick a PC at the customer running Connect, and Atlas measures the firewall's ports over SNMP every five minutes and charts bandwidth and data moved per port on the firewall's page.
• Sophos endpoints overview — Sophos Endpoints now shows every protected computer and server in the middle, with its assigned products such as Intercept X, XDR or MDR, and the customer list loads straight away.
• Server and computer tags on Sophos endpoints — Each endpoint under Sophos Endpoints now shows whether it is a server or a computer, so servers stand out from laptops and desktops.
• Agent counts on SentinelOne sites — Each SentinelOne site on Site links now shows how many agents it has and its product tier, and flags a site whose licence has expired.
• Separate firewall and product licence reports — Sophos Firewalls now has its own expiring and expired firewall licence reports, and Sophos Endpoints has matching reports for MDR, Intercept X and other product licences.
• Sophos Firewalls and Sophos Endpoints — Security now lists Sophos firewalls and endpoints as two separate sources, each showing only the customers, alerts and licences for that product.
• Admin menu in A–Z order — Admin's sidebar and its Modules list are now sorted alphabetically, so settings are quicker to find.
• Consent date on Clients — The Clients list shows when each client's admin approved Atlas in its own Consent granted column.
• Click your way around a Sophos firewall — On a firewall's page, click its status lights for alerts, its screen for firmware, the model for licence, or any port for details, and Properties jumps to that tab.
• Isolate, reconnect or scan from a SentinelOne client — Security › SentinelOne client pages now let admins isolate, reconnect or scan an endpoint after a confirmation, filter and sort endpoints, and open each threat's finding.
• Hide empty Sophos trial tenants — Turn on Hide unlinked trial tenants on Settings › Modules › Security › Sophos › Client links to keep trial tenants that no client uses out of your Sophos lists.
• One Microsoft 365 column on Clients — Connection and consent now read as one status, such as Connected · GDAP only, with details on hover. Set up GDAP appears only on clients Atlas can't reach yet.
• Sign-ins work after a customer approves Atlas — Customers you also manage through GDAP now use the permissions their admin approved, so Security can read their sign-in logs.
• Colour-coded Security Overview — P1s show in red, P2s in amber and collection problems in red on Security › Overview and in reports, so what needs attention stands out.
• Firewalls counted on Sophos tenants — Each Sophos Central tenant on Client links now shows its firewalls as well as its endpoints, and says No devices when it has neither.
• Clearer SentinelOne overview — Security › SentinelOne now opens with totals, the clients that need attention, and open threats with the client each one belongs to.
• Skills grouped by category — The skills list in People now sits under headings such as Networking and Security, so each skill name has room to show in full.
• Clearer Microsoft 365 setup hint — When Atlas can't read a customer's audit log, Security now says a customer admin needs to approve the Atlas app and where to find their consent link.
• Tidier Clients list — Each client now fits on one compact row, with the Set up GDAP link beside the Microsoft 365 status.
• Security customers on the left — Security › Overview is now a one-page summary of what needs attention, and every customer is listed on the left; click one to open their summary.
• Skill details open in the middle — Picking a skill under People › Skills now shows its details, description and the people rated on it in the middle, with the chat box underneath.
• Everyone shows in the skills matrix — The company skills matrix now lists every person by default, including those with no ratings yet. Tick Only people with ratings to narrow it.
• Hiring has its own page in People — Job advertisements and applicants now live under People › Hiring instead of Reports, with a cleaner advertisement form. Staff pulse surveys stay in Surveys.
• Skills opens on the skills matrix — People › Skills now shows everyone's skill levels and the team radar in the middle. Pick a skill on the left to edit it or see who has it.
• Customer security record — Open a customer from Security › Overview to see their summary, open findings, each linked security source and their report as tabs on one page.
• One Security Overview — Security › Overview now lists every customer with their sources, collection health, open findings, new and resolved counts and Microsoft 365 baseline, so the separate Customers page is gone.
• SentinelOne clients on the rail — Security › SentinelOne now lists every SentinelOne client on the left with licences used. Click one to see its Halo client, licences, endpoints and open threats.
• Security Inbox side by side — The Inbox now lists findings on the left with filters on top and shows the selected finding's evidence and triage on the right. It opens on the most recent finding.
• Choose whether Microsoft 365 collection starts on its own — Settings › Security has a new switch, on by default, for starting collection automatically. When a connection test passes, collection now starts straight away instead of on the next daily check.
• Hide shared mailboxes from People — On a person's Manage tab, tick Not a person for a shared mailbox or system account. It leaves the org chart, teams, reports and the skills matrix, and stays listed under Not people so you can undo it.
• Security Inbox — Findings from every security source are now called Inbox and sit right under Overview at the top of the Security menu.
• Microsoft 365 monitoring starts on its own — Atlas now tests every linked customer and starts Microsoft 365 collection automatically, including customers who grant access later. Customers you stop stay stopped.
• My team opens on your team — Line managers now land on Team reports with their team listed beside it, instead of going straight to the skills matrix. Admins no longer see a separate My team item, since Reports already covers the whole company.
• Security settings sorted by vendor — Link Sophos tenants on Settings › Modules › Security › Sophos › Client links and SentinelOne sites on its Site links tab. Your own security emails are now under Settings › Notifications › Security alerts.
• Security Overview — Security now opens with an Overview of every customer: which sources are on, off or failing, open and new findings, and Microsoft 365 baseline items to review. Reports now lists one report per customer.
• See every Pax8 and Crayon client — Licensing › Pax8 and Crayon have a Clients tab listing each account the distributor returns and the Halo client it is matched to, with unmatched accounts first and a Match button.
• Tell duplicate Sophos tenants apart — Each Sophos Central tenant in Security settings now shows its billing type and endpoint count, so you can link the right one when two tenants share a name.
• Replace a distributor credential — Pax8 and Crayon now have Replace on the Connection tab, so a new Client ID and secret keep your synced subscriptions and client matches. The Sync tab also opens with a one-line summary of what needs attention.
• Clearer empty Microsoft pages — When a customer isn't collecting Microsoft 365 activity yet, Sign-ins, Entities and Audit activity now say so and let admins start collection right there.
• Switch detection rules on and off from the list — Each rule in Security › Rules now has a green switch you can flip straight from the list, and hovering an off rule tells you whether it is off by default or was turned off for that customer.
• Test M365 connection finishes — Security › Customers › Test M365 connection no longer stops with a timeout while Microsoft is still answering, so you can start collection afterwards.
• Tidier Security menu — The Security menu now lists each source once (Microsoft 365, Sophos, SentinelOne, NinjaOne, Defender for Cloud, Proofpoint). Open Microsoft 365 or Sophos to switch between their pages with tabs across the top.
• Security settings moved to Admin — Linking Sophos tenants and SentinelOne sites to clients, alert emails and ticket rules are now under Settings › Modules › Security › Settings, next to the Sophos and SentinelOne connections. The Settings item in the Security menu takes you there.
• Clearer Sophos WAN IP — A firewall that has not reported a WAN address now shows a dash instead of an empty box.
• Readable baseline check time — Security reports now show when the baseline was last checked as a local date and time instead of a raw timestamp.
• Entities shows where to start — Security › Entities now lists accounts with open findings or failed sign-ins and the busiest users, IP addresses and apps for the period, so you can start an investigation with one click.
• Pick Security reports from the left rail — Security › Reports now lists All customers and each customer under the menu; pick one to see its report, with the period and PDF in Properties.
• See every Sophos firewall at a glance — Security › Sophos › Firewalls now shows all your customers' firewalls with a picture of each appliance model and its check-in status, and opening one shows that appliance with its model, firmware, serial and WAN IP.
• Security report for all customers works again — The all-customers Security report and its PDF load again instead of showing an internal error.
• Problem Clusters actions start the chat — Investigate, Draft procedure, Propose automation and Plan remediation now send straight to the agent and open the reply in the right panel's Chat tab.
• Easier sign-in review — Security › Sign-ins now lists sign-ins on the left with outcome, time, IP and location, and shows the full details of the one you pick on the right.
• Audit activity side by side — Security › Audit activity now lists events on the left and shows the selected event's details on the right, so you can step through events without expanding each one.
• Easier detection rules — Security › Detection rules now lists every rule on the left with its on/off state and finding count; pick one to edit it on the right, or choose Overview for customer settings and outcomes.
• Problem Clusters filters in one place — Queues and Clients now have their own labelled lines under the date range, above the analysis buttons, with a note on what each one changes.
• Clearer Problem Clusters layout — The date range and queue choice now sit above Start analysis and Refresh themes, with the client filter beside search above the table.
• Tidier Crayon settings — Licensing › Crayon now has Connection, Sync, Price list and Price list data tabs, and opens on Sync when some subscriptions still have no cost.
• Data feeds switch on Orders & Billing — Adding a distributor feed, the HaloPSA product feed, or a Kaseya Quote Manager key now turns Orders & Billing on for you, so staff can start quoting straight away.
• Order emails live on each feed — Set a distributor's purchase order email on its feed's Purchase orders tab (Crayon's is under Licensing › Crayon). Suppliers without a feed are under Orders & Billing › Suppliers.
• Distributor feeds listed by name — Data feeds now lists every distributor Atlas supports; open one that is not connected to paste its feed URL, and use Change URL on a feed when the distributor gives you a new link.
• Kaseya QM settings tidied — Quote Manager is now called Kaseya QM in Data feeds, and its Connection and Import tabs are always shown.
• One place for feed imports — The separate Sync page under Data feeds is gone; each feed's own Sync tab has its daily time, manual import and import log.
• Suppliers split by source — Data feeds › Suppliers now has a Data feeds tab for each feed's order email and an Other suppliers tab for distributors without a feed.
• Tidier data feed pages — Each distributor feed now has Settings, Purchase orders, Raw data and Sync tabs above its card, and the order email lives on the Purchase orders tab.
• Technicians can see device activity — Everyone on your team can now open a Connect device's Activity and Reports and download the PDF or CSV. Changing monitoring settings or deleting history is still limited to administrators.
• Problem Clusters ranks real problems first — Automated notices, junk and admin work are listed separately under the main table, and tickets merged into another ticket are no longer counted twice.
• Org chart follows your theme — The People org chart background now matches the app's light or dark theme.
• Smoother Problem Clusters menus — The time range and sort menus now open as the same styled menus used across Atlas, and the date range labels line up.
• Fewer unclassified Problem Clusters tickets — Marketing, test tickets, vendor notices and weekly admin logs now land in their own themes instead of Needs classification.
• Tidier date range on Problem Clusters — The time range menu, date fields and Apply button are now the same height.
• Org chart on black — In dark mode the People org chart now sits on a plain black background.
• Org chart in space — The People org chart now sits on a starfield with soft nebula colours instead of your wallpaper photo.
• Tidier Problem Clusters — The page now leads with the themes table: a finished analysis takes one line, all filters sit on one row, and the coverage details live under About this analysis.
• Revoke asks first — Revoking a Connect device now asks you to confirm, and explains that Connect uninstalls itself from that computer at its next check-in.
• Folder view for documents — Dataroom Documents now shows each category as a coloured folder, with a list or grid of files showing the file type and when it was added. Search and Add documents sit in the toolbar.
• Cleaner org chart — The People org chart now sits on your tinted home wallpaper, and the lines from a manager to their team run as one straight bar.
• Order emails live with your data feeds — Each distributor data feed now appears as a supplier automatically, so you set its purchase order email once on the feed's page or under Data feeds › Suppliers instead of adding the distributor twice.
• Connect devices have their own tab — In Admin › Modules › Connect, enrolled devices and Revoke are now on a Devices tab beside Settings.
• Quote templates in one place — Settings › Templates now opens the Templates folder in Quotes, where you can edit, archive, and see versions of each template, instead of showing a second remove-only list.
• AWS organisation accounts have their own tab — On the AWS page, your organisation's member accounts, each with Add, are now on an Organisation accounts tab beside Connection.
• Cloud account clients have their own tab — On the Azure, AWS and Google Cloud pages, the Halo client each account belongs to is now chosen on a Halo clients tab beside Connection.
• Business Review quotes fixed — Create quote now links the new quote to the right Halo client, and the memory upgrade recommendation no longer lists computers that already have 8 GB.
• Add documents button — Upload files straight into the open Dataroom category with Add documents, or pick a category from it when viewing all documents. You can also drop files onto a category tile.
• Tidier Documents page — Category tiles are now the folders: pick one to see its files, with search and review filters beside the folder name. The extra blank space under Dataroom page titles is gone too.
• Business Reviews has its full name — The client review module now shows as Business Reviews in the sidebar, Settings, the module list, the tour and its PDFs, so it is no longer mistaken for Feedback and surveys.
• Backup bars show what needs attention now — The last bar on Backups pages and in the daily digest now shows every job's current state, including overdue jobs, so it matches the failed, overdue and warning counts instead of showing green while jobs still need attention.
• Documents at a glance — Dataroom Documents now opens with a tile for each category showing how many files it holds and how many are still drafts. Click a tile to filter the library.
• Dataroom Kanban for offers and contacts — Offer and contact cards now show terms, deadlines, NDA status and activity, with filters for sale basis and NDA state, and columns stay a readable width.
• Sync reports and imports have their own tab — Pax8 and Crayon's last sync report and Quote Manager's preview and import now sit on a tab beside Connection, so the connection itself is easier to read.
• Documents sits beside Overview — In each data room, Documents now appears straight after Overview, ahead of Value, Prepare and Sale process, since every stage uses it.
• Finance connections are tidier — Client matching for Xero and QuickBooks, Mercury accounts and Stripe balances now sit on their own tab beside Connection.
• Add tasks from a template in the checklist — Task templates now open from Add from template on the Preparation checklist instead of a separate page, so you can preview and add a starting checklist where you manage the tasks.
• Backup connections match the other modules — CloudAlly, Wasabi and Synology now show the connection like every other module, with a Disconnect button, and their customers, buckets or tasks sit on their own tab beside Connection.
• Richer Dataroom Kanban — Data room cards show checklist progress, valuation, buyers, offers and deadlines, and you can filter every board by search, data room, lead adviser and transaction type.
• Task templates — Industry templates are now called Task templates, and the template list in the preview uses the same subtle selection colour as the sidebar in dark mode.
• Wider connection fields and a check before disconnecting — Keys, IDs and addresses on module connection pages now use one wider field, and disconnecting Microsoft 365 or a meetings calendar link now asks you to confirm first, like every other connection.
• Veeam shows its real status — The Veeam page in Settings › Modules now says Connected with how many servers are saved, instead of always saying Not connected.
• Connection first in Security and Backups settings — Security › Settings and Backups › Settings now open with your connected accounts under a Connection heading, with alerts and email settings below.
• Softer logo backdrop in dark mode — Your company logo in the Admin sidebar now sits on a soft off-white panel the size of the row, instead of a small bright white box.
• Backup services show their real status — The CloudAlly, Wasabi and Synology pages in Settings › Modules now say Connected, Needs attention or Not connected for that service, and a failed sync is listed under Backups on the Modules overview.
• Tidier Domains and server pages — Once a Domains source or a Veeam or VMware server is connected, the add form stays closed until you click Add.
• Remove asks first — Removing a backup connection, distributor feed or Crayon price list now asks you to confirm, and says what will be deleted with it.
• Steadier backup syncs — A brief database hiccup during a CloudAlly, Wasabi or Synology sync is now retried instead of marking the connection as failed until the next sync.
• Backup connections show their saved details — Each CloudAlly, Wasabi and Synology connection now shows the settings Atlas connected with, read only, with passwords and keys masked.
• Infrastructure connections show their saved details — Tailscale and each Azure, AWS and Google Cloud account now show the IDs Atlas connected with, read only.
• Meetings connections are read only once connected — Fathom and 3CX now show their saved details read only, with secrets masked. To change one, disconnect it and connect again.
• Connection label on every module page — Mercury, Stripe, NinjaPear, Fathom and 3CX setup now sit under a Connection heading, matching the other module pages.
• Connected data feeds are read only — Once Quote Manager, Icecat or a distributor feed is connected, Admin shows its saved details read only, with tokens masked. To change one, disconnect or remove it and add it again.
• Connection first on HubSpot and Pipedrive — The HubSpot and Pipedrive setup pages now show the connection details right under the module header, with the Use switches in a Settings group below, like every other module page.
• Data Room naming and read-only template preview — Dataroom is now called Data Room throughout the app, emails and PDFs. Industry templates can be previewed on read-only deals, though only editable deals can apply them.
• Preview industry templates — Industry templates now open a preview with every template on the left and its checklist tasks on the right, so you can see what will be added before you apply it.
• Data feeds has its own place in Admin — Distributor feeds, Quote Manager and the daily import now sit under their own Data feeds entry beside Orders & Billing, with each feed listed in the menu.
• Tidier Admin settings — Text, notices and spacing on Admin settings pages now use one consistent size and padding.
• Data rooms list opens wider — The All data rooms page no longer opens the Properties panel, so the list has the full width. Deal pages still open it.
• Tidier job descriptions — The Job description tab on a person now uses the same compact labels, fields and buttons as the rest of People.
• Connection status beside Disconnect — On Admin module pages, Connected now shows next to the Disconnect button instead of in the module card at the top.
• Leave a client out of Problem Clusters — Untick a client in the Client menu and Problem Clusters remembers it, while that client's tickets are still analysed.
• Fewer unclassified tickets in Problem Clusters — New themes for recurring admin, client business admin, CCTV and automated notices; the next analysis re-reads tickets that were left unclassified.
• Dataroom Kanban — See all your data rooms by stage, offers by status, or contacts by type on one board, and drag a data room to move it to its next stage.
• Finds more bills — Reconcile's mail search now also looks for the supplier's main name and reads more of their emails, and searches older payments again once.
• Logo in dark theme — Your organisation's logo in Admin now stays readable in dark theme.
• Clearer Admin switches — Switches in Admin are now blue when on and red when off, and module pages show just the switch instead of a separate On label.
• Problem Clusters themes open beside the table — Clicking a theme now shows its details in the right panel in its own tab, so you can keep the theme list in view.
• Supplier invoices read as bills — Reconcile no longer mistakes a supplier's invoice to you for one of your own sales invoices, so it matches and codes like any bill.
• Reports across all deals — Dataroom › Reports now sits under All deals with Pipeline, Buyer activity, Overdue work, Offers and Deal summary, each filterable to one deal and linking straight into it.
• Problem Clusters stays up to date — The analysis now refreshes once a day by itself, adding new tickets and logged time, so the page no longer shows an old range.
• Cleaner Halo client list — Hovering a client in the HaloPSA sidebar no longer shows a row of buttons; right-click a client for New ticket, New thread and the other actions.
• Bills found sooner — With Find bills in my mail on, importing a statement or syncing a bank account starts the search for the new payments' bills straight away.
• Chats stay accurate after reconnecting — Replies no longer show doubled text or flip back to working after a connection hiccup or a slow refresh.
• Turn modules on or off at the top — On each Admin › Modules page, the switch to turn the module on or off is now in the module card at the top instead of a Turn off section at the bottom.
• One Advisers page in Dataroom — Each adviser now shows their access status in the list, and selecting one lets you edit their details and invite them, review their NDA or revoke access from the right panel.
• Light and dark app icons — On Mac, Settings › App icon now offers the Atlas V on a light or dark tile, alongside the default transparent icon.
• AI-drafted deal rooms — New deal room now asks for the company name, website and LinkedIn page plus a few words about the deal, then drafts the business profile and client details for you to check before creating the room.
• Bulk supplier payments — Reconcile now links all the bills one payment covers when a supplier is paid for several invoices at once.
• Documents settings on one page — Admin › Modules › Knowledge › Documents now shows scope, email templates and file import together.
• Modules with several pages in the Admin sidebar — Orders & Billing, Marketing and other modules with several pages now sit directly under Modules, next to their category, with their pages listed beside the settings.
• Client details in Dataroom — Record each client's company number, website, address and main contact on the deal, with country and currency chosen from lists. Linking a CRM or HaloPSA record is now optional and opens that record directly.
• Modules in the Admin sidebar — Choose a category under Modules to see its modules in the sidebar; picking one, like Marketing, lists its pages beside the settings.
• Replies stay in view — While Atlas is answering, the chat no longer stops a little short of the latest text when a step expands.
• Module pages in a list — In Admin › Modules, a module with several pages (like Marketing's HubSpot, Pipedrive and NinjaPear) now lists them under its name instead of as tabs across the top.
• Long chats scroll lighter — The message navigation strip beside long chats now only draws what is on screen, so chats with hundreds of messages open and scroll more smoothly.
• Delete a deal — Deal creators and admins can now permanently delete a Data Room from Deal settings, including its documents, buyers and offers, after typing the deal name to confirm.
• New chat recovers on its own — If starting a new chat ever gets stuck, clicking New chat again after a few seconds now works without reloading Atlas.
• Your logo in Admin — the Admin sidebar now shows your organisation's logo above the menu; click it to open Organisation settings.
• Sale materials under Prepare — Your teaser, information memorandum and buyer pack now sit under Prepare in the Dataroom sidebar, next to the Preparation checklist.
• Admin modules match the app — Admin › Modules now lists every module under the same name you see in the app, grouped into seven categories, with each module's connected services as tabs on its page.
• Deal settings on Overview — A deal room's name, team and accounting source now sit in the right panel of its Overview, so you can manage them without leaving the summary.
• Huge code blocks stay fast — Very large code blocks in a chat now show as plain text instead of slowing the chat down, and Find, Copy and wrap still work.
• Scrolling down reads, not jumps — Scrolling down through an earlier part of a chat no longer snaps you to the latest message.
• Chat steps stay in order — Answers, tool steps and notices now always appear in the order they happened, so a final summary no longer jumps above the work that led to it.
• Your first words in a new chat stay put — Text typed straight after starting a new chat is no longer replaced by an older saved draft.
• Typing works after a chat stops — If a chat's session closes or fails while it is waiting on a question or approval, the message box no longer stays locked.
• Deal summary beside every Dataroom page — When nothing is selected, the Properties panel now shows the deal's value, checklist, documents, revenue, buyers and sale progress. Click a line to open that page.
• Cleaner Dataroom pages — Section explanations and privacy notes now sit with the other tips behind the ? beside each page title.
• All Dataroom tips in one place — Next-step suggestions, industry prompts and Xero add-back help now open from the ? beside each page title instead of sitting in the page.
• A fuller sample Dataroom — The sample business now shows example documents, valuations, advisers, buyers, Q&A, sale materials and offers, so you can see what each page looks like once a sale is under way.
• One preparation checklist in Dataroom — Evidence requests now live in the Preparation checklist under Prepare. Switch between a table, sections or a Requested / Submitted / Reviewed board, and link evidence from the side panel.
• Admin modules by category — Modules in the Admin sidebar now opens into its categories, and choosing one shows just that category's products.
• Preview the weekly survey summary — Admins can press Send test in Settings › Feedback › Configuration to get this week's survey summary by email straight away.
• Open survey results from the weekly email — The weekly survey summary now has a View more survey insights button that opens Surveys in Voyager Atlas.
• Weekly survey summary for admins — Turn on Weekly survey summary email in Settings › Feedback › Configuration and your organisation's admins get a weekly card with your satisfaction score and happy, neutral and unhappy counts.
• Surveys save automatically — Survey edits now save on their own a moment after you stop typing, so there's no Save button to remember.
• Cleaner survey icons — Survey rating icons now use a crisp flat style that stays sharp at small sizes in emails and on the web.
• New 3D survey icons — Thumbs, smiley, monster and star ratings now use colourful 3D icons that show up in Gmail and Outlook as well as on the web.
• Sharper survey rating icons — Thumbs and smiley ratings are now crisp drawn icons that look the same in every email and browser, Stars surveys show numbered gold stars, and rating choices sit in one even row with centred labels.
• Survey preview shows every format — The survey editor now shows the email, web and mobile previews together, and switching between CSAT and NPS no longer shifts the page.
• Dataroom overview opens on the summary — A deal's Overview now starts with its summary tiles, and a new deal says what is missing in plain words instead of showing rows of zeros.
• Every customer shows in Connect — Atlas Connect now loads your HaloPSA customers on its own, so the full customer list and Show all customers work even if you haven't opened HaloPSA first.
• Turn the survey follow-up question on or off — Surveys now have a switch on the optional follow-up step, so customers can rate and go straight to your thank-you message. Metric and number of choices are now quick toggles, and each step has a clear outline.
• Steadier survey preview — Email, Web and Mobile are now a single toggle bar, and the preview keeps the same size as you switch formats or click through the steps.
• Finance evidence on requests — Accounts, customer concentration and recurring revenue requests now offer your latest Finance snapshot, so you can attach the balance sheet, cash or customer sales report in one click.
• Access checks for Finance and People — Atlas now warns administrators when someone can open Finance or People without an approval, lets you keep or remove that access from Users, and emails admins whenever someone new is made an administrator.
• Dataroom overview at a glance — A deal's Overview now opens on tiles for value, checklist, documents, revenue, buyers and sale progress, laid out like a HaloPSA client. Click a tile to open that page.
• Dataroom tips on demand — Page tips now open from the ? next to each Dataroom page title, keeping Properties for the selected item. Evidence requests show as compact one-line rows with a Category column.
• Anonymous teaser editor — Write your teaser on the same page layout as the memorandum, adding only the sections you need, with prompts that help keep the business anonymous.
• Information memorandum editor — Your memorandum now reads like a proposal: edit the title on a branded cover page, write sections on the page, and use Add section to bring in data room sections such as Financial history or Risks and dependencies.
• Preview employee documents — People › Documents lists every file in the left rail. Pick one to preview it in the middle with the chat box underneath, and see its details in the Properties panel on the right.
• Tidier ticket list — Ticket rows now show a single coloured letter for the status, and the assigned agent's initials appear when you hover over the ticket.
• Payment history in client health — The Payment trend on a client's Sentiment tab now fills in for past months instead of starting on 22 September.
• Connect services update themselves — The Atlas Connect service on Windows and Mac now installs new versions on its own, waits until no technician is connected, and goes back to the previous version if the new one cannot reach Atlas.
• Revoked computers uninstall Atlas Connect — When you revoke or remove a device in Atlas, Atlas Connect removes itself from that computer the next time it comes online. A suspended account or a network outage never triggers removal.
• Every employee document in one place — People › Documents lists uploaded contracts, certificate files and documents sent for signature across your team. Filter by type or expiring certificates, search by person or file, and download in one click.
• No more stray screen-capture shortcut — Pressing both Option keys no longer captures a window in the desktop app, and the chat + menu now says "Local Files & Folders" for files on your computer.
• Clearer account picker — Reconcile keeps showing a payment's account in Properties and tells you when your accounts did not load or that account is no longer active.
• A simpler + menu in chat — The + menu in chat now shows only what you need to add files, without coding options like Plan mode, Debug mode or window capture.
• See your Xero API usage — Admin › Finance › Xero now shows how many of Xero's 5,000 daily calls Atlas has used today, how many are left, and which pages or background jobs made them.
• Atlas Connect works more like ScreenConnect — Revoking a computer now also tells the Atlas Connect app to uninstall itself the next time it checks in, and agents update to the newest version by themselves. You can turn automatic updates off in Settings › Atlas Connect › Agent updates.
• Clearer Synology setup — Settings › Backups › Synology now walks through DSM's webhook screens step by step, and keeps those steps on screen until the NAS sends its first message so you can see the test arrive.
• Reconcile uses far fewer Xero calls — Find matches reuses what it read for a few minutes and paces itself, so repeated clicks no longer use up Xero's daily allowance for your organisation.
• Crayon invoices in Reconcile — With Crayon connected in Licensing, Reconcile brings in each monthly Crayon invoice, links it to its direct debit, splits the payment by product, and attaches a breakdown by customer.
• Tidier bank lines in Reconcile — The Find bill result now sits on one line beside the button, with the full detail on hover.
• Connect a NAS in one click — Settings › Backups › Synology now lists the Synology NAS devices already in Infrastructure, each with a Connect button that creates its webhook, so you no longer type the NAS name.
• Remove old computers from Atlas Connect — Revoked computers now have a Remove device button that deletes them and their activity history for good. Reports also stop listing a revoked computer once you delete its history.
• Fewer false warnings — Reconcile no longer reports missing invoices for card numbers, direct debit numbers or foreign currency amounts in your bank lines. Reconcile no longer says the ledger is missing an invoice when a payment only carries a long reference code.
• Every customer in Atlas Connect — The Connect list now shows all your HaloPSA customers, expanded, so you can download a customer's installer before it has any devices. Untick Show all customers in the filter menu to hide the empty ones.
• Approved computers in Connect — Fixed a problem that showed a pilot restriction instead of remote access controls for computers enrolled with an approved customer installer.
• Windows remote access startup — Fixed a Windows service launch restriction that blocked the screen engine and tray indicator from starting.
• Older payments get bills too — Check mail now searches your mail for every open payment from the last year, not just the last 90 days.
• More bills match — Reconcile now links overseas bills paid in Australian dollars, puts a bill's invoice and receipt on the same payment, and reads likely bills in your mail first.
• Restore enrollment after failed setup — Windows setup restores the saved encrypted enrollment when a customer installation fails. If restoration fails, the recovery file is kept and a fixed diagnostic line is recorded.
• Recognize repeat installer downloads — Windows customer installers accept browser filenames ending in (1) and other numbered duplicates. Setup explains when a customer key is missing and stops before installing; the generic installer retains manual enrollment.
• Refresh Windows enrollment — Customer installers can enroll a PC again after its previous device was revoked. Failed enrollment preserves the previous encrypted enrollment, and setup restores it if service start fails.
• Delete bills in bulk — Tick files in Reconcile › Bills and receipts, or use Select all, then delete them in one go.
• Bill search progress — Check mail on Reconcile now shows a progress bar while it searches your mail, keeps going if you reload or leave the page, and tells you how many bills it linked when it finishes.
• Bill search finishes on its own — With Find bills in my mail on, Reconcile keeps searching your mail every 15 minutes until every payment has been checked, so one Check mail is enough.
• Check mail finds more bills — Reconcile no longer searches your mail for wages, expense claims, transfers or bank fees, so each check reaches more supplier bills and searches by cleaner payee names.
• Reconcile opens with its details panel — Reconcile now always opens with Properties showing the first bank line, and Find bill lines up with the rest of each row.
• Larger attachments open — Mailbox now opens and downloads attachments up to 15 MB from Outlook and Gmail, and tells you when one is too big to open in Atlas.
• Repair previous Windows installations — Windows service setup cleans known Connect files, processes and registry entries even when an earlier uninstaller is missing or broken. Cleanup steps are recorded in the local service log.
• Check mail handles large bills — Finance › Reconcile now reads bill PDFs up to 4 MB from your mail, and one file it cannot read no longer stops the search.
• Windows service diagnostics — Windows service startup has deadlines for enrollment, engine verification and the native handshake. The local service log records fixed failure stages and numeric error codes without credentials.
• Pick accounts by their tiles in Reconcile — Click one or more bank account tiles to show just their lines; the picked tiles are highlighted, and one click clears it.
• Windows device presence — The Windows service sends device heartbeats independently of screen-host startup and sign-in, with bounded requests and automatic retries.
• Filter Reconcile by bank account — Pick an account above the bank lines, or click its name, to work through one account's lines at a time; Stripe fee and payout lines no longer ask you to find a bill.
• Fewer lines wrongly waiting in Reconcile — Find matches now recognises deposits that Xero already reconciled against several payments, so they move to In ledger instead of asking for an account.
• Bills found automatically — Turn on Find bills in my mail in Settings › Finance and Atlas searches your mailbox every hour for the bill behind each payment on Reconcile, links the one with the same total, and shows what it found on each line.
• Reconcile Stripe in Finance — Connect Stripe with a read-only key in Settings › Finance › Stripe, then add it under Reconcile › Add account to match Stripe payments to invoices and code Stripe fees and payouts against your Stripe account in Xero or QuickBooks.
• Sort bank lines in Reconcile — Click Date, Description, Amount, Bill or Post as to sort the bank lines, and click again to reverse. Lines now start oldest first, so you work through a statement in order.
• Find bill finds more invoices — Finance › Reconcile now picks up PDF bills that some suppliers send with a generic file type, such as AAPT and Pipe Networks invoices.
• Scheduled automations stay signed in — Automations now keep running overnight while Atlas is open, and a run that can't start because you're signed out tells you to sign in instead of pausing the automation.
• Goal editing works again — Editing a chat goal, and typing /goal, /debug or /default, works again instead of sending the text to the assistant.

The Goal option and the Edit goal button are gone from chat. The Infrastructure machine list now shows a green dot for running machines, red for stopped, and orange while a machine is starting or shutting down. A person's Overview now shows a small org chart, and Backups pages show the last 30 days as daily bars.

• Goal removed from the chat composer — The Goal option and the Edit goal button are gone from chat. A chat that already has a goal still lets you pause or delete it.
• Machine power at a glance — The Infrastructure machine list now shows a green dot for running machines, red for stopped, and orange while a machine is starting or shutting down.
• Revoke from the device — Administrators can revoke a Connect device straight from its Device panel.
• Org charts show only your staff — Atlas's own Microsoft 365 account no longer appears on People › Org Chart or on a person's Overview org chart.
• Install Connect for any customer — Search for a customer in Connect, or turn on Show all customers, to download its installer even before it has any devices.
• Connect installers for the whole team — Anyone with Connect access can now download a customer's Windows or Mac installer from the side panel.
• Explore from a person's org chart — Click anyone on a person's Overview org chart to see the same summary card as the full Org Chart, and use the arrow on a card to show or hide the people who report to them.
• Connect customer installers — Select a customer in Connect to download its Windows or Mac installer from the side panel, and Atlas shows the saved file.
• Org chart on every person — A person's Overview now shows a small org chart with their manager, the peers who share that manager and anyone reporting to them. Click a card to open that person, or View all for the full Org Chart.
• Synology tasks link themselves — When a Synology NAS reports a backup task named after a client, such as "Paisley Park" or "CapitalAI", Backups now files it under that HaloPSA client automatically instead of leaving it unlinked.
• Cleaner contact sentiment — Alert and system mailboxes such as phone systems and backup senders no longer show a sentiment score, and the Sentiment tab keeps its side-by-side layout on narrower windows.
• Backup history at a glance — Backups pages now show the last 30 days as daily bars, and every job has a strip of coloured squares for each day. The daily digest email includes the same bars for the last 14 days.

A HaloPSA client's full name always shows in the cleaner client header, with "HaloPSA client" beside it. The Refresh button is gone, and opening a client refreshes its overview from Halo when it is more than a few minutes old. You can jump between records from the name, people pages look like CRM, and the slash menu is simpler.

• Cleaner client header — A HaloPSA client's full name now always shows, with "HaloPSA client" beside it. The Refresh button is gone: opening a client refreshes its overview from Halo automatically when it is more than a few minutes old.
• Jump between records from the name — Click a client, contact, person or deal's name at the top of its page to search the list it came from and jump straight to another one. Company pages now also show their place in the list with up and down arrows.
• People pages look like CRM — Each person now opens on an Overview with key employment facts, with the same header, tabs and properties panel as CRM companies and contacts.
• Simpler slash menu — Typing / in chat now shows only the commands you'll use: clear, rename, export, feedback and automation.

Reconcile is easier to scan and opens ready to work. Dates follow your company's country, the first bank line opens in Properties, and Find matches pairs a payment with the invoice it names. You can see the bill as you reconcile, and in Connect you can download a Mac or Windows installer for a customer.

• Fewer false "needs account" lines — A customer deposit that Xero holds as several invoice payments (a batch payment, or payments on the same day) now shows as already in the ledger. The list shows just the payee and a short tag; the details are in Properties.
• Easier-to-scan Reconcile list — Dates are short and follow your company's country (7 Oct 26 in Australia, Oct 7, 26 in the US), and the narrower columns leave more room for each transaction's description.
• Better invoice matching — Find matches now pairs customer payments with the invoice they name even when it is older, pays several invoices from one remittance, and tells you on the line when an invoice is already paid, voided or has a different amount due.
• See the bill as you reconcile — The bill or receipt now shows at the bottom of Properties, with Pop out for a large view. Zoom with the buttons, Ctrl or ⌘ and scroll, or a trackpad pinch; PDFs anywhere in Atlas zoom the same way.
• Reconcile opens ready to work — The first bank line opens in Properties straight away, bank accounts fold into a row of tiles, and account dropdowns in the right panel open without the screen jumping.
• Download a Mac installer for a customer — In Connect, open a customer and download a Mac installer for that customer. New computers can wait for your approval before a technician can connect. Rotating or revoking the installer only affects new installs.
• Faster reconciling — Bank lines now sort into Needs account, Check AI and Ready, with search, money in/out, No bill and Group by payee filters. Tick lines to set one account, accept AI picks, ignore or post them all at once.
• Tidier Reconcile — The right panel keeps a single Properties tab, the bank lines use the full width, and Debit and Credit are one Amount column with money out in orange and money in in green.
• Atlas Admin uses Microsoft 365 sign-in — The admin console now signs in with Microsoft 365 only. People in organisations without Microsoft 365 keep signing in to the Voyager Atlas app with an emailed code.
• See when a technician is connected — Atlas Connect shows a notice on the computer while a technician is connected.
• Download a Windows installer for a customer — In Connect, open a customer and download a Windows installer for that customer. New computers can wait for your approval before a technician can connect. Rotating or revoking the installer only affects new installs.
• Reconcile details in Properties — Clicking a bank line or bill now opens it in the right panel's Properties tab, where you pick its account, code bill lines and post it; the list shows each line's account as plain text.
• Reconcile detail drawer — Click a bank line or a bill to open it beside the list: see the file, pick one account or code each bill line, and post just that line, while the list stays one tidy row per transaction.
• Bills code themselves — Atlas now reads every bill's lines and suggests an account for each on its own, marked for you to check. Bills that don't match a bank line are folded away at the bottom instead of filling the page.
• Lock-screen preview for Windows — An administrator install of Atlas Connect is available as a preview download for reaching the Windows sign-in and lock screen.
• Steadier dropdowns in Properties — Picking a key engineer or account manager on a HaloPSA client no longer makes the window jump.
• Missing-costs warning in Finance — If supplier bills are stuck in draft, haven't arrived for weeks, or last month shows almost no cost of sales, the Finance overview now warns that profit is overstated and says what's missing.
• Gmail and Google Calendar — Teams on Google Workspace can now connect their own Gmail to Mailbox and their Google Calendar to Meetings from Settings › Account.
• A CRM home page — Opening CRM now shows your open pipeline, deals closing this month, deals that are overdue, past their close date or quiet for two weeks, and pipeline by stage, with suggested questions above the chat box.
• Client setup in Properties — A HaloPSA client's agent instructions, key engineer and account manager now all live in the Properties panel, and only admins can change who owns a client.
• Bill lines under the bank line — A card or bank purchase with its bill or receipt linked now shows that file's lines right under the bank line, so you can read and code them where you reconcile.
• Receivables on the Finance overview — Finance now shows how much customers owe you and how much is overdue, with the number of late invoices and anything over 90 days. Click either tile to ask Atlas who to chase first.
• Read lines on older bills — Bills and receipts brought in before line reading now have a Read lines button that picks up each item line so you can code them.
• Files on the Windows Desktop — When a technician sends files to a signed-in Windows computer, Atlas Connect saves them on that person's Desktop.
• Finance overview — Opening Finance now shows this month's revenue, gross margin, net profit, cash and net assets at a glance, straight from Xero or QuickBooks. Click a tile to open its report, or ask Atlas a question in the box underneath.
• Smoother startup — The Atlas logo now stays steady while the app opens, instead of flashing away and back.
• Pin HubSpot and Pipedrive records — Use the pin beside a HubSpot or Pipedrive company, contact or deal to keep it in a Pinned folder at the top of the CRM sidebar.
• Client owners in Properties — Pick a HaloPSA client's key engineer and account manager straight from the Properties panel; the Instructions tab is now just the agent instructions box.
• Pin HaloPSA contacts — Use the pin beside a contact's name to keep them in the Pinned section at the top of the HaloPSA sidebar, on all your devices.
• Chat about a HaloPSA client or contact — Client and contact pages now have a chat box underneath, like CRM records. Ask about the client and the chat opens in the side panel next to their details, which now live in the Properties tab.
• Bills and receipts line by line — Atlas reads each line on a bill or receipt so you can give every line its own account (or let Claude suggest them), then add the bill or post the card purchase split across those lines.
• Open bills from Reconcile — Click a bill or receipt in Reconcile to view it right there, without downloading it.
• HaloPSA contacts match clients — HaloPSA contact pages now have the same header, tabs, smaller tiles and a details column as client pages, with arrows beside the name to step through that client's contacts.
• Find the bill for any line — Reconcile now has a Bill column: it shows the attached bill or receipt, offers one with the same total, or searches your mail for that payee's bill with one click.
• Matching by invoice number — When a bank line mentions an invoice or bill number, Reconcile now pairs it with that invoice or bill, even for part payments.
• Leaving Mailbox works again — Choosing another module while you're in Mailbox now takes you there instead of bouncing back to your newest email.
• Bills from your mail — Check mail in Reconcile finds bills and receipts from the last 90 days of your own mailbox, reads them, and links each one to the bank line it paid.
• Suggest accounts in Reconcile — For payees your books have never seen, Suggest accounts picks a likely account from your chart of accounts so you only check and fix instead of choosing every line.
• Recovery status stays current — the Trust page now shows the date and time of the latest successful full-recovery test, which runs every month.
• CRM records look the same whichever CRM you use — HubSpot and Pipedrive companies, contacts and deals now open on an Overview with the same highlights as Atlas CRM, and their arrows step through the sidebar list.
• Find matches no longer times out — Reconcile now checks all your bank accounts in one pass, so Find matches finishes even with several accounts and months of transactions.
• Tabs fit any window — On CRM and HaloPSA client pages, tabs that don't fit now sit under More instead of running off the edge.
• Pin records to your sidebar — Use the pin on a CRM company, contact or deal, or a HaloPSA client, to keep it in a Pinned folder at the top of the sidebar, on all your devices.
• A tidier HaloPSA client page — Each client now opens with a header and tabs like CRM records, smaller summary tiles, and its company details and Atlas ownership in a column on the right. Step to the previous or next client with the arrows beside its name.
• Pipedrive records get the new record page — With Pipedrive connected, companies, contacts and deals now open in the middle with highlights and their linked contacts and deals as tabs, and their fields in the side panel.
• HubSpot records get the new record page — With HubSpot connected, companies, contacts and deals now open in the middle with their contacts, deals, quotes, activity and notes as tabs, and their fields in the side panel to edit in place.
• Recovery tested end to end — Atlas was fully rebuilt from its offsite backup in a separate environment in 34 minutes. The Trust page now shows our recovery time and data-loss objectives.
• Cleaner CRM records — Company, contact and deal details are now a compact list you click to edit, and pages show last email, last meeting and open pipeline instead of repeating fields. Contacts get an Activity tab with their own emails and meetings, and each record has a breadcrumb with arrows to step through records and a menu to copy its link or delete it.
• Contacts and deals get the new record page — Contacts and deals now open like companies, with their main details and tabs in the middle and the remaining fields in the side panel. Move a deal through the pipeline from the stage bar under its title. New leads, companies, contacts and deals open in a pop-up instead of the side panel.
• Live email preview — In Admin › Emails the preview now updates as you type, and on wide screens it stays beside the editor.
• Test the backup digest — Admins can email themselves today's backup digest from Backups › Settings to check what the team will receive.
• Transfers in Reconcile — Money moved between your own accounts, like a credit card autopay from checking, now pairs up automatically and posts as one transfer in QuickBooks or Xero.
• A fuller company page in CRM — Opening a company now shows its contacts, open deals, quotes, projects, notes and recent activity in the middle, with website, status, address and domains in the side panel. Changes save as you go, and the chat moves to the side panel once you send a message.
• Merge fields insert where you're typing — In Admin › Emails, clicking a merge field now drops it at your cursor in the subject or body, and the fields are listed beside the body.
• Create in QuickBooks from a company — An Atlas CRM company's page now shows whether it is in QuickBooks, and an admin can create it there with one click.
• Clearer daily backup email — Partially completed backups now show as warnings with when they last ran, warning jobs are listed by client, and Halo's Unknown client no longer appears as a customer.
• Mercury credit cards in Reconcile — Your Mercury credit card now shows under Add account and syncs its transactions, and maps itself to your Mercury card account in QuickBooks.
• Fewer doubles in Reconcile — Pay run payments and transfers already in Xero now show as In ledger instead of being offered for posting, and the bank lines show Debit, Credit and totals.
• Email templates match what's sent — Edits in Admin › Emails now go out exactly as the preview shows, including headings, steps and buttons, and there's a new Countersign request template.
• Company addresses — Atlas CRM companies now have a billing address you can edit, it comes across when you create clients from QuickBooks or Xero, and it goes with them when you create clients in QuickBooks.
• Roomier org chart — People › Org Chart now uses the full window, without the staff list on the left or the details panel on the right. Click anyone on the chart to see their summary, and use the refresh button beside the zoom buttons to rebuild it from Microsoft 365.
• Any bank in Reconcile — Add account now starts with importing your bank's statement (CBA, NAB or any CSV or OFX), and lists bank feeds like Mercury only once you've connected them.
• Quicker mailbox and calendar access — Turning on your personal mailbox or calendar in Settings now just switches it on, without signing in to Microsoft again, when your organisation has already approved the permission.
• A clearer Reconcile page — Add bank accounts from one menu, see what each account still needs, and pick accounts from searchable lists; Mercury accounts map themselves to the matching QuickBooks account when the last four digits match.
• Send clients to QuickBooks — Starting a new QuickBooks file? Settings › Finance can now create a QuickBooks customer for each Atlas CRM company, with its main contact's name, email and phone, one at a time or all at once.
• Clearer sign-in code emails — Sign-in code emails now say which Voyager Atlas app asked for the code, such as "Voyager Atlas for Mac".
• Create clients from QuickBooks or Xero — When Atlas CRM holds your clients, Settings › Finance can now create a CRM company, with its billing contact, for each QuickBooks or Xero customer that has no match, one at a time or all at once.
• Mercury lives in Settings — Connect your Mercury bank under Settings › Finance › Mercury; Reconcile then lists your Mercury accounts to add.
• Client matching without HaloPSA — Settings › Finance now pairs your Xero or QuickBooks customers with your Pipedrive, HubSpot or Atlas CRM companies when HaloPSA isn't connected, instead of showing an error.
• HaloPSA history indexes much faster — Atlas now indexes the last two years of closed tickets, newest first, and skips alert-queue tickets, so search history is useful sooner. Restart the backfill once to apply it.
• Clearer HaloPSA indexing progress — Settings › HaloPSA › Sync now shows how many tickets the index has processed and what is left, warns if it stops moving, and no longer mislabels a running index as left over.
• See HaloPSA indexing progress in Settings — Settings › HaloPSA › Sync now shows how far the ticket index has got and how much of HaloPSA's request limit Atlas is using.
• Problem Clusters shows logged hours — Hours per theme and the most active engineers now come from the time logged on each ticket in HaloPSA, filled in in the background after a refresh. Themes now include the time your team logged on tickets, read from the Halo timesheet as well as ticket actions.
• Switching accounts asks first — Switch to Career and Switch to Work now explain that you'll be signed out before anything happens, so you can cancel if you clicked by mistake.
• Marketplace lives in Settings — Marketplace now opens inside Settings, with the settings menu on the left, and uses the same icon as the Voyager Atlas website.
• A clearer Get Career window — Get Career in the Marketplace now explains what Career offers and lets you either send an invite to your personal email or switch straight to Career if you already have it.
• Get Career from the Marketplace — Work users can now tap Get Career in the Marketplace and we'll email setup steps to their personal address, since Career uses a personal sign-in that stays theirs across jobs.
• Sign in with a passkey — If your organisation signs in with email codes, add a passkey in Settings and next time sign in with Touch ID, Face ID or Windows Hello instead of waiting for a code.
• Settings stay put when you switch accounts — Signing in with a different account on the same computer no longer resets the next account's saved appearance and layout settings to defaults.
• Career is personal only — Career now appears only when you sign in with a personal email; work accounts no longer see it in the rail, module menu or search.
• Career removed from the module menu — Career no longer appears in the top-left module menu; open it from the app rail instead.
• Automations stay with your organisation — Automations created under one organisation no longer appear when a different organisation signs in on the same computer.
• Simpler email-code sign-in — The work Email code button now uses the mail icon, and its screen just asks for your email without extra wording.
• Calmer Backups pages for new organisations — Backups Coverage now asks you to connect HaloPSA instead of showing an error, and empty backup reports no longer show the success-rate caveat.
• Smoother company setup — Choosing a company type no longer fails when Company Manuals isn't turned on, and the "What does your business do?" box now appears only when you pick General business.
• Meetings with Google Calendar — Businesses without Microsoft 365 can now use Meetings. Paste your calendar's private iCal link once and your meetings appear, matched to clients like before.
• Tell Atlas what your business does — During setup or under Settings › Organisation, describe your business in a sentence or two. Atlas chat uses it, with your company type, to tailor its answers.
• Purchase orders without Outlook — Businesses that sign in with email codes now get an "Email supplier" button on purchase orders, and Atlas sends the email for them.
• People without Microsoft 365 — Businesses that sign in with email codes can now use People. Everyone who signs in to Atlas is listed automatically, admins can add other staff by hand, and managers, the org chart and payroll work as usual.
• More company types — First-time setup now offers General business for organisations that aren't an MSP or events company, and you can skip the company type and choose it later under Settings › Organisation.
• No Microsoft step for email sign-in — Businesses that sign in with email codes no longer see the Microsoft 365 app registration step when their first admin signs in.
• Smarter client setup — If a client's domain is listed with Microsoft but their email runs on Google Workspace or another provider, the setup wizard now tells you and lets you choose email-code sign-in instead.
• Undo Ignore in Reconcile — The new Ignored tab lists bank lines you hid, and Restore puts one back with its match and account as they were.
• Faster day switching — stepping through days in Connect activity keeps the report on screen, loads the neighbouring days ahead, and reuses days you have already viewed.
• GST codes for QuickBooks in Australia — Reconcile now picks the GST code for each line from the payee's last entry or the account default, lets you change it, and posts amounts including GST, so Australian QuickBooks companies can post bank lines and bills.
• Tidier date pickers — Calendar pop-ups on date fields now open directly below the field and take up less space.
• Tidier Connect device list — device names now line up under their client's name, with the status dot in the margin.
• Clearer sign-in — The sign-in screen now puts work sign-in (Microsoft 365 or an email code) on the left and your personal Career profile on the right, so it's obvious which to pick.
• Microsoft 365 modules greyed out — For businesses that sign in with email codes, People, Mailbox and Meetings now show "Needs Microsoft 365" instead of offering a module that can't work.
• See what uses your HaloPSA limit — Admin › Halo now shows how much of HaloPSA's request allowance is in use and which Atlas features are making the calls.
• Clients without Microsoft 365 — When you add a client whose email isn't on Microsoft 365, the setup wizard now switches to email-code sign-in for you and makes that person the client's Atlas admin.
• One activity bar — the Connect activity overview now shows active, idle, locked, no one signed in and no data on a single timeline, with the time window and totals right beside it.
• Tidier device list — Connect device rows no longer repeat "Online" next to the green dot; offline and revoked devices are still labelled.
• Faster HaloPSA pages — Atlas now reuses your Halo agent list instead of fetching it on every page, so queues and reports load faster and stay within HaloPSA's request limits.
• Sign in with an email code — Businesses that don't use Microsoft 365 can now use Atlas. Their admin and staff choose Work email on the sign-in screen and type a six-digit code we email them.
• Reconcile your bank in Finance — Import a bank statement or connect Mercury, let Atlas match each line to your Xero or QuickBooks books and suggest the account, upload bills and receipts, then post everything in one click and accept the matches in your ledger.
• Payroll checks — Admins can mark shared and non-payroll accounts as Not on payroll, and check everyone's tax, super and bank details against Xero Payroll without changing Xero.
• State and province for US and Canadian clients — When you set up or edit a client in the United States or Canada, you can now choose their state or province. Atlas uses it for the starting sales tax rate on quotes and the client's timezone.
• Supplier bills in QuickBooks — When you mark a purchase order received, Atlas now adds the supplier bill to QuickBooks for the matching vendor, so you no longer key it in by hand.
• Margin leakage for QuickBooks — Finance › Margin leakage now ranks clients by missed margin when your company uses QuickBooks, using costs from bill and expense lines tagged to each customer.
• Problem Clusters hours load reliably — Large date ranges no longer lose all logged time when Atlas briefly paces requests to HaloPSA.
• Payroll totals from QuickBooks — Finance › Payroll now shows wages, payroll taxes and employer benefits from your QuickBooks P&L, plus your active employee count.
• Client matching for QuickBooks — Settings › Finance now lists which Halo clients have a QuickBooks customer, flags contracted clients with no recent invoice, and lets you link the rest.
• Customer margin from QuickBooks — Ask Atlas how profitable a customer is when your company uses QuickBooks; costs come from bill and expense lines tagged to that customer.
• Recurring revenue from QuickBooks — Ask Atlas for your monthly recurring revenue when your company uses QuickBooks; it reads your scheduled recurring invoices.
• QuickBooks reports now load — Finance shows the P&L, balance sheet and cash reports from a connected QuickBooks company, in that company's own currency.
• Payroll in People — Admins now manage tax, super and bank details on a Payroll tab and can see everyone's payroll status on one list; staff still update their own in My HR.
• Activity in the device's local time — after the Connect agent updates, user activity and its PDF and CSV exports show times where the device is, such as Sydney (AEDT), with a switch to see them in your own time zone.
• Time zone shown on activity — Connect user activity now says which time zone its times are in, such as Sydney time (AEDT).
• Attach a document to a proposal — In Files, attach a statement of work or any other document for the same client; it goes out as a PDF of its latest version when you send, and the client can open it from the Files tab.
• Simpler user activity — Users now shows each person's totals together with their sign-ins, replacing the separate Sessions tab that repeated the same information.
• Statement of work in New proposal — Choose Statement of work straight from Type when you add a proposal; Article, Blog and Form no longer clutter that list.
• Tidier download page — Each download button now shows its Mac, Windows or Linux icon, the changelogs stay folded until you open them, and the Linux installers take up less room.
• Tax, super and bank details — Admins can now keep each employee's tax file number, super fund and bank accounts in People, encrypted and revealed only on request.
• Spot unfinished messages — A small pencil now appears next to any chat where you started typing a message but have not sent it yet.
• Upload signed contracts — Admins can now attach an existing signed employment contract to a person in People and open it any time.
• Problem Clusters focuses on tickets people raise — Alert queues are now left out of themes and AI analysis by default, and a Queues menu lets admins choose which Halo queues to include.
• Windows agent starts after sign-in — Atlas Connect on Windows opens again after you restart the computer and sign in, instead of showing an error that it cannot find the app.
• Windows remote access fixed — Technicians can now connect to Windows computers; connections no longer close immediately after Atlas approves them.

Chat stays with the latest work while an answer is in progress, unless you have scrolled up to read, and Explorer keeps your file open when you switch between chats. Quotes and proposals show friendlier expiry dates. On a clearer remote access page, screen viewing and Watch and advise now share one card.

• Lighter on your graphics card — Long-running tasks no longer redraw their spinners on every screen refresh, so Atlas uses less GPU while chats are working.
• Chat stays with the latest work — While an answer is in progress, the chat keeps scrolling as tool steps appear, unless you have scrolled up to read.
• Explorer keeps your file open — Switching between chats no longer closes the file you had open in the side Explorer.
• Friendlier expiry dates — Quotes and proposals now show "Valid until 20th November 2026" instead of 2026-11-20, on the PDF, the cover and the quote form.
• Statements of work in Proposals — Filter Sales › Proposals to just your statements of work, and once a SOW is signed, create its project in one click with the milestones already added.
• A clearer remote access page — Screen viewing and Watch and advise now share one card, suggestions appear as a highlighted callout, the preview shows the screen Atlas last checked, and Atlas now speaks up about visible error pages and failed commands.
• Statement of work template — Start a new proposal from a full statement of work with scope, deliverables, exclusions, milestones, acceptance, change control, fees and signatures ready to fill in.
• Problem Clusters themes update reliably — Refresh themes now rebuilds in the background, so large date ranges no longer time out, and a finished analysis updates the themes on its own.
• Faster, cheaper Problem Clusters analysis — Repeated alert tickets with the same text are now analysed once and the result reused, so scans finish sooner and use less of your AI budget.
• Problem Clusters keeps your last analysis — Opening Problem Clusters the day after a run now shows that saved analysis and the dates it covers, instead of saying no analysis exists.
• See which apps were actually used — after updating the Connect agent, user activity shows active time per app and a Most used apps chart, counting only minutes when the app was focused and the user was active.
• Watch and advise in Connect — Turn on Let the assistant see this screen in a Connect session and select Watch and advise; Atlas reviews the screen as it changes and posts fixes in the device chat.
• Clearer user activity reports — Connect activity now shows a day timeline of active, idle and locked time, tables for users, apps and sessions, and whether the device is still reporting. System processes are hidden, and short gaps no longer split one sign-in into many sessions.
• See when Atlas looks next — While watching a ScreenConnect session, a countdown shows when the next screenshot will be reviewed.
• Choose how long user activity is kept — Connect's Monitoring policy now shows that activity is deleted after 30 days, lets you shorten that to 14 or 7 days for a client, and adds a button to delete a device's activity history straight away.
• Cleaner Atlas Connect window — The Atlas Connect app on client computers now shows how long a technician has been connected and its version number, without the extra status text.
• Fewer stray device links in chat — Everyday words like "assistant" no longer turn into device links just because a device has that name. Hostnames such as RECEPTION-PC still link.
• Clearer AI transformation guidance — The first guidance message is now a short request instead of a block of instructions and data, and replies stay focused on a pilot, a few discovery questions and next steps.
• Faster screen advice — While watching a ScreenConnect session, Atlas now checks a changed screen within about 10 seconds instead of 30, so suggestions arrive while the problem is still on screen.
• Transformation chat beside the assessment — AI guidance now opens in the right-hand panel, so the transformation itself stays in view while you chat.
• Clearer end to screen watching — Closing the ScreenConnect viewer now shows a simple note that watching stopped, instead of an error message.
• Windows remote access — Fixed Windows computers disconnecting immediately after a technician's connection was approved. Requires the next Windows agent update.
• AI transformation guidance starts again — Creating a transformation now opens its AI chat with suggested next steps instead of showing "AI guidance could not start".
• Screen watching starts reliably — Watch and advise no longer waits for ScreenConnect to report the viewer connected, so Atlas can review the screen and suggest fixes as soon as you pick the viewer window.
• Cleaner transformation setup — The new AI transformation wizard's problem box now has a visible border and its guidance sits inside the box.
• Plan AI transformations from a client problem — Describe the client’s problem during setup to save the transformation and open an AI chat with suggested pilots, discovery questions and next steps. The wizard also follows your appearance font sizes.
• Connect diagnostics — Windows support can capture a short diagnostic summary to help identify remote connection failures. Added a short Windows diagnostic tool for troubleshooting remote connections.
• ScreenConnect support beside your session — Starting Watch and advise now opens the device’s Chat tab with a support introduction. Suggestions appear in that conversation, and you can reopen it while watching to ask about the current screen.
• Start an AI transformation — Use the plus button to choose a client or prospect, select a starting department, and review the setup before creating a workspace. All eight departmental assessments are ready to complete.
• Faster Dataroom navigation — Dataroom sections start loading alongside the business record and preload when you point to their menu items. Returning to recently opened sections reuses their cached data instead of fetching it again immediately. Recently saved deal room lists appear immediately on return visits. Sample settings no longer wait for a missing record, and loaded room summaries remain visible while current settings are checked.
• Simpler Learning Library actions — The AI Essentials starter shortcut has been removed. Existing courses remain available in the library.
• Softer Training selections — Selected lesson tabs and library filters now use a light grey highlight with regular text colour.
• Connect authentication — Fixed a viewer handshake that could stall after verifying the host and sending its final authentication reply.
• Simpler client navigation — The AI Transformations sidebar highlights the selected section or department assessment while leaving the client name unhighlighted. The client search field has been removed.
• Consistent date pickers — Date fields now use a shared calendar with month and year shortcuts across Atlas. You can still type dates, clear them and use existing autosave.
• Clearer screen-view status — Screen views now explains when no pictures have been reviewed and offers a retry when loading fails. ScreenConnect also makes clear that Watch and advise starts proactive reviews after screen access is enabled.
• Connect troubleshooting — Remote sessions keep recent failure stages visible while reconnecting, so temporary offline retries do not hide an earlier connection failure.
• A clearer Training workspace — Browse courses in a compact list with publication filters and progress. Learners get a focused reading layout with lesson navigation and highlighted practice exercises.
• AI Transformations menus — Customers is now called Clients. The sidebar shows client workspaces, department playbooks, completed demos or the organisation rate card for the menu you choose, with selected content opening alongside it.
• Infrastructure menus open with saved devices — Overview, VMware, Azure, Google Cloud, AWS and Settings show saved inventory while refreshing in the background, and keep it visible if the network refresh fails. Cached machine status stays unverified until a live read succeeds.
• Compact price list headings — Term, Vendor and Price labels now sit beside the category name in its heading. The separate Product label row has been removed.
• Clearer assessment headers — AI assessments now show one title with a short customer and department summary. A back arrow returns you to the customer’s assessments without repeating the breadcrumb heading.
• Automatic Halo updates — Clients and loaded ticket lists refresh every two minutes while the Halo sidebar is visible, and when you return or reconnect. The manual refresh icon has been removed.
• Clearer connection failures — Atlas keeps the last connection failure and handshake stage visible while retrying. Screen negotiation failures now report a specific error instead of silently waiting.
• Preparation readiness with you in control — Overview now tracks completed preparation checks and reviewed evidence, and suggests moving to Marketing when they are ready. Deal stages remain manual, earlier stages no longer imply completion, and new stage changes record who changed them and when.
• Start from ticket shortcut — Start from ticket now sits beside the plus button at the top of the HaloPSA sidebar.
• Simpler price list categories — Categories without subscription terms now omit the Term column, leaving more room for product names. Categories with MM, MA or AA products keep their terms visible.
• AI Transformations appearance — Customer sections and department assessments now follow your Compact, Comfortable or Spacious layout. Assessment progress counts also use your chosen interface text size.
• Easier ScreenConnect window selection — Atlas can preselect a single viewer whose title matches the device after joining. You can choose a window before connecting, connection status refreshes automatically, and Watch and advise starts the screen review when ready.
• My Tickets icon — The My Tickets folder now uses the app accent colour for its solid icon, open or closed.
• NAS devices appear sooner — Returning to Infrastructure shows your saved NAS device list while it refreshes in the background. Status indicators stay grey until a live check confirms whether each device is online.
• Unassigned folders — Unassigned folders now use a solid icon in the sidebar, including when expanded.
• Clear public price columns — Vendor now appears in its own right-aligned column beside Price, with Product, Term, Vendor and Price labels in every category.
• A simpler Data Room header — Removed the lock, room label and routine saved status above the page heading. Changes continue saving automatically, with errors and retry available when needed.
• A new deal progress design — Deal progress now uses connected numbered steps, checkmarks for earlier stages and a highlighted current stage. Select a stage as before to save the change automatically.
• Quieter deal progress — Removed routine saving notices from Deal progress. Changes still save automatically, and failed saves retain the error and retry option.
• Data Rooms load together — Fixed the sidebar showing only the first two rooms before the remaining rooms appeared. The complete list is saved for return visits and stays visible while it refreshes.
• Shorter onboarding tips — Blue navigation tips now appear only during your first three app launches on this device. Clicking anywhere still dismisses them for the rest of the launch.
• Connect with your Remote Desktop client — Windows machines can open in Windows App on Mac or Remote Desktop Connection on Windows. Administrators can save an existing customer gateway once, and device-sharing preferences stay on your device.
• Deal progress on Overview — See and change your deal stage in a horizontal progress control at the top of Overview, with the next deadline nearby. Both save automatically, and Deal settings now focuses on the room, team and accounting connection.
• Manage training in one place — Assignments now brings company courses, staff invitations and learner progress together. Use Courses or Staff & progress while keeping the same company and course selected.
• Clearer NAS drive details — NVMe drives with an active, in-sync array membership now show as online when their controller state is unavailable. Drive and array popups use compact text that follows your app font settings.
• Clearer ScreenConnect launch recovery — Atlas now explains when a registered client could not open a session and offers recovery steps or the browser Host page, instead of reporting that the client is not installed.
• Clearer sidebar counts — Folder counts and section totals across module sidebars now use the regular text colour.
• ScreenConnect device workspace — Preview, joining and screen-sharing controls now sit above Run command, Toolbox and Connection log. Screen views is beside Remote access, with device facts in the side pane.
• Smoother context scanning — Problem Clusters starts the next small AI group as soon as a processing slot is free. Slow responses no longer leave the other slots idle, and saved findings are retained.
• Inspect NAS drives and RAID arrays — Click a drive to see its reported location, model, capacity, serial and array memberships. Array details show RAID members, missing-drive counts and sync progress from a read-only NAS snapshot.
• Stable remote access tabs — Screen views now keeps the same section height as Remote access, even when no pictures are saved. Longer screen-view lists scroll within the section.
• Compact ScreenConnect devices — Device names now fit on one row, with usernames available on hover and green or red dots showing connection status.
• Faster Problem Clusters scans — Analysis can process more small AI groups in parallel while retaining saved findings. Explicit budget caps still use sequential admission.
• Screen views beside remote access — Find saved screen views in the top Preview & remote access section, next to Remote access. The Activity menu now focuses on users, apps, sessions and monitoring.
• Data Room autosave — Business details, financial inputs, preparation fields and deal settings now save automatically with a clear progress indicator. Failed saves keep your edits available to retry, while workspace creation, access changes and publishing remain deliberate actions.
• Course folders in Follow-up — Expand a company to see courses with enrolled staff, enrolment counts and overdue badges. Choose a course to filter its learners and CSV export, or choose the company to see everyone.
• Compact remote preview — The device screen preview now uses a smaller box, with connection controls and help text beside it so activity stays closer to the top.
• See your NAS at a glance — Overview now opens first with a simulated enclosure, detected physical drive count and operating-state lights. Drive status is read through the desktop SSH connection, with unavailable readings clearly shown as unknown.
• Vendors on your price list — Public price lists now show a vendor below each product name. Set or correct the vendor in the private product Properties panel; your labels are kept when prices refresh.
• Add supporting request files — Use Add files in Documents to upload additional RFP documents and supporting material. New files appear with their reading status, and failed uploads can be retried.
• Find NAS content views easily — Drive, Microsoft 365 and Command now stay visible in a compact switcher above the breadcrumb. The selected view is highlighted, and breadcrumbs navigate volumes, folders and backup content within it.
• Faster staff selection — Training loads staff when you select a company with available courses and reuses the list when you open invitations. Cached staff remain selectable while the list refreshes.
• Clearer public price list terms — MM and MA now appear in their own right-aligned column beside each price on the public price list.
• Faster context analysis — Problem Clusters uses smaller AI groups with bounded parallel work where budget policy allows. Saved findings and indexed ticket reuse continue across scans.
• Browse NAS content from one breadcrumb — Switch between Drive, Microsoft 365 and Command from the first breadcrumb menu. Drive browsing now includes volume selection and clickable folder navigation in the same compact trail.
• Data Rooms heading — The Dataroom sidebar now labels its room list Data Rooms.
• Group your price list — Use Group by category to switch between a flat list and category groups. Search and source filters work in both views, and your selected product stays open.
• See existing staff assignments — The invitation wizard now clearly shows when a staff member already has a course, including progress and access status. Open their existing invitation in Follow-up directly instead of reaching a disabled Next button.
• ScreenConnect watch reliability — Screen reviews have more time to finish before timing out. If a review takes too long, Atlas explains how to start watching again.
• Connect device workspace — Preview and remote access now sit above activity in the center of the screen. Use the horizontal activity menu to review users, apps, sessions, screen views and monitoring policy.
• Compact backup navigation — Backup breadcrumbs now fit their contents with tighter spacing and smaller controls. Long labels take less room while the filters remain searchable.
• RFP source documents — Source RFP files now live under Documents in the right-hand properties panel. Keep requirements visible while opening the original files or reading extracted text.
• Price list spacing — Product names and the Product heading now have space from the table’s left border while the other columns stay compact.
• Choose when Requests chat opens — Typing in the request composer keeps Chat closed. Send your message or open Chat explicitly to show the conversation on the right.
• Ticket scan preparation — Atlas prepares several ticket-list pages together while saving progress after each page. Pause and resume continue to preserve your place.
• Follow courses lesson by lesson — Web training now shows a lesson menu beside the selected content, with completed lesson checkmarks and a clearer course progress bar. Use the menu or previous and next controls in learner previews and invitations.
• Consistent backup filters — Microsoft 365 now matches the other backup breadcrumbs. Dropdowns no longer leave a blank gap above the first option.
• Ask Atlas from the request workspace — The agent composer stays beneath the middle Requests workspace, including when Chat is open on the right. You can keep working on requirements while asking questions.
• Simpler learner navigation — Non-admin users now see My Training as their only Training menu, with assigned courses, lessons and synced Proofpoint training in one place. Course navigation returns them to My Training.
• Clearer sidebar selection — Only the active section keeps the grey selection background. Expanded deal rooms use their name and chevron to show context.
• Faster ticket analysis — Problem Clusters groups tickets into shared AI requests and reuses recent indexed text when Halo omits update dates. Existing scans refresh their plan while keeping saved findings.
• More space for RFP responses — The saved-status row has been removed from the response workspace. Changes still save automatically, and save failures retain the retry control.
• Full backup email previews — Open a backed-up email to read its complete saved body, recipients and sent date in a popup. Attachment names are shown alongside the message.
• Toggle pending RFP reviews — Needs review only now uses a compact toggle to show or hide completed requirements.
• Clearer deal room navigation — Submenu items are indented beneath their deal room so the sidebar hierarchy is easier to follow.
• Choose service offer status — Proposed, Optional and Not offered are now visible in a horizontal selector. Your selection saves immediately.
• Guided staff invitations — Use Invite staff to choose a learner and course, review the details, then copy a private invitation link or message to share. Atlas does not email the invitation.
• Expand each deal room — Select a deal room to open its own submenu beneath its name. Sidebar room labels now show the room name without client prefixes or extra descriptions.
• ScreenConnect visual assistance — Choose a connected ScreenConnect viewer window in the desktop app to enable sampled visual advice in its chat. Screen Recording permission is required on macOS.
• Clearer RFP decisions — To confirm now uses the accent colour to show that action is needed. The separate client-question checkbox has been removed, so you manage the item through its decision.
• Assigned courses in the sidebar — Courses assigned to a company now appear beneath it in Course assignments. Select a course to prepare an individual staff assignment without sending email.
• Deal rooms in the sidebar — Open your deal rooms directly from the left sidebar, including rooms beyond the first page. Your selected section and unsaved-edit prompts are preserved when switching rooms.
• Searchable backup menus — Backup breadcrumbs now open styled menus with search, selection checkmarks and keyboard navigation.
• Connection diagnostics — Atlas Connect saves limited local connection logs so support can investigate failed unattended connections through the normal agent launch.
• RFP edits save automatically — Requirements, proposed services and proposal details now save as you edit, with clear save status and retry after a failure. Choosing a confirmed decision also clears that item’s client-question flag.
• More room in the price list — The price list uses tighter columns without horizontal cell padding, leaving more space for product names and keeping Term on one line.
• Browse backups by breadcrumb — Choose a backup task, user or SharePoint site, mailbox service and folder from the breadcrumb across the top. Each choice narrows the next step, and changing an earlier choice resets the steps that follow.
• Background ticket analysis — You can leave Problem Clusters while analysis continues, reuse current indexed ticket text, and pause or resume with saved progress.
• Ticket history indexing — Historical ticket reads now follow the existing HaloPSA pacing limit. Previously indexed tickets continue to skip live reads.
• Faster agreement browsing — Recently loaded client files are reused when you return to Agreements. Uploaded PDFs refresh the client file list immediately.
• Dataroom room selection and navigation — Choose your company, the read-only Sample or a client deal from one dropdown while keeping your current section. The left menu uses the available height and scrolls to keep every section reachable.
• Assign training to individual staff — Choose a company, select a staff member and an assigned course, then create their private learner invitation with an optional due date. Manage their progress and invitations in Follow-up.
• Choose RFP decisions directly — All five decision choices now appear in a horizontal menu, with the selected choice highlighted in white. The menu scrolls on narrow panes and supports keyboard selection.
• Highlight negative margins — Negative margins in the private price list now appear in bold red text.
• Compact certificate header — Client totals now truncate cleanly beside the rail controls when the sidebar is narrow.
• Email backup previews — Click a backed-up email subject to see its saved excerpt in a popup. Close the preview with the close button or Escape and continue browsing.
• Clearer licence terms — The price list now labels the MM and MA column as Term.
• Dataroom submenus — Grouped Dataroom pages now appear as expandable submenus on the left. The current section stays highlighted and its menu opens when you follow a direct link.
• Compact certificate views — Certificates now uses smaller text and the same compact navigation rows as HaloPSA. View links stay above the client list while it scrolls.
• Simpler agreement properties — The right panel now shows Agreements and File sections. Automatic pricing extraction no longer runs when opening or uploading agreement files.
• Preview courses in your browser — Administrators can try draft and published courses in the learner portal, including quizzes. Preview results stay separate from learner records.
• Faster Connect setup — Reduced the time Atlas Connect spends checking remote-session permission on slow links.
• Faster Agreements navigation — Saved client folders appear while agreement data refreshes in the background. The rail now uses Clients consistently.
• Backup visibility — Cheddar IT backups are hidden from Atlas backup browsing and mailbox lookups. Backups stored on Synology are unchanged.
• Clearer licence prices and margins — Licensing now prefers matched Halo customer prices and flags mixed billing terms for review. Refresh your price list to fill matched Microsoft catalogue costs and add missing MM/MA options, with estimated costs and margins labelled and kept off the public page.
• Easier pricing comparison — Agreement pricing uses smaller text and tighter rows, with billing frequency shown in its own column.
• Clearer agreement pricing — Commercials now shows service prices, quantities and subtotals in a compact table, without terms or document excerpts.
• Clearer hosting billing arrangements — You can mark a hosting account as complimentary while keeping its supplier costs visible. Billing also identifies a different invoiced customer as pending confirmation without changing the hosting owner.
• See licence billing plans — Subscriptions and Missing sell prices now show MM for monthly billing with a monthly subscription and MA for monthly billing with an annual commitment. Hover the code for an explanation; other or unknown terms show a dash.
• Adviser evidence workflow — Assign client requests, collect supporting files through verified email invitations and review evidence from Properties. Upload several documents together and preview files inside Dataroom.
• Publish a whole course — Review your course and its lessons, then publish them together in one action. The review shows shared lessons and keeps existing audiences and already-published lesson progress.
• Price list header alignment — The price list title now appears on the left with your company logo on the right, aligned on the same row.
• Cleaner price list header — Removed the company text above the title and the price-change notice from public price lists.
• Understand backup selection — Microsoft 365 backup users now show whether Synology selects them directly or through a group. Opening a user names matching selected groups and explains why an unchecked direct selection can still include their data.
• Simpler price lists — Product names and prices now use regular-weight text without secondary descriptions or SKU lines. The pricing note appears beneath a refined page header.
• Faster pricing retries — Retry extraction checks for saved pricing before running another read. Extract again remains available when you want a fresh extraction.
• Hosting invoice links and monthly figures — Billing can now find issued website charges for a linked client’s single hosting account and open the matched invoice. Recurring schedules are clickable, and confirmed billing periods and currencies are read from HaloPSA.
• Browse NAS folders — Click a volume in Infrastructure’s Disk tab to browse readable folders and file details in Atlas desktop. Use breadcrumbs, search and paging to find files through the existing NAS connection.
• Clearer Training status menu — Course and lesson status now uses a compact dropdown with status dots and a clear selection indicator.
• Astronaut download backdrop — The desktop download page now uses the Voyager astronaut artwork with a subtle tint and solid panels to keep download links and release notes readable.
• Clearer agreement pricing reads — Commercials now shows which reading step is running and offers a retry if it takes too long. Pricing extraction uses a more compact response while preserving checks against the source document.
• Browse saved NAS content — In Atlas desktop, click a Microsoft 365 user to browse saved mail folders, email excerpts and OneDrive file listings. Full messages, attachments and historical versions still require Synology Recovery Portal access.
• Client deal rooms — Manage multiple transactions from the Dataroom Deals page, give each room its own adviser team, and track its stage and next deadline. New client rooms ask a manager to confirm the accounting organisation before reading Finance data.
• Desktop downloads — The download page now uses the heading Download desktop apps and displays a larger Voyager Atlas logo.
• Keep saved ticket reviews visible — My Tickets restores reviews saved in ticket conversations when this device has no cached copy, including their original update time and action owner. Reopening the board does not rerun those reviews.
• Training properties controls — Details, Progress and Manage now sit directly below the summary cards. Administrators can change a course or lesson between Draft and Published from Status.
• See what still needs classification — Problem Clusters recognises more common ticket subjects and highlights unmatched tickets for review. You can see saved scan progress when reopening the report, resume unfinished analysis, or refresh themes without starting an AI scan.
• Clearer public price lists — Browse products in a compact two-column layout with clearer page and category headings. Descriptions and SKUs sit beneath product names, and the source column has been removed.
• Faster agreement folder counts — Previously loaded file counts appear immediately while HaloPSA refreshes in the background. Counts stay available when detailed file lists expire, including folders with no files.
• Downloads and release notes together — Voyager Atlas and Atlas Connect now each have a dedicated download panel with their matching changelog directly below the installers.
• Assign courses by client — Course assignments now lists clients on the left. Select a client to choose a published course and manage that client’s existing assignments on the right.
• Automatic website billing classification — Website hosting products are now identified from their HaloPSA category and name when matching recurring charges. Compute and upgrade products are excluded from website matching.
• Clearer certificate records — Duplicate imports of the same Hudu certificate asset are consolidated while original records remain archived for reference. General VPN documentation is excluded, and source references, recorded dates and related records make overlapping domains easier to compare.
• Saved agreement pricing — Pricing starts reading in the background after a PDF upload or when an existing document opens. Completed results are saved for reuse, with an option to extract again.
• Reuse ticket analysis — Problem Clusters reuses saved analysis for unchanged tickets instead of rereading their conversations on each scan. Progress now shows how many results were reused; new and changed tickets are analysed as needed.
• Product categories in price lists — See the categories imported from HaloPSA alongside your product prices. Categories stay visible beneath product names in narrow panels.
• Smoother Connect restarts — Connections wait for a restarting unattended agent to authenticate before using its new session.
• Understand NAS backup sizes — Backup details now distinguish Synology’s catalogue size from bytes transferred by the last backup and over 30 days. Separate transfer totals and explanations clarify what each amount represents and mark incomplete totals as partial.
• Dates from agreement documents — The file summary now shows creation and expiry dates read from explicit labels in the document text. Open File to inspect the source wording and page, or reread the document; missing and ambiguous dates are marked for review.
• Add documents from a category — The add-document button now opens the file picker directly and keeps your selected category for the upload.
• Browse cached NAS backup details — Search and filter users and SharePoint sites in a compact backup view, with storage totals and a visible read time. Task snapshots are cached on this device for up to 24 hours, and Refresh snapshot keeps the last successful data visible if the NAS cannot be reached.
• Compact Problem Clusters text — Problem Clusters now uses smaller text for filters, analysis controls, summary counts and report rows. Text continues to follow your interface font setting.
• Saved agreement file lists — Customer file counts and lists now appear from a saved copy when you return or reload, while HaloPSA refreshes in the background. Saved metadata stays separate for each account and is cleared when you sign out.
• Activity help beside the title — Use the question-mark button beside User activity or Monitoring policy to read collection details and guidance. Reports and monitoring controls stay visible with less explanatory text around them.
• HaloPSA Actions icon — The Actions menu now uses an outline play icon to match the other navigation icons.
• Connect without a shared password — Authorized technicians can double-click an updated unattended agent to connect through Atlas. New agent setup uses a local approval without a separate password.
• Monitoring policy has its own menu — Open Monitoring policy in a Connect device’s right panel to manage device and client monitoring settings. User activity now focuses on the report and its exports.
• Dataroom guidance beside every page — Properties now opens with tips for the selected Dataroom page. You can collapse or reopen it while keeping your preparation work in place.
• Customer agreement file counts — Each customer folder now shows its file count, including when expanded. Files load in the background and stay cached when folders collapse, so preloaded folders reopen without waiting for another lookup.
• Match sold hosting services — Hosting service matching now reads HaloPSA’s product identifier when it differs from the invoice item code. Existing billing snapshots refresh to include it.
• NAS content in the middle — Select a NAS to view its Microsoft 365 backups, disk information, and commands in the middle pane. Device rows now show the IP address and a green online or red offline dot.
• Assign training by company — Administrators can choose courses for each company under Course assignments. Client learners and progress now live under Follow-up, while course templates stay in Learning Library.
• Hosting billing guidance — When no recurring charge matches, Billing now points you to the client link and service classification in Price Lists.
• Campaign calendar previews — Click a scheduled item to see its summary, then open its full details. Item links can be bookmarked or opened in a new tab.
• Clearer Problem Clusters start — The sidebar and tab now use the same name. Opening a date range shows saved results or an empty state with Start analysis, without automatically fetching tickets or rebuilding the report.
• User activity has its own menu — Open User activity in the Connect device’s right panel to view reports and monitoring settings. Use Remote session to return to connection controls and screen views.
• Price-list item properties — Click a product on your price list to see its summary and Properties, Pricing and Source menus in the right panel. You can set a sell-price override from Pricing.
• Recognise hosting services — Classify a HaloPSA price-list item as Website hosting so its recurring charge can be matched to a client’s single active hosting account.
• Campaign agent chat — Campaigns now use the standard agent composer and conversation controls, with the selected campaign supplied as context.
• Wait for recovering Connect agents — Initial connection attempts now retry temporary screen-sharing interruptions, with a Cancel option. Password and permission refusals still stop immediately.
• More reliable chat answers — Atlas limits slow interactive checks, reuses repeated lookups and returns partial answers with clear coverage limits when it runs out of time. Changes whose outcomes cannot be confirmed are reported as unconfirmed rather than retried.
• Certificate clients linked automatically — Discovery now links Hudu certificates using saved company links or a unique exact client-name match. Existing individual assignments are preserved, while unclear matches stay available for review.
• Identify Connect devices — Device rows now show WIN or MAC beside their connection status in Devices and Reports.
• Choose a training report — The Training Reports menu now lists overview, overdue, completed, quiz, course progress and Proofpoint reports. Search and export the results within each report, or return to it through a saved link.
• Agreement document reports — Agreements now lists documents under each customer. Open Reports below Materials to review missing document links, customers without files, unlinked files and expiring or expired Halo agreements.
• Choose the Issue Clusters date range — A visible time-range filter lets you pick a preset or custom dates above the report totals. The report explains that the dates select when tickets were opened and also apply to AI context analysis.
• Agreements navigation — The customer rail now starts with your actual customers, without the empty All customers folder.
• One tab per training course — Moving between course pages now keeps one tab showing the course name. Returning to a course tab restores the last page you viewed, and duplicate page tabs for that course are combined.
• See assessment progress — Department assessments now show an orange triangle while incomplete and a green tick when all four readiness checklists are recorded. See saved step counts in the left menu and live progress in Properties.
• Agreement pricing evidence — Pricing tables can use source excerpts built directly from the PDF when AI quotes shorten a row. Duplicate suggestions are removed, and prices must still match the source.
• Campaign composer stays visible — Fixed the campaign page extending below the app window. The full composer and send button now stay visible while campaign details scroll above them.
• Departments ready to assess — Every customer now shows all eight departmental assessments in the left menu, ready to fill in. Existing work opens directly, and the New assessment action has been removed from customer workspaces.
• Browser Remote Desktop — Windows machines have a browser Remote Desktop option inside Atlas, including customer gateway sign-in when the RDP service is configured.
• Dataroom layouts fit your workspace — Dashboard cards, document categories and buyer columns now use the available Dataroom width, with compact layouts on smaller screens.
• Ask about client sentiment — Admins and operators can ask Atlas in chat or Teams which clients have low sentiment and inspect the supporting evidence, score dates and sample counts.
• Follow ticket analysis progress — Issue Clusters now shows a progress bar while preparing tickets and analysing their context. Interrupted ticket-list requests resume from the saved page, and waiting messages distinguish Atlas pacing from Halo rate limits.
• One home for training courses — Find courses and their pages in Learning Library. Existing Learning Paths links and assigned courses open the same reader, with progress preserved.
• Atlas Connect branding — The agent now uses the Voyager Atlas icon and shows a cleaner connection summary without the extra footer paragraph.
• Complete agreement pricing — Commercials can request enough AI output for larger pricing tables while respecting configured token limits. If the reply reaches its limit, the screen explains why extraction could not finish.
• A compact course reader — Browse a course's pages from a vertical contents menu beside the lesson. The compact header keeps progress visible, while the course description stays in Overview.
• Start with a department template — Choose from eight department templates when creating an AI transformation assessment. Each includes discovery prompts and suggested initiatives, with customer answers and estimates left for you to record.
• Atlas Connect release details — The download page now shows the version available for Windows and Mac, with expandable Atlas Connect release notes.
• Learning Library filters — Use the sidebar header controls to filter courses and standalone material by publication status, or sort them by name and last updated.
• A clearer Dataroom workspace — Review valuation ranges, preparation gaps and annual results from Overview. Browse document versions in a searchable library, manage buyers on an invitation board and use grouped sections to move through your sale preparation.
• A refreshed private buyer portal — Invited recipients can search their released documents, open the information memorandum and ask questions in a clearer private workspace. Existing NDA review and access controls still apply.
• Agreement pricing extraction — Commercials uses bounded AI effort and allows more time to read larger pricing tables.
• Certificate ownership and installation checks — Use separate work queues for installation checks, client ownership and source records. Individual client assignments affect only the selected certificate, with a separate reviewed action for company-wide changes.
• Clearer RFP review — Review each obligation with its response and decision first. Filter items needing review and expand source evidence or Atlas analysis when you need more detail.
• A consistent Learning Library workspace — Browse courses in the familiar sidebar, read lessons above the agent composer, and use the Properties panel for details, progress and editing.
• Agreement commercials — Open Commercials in an agreement file’s Properties to see AI-extracted recurring fees, one-off charges and usage rates. Each price includes its source excerpt for review, alongside any stated quantities, billing periods and conditions.
• Customer sections in the sidebar — Overview, Assessments, Roadmap and Benefits now appear beneath the selected customer. Saved assessments sit under Assessments, and the customer links stay available while you work through an assessment.
• Hosting invoices found — Hosting Billing now finds issued website charges by domain, including www addresses and invoices billed to another customer. Open the matched invoice and see a labelled hosting-only margin when the billing period and costs are known.
• Keep approved Connect agents available — Operators can approve specific enrolled devices without a temporary pilot expiry. Existing tenant permissions, device revocation and unattended passwords still apply.
• Customer transformation workspaces — Open a customer to review their overview, departmental assessments, roadmap and benefits together. New assessments prefill that customer, while each assessment keeps its four steps and readiness panel.
• Clearer hosting billing — Hosting billing now shows compact price and margin cards, renewal details and a clearer invoice match status. Expand About these figures to read how the amounts are calculated.
• Add campaign items deliberately — New content and milestones stay as temporary drafts until you choose Add item. Empty or cancelled items are not saved, and content rows and notes fields have clearer spacing.
• Assessment readiness in Properties — You can review checklists for Discovery, Plan, Business case and Results together in a right-hand Properties panel. Counts update as you edit, and each check opens its relevant step and field.
• Consistent campaign composer — Campaign drafting now uses the same compact editor, toolbar and send control as other Atlas composers. Its width and spacing follow the shared composer design.
• Browse agreement files — Open a customer’s files from the Agreements rail to preview their content and see linked agreements in Properties. You can link a Halo client PDF to one or more agreements, while agreements awaiting documents remain accessible.
• Hosting billing — Organisation admins can view hosting package pricing, matched recurring invoicing and projected margins in Hosting Properties. Missing costs and ambiguous billing matches are shown clearly.
• Plan campaigns on a calendar — View campaign content, milestones and launch day in a month calendar. Browse months, open planned items, or click a date to add a milestone.
• Campaign drafting composer — Draft campaign strategies, ads, LinkedIn posts and emails from a composer at the bottom of the page. Review generated text above the composer before adding it to your campaign.
• Campaigns save as you work — Campaign edits now save automatically after you pause, with a retry option if saving fails. Individual campaigns open directly to their details, and brief fields have clearer borders.
• Hosting statistics loading — Current usage and history now load in sequence to avoid competing control-panel sessions. History can still load if current usage is unavailable.
• Connect agent summary — Configured agents now show connection details without manual connection or settings controls. Closing the agent window keeps it running in the background.
• Course content and properties together — Keep your course list on the left while reading lessons in the middle. Course details and progress now appear in a properties panel on the right.
• Campaigns in the sidebar — Choose a campaign from the list below the Marketing menu. The selected campaign stays highlighted while you work.
• Retry RFP analysis — Retry analysis now refreshes saved results and checks outstanding message delivery before sending again. Delivery recovery controls are available in the Requests pane when a previous send remains unconfirmed.
• Hosting history charts — Explore CPU, memory, I/O, process and website activity history in Statistics, with date ranges and individual readings. Available history depends on what your hosting server retains.
• Blank Requests opening view — Requests now leaves the content pane blank until you select a request or start creating one from the sidebar.
• More room for templates — The Templates window is a little wider and taller, with a light grey highlight for the selected item.
• Request chat opens when you type — Selecting a request shows Properties with the composer beneath the workspace. Start typing to open Chat in the right panel and continue there; saved drafts stay in the middle until edited.
• Select requests from the sidebar — Opening Requests now leaves the content area empty until you select a request on the left. Create a request using the sidebar’s New action.
• Template folders at the top — Quote templates and Proposal templates now appear first in Materials with matching coloured folder icons. Expand Proposal templates to browse its starters and saved templates.
• Statistics first in hosting — The right panel now opens on Statistics, with usage loaded automatically. Removed the duplicate Hosting details tab; account details remain in the middle card.
• Clearer hosting account details — The hosting username now appears directly below Plan. Removed the separate service-check timestamp line.
• Compact Materials navigation — The Materials rail now follows your appearance density and UI font size settings. Template management uses the same sidebar styling as other modules.
• Automatic hosting statistics — Opening Statistics now reads account usage and limits automatically, including reported usage percentages. The control-panel button stays in the main account card without repeating in the right panel.
• Ticket subjects and dates — Client and contact ticket tables now show the ticket subject in the Title column, alongside Date created and Last updated columns.
• Automatic hosting details — Opening a hosting account now loads its latest service details and available actions automatically, without a separate check button.
• Quieter hosting pages — Hosting inventory continues updating automatically without showing routine refresh messages or inventory timestamps.
• Pages stay usable in smaller windows — Right panels now stay collapsed when there is not enough room, instead of opening over a greyed-out page. You can still open the panel using the right-sidebar button.
• Sales templates in Materials — Find proposal, collateral and quote templates under Sales → Materials. Existing template links still open the same template, and document template management is available from the Materials rail.
• Connect to Windows machines — Use Connect with RDP in a Windows machine's Manage panel to open your Remote Desktop client. Choose its public or private address and sign in through the client.
• Tighter Teams replies — Atlas now keeps bullet points together and headings close to their content, with blank lines reserved for paragraphs and sections.
• Learn through course pages — Browse courses in Learning Library, open their contents and work through lesson pages with navigation and progress. Administrators can preview draft courses separately from editing them.
• AI prepares RFP interpretation — Atlas now fills missing requirement interpretation and classification automatically when an RFP workspace opens. AI identifies individual obligations while preserving existing team responses, decisions and pricing links; manual interpretation and breakdown forms have been removed.
• Open Hudu company links — You can open company records in your browser when Hudu supplies a company slug instead of a full address. Relative Hudu record links also open against your connected portal.
• AWS machine navigation — Browse AWS machines in the left rail and select one to see its details. Saved machines stay visible if a refresh fails, and regional reads have more time to finish.
• Agreement uploads in HaloPSA — PDFs you upload to a HaloPSA agreement are also saved under its client in Halo. If Halo cannot accept the file, Atlas keeps your copy and offers a retry.
• View hosting file contents — Organisation admins can click a hosting file to open a read-only preview in its own right-panel tab. Text and source files up to 256 KB can be previewed; other files offer File Manager access.
• Atlas Connect installers — Install Atlas Connect from a dedicated Mac or Windows installer. Agent updates preserve your existing device enrollment.
• Open Hudu password records — Fixed a problem that prevented password records stored as Hudu assets from opening in your external browser.
• Request properties first — Opening or reselecting a request now brings its Properties panel forward. Submit a question to open Chat and move the composer into the right panel.
• Find Linux downloads together — Linux x86_64 and ARM64 downloads now appear together on a separate row beneath Windows and Mac.
• Clearer hosting status — Hosting accounts no longer show unrelated Halo ticket scan warnings. Routine background request pauses are no longer reported as Halo API failures.
• Compact hosting file text — File names, dates and folder controls now use the Properties panel text size.
• Close the sign-in prompt — You can close the sign-in prompt with the × button or Escape. Return to your previous accessible screen, or choose Sign in from the welcome screen when you are ready.
• Find client agreement PDFs — Agreement Properties now checks the HaloPSA client's uploaded PDFs and PDF links automatically. Client files appear separately from contract attachments, with their agreement match and signature left unverified.
• Simpler RFP navigation — The RFP workspace menu now contains Requirements and services and Source RFP files.
• Compact RFP clarification alerts — Requirements needing clarification now show an alert beside their title. Hover over or focus the alert to read the message.
• Read hosting file names — The hosting Files panel gives file names more room and shows compact modified dates. Hover over a date to see its full timestamp.
• Spend chart hover details — Hover over a spend bar to see its cloud amounts and total directly above it. The chart's range summary stays in place.
• Clearer ticket context analysis — Issue Clusters separates ticket loading from AI context coverage. Context analysis automatically waits and retries when Halo limits requests, with saved progress and a pause control.
• Browse hosting files — Organisation admins can open Files in Hosting Properties to browse account folders and see file sizes and modified dates when the hosting server permits access.
• Agreement PDF uploads — Fixed agreement uploads being rejected above 1 MB despite the 8 MB limit. Oversized uploads now show a readable error instead of a backend connection failure.
• Spend charts stay ready — Atlas reuses saved charts for six hours across page visits and keeps older bars visible while refreshing. The question mark beside Spend over time now holds the explanation of cost views and billing coverage.
• Choose hosting from the sidebar — Opening Hosting now leaves the content area blank until you select an account from the left sidebar.
• All training in one library — Manage training templates and learning material in Learning Library. Existing lessons keep their assignments and completion history, and saved Company Training links still open the right material.
• Automatic Hosting updates — Hosting checks for updated account details when you open the list or an account, keeping saved details visible while loading. Removed the top refresh button and manual-refresh prompts.
• Domain link in Hosting properties — Open the Domain menu beneath the Hosting summary boxes to follow an underlined link to the full domain page.
• Find client users by name — You can ask Atlas to find a user by first name, surname or email prefix in a client's linked Microsoft 365 directory, including from Teams. Searches return matching accounts and flag when more matches need narrowing.
• Read billing when a project connects — Atlas desktop starts billing setup and reads spend as soon as you save or connect a Google Cloud project. The work continues when you leave Settings, so opening Costs is no longer needed to start it.
• Manage hosting services — Check current service details and open cPanel File Manager from a hosting record. Organisation admins can suspend, unsuspend or terminate supported services with explicit confirmation; cancelled records remain available for inspection and provider recovery.
• Account switching stays in your profile menu — Switch to Career is now available only from your avatar menu, keeping the main module menu focused on workspaces.
• Easier training selection — Search clients and learning paths in styled menus when enrolling learners. Clear guidance explains how to make draft training available to clients.
• Compact workspace tip — The blue tip for opening tickets, quotes, and the workspace now appears on a single line.
• Clearer spacing in Teams — Atlas replies now leave visible space between paragraphs, headings and bullet points. The spacing applies while answers update and to the completed reply.
• Career sign-in guidance — The sign-in screen now explains that you can use Google or email for your personal Career account.
• Automatic Google Cloud billing connection — Atlas desktop now finds and connects an existing billing export when you add a project or open Costs, using your local Google Cloud login. Manual settings stay collapsed, and multiple exports need only one choice.

You can switch between Work and Career from the work menu or your avatar, and choose Personal email directly below Google on the sign-in screen. Career appearance follows your settings, and Career menus are more compact. Atlas can summarise open HaloPSA tickets by priority in one lookup.

• Accessible domain tables — Domain and hosting tables now identify their column headers explicitly for screen readers.
• Switch between Work and Career — Use the work menu or your avatar to switch accounts through the shared sign-in page. Atlas opens Work on restart when a work session is saved.
• Career appearance follows your settings — Employer connections and sharing forms now follow the app font and text size with tighter spacing and smaller controls. The My Career sidebar heading has been removed.
• Personal email sign-in button — You can choose Personal email directly below Google on the sign-in screen, with a matching button and mail icon.
• Quicker ticket priority lookups — Atlas can summarise open HaloPSA tickets by priority in one lookup instead of reading ticket pages through separate chat rounds. Priority summaries include coverage limits and flag tickets whose priority could not be verified.
• More compact Career menus — Career navigation and record labels now use the standard sidebar text size for a more consistent workspace.
• Clearer Azure cost errors — Atlas retries short Azure cost rate limits while respecting Microsoft’s retry timing. Longer throttles show a readable retry delay instead of a raw error response.

You can ask Atlas in Teams channels and group chats, follow progress while Atlas works, and continue after a mention without tagging it again. Consistent Infrastructure navigation focuses the selected item's content in the middle and opens its Properties and actions on the right. Atlas emails now display the new Voyager Atlas logo.

• Push Connect agent updates — Administrators can select a published agent version and send it to selected Windows and Mac devices. Automatic installation requires the new agent bootstrap once; offline devices receive their target when they reconnect.
• Keep cloud cost charts ready — Costs now restores the last saved spend chart and summary while refreshing in the background. A failed refresh keeps the saved chart available, and Refresh updates the saved data.
• Follow Atlas replies in Teams — Channel and group-chat replies now show progress while Atlas works and update as the answer arrives. Teams answers use clearer spacing and concise lists, with the final answer still sent if progress updates fail.
• Career sign-in in one place — Sign in to Career with Google or a personal email from the main sign-in page. App menus stay hidden until your personal account is signed in.
• Consistent Infrastructure navigation — Select a VMware, Azure, Google Cloud, AWS or NAS item on the left to focus its content in the middle and open its Properties and actions on the right. Return to the full list with the account, project or server picker, or All devices for NAS.
• Ask Atlas in Teams channels — You can ask Atlas for information from your connected services in Teams channels and group chats using your Atlas permissions. Replies are visible to everyone in the conversation, and normal approval requirements still apply.
• Connect agent downloads — Updated Windows and Mac packages include automatic unattended startup and activity monitoring controlled by client and device policies.
• Focus on one AWS machine — Selecting a machine in the left menu now shows only that machine in the middle pane. Choose All accounts to return to the full list.
• Smaller Career connections text — Career connections now uses the compact text sizes used across People, including company listings, request forms and invitations.
• Clearer People links — Org chart popups underline the person’s name and show an up-right arrow so their profile link is easy to recognise.
• Staff pulse management — Opening the Staff pulse and eNPS report now shows survey management instead of an empty report workspace.
• Updated email logo — Atlas emails and email template previews now display the new Voyager Atlas logo.
• Career sign-in opens your profile — Fixed a problem that left the sign-in code form visible after successful verification.
• Open staff surveys from People — The Staff pulse report now opens Surveys inside Atlas without reloading the workspace.
• AI training for clients — Administrators can release learning paths to HaloPSA clients, create email-verified learner invitations, and track progress. An editable AI Essentials starter provides draft lessons and quizzes for review.
• People history and former staff — Employee history and the Former staff list now load reliably, including leavers with retained workplace records.
• Create Halo tickets from chat — You can ask Atlas to create a HaloPSA ticket and review its details before approving it.
• Complete shared resumes — Reviewed resume links now retain additional information and experience date ranges. Certification identifiers remain private.
• Connect Reports layout — Removed the duplicate device-name heading from the report workspace toolbar.
• Keep or remove your Career data — Download personal records, evidence files and saved chat in a portable archive. Review and confirm personal account deletion to close connections and shared links and start background cleanup.
• Connect monitoring policies — User activity monitoring is enabled by default. Set monitoring on or off for a linked client, or choose a device override in Reports and User activity.
• Hosting usage reads — Hosting statistics handle the login responses returned by Synergy cPanel servers and display storage units correctly.
• Publish your Career portfolio and share resumes — Preview selected personal records before publishing a public page or an expiring resume link. Keep your LinkedIn contacts and recommendations in a private personal network, with reviewed CSV and ZIP imports.
• Connect unattended agents — After enrollment and password setup, the Connect client connects automatically and keeps running in the background. Double-click an online device in Atlas to open its remote connection.
• Reliable reports — Reports and tools can open without loading the AI review engine first.
• Hosting statistics and configuration — Read account usage from supported Synergy cPanel services and open their control panel for site configuration. Hosting rows now show full cancellation or suspension labels without flagging routine monthly renewals.
• Infrastructure lists stay ready — Saved cloud account and machine lists now have their own cache, so browsing other modules does not discard them. Reopening AWS can show saved machines together while account refreshes run in the background.
• Review Career onboarding and connection requests — Capture employee role and team details, then link the onboarding record to its directory account when ready. Pending requests and connection decisions are now visible in People and Career.
• Choose your Career employer — Switch between current employer connections while keeping your personal profile. Connections that end or need a new verified email move into your history so you can reconnect.
• Choose personal Microsoft access — You can connect your own mailbox and calendar separately in Settings, Mailbox, and Meetings. Drafting, sending, calendar edits, and background scanning stay off until you choose them.
• Connect report workspace — Select a device from the left rail to review its activity report with the assistant composer below. Properties opens beside the report with activity summaries and device and coverage details.
• Hosting account details — Selecting a hosting account now shows its Synergy plan, service status, server and billing details, with hosting summaries and menus in Properties. Hosting renewal and cancellation values are kept separate from domain registration; use Refresh hosting to update saved inventory.
• Continue conversations in Teams — After you invite Atlas with a mention, you can continue in that group chat without tagging it again. Channel replies stay connected to the original conversation.
• Domain renewal reminders — Domains that are overdue or expire within three months now show an orange REN label beside their name in the left rail. Canceled domains keep their red CAN label.
• A clearer Domains overview — The Overview menu now leaves the left rail empty beneath the navigation menus. Client and account lists remain available in Domains and Hosting.
• Canceled domains in the sidebar — Canceled domains now show a red CAN label beside their name in the left rail.
• Keep Atlas in the conversation — After you mention Atlas, your follow-up messages in that conversation keep including it without another mention. You can attach or detach Atlas from the composer, and your choice is remembered on this device.
• Stay in Hosting — Selecting a hosting account now keeps Hosting selected and leaves the hosting account list visible on the left while its details open. Returning to the account also preserves the Hosting view.
• Open domains from Hosting — Hosted domains now appear in the left rail. Selecting a domain opens its details with the composer below and its summary and menus in the right-hand Properties panel, including when you select an already-open domain.
• Private client mail stays private — HaloPSA assistants can no longer search or read client staff mailboxes. Mailbox scanning uses each person's own connected Microsoft account, and new Microsoft 365 connections no longer request application mail permissions.
• Atlas knows the local date — Chat now uses your organisation’s timezone for today, tomorrow and ticket schedule questions, instead of treating UTC snapshot dates as the current day.
• Continue a ticket review in chat — Review my tickets now saves each completed review in that ticket’s conversation. Open a ticket to read its review and continue chatting; retrying the same review keeps earlier messages without duplicating the review.
• Browse your hosting — Open Hosting under Domains to search hosted domain names, clients and Synergy Wholesale product or plan labels. Refresh checks the connected sources while keeping saved inventory visible.
• Choose how source links open — App settings now has separate switches for opening web links, Ninja devices, and Hudu articles or records in your browser with middle-click or Ctrl-click on Windows and Command-click on Mac. Both start off, and ordinary clicks keep their usual behavior.
• Open source links in your browser — Right-click a web link, Ninja device, or Hudu record and choose Open direct via browser to visit it in your system browser. Chat links also keep their panel and copy actions.

You can ask Atlas in Teams channels, then continue a Teams conversation without tagging it again. Clearer answers in Teams use concise openings, bold section labels and spaced bullet points. See the connections in your tickets when Review my tickets compares completed ticket summaries for possible duplicates, shared issues and practical next steps.

• Share Connect activity reports — Administrators can select a device and daily reporting window from Connect Reports, then download a PDF or CSV with user activity observations and coverage notes.
• Right panel resizing — Dragging the right panel divider now moves its left edge directly and keeps it aligned with the header.
• Build the latest app changes — Desktop administrators can start a new version from the latest pushed changes, even when an earlier release is blocked.
• User activity reports — Administrators can enable sampled session, app and idle reports for updated Windows and Mac Connect endpoints, then export CSV. Collection gaps and uncertain logout times are shown explicitly.
• See the connections in your tickets — Review my tickets now compares completed ticket summaries for possible duplicates, shared issues and practical next steps. My Tickets opens with the chat panel on the right.
• Waiting ticket actions — Recommendations to keep or continue monitoring now show Wait instead of Verify.
• Clearer answers in Teams — Atlas now uses concise openings, bold section labels and spaced bullet points in Teams replies. Longer answers finish with a clear next step when helpful.
• Continue a Teams conversation — After inviting Atlas with a mention in a channel thread, you can send follow-up replies without tagging it again. The Teams app must be installed with permission to deliver channel messages; other threads stay quiet.
• Check for a missing chat reply — You can check for the original saved reply when delivery is unconfirmed. Chats no longer show Loading or a Stop button after active generation has ended, and confirmed unsent messages restore their draft.
• Ask Atlas in Teams channels — Mention @Atlas in a channel or group chat for general questions and public lookups. Private email, calendar, files and Atlas records remain available through direct chats.

You can connect with your employer from Career and choose which personal records to share. Agreement navigation now follows the HaloPSA layout, and the page starts with Properties closed. Sales opens on Opportunities, and My Tickets shows your assigned open tickets with a recommended next step.

• Connect with your employer from Career — Find listed employers, request a connection and choose which personal records to share. People administrators can review requests, match employees and start onboarding.
• Consistent agreement navigation — The Agreements rail now follows the HaloPSA layout with compact header controls and full-width agreement rows. Use the header icons to search customers or expand and collapse their folders.
• Clearer agreement navigation — Agreement rows now sit closer to their customer folders, leaving more room for their names.
• Keep your Career history — Your personal employer connection history remains available when an employer leaves Atlas. Access to that employer still ends with the connection.
• Read one agreement at a time — Select an agreement from the customer folders to read its document or PDF in the middle and open its Properties. The right panel stays closed when the page first loads.
• Your Career, your choices — Keep personal feedback and career records with your own account. View current and previous employer connections, choose the records an employer can read, and disconnect when you leave.
• Open Properties when you need it — Agreements now starts with the right panel closed, including when reopening a saved conversation. Use the side-panel icon to open Properties.
• Review agreements together — Browse customer folders and select an agreement to see its details, signed document actions and Properties summary. The agent composer stays beneath your content, with separate conversations for customers and agreements.
• Keep your CRM history — Your saved Atlas CRM companies, contacts and deals remain readable when HubSpot or Pipedrive is primary. Only tenant administrators can change their own tenant’s primary CRM in Marketing settings or Admin.
• Former staff records — Administrators can review retained employee forms, documents, benefits and pay after directory removal, and record equipment returns from Former staff.
• Career preferences follow you — Your personal Career account now saves portable settings independently of an employer. Appearance and profile customizations can be restored when you sign in on another device.
• Staff pulse surveys — Publish pulse and eNPS surveys to selected employees in Career. HR can see anonymous results after the survey closes and at least five people respond.
• Employee workflow tabs — Career employment now has separate tabs for paperwork, equipment, documents, benefits, pay and history.
• Sales menu order — Agreements now appears directly below Proposals, keeping proposals and their agreements together.
• Pay history and market bands — Record reviewed pay changes and compare them with supplied salary bands for the same role, region, currency and pay basis.
• Employee benefits — Publish benefit plans, let employees choose through Career, and review their enrolment or decline in People.
• Career settings — Fixed a loading message that stayed visible on Career Settings pages even though no Atlas settings sync was running.
• Employment documents — Generate reviewed documents from company templates, request the employee’s signature in Career, and keep the signed text and signature evidence together.
• Open the signed agreement — View PDF opens the Atlas signed copy when an agreement also has an earlier imported or uploaded original.
• Plans & Billing preview — The Plans & Billing page now shows only a centered Coming Soon message.
• Choose your CRM — Select Atlas CRM, HubSpot or Pipedrive in Marketing settings. One source is active at a time, and switching keeps saved records and connection details.
• Equipment issue and return — Record company equipment issued to each employee, preserve return history, and see which items need recovery during offboarding.
• Accurate agreement status — HaloPSA contracts marked expired or inactive retain that status in Agreements even when their dates are missing.
• Plans & Billing — You can open Plans & Billing from your avatar menu. The Settings page shows Coming Soon while this feature is being prepared.
• Employee starter forms — Assign personal-details and emergency-contact forms, let employees submit through Career, and review or return their answers in People.
• Customer agreement register — Browse signed Atlas proposals and HaloPSA contracts by customer, check contract PDFs in HaloPSA, and attach a PDF to an existing agreement. Contract status and uploaded evidence remain separate from Atlas signing.
• Employee history — See policy acknowledgements, onboarding progress and job description versions together in an employee’s History view.
• Career panel follows window space — The Career right panel now opens automatically when you widen the window. You can still close or open it manually.
• Readable ticket recommendations — Names and record references in My Tickets summaries and recommendations now use highlighted, clickable links just like the full ticket brief. This formatting also applies to saved recommendations.
• Clearer CRM navigation — The records workspace is now labelled CRM inside Marketing. Connected HubSpot or Pipedrive keeps its own menu entry.
• More room for Career on small screens — Career now keeps Properties closed when opening on a smaller screen. Use the right-panel toggle to view it when needed.
• Infrastructure menus stay visible while opening — Saved Google Cloud and AWS machines now appear while Atlas checks module availability. You can select them once access is confirmed.
• Keep your ticket recommendations — Saved My Tickets recommendations now survive startup cleanup for your signed-in account. Each drawer uses a simpler Next arrow label above the recommendation. My Tickets remembers the latest agent recommendations on this device and shows when they were checked. Lighter drawers and coloured action icons make the suggested next step easier to see.
• Opportunities first in Sales — Sales now opens on Opportunities, with Quotes, Proposals and Requests & Tenders immediately below it in the menu.
• Open panels on smaller screens — When a right panel hides to make room, use the right-sidebar button in the window bar to reopen it as a drawer. Your panel tabs and edits stay in place.
• Review onboarding for a new hire — People administrators can select an existing People record, onboarding template and start date for a hired applicant, then review the tasks before creating one linked checklist. Account creation and access changes remain separate actions.
• Window resizing — Panels now update their layout only when they need to hide, reopen or switch to a drawer.
• Orange ticket review indicator — The agent icon now shows a moving orange colour while My Tickets is processing a review. Reduced-motion mode uses a steady orange indicator.
• Clearer opportunity views — Switch to premade Quotes and Proposals views while keeping related documents on one deal. Pipeline selection and management controls now sit together on the right of the toolbar.
• Infrastructure menus load from saved lists — Previously loaded cloud accounts and machines appear while fresh data loads after reopening Atlas. Saved lists stay with your signed-in account and are cleared when you sign out.
• Right panels stay visible longer — The right panel now stays open in narrower desktop windows, leaving more room to work before it automatically hides.
• Finish Career setup — Completing onboarding now opens Career immediately, including when an existing account repeats setup. The final button says Finish setup to make the action clearer.
• Sophos checks from your ticket queue — Your ticket queue chat can now read linked Sophos firewalls and endpoints to follow up on incomplete ticket lookups. These checks are read-only and limited to clients linked to tickets loaded from your queue.
• Simpler Opportunities screen — The New opportunity button in the toolbar is now the single place to start a deal from Opportunities.
• Find rail destinations alphabetically — Customize rail now lists destinations from A to Z. The arrows still let you change the order of your rail.
• More useful ticket recommendations — My Tickets reviews now use the same analysis instructions as Brief, with access to paged ticket history and linked records. Recommendations ask for a concrete next step based on recorded work and identify unread sources when the review is incomplete.
• Focused Career onboarding — Career setup now appears in the center of the window with the workspace hidden behind it. The wizard stays usable in smaller windows.
• Modern Marketing dropdowns — Marketing now uses the app’s styled pickers for campaigns, records and pipelines. New campaigns start as “New campaign” instead of using a Voyager launch name.
• Compact rail customization — The Customize rail dialog now uses smaller text for its title, help text, and destination labels.
• Shorter menu label — Automations now appears as Auto beneath its left-menu icon, keeping the label easier to read.
• Readable dark-mode startup logo — The Voyager Atlas lettering now uses a pale color on dark loading screens while preserving the folded symbol’s colors.
• Clearer onboarding reset — Redo onboarding now has a visible button and an in-app confirmation showing the selected account. You can cancel with Escape or retry an error without leaving the dialog.
• Clearer logo in dark mode — The Voyager Atlas lettering is now white on dark backgrounds, making the sign-in logo easier to read while retaining the coloured emblem.
• Return to app sign-in — Signing out of Career now exits the workspace and returns to the Microsoft 365 and Google sign-in choices. Reopening a Career page while signed out also asks you to sign in.
• Clearer ticket review activity — A moving colour effect inside the agent icon shows when a ticket check is running. Recommendations show their last-updated date and time at the bottom right, even when collapsed.
• Cleaner pinned rows — Related company and project names on pinned items now appear when you hover over the row or focus it with the keyboard.
• Plan your launch in Marketing — Keep a campaign brief, strategy, notes, reference links and dated content together. Draft ads, emails and LinkedIn posts with AI, then review and save them before publishing yourself.
• Clear your channel view — You can hide existing channel messages on this device and restore them with Show history. Channel deletion is now clearly labelled and warns that it deletes messages for everyone.
• Sophos context in ticket reviews — Ticket reviews now retain matched Sophos clients and completed device results when another lookup is slow or unavailable. Incomplete lookups are identified so missing results are not mistaken for an empty device list.
• Clearer rail labels — Rail labels now show the first word of each menu name. Longer words fit below their icons without being cut off.
• Smoother panel resizing — Right panels smoothly collapse when space becomes limited and reopen when there is room. Reduced-motion preferences are respected, and your drafts stay in place.
• More room for your main content — Right panels automatically hide when the window is too narrow and return when there is room. Your panel tabs, drafts and preferred width are preserved.
• Labels for your left rail — Turn on Show rail labels in Appearance to display small menu labels below the icons while keeping the rail size and spacing unchanged.
• Sliding ticket filters — The All, Agent and Human filter now has a selected button that slides between options. You can switch it with clicks or arrow keys, with reduced motion respected.
• Career sign-out works reliably — Signing out of Career now returns you to sign-in even when the session was already revoked or the gateway is unavailable. A late profile update no longer signs you back in.
• Keep sales opportunities moving — Find your opportunities and overdue follow-ups, link quotes and proposals from their pages, and choose a primary quote or manual deal value. Select existing clients and contacts and record closing details with a confirmation when a sale is ready to be won.
• Hiring and Career applications — People administrators can publish job advertisements and manage applicants through Screening, Interview, Offer and Hired. Career users can review and submit an application, track its status and withdraw it without sharing their other personal records.
• Redo Career onboarding — Administrators can require a Career user to complete onboarding again from the Accounts view. The user signs in again while their existing profile and Career records are kept.
• Modules fit smaller windows — Navigation and detail panels open as drawers when the workspace is narrow. Module grids adapt to their content area, and panel drafts stay in place as the window changes size.
• Safer ticket context reads — Context scans detect ticket changes between pages and retry instead of mixing conversation versions.
• Understand recurring service issues — Analyse ticket descriptions and conversations with visible evidence and coverage, pause and resume scans, and use ticket action time in problem reports.
• Named onboarding owners — Assign checklist tasks to individual colleagues and see your own tasks in People reports. Optional project-task links keep completion in sync without running account changes.
• Career account overview — Administrators can see new Career accounts, onboarding progress, recent activity, and reported usage from the Career menu. Private career records and conversations stay private.
• Individual job descriptions — Tailor a role description for each employee, review previous versions and restore an earlier draft. Managers can edit descriptions from My team and employees can read theirs in Career.
• Filter your ticket next steps — Expand or collapse every recommendation from the My Tickets toolbar. Use the All, Agent and Human slider to find recommended work an agent can prepare or steps that need a person.
• Team capability and objectives — Set role skill targets, see skills that depend on one person, compare yearly assessments and review team objectives in People reports.
• Saved Proposals lists — Proposals and template navigation can show the last saved list while checking for updates. Template editing continues to wait for the current template response.
• Clearer ticket recommendation drawers — Recommendation drawers have a slightly darker background and continuous side borders where they meet the ticket card.
• Keep saved lists through a reload — Atlas retains the signed-in account's saved module lists when the app starts. Signing out still clears those saved lists.
• Return to your lists sooner — Reviews, Backups, Security, Certificates, Pipedrive and Orders & Billing can show their saved lists while fresh data loads. Saved lists stay separate for each signed-in account.
• Investigate recurring service problems — HaloPSA Reports now groups tickets into service themes with client filters, recorded hours, monthly trends and linked ticket examples. You can also view a client's problem clusters and prepare investigation or remediation prompts in the report chat.
• Focused ticket reviews — Review my tickets now updates the ticket summaries and recommendations without starting a separate conversation. Recommendation drawers match their cards, and sending a question moves chat and the composer to the right-hand Chat tab.
• HaloPSA sidebar loading — Atlas prepares client folders and My Tickets before you open HaloPSA, so navigation can reuse data already loaded in the app.
• Recommended ticket actions — After an agent check, each ticket shows its recommended action in a drawer beneath the card. Use the Recommended action chip to collapse or reopen it.
• Long catalogue imports — Healthy distributor downloads can now continue while product batches are saved, without the download timeout counting that processing time.
• Keep MSP connections separate — Atlas now rejects client links to another MSP tenant’s directory before saving them. Each MSP continues to manage its own Microsoft 365 and GDAP customer connections.
• Reliable catalogue refreshes — Large distributor feeds now import in smaller batches. If a refresh fails, the previous catalogue remains available.
• My Tickets icon — My Tickets now uses a filled folder icon in both its expanded and collapsed states.
• Consistent right panels — Right panels now start at the same width and remember your resized width across modules and tabs. Smaller windows fit the panel temporarily and restore your preferred width when there is room.
• Pinned tickets first — Pinned tickets now appear above the Clients heading in the HaloPSA sidebar.
• Welcome to your Career — New personal accounts now get a guided setup to create their own profile with a name, career focus and introduction. Your profile stays separate from company and Atlas work-account details, and unfinished setup resumes when you sign in again.
• Ticket review progress — A spinning ring around each agent icon shows when its ticket summary is being prepared. The ring clears when the request finishes.
• Reliable boundary checks — Admin Evals now supplies valid synthetic inputs when checking module access, read-only mode and approvals. Incomplete checks identify the affected tools for review.
• Review your ticket board — Review my tickets now sits beside the ticket count and prepares a summary and recommendation for every ticket. Card icons follow the agent selected in your conversation.
• Sign out of Career — You can now sign out of your personal Career account from the avatar menu.
• Personal Career chat — Career chat now sends reliably after a fresh desktop sign-in while preserving your draft question.
• Stay signed in to Career — Fixed navigation paths that sent Career users to Microsoft sign-in. Personal settings, Docs, chat shortcuts and browser history now keep you in your Career workspace.
• Consistent module sidebars — Dashboard and modules now start with the same sidebar width. Resizing the sidebar carries your preferred width across modules.
• Background job recovery — Security notification checks retry brief database interruptions, and Halo indexing waits before retrying during a recovery backup. Recent job failures remain available for operator diagnostics after recovery.
• Personal Career profile — Settings → Profile now hides the company name, website and logo when you are signed in to your personal Career account.
• Connect Jev in Admin — Operators can securely save or replace a Jev API key in Evals, enable or disable the pilot, and run the synthetic checks.
• Connect requests to opportunities — Create a sales opportunity from an RFP, RFQ or RFI, or link the request to an existing deal. Open linked records from either side and unlink them without changing the request.
• Back to Career from settings — Back to app now returns a personal Career account to the last Career page you visited. If no page is remembered, it opens My profile instead of the work sign-in screen.
• Career assistant status — Personal Career sign-ins now show the Cloudflare assistant status correctly in the composer.
• Jev evaluation pilot — Operators can test completion claims against eight synthetic scenarios in Admin Evals and review uncertain judgments or missed failures. A configured Jev API key is required.
• Ticket insights from your board — Click the agent icon on a My Tickets card to see a summary and recommended next step without leaving the board. The cards now use a more compact layout.
• Opportunities in one place — Open Opportunities in Sales and switch between Board and List to manage the same deals. Both views share your selected pipeline, filters and opportunity editor.
• Open your Career account settings — Appearance, Profile, Personal Settings and Docs now open from the avatar menu without asking a signed-in Career user to sign in with Microsoft 365. Work and admin pages still require a work account.
• Personal Career assistant — Use the Career assistant in the desktop app with your personal sign-in. Replies run through Cloudflare, and changes to your Career records ask for approval.
• Cleaner My Tickets header — Removed the extra title and snapshot timestamp from the top header. The review button now sits below the ticket board, above the conversation.
• Cleaner pinned Sales rows — Company names on pinned Sales items appear when you hover over the row or focus it with the keyboard.
• Fewer repeated job warnings — Temporary database connection problems only send a warning email if they persist into the next scheduled check. A job now sends at most one warning per UTC day, even if it recovers and fails again.
• Your ticket board and chat together — My Tickets now shows your assigned open tickets in status columns above the agent conversation. Open a card to continue in its ticket chat.
• Google photo in your Career account — Signing in with Google now brings your profile photo into the bottom-left avatar and account menu. A custom avatar still takes priority; existing accounts can sign in with Google again to add their photo.
• My Tickets in the sidebar — Expand My Tickets to browse your assigned open tickets alongside client folders. The review chat now uses the full workspace, and the old My tickets filter has been removed.
• Career account menu restored — Personal Career sign-in now keeps the avatar and account menu at the bottom left. The menu shows your Career name and email when no work account is signed in.
• Clearer sign-out confirmation — The sign-out dialog uses shorter explanatory text and groups your email and company name inside a single border with more space above them.
• Simpler automation rows — Automation lists now show the schedule and run status without a next-run countdown.
• Consistent sidebar headings — The Automations dropdown now aligns with Dashboard, with matching top and side spacing.
• Unread indicators clear smoothly — Opening automations, ticket chats and other chats now clears unread indicators before the view paints. Older refreshes no longer briefly restore automation dots, and team-chat badges clear while the read receipt saves.
• Switch pages from Automations — The Automations title now opens the same page menu as Dashboard, with matching typography and a dropdown chevron. Use it to open Dashboard or an enabled module.
• Dashboard chats open correctly — My Queue now opens its own conversation from the dashboard. Chats without a matching module page open directly rather than showing an unrelated empty chat.
• Pipeline editor styling — Edit pipelines with the app’s usual font, padded fields, and styled stage dropdowns. Long stage lists scroll while the save buttons stay in the footer.
• Read longer ticket histories — Ticket reviews can continue through live Halo notes and long message text instead of stopping at the recent-note window. Reviews now distinguish unread pages from missing replies and resolutions.
• Pipeline pickers — Pipeline menus now use the same styled pickers as the rest of Sales, including filters and opportunity stages.
• A familiar welcome — Atlas sign-in now uses the Voyager website’s typography, colors and current logo. Microsoft 365 and Google appear in matching cards that stack neatly on smaller screens.
• Unread dots clear when opened — Opening an automation marks its existing results read, and opening a run’s chat clears the matching automation dot. Ticket and other chat dots clear when the item opens, including while new work is running.
• Clearer dashboard attention — Needs you now lists approvals, questions, ready plans and unresolved failures. Unread completed replies appear under Recent results with an Unread result label.
• Request diagnostics — Operators can inspect individual AI requests and gateway events, with clear messages when Cloudflare log access needs a permission change.
• More room for automation names — Module labels no longer appear beside automation names. Blue unread dots now sit below the status icon on the left.
• Simpler ticket references — Ticket references in chat now show a ticket icon followed by the number, without a # prefix.
• Review RFP requests with clearer context — Browse requirements, proposed services and tender administration separately, with original evidence, draft interpretation and your response shown clearly. Open linked requirements from services and split broad requests into obligations while keeping existing wording and pricing links.
• Stay on top of training — My Training now highlights lessons and learning paths that are due soon or overdue, with optional weekly email reminders. Administrators can use Follow-up to find learners with outstanding training.
• Module chat content appears reliably — Fixed a timing issue that could leave a saved conversation blank when opening a module until the chat panel was resized.
• Google sign-in for Career — Google Workspace accounts can now sign in to Career alongside Gmail accounts. The public sign-in page shows Microsoft 365 and Google without the personal-email code form.
• More reliable ticket reviews — Queue reviews retain every listed ticket while detailed notes and attachments load in manageable pages. Agents now receive clear coverage information and detect ticket changes between pages.
• Clearer automation status — Automation lists now show pause, failure, cancellation and approval icons while keeping their existing colours. The hover trash button has been removed, leaving more room for automation names.
• Sales pipelines — Track opportunities through editable stages, link quotes and proposals on one card, and create separate pipelines for different sales processes. Filter by client or owner and save your own views.
• See sales PDF link activity — The Sharing panel now shows link opens, download requests and the latest activity time. Refresh the counts for each published PDF link.
• Compact dashboard text — Dashboard chat titles, section headings and supporting copy now use the compact app text size and follow your font-size setting.
• Brand your sales PDFs — Choose a formal proposal, compact brochure or capability statement layout with your organisation logo, website and a cover colour. Each published PDF keeps its chosen design.
• My Queue stays personal — Queue reviews now read only your assigned open tickets. Other engineers’ tickets and historical tickets are excluded from the review.
• Reliable ticket lists in chat — Agents can read larger ticket lists without losing records and follow the remaining pages. Oversized pages now give a clear retry instruction instead of incomplete data.
• Consistent Sales dropdowns — Request forms, RFP decisions, proposal templates and sales material controls now use the app's rounded dropdown menus with clear selected choices.
• Configure Google sign-in in Admin — MSP operators can save Google credentials, copy the callback URL and enable or disable personal Career sign-in from one setup page.
• Clear ticket references in chat — Ticket references now display a ticket icon followed by a number such as #81822. You can still click them to open the ticket or hover for a preview.
• Share published sales PDFs — Create client links to a saved PDF edition, choose an expiry, and revoke access when needed. You can also choose whether the viewer shows a Download PDF button.
• Cleaner RFP requirement details — Selected list items now use a grey background with rounded corners. Removed the repeated Download original button from each requirement.
• Clearer chat delivery status — Atlas now shows Checking delivery in the chat status while confirming a message. My Queue distinguishes delivery recovery from an active review, and reloaded chats offer a recovery action after a bounded wait.
• Visual information memorandum editing — Format IM sections with the familiar proposal text, table and undo controls. Paste formatted proposal text and keep using Dataroom review and private sharing.
• Prepare and follow customer AI transformations — Record AI readiness answers and review editable excerpts from linked meeting notes before adding them to discovery. Use Customer overview to follow departmental owners, delivery progress and monthly expected versus recorded benefits.
• Training report downloads — Filter training reports by learner, completion status, source or Proofpoint client. Download the matching lesson, learning path and Proofpoint records as a CSV with scores and progress.
• Connect proposals with pricing — Choose a client quote when creating a proposal from Materials. Its pricing appears inside the proposal, and the quote opens the related proposal in Sales.
• Compact queue tickets — My Queue fits more tickets in its side panel with shorter rows. Hover over a ticket to see its full summary, client and status.
• Choose your sign-in provider — Microsoft 365 and Google now appear side by side on the sign-in screen. Google opens your personal Career account when Google sign-in is configured.
• Atlas chat icon — Atlas now uses the Voyager Atlas icon in team chat instead of a miniature wordmark.
• Your Career account controls — Verify both mailboxes to change your personal email, sign out other sessions and download your personal Career records. Your records keep the same personal identity across email changes.
• Manager skill assessments — Share a selected skill and year with your manager for assessment. Keep the manager rating and explanation alongside your own yearly self-assessment in your personal Career history.
• Career reminders — See your pending Career actions and expiring personal certifications in My profile. Choose whether to receive a weekly reminder summary by email.
• Career invitation management — Review saved personal addresses before sending Career-only invitations to selected employees. Check invitation status, resend invitations and revoke employer access from People.
• Payroll employees in People — Add active payroll employees to People without a Microsoft 365 account. Review the payroll match before importing an employee.
• Designed business memorandums — Build branded information memorandums with formatted sections, images and financial charts. Share a reviewed edition as a private website and PDF through Dataroom invitations.
• Learning paths and quizzes — Organise training into ordered learning paths and add quizzes with a pass mark. Learners can retry quizzes and review their attempts, while administrators can track scores and path progress in Reports.
• Guided AI transformation planning — Follow step checklists that take you to missing inputs, and review suggested initiatives matched to your discovery notes. Estimate monthly workload from task counts and handling time, then choose when to apply those hours to the plan.
• Review sales collateral before publishing — Materials now has an Approvals section and shows review status. Assigned reviewers must all approve before a new PDF is published, and client proposal copies let you choose their title before creation.
• Clear quote pricing — Fixed quote previews where quantities, prices, and amounts ran together. Each figure now stays on one line with space between columns.
• Automatic updates after a repaired build — Choosing Everyone now carries through a matching build retry, so downloads and auto-update switch after the release checks pass. Manual publication actions now say Make live.

Proposal previews are cleaner, with tighter spacing, no Signers box, and monthly and one-off pricing above the total. Quotes show the total without a separate subtotal row. You can browse sales collateral and proposal templates from the left rail, and repeated or completed chat replies stay visible.

• Consistent proposal spacing — Browser and PDF previews use tighter spacing around headings and inserted blocks across every page. Intentional blank lines between ordinary paragraphs are retained.
• Cleaner proposal previews — Proposal previews no longer show the Signers box at the bottom of the document.
• Merge fields in Materials — Insert reusable organisation, sender and client fields from Properties when editing a material or saved template. Sales starters now include merge fields for organisation and sender details.
• Clear product names in previews — Browser and PDF previews show the billing period once when it is already included in a product name.
• Clearer proposal previews — Browser and PDF previews show monthly and one-off pricing above the total. Introductory text has tighter spacing, and product notes use smaller text beneath each product.
• Cleaner proposal pricing — Proposal previews and PDFs no longer repeat quote-level notes beneath the pricing table. Product-line notes remain visible.
• One-off proposal pricing — Quotes inserted into proposals now show a separate one-off amount directly below monthly pricing, excluding tax.
• Monthly pricing in proposals — Quotes inserted into proposals now show their monthly and yearly recurring amounts above the total, excluding tax.
• Compact pricing notes — Product notes use smaller text and tighter spacing beneath each product in pricing tables, leaving more room for the quote.
• Choose sales material templates — The new sales material dialog uses styled dropdowns, with starter documents and saved templates grouped for easy browsing.
• Clearer Materials library — Materials and template names now use compact sidebar text. The duplicate Materials heading and empty-library instruction have been removed.
• Clearer quote totals — Quotes now show the total without a separate subtotal row, including quotes in proposals, shared pages and PDFs.
• Compact quote notes — Line notes start at one row and expand automatically as you add more text. Shortening the notes reduces the box height again.
• Sales materials workspace — Browse collateral and proposal templates from the left rail, and use the plus button to create a reusable document. Materials now opens with its content, document composer and summary panel, with brochure, capability statement and case study starters included.
• Scan RFP requirements more easily — The requirement list now shows titles and compact statuses, with full descriptions in the selected detail pane. Existing section numbers appear once.
• My Queue — Open a personal chat beside your assigned open tickets and ask for a queue review. Ticket links let you continue in individual chats.
• Browse RFP requests beside their details — Select a client requirement or proposed service from the list to edit its details alongside it. The RFP editor uses more compact text and preserves your edits when switching items.
• Dashboard dark mode — Fixed the bright wallpaper background in dark mode and softened its top edge so it blends into the dashboard.
• Readable suggested replies — The suggested follow-up popup now uses a solid theme background so chat text does not show through the suggestions.
• RFP properties beside your response — RFP pages now show their own progress summaries and Properties, Proposal and Archive menus in the right panel. Client and template selection, proposal creation and the linked pricing quote live there so the middle stays focused on the RFP content.
• Request chat beside your workspace — Sending a message on a request or RFP response page opens Chat in the right panel and moves the composer there, keeping the request visible.
• Sales materials — Keep reusable proposals, brochures and other sales collateral in Sales Materials. Edit a master, save a new PDF edition, or create a separate proposal for a client.
• Keep chat approvals visible — Reopening a chat restores your pending approval card. Requests waiting for approval now explain how to continue instead of telling you to repeat the message.
• Consistent Requests text sizing — The Requests page now uses the same compact UI text sizing as the rest of Sales, including filters, descriptions and response rows.
• Repeated chat results stay visible — Fixed a problem where a new chat reply could disappear when it matched an earlier reply. Repeated search results now remain visible while the conversation refreshes.
• Proposals for any request — Create proposal works with your selected template for products, projects or services. New proposal titles and drafting instructions no longer assume managed services.
• Invite employees to Career — People administrators can review an active payroll employee’s email from Xero, save their personal address and send a Career-only invitation. Employees verify that email and accept the invitation to access their own Career records, and administrators can revoke employer access.
• Chat results stay visible — Fixed a problem that could make completed chat replies disappear after a few seconds while the saved conversation caught up.
• Career coach — Choose which personal records to include in a coaching message, review the text and prepare it in your Career chat. Nothing is selected or sent automatically.
• Career references — Keep recorded references in your personal profile and explicitly request a statement or skill endorsement from your connected employer. Issued employer statements stay with your personal account.
• Company identity in Dataroom — The compact workspace switch now shows your company name and logo beside Sample, replacing the separate company card above it.
• Guided AI transformation discovery — Follow four numbered assessment steps and choose suggested pain points and desired outcomes for each department. Suggestions add to your existing notes, which you can continue editing.
• Track your learning progress — Add custom course modules or a Microsoft Learn path to your development plan and record completion module by module. Your progress stays with your personal Career account.
• Compact Dataroom toggle — The Your business and Sample toggle takes up less space in the sidebar.

Proposal previews are cleaner, with tighter spacing and monthly and one-off pricing above the total. They no longer show the Signers box. Sales materials open as a workspace where you can browse starter documents and saved templates, and insert merge fields from Properties.

• Consistent proposal spacing — Browser and PDF previews use tighter spacing around headings and inserted blocks across every page. Intentional blank lines between ordinary paragraphs are retained.
• Cleaner proposal previews — Proposal previews no longer show the Signers box at the bottom of the document.
• Merge fields in Materials — Insert reusable organisation, sender and client fields from Properties when editing a material or saved template. Sales starters now include merge fields for organisation and sender details.
• Clear product names in previews — Browser and PDF previews show the billing period once when it is already included in a product name.
• Clearer proposal previews — Browser and PDF previews show monthly and one-off pricing above the total. Introductory text has tighter spacing, and product notes use smaller text beneath each product.
• Cleaner proposal pricing — Proposal previews and PDFs no longer repeat quote-level notes beneath the pricing table. Product-line notes remain visible.
• One-off proposal pricing — Quotes inserted into proposals now show a separate one-off amount directly below monthly pricing, excluding tax.
• Monthly pricing in proposals — Quotes inserted into proposals now show their monthly and yearly recurring amounts above the total, excluding tax.
• Compact pricing notes — Product notes use smaller text and tighter spacing beneath each product in pricing tables, leaving more room for the quote.
• Choose sales material templates — The new sales material dialog uses styled dropdowns, with starter documents and saved templates grouped for easy browsing.
• Clearer Materials library — Materials and template names now use compact sidebar text. The duplicate Materials heading and empty-library instruction have been removed.
• Clearer quote totals — Quotes now show the total without a separate subtotal row, including quotes in proposals, shared pages and PDFs.
• Compact quote notes — Line notes start at one row and expand automatically as you add more text. Shortening the notes reduces the box height again.
• Sales materials workspace — Browse collateral and proposal templates from the left rail, and use the plus button to create a reusable document. Materials now opens with its content, document composer and summary panel, with brochure, capability statement and case study starters included.
• Scan RFP requirements more easily — The requirement list now shows titles and compact statuses, with full descriptions in the selected detail pane. Existing section numbers appear once.
• My Queue — Open a personal chat beside your assigned open tickets and ask for a queue review. Ticket links let you continue in individual chats.
• Browse RFP requests beside their details — Select a client requirement or proposed service from the list to edit its details alongside it. The RFP editor uses more compact text and preserves your edits when switching items.
• Dashboard dark mode — Fixed the bright wallpaper background in dark mode and softened its top edge so it blends into the dashboard.
• Readable suggested replies — The suggested follow-up popup now uses a solid theme background so chat text does not show through the suggestions.
• RFP properties beside your response — RFP pages now show their own progress summaries and Properties, Proposal and Archive menus in the right panel. Client and template selection, proposal creation and the linked pricing quote live there so the middle stays focused on the RFP content.
• Request chat beside your workspace — Sending a message on a request or RFP response page opens Chat in the right panel and moves the composer there, keeping the request visible.
• Sales materials — Keep reusable proposals, brochures and other sales collateral in Sales Materials. Edit a master, save a new PDF edition, or create a separate proposal for a client.
• Keep chat approvals visible — Reopening a chat restores your pending approval card. Requests waiting for approval now explain how to continue instead of telling you to repeat the message.
• Consistent Requests text sizing — The Requests page now uses the same compact UI text sizing as the rest of Sales, including filters, descriptions and response rows.
• Repeated chat results stay visible — Fixed a problem where a new chat reply could disappear when it matched an earlier reply. Repeated search results now remain visible while the conversation refreshes.
• Proposals for any request — Create proposal works with your selected template for products, projects or services. New proposal titles and drafting instructions no longer assume managed services.
• Invite employees to Career — People administrators can review an active payroll employee’s email from Xero, save their personal address and send a Career-only invitation. Employees verify that email and accept the invitation to access their own Career records, and administrators can revoke employer access.
• Chat results stay visible — Fixed a problem that could make completed chat replies disappear after a few seconds while the saved conversation caught up.
• Career coach — Choose which personal records to include in a coaching message, review the text and prepare it in your Career chat. Nothing is selected or sent automatically.
• Career references — Keep recorded references in your personal profile and explicitly request a statement or skill endorsement from your connected employer. Issued employer statements stay with your personal account.
• Company identity in Dataroom — The compact workspace switch now shows your company name and logo beside Sample, replacing the separate company card above it.
• Guided AI transformation discovery — Follow four numbered assessment steps and choose suggested pain points and desired outcomes for each department. Suggestions add to your existing notes, which you can continue editing.
• Track your learning progress — Add custom course modules or a Microsoft Learn path to your development plan and record completion module by module. Your progress stays with your personal Career account.
• Compact Dataroom toggle — The Your business and Sample toggle takes up less space in the sidebar.

The assessment, roadmap and benefits module is now named AI Transformations, and the customer assessment, roadmap and benefits module is now called Transformations. Quotes, products and pricing now sit in Sales, with orders and invoices in Orders & Billing. Requests & Tenders now uses client folders, and you can archive requests and restore them from the archived filter.

• Show confirmed career dates — Dates you enter now take precedence over the original period imported from a CV or LinkedIn, in both your timeline and resume preview.
• AI Transformations — The assessment, roadmap and benefits module is now named AI Transformations across navigation, Marketplace and business-case exports.
• Build your career history and resume — Keep work, education and projects in your personal Career timeline. Review a CV or LinkedIn history import, then choose records for saved resume versions with a printable preview.
• Sales and request responses — Quotes, products and pricing now sit in Sales, with orders and invoices in Orders & Billing. RFI responses use the familiar proposal editor and reusable templates.
• Transformations — The customer assessment, roadmap and benefits module is now called Transformations. Find the new name in navigation, Marketplace and business-case exports.
• Request navigation and archive — Requests & Tenders now uses client folders and compact rows, with summary details above the Properties and Archive menu. You can archive requests and restore them from the archived filter.
• One verification opens the Trust Center — Verify your work email once to read all published protected sections for 24 hours. Operators receive one access notification and can review section views in Admin.

Requests and tenders, proposals and agreements now have their own Sales workspace. Select requests and tenders from the Sales sidebar to view their content, chat composer and request properties together. Chat rows in the Inbox use less space and no longer show the Unread response label or blue dot.

• Complete the welcome tour — The welcome tour now includes Training and Career when those modules are available to you.
• Retry desktop releases — Admins can retry a staged desktop release after its checks pass. Successful releases now complete the tracked job instead of leaving it stuck on checking.
• Requests workspace — Select requests and tenders from the Sales sidebar to view their content, chat composer and request properties together. Existing RFP responses remain available with their original chat and pricing links.
• Clearer release checks — The Desktop release page reports a failed required check while other release checks are still running.
• Draft proposals from the document — Choose a template with Draft from RFP to rebuild an existing proposal in its agent chat. Creating an RFP proposal also uses a selected template instead of copying the private requirements checklist.
• Trust Center email popup — Selecting Unlock now opens a popup for your work email without leaving the page. You can dismiss it with Escape, the Close button, or a click outside.
• A home for sales documents — Requests and tenders, proposals and agreements now have their own Sales workspace. Documents keeps your reference material, procedures, policies and library.
• Clearer Trust Center sections — Protected sections now appear in individual cards with an Unlock button beside each description. On smaller screens, the button sits below the section details.
• Protected Trust Center sections — Choose which Trust Center sections require work email verification. Visitors receive an expiring access link, and operators receive notifications when verified visitors open protected sections.
• More compact Inbox — Chat rows use less space and no longer show the Unread response label or blue dot.

The app splash, home screen, Admin and public pages now use the new Voyager Atlas logo. Needs you, In progress and Recent results line up under their summary cards, and unread chat replies show blue dots until you open them. You can browse automations side by side, and Requests have their own workspace.

• Open client training before reporting is connected — Save a client’s Proofpoint learning portal separately and open it while reporting access is being set up. Direct links to a client’s Training page also open correctly.
• Tidier automation lists — Module labels and row actions now stay aligned. A small blue dot marks unread results in place of the New result label.
• Proposal templates in chat — The agent can find and copy existing proposal templates, adapting selected sections for the client's request. When there is no clear template choice, it asks which one to use.
• Steady startup logo — Fixed the logo changing size and pulsing as Atlas moves between startup screens.
• Training opens with your account access — Training shows a loading state while your account details are checked, then opens your learner or administrator view.
• Training stays current — Connected Proofpoint training reports refresh in the background after eight hours. Your last complete report remains available while a refresh runs.
• Requests menu — The Requests page keeps the sidebar focused on request navigation.
• Reports beside your automations — Selected run reports now appear on the right, with timing details and raw logs available on demand. Automation controls stay on the left, and the centre switches between Flow and Chat.
• Requests have their own workspace — Track RFPs, RFQs and RFIs with source files, deadlines and requirements in Documentation → Requests. Create linked proposal or information response documents and keep pricing in Quotes.
• Clearer automation details — Instructions and schedules now have compact previews, with advanced settings available on demand. Automation state and individual run results have distinct labels, and run history is easier to find.
• Quotes shopping cart — Quotes now uses a shopping cart icon in navigation and module settings.
• Consistent sign-in branding — The browser page shown after signing in now uses the current Voyager Atlas logo.
• Clearer Atlas branding — The logo is larger on the sign-in screen and app splash.
• Desktop sign-in — The desktop sign-in screen no longer shows the personal Career shortcut.
• Recognise paused automations — Paused automation icons now appear grey, including jobs stopped after consecutive failures.
• Clearer security digests — Daily security emails group findings by source, show counts at the top, and put device or subject details beneath each finding. Opaque NinjaOne alert titles use a readable label with a link to the full finding in Atlas.
• Clearer automation browsing — The module filter now uses a compact styled menu. Module names appear beside automation titles, leaving more room for schedules and run status.
• Browse automations side by side — Open Automations to see scheduled jobs in the left rail, then select one to view its details and previous runs on the right.
• Prepare RFPs with proposals — Start and manage RFP responses in Documentation → Proposals, create an editable managed services proposal document, and link a quote for its pricing schedule. Existing RFP responses remain accessible from their quotes.
• Public Atlas sign-in — Atlas now has a public sign-in page for Microsoft 365 work accounts and free personal Career accounts. Keep your personal Career profile separate from your employer.
• Updated Voyager Atlas logo — The app splash, home screen, Admin and public pages now use the new Voyager Atlas logo.
• Explore sample financials — Sample now includes fictional financial reports and a completed earnings reconciliation, so you can see what to prepare before adding your own records.
• Customer security overview — See collection health for each customer source, filter customers needing attention, and open their findings and linked HaloPSA work.
• Xero categories for add-backs — With a connected Xero account, you can filter Dataroom's annual search using tracking tags and expense accounts. Matching lines show their tags and keep them with the evidence when added to your add-backs draft.
• Full RFP proposal guidance — The quote assistant is now instructed to recommend a managed services proposal document when an RFP requires a full submission, with the quote used for pricing. Inspection-only requests are explicitly kept read-only.
• Approve sensitive access — Selecting Finance or People sends an approval email to your tenant administrators. Access stays off until an administrator approves it in Atlas Admin.
• More module page menus — Quotes, Domains, Backups and Tailscale now have top menus for their related pages. Quotes suppliers and templates and Tailscale devices have dedicated pages, and longer menus scroll across in narrow windows.
• Your career across employers — Career is free in Marketplace. Use your personal account to keep skills, certifications, goals, development plans and achievements, with optional access to your current employer’s records.
• My details section tabs — Switch between Employment, Personal details, and Emergency contacts beneath your Career profile. Your unsaved edits stay intact when you change tabs, and Career navigation remains in the left sidebar.
• Faster Career navigation — Career keeps recently loaded records available when you switch sections and refreshes them in the background. Temporary refresh failures keep your last-loaded records visible instead of replacing them with a loading screen.
• Clearer sign-in details — User activity times now show the organisation timezone with clear dates. You can see an approximate network location for sign-ins recorded after this update; older sign-ins show Not recorded.
• Security ticket retries — You can retry creating a security ticket after a disconnected HaloPSA connection is restored.
• Dataroom add-backs — With a connected Xero account and Finance access, you can search supplier bills and spend-money items within an annual period and review them in your add-backs draft. Add-backs are shown separately from the earnings reconciliation, with reasons and evidence required before saving.
• Your Career profile — Career now shows your name and profile photo over a cover image, with a horizontal menu for moving between your details, skills, and other Career sections.
• Choose security notifications — Subscribe to collector failures, successful response results and changes observed on linked Halo tickets. Select the events for your email or signed webhook; existing subscriptions keep receiving new findings only.
• See your skills progress — Open Overview above the years in Career Skills to see average assessed levels over time. The yearly matrix now uses smaller text and more compact rows.
• Reliable adviser archiving — Archiving or removing a Dataroom adviser now confirms the saved change while revoking their invitations. Older edits still show a conflict so newer changes are protected.
• Clearer user activity — Last seen now includes recorded sign-ins as well as device activity. The desktop version field explains when no desktop is registered or a version has not been reported.
• Clearer Microsoft authentication evidence — Review recorded method additions, removals and replacements, and see when a reset or removal is followed by registration for the same account. Sign-in diagnostics show the available before and after evidence and its gaps.
• Marketing connection pages — Use the top menu to open dedicated HubSpot, Pipedrive and NinjaPear settings pages. Descriptions now match the settings text size and have space inside their cards.
• Skills by year — Choose a year in Career Skills to view and update its skills matrix. Ratings are saved separately so changes in one year preserve the assessments in other years.
• Security work in HaloPSA — Link or create a Halo ticket from a security finding and publish its review playbook as a private note. HaloPSA supplies ownership, work status and service targets; previous Atlas review tasks remain readable for transfer.
• Reach every module menu item — Fixed a problem that clipped the bottom of the Modules menu below the window. You can scroll to the final items while the settings content scrolls independently.
• Open Dataroom directly — Your organisation’s Dataroom now opens automatically on first use, without choosing or loading a business. Browse the example through the separate Sample view.
• Adviser access without Microsoft 365 — Advisers can verify their invited email in a browser and update completion and evidence notes on readiness tasks you explicitly release. Task access stops when the assignment or invitation is removed.
• Training due dates — Training shows each due date on its intended calendar day across time zones.
• Dataroom for your business — Connect your organisation’s workspace once, then open every section directly. Browse the read-only sample through a separate Your business / Sample switch.
• Review Microsoft detection rules — See recorded review outcomes for the last 30 days. Organisation admins can preview customer-specific rule exclusions, record a business reason, and set an optional expiry.
• Training in Atlas — Add company lessons and learning resources, assign them to your team and track completion. Open Proofpoint Training to see subscribed HaloPSA clients and connect their Security Awareness reporting.
• Pipedrive setup is clearer — Fixed previously saved Pipedrive selections that had no connected account. Marketing now shows one setup prompt instead of repeating connection errors under each record list.
• Your Career workspace — Open your details, certifications, skills and performance in Career, with a record list, selected content and related properties. The agent composer sits below the selected content to help with your development.
• Connect Google Cloud costs from the desktop — You can find an existing billing export and grant Atlas access from Google Cloud settings using your local Google Cloud CLI login. Atlas fills in the export details and tests access before saving.
• Choose the right contact — Dataroom contact search shows HaloPSA company and site details when available. Matching entries show record numbers so you can distinguish contacts with identical names and email addresses.
• Read replies stay read — Opening a completed chat clears its unread dot and keeps it read after reloading the app. Read and unread choices are saved separately for each person and organisation.
• Connect your CRM before turning it on — HubSpot and Pipedrive can now be turned on only after their connection is verified. Marketing setup uses compact action buttons and clearly identifies accounts that still need connecting.
• Set up Google Cloud DNS from your terminal — Choose a Mac/Linux or Windows PowerShell script filled with your project and Atlas account. The script signs in, enables Cloud DNS and grants read access, then guides you back to test and save the connection.
• Find Dataroom contacts on desktop — Fixed an authentication issue that blocked Dataroom contact search in the desktop app.
• Consistent Marketplace icons — Every module now has its own Voyager illustration in Marketplace, module details and setup. The full icons remain visible instead of being cropped as photos.
• Investigate Microsoft activity — Follow a user, IP address or application through recorded activity and related findings. Check fresh account and sign-in evidence using attempt details, with unavailable Microsoft reports shown clearly.
• Partner access in desktop — The page and client drawer now match your app text size. Client setup opens on the first click when returning to the window.
• Unread chat replies — Finished replies you have not opened now appear in Dashboard’s Needs you and show blue dots on their chat row and the top-left menu. Opening the reply clears the indicators.
• Consistent Dataroom colours — Dataroom now matches the other modules with a white content area and soft grey cards in the default light theme. Colours continue to follow your selected theme.
• Assign preparation tasks to contacts — Choose existing CRM, HaloPSA, HubSpot or Pipedrive contacts for Dataroom tasks in Overview and Sale readiness. Assigning a contact does not create an account or grant access.
• Partner access list — Client rows now show only the client name and access status. Open Check / Set up for setup details.
• Sale preparation at a glance — Group preparation tasks into rounded sections or switch to a Kanban board with To do and Complete columns. Edit owners, dates and evidence in either view, then save your changes.
• Automations in one place — Open Automations from the left menu to view scheduled jobs across your enabled modules and personal chats. Filter by module or status, then open a job to see its details and run history.
• Billing export setup link — Google Cloud setup scripts now use Google’s documented billing export link and show which billing account to choose.
• Tidier Microsoft detection rules — Save and evaluate buttons now fit their labels. Rule priority, cooldown and save controls sit together and wrap on smaller screens.
• Choose your external CRM — You can connect Pipedrive alongside HubSpot in Marketing settings. Turning on either provider switches off the other, keeping one external CRM active for your organisation.
• GDAP client setup — Client checks, previews and results now open in a drawer on the right. Application Administrator checks recognize existing access correctly, and blocked sign-ins include troubleshooting steps.
• Complete your Dataroom — Dataroom now uses consistent dropdown pickers and gives practical prompts for empty sections. When no annual period is available for valuation, you can open Financials to add and save annual results.
• A quick ticket overview — Expand the arrow beside a HaloPSA ticket number to read a short AI summary of the request, recent progress and pending work.
• See chats at work — Personal and module chats now show a loading spinner in sidebar rows while the agent is working. Dashboard's Running count and In progress list also include active hosted chats when you leave their conversation.
• Microsoft security views — You can review a customer’s Microsoft findings, baseline and collection coverage from Overview, and search recorded sign-ins by date and outcome. Audit activity and Detection rules now sit together under Microsoft 365, with your selected customer kept as you switch pages.
• Dataroom overview shortcuts — Assign owners to preparation tasks from Overview and save your changes. Select the summary cards to open valuation, sale readiness or documents for the current business.
• Simpler Google Cloud setup — Google Cloud settings now show concise local terminal instructions. You can copy the setup script directly and choose Show script when you want to review it.
• Partner access setup — Existing relationships with different application administrator roles no longer block invitations for the selected onboarding template.
• Dashboard columns line up — Needs you, In progress, and Recent results now sit directly below their matching summary cards with consistent widths and spacing.
• Clearer financial capture errors — Dataroom identifies which accounting request failed so you can distinguish invoice, credit-note and report problems. Provider response contents remain private.
• Microsoft 365 partner access — Check GDAP relationships and account access, create customer approval invitations, and preview group assignments and client onboarding from Admin.
• Client Mail fits your window — The email list and reader fit beneath the workspace tabs, with scrolling inside each pane.
• Customer sales evidence loads for detailed invoices — Fixed a problem that blocked Dataroom customer sales captures when Xero returned large invoice details.
• Read email on client records — HaloPSA client Mail now shows matching emails in a list with the selected email beside it. Read message content and open attachments without leaving the client.
• Balance sheet evidence loads correctly — Dataroom can capture a Xero balance sheet when it includes comparison periods. It checks the date and keeps only the figures for your selected period end.
• Google Cloud setup from your terminal — Copy a setup script for Mac/Linux or Windows PowerShell from Google Cloud settings. Fixed an expiration setting that prevented creating the billing dataset.
• Choose how security alerts reach you — Select personal email severity preferences and connect approved webhook receivers with signed payloads and delivery history.
• More financial evidence in Dataroom — Capture balance sheets, cash reports and customer invoiced sales using your Finance connection. Review and keep private snapshots for the business and reporting period.
• Mail on client records — Open Mail on a HaloPSA client record to find matching emails from your connected mailbox across Inbox, Sent and Archive. Select an email to read it in Mailbox.
• Simpler procedure suggestions — Draft procedures now give you concise numbered steps and practical guidance for doing the work.

Saved checklists and request text stay available in quote chat, and suggested services can stay pending until you confirm their rates. Open the Quotes tab on a HaloPSA client, and enable Include non-contracted clients to find companies without an active agreement. Procedure Suggestion appears beside Brief in an empty ticket chat, and pending chat sends survive a reload.

• Keep saved RFP wording available — Fixed a problem that cut off saved checklists and request text in quote chat. Atlas can read the existing response when drafting service suggestions.
• Linux on ARM — Atlas now offers an ARM64 AppImage for ARM Linux computers and virtual machines. Downloads and updates use separate releases for each Linux architecture.
• Google Cloud billing setup — Copy a script from Google Cloud settings to prepare BigQuery and grant Atlas access. It provides the final console step and values to connect your billing export.
• Investigate and organize security work — Search Microsoft activity, tune customer detection rules, and keep review tasks and evidence assessments alongside each finding.
• Draft services before pricing — Fixed a problem that prevented Atlas from saving RFP service suggestions when the quote had no priced lines. Suggested services can stay pending until you confirm their rates.
• Broader Microsoft security monitoring — Atlas can now flag cross-account password attacks, identity and application changes, and unusual file or mailbox deletion activity with supporting evidence.
• Google Cloud costs — Connect a billing export to see project spend after credits, service totals and cost history alongside AWS and Azure. Missing Google Cloud costs now include a setup link.
• Atlas sign-in branding — The browser page shown after Microsoft sign-in now displays the Atlas logo and matching tab icon correctly in packaged desktop apps.
• Recover chats after reload — Pending chat sends now survive a reload so Atlas can recover the original reply without sending your message again.
• Safer message recovery — Atlas checks message delivery after a lost connection. Unconfirmed sends pause for review without automatically sending the message again.
• Ticket chat drafting — Procedure Suggestion now appears beside Brief in an empty ticket chat.
• Find companies before they become clients — Enable Include non-contracted clients in HaloPSA Clients to find prospects and other companies without an active agreement, including those with no tickets. Open their existing record to view their quotes.
• Ticket procedure drafts — Procedure suggestions stay with the ticket after restarting. Use Procedure Suggestion beside Brief to draft in chat and choose Hudu or Atlas Documentation.
• Browser reliability improvements — Browser work now manages tab access through recoverable leases, with coordinated cancellation and cookie handling.
• Smoother Windows background work — Provider updates preserve the Windows command search path and avoid waiting for keyboard input. Background commands and cleanup use quiet process launching.
• Private access for advisers — Invite saved advisers to selected reviewed documents and a private Q&A thread with NDA review and expiring access. Archiving an adviser revokes their invitations.
• Compact desktop releases — The Desktop page keeps downloads and release actions together. Pilot management, install activity and stored files expand when needed.
• Keep client quotes together — A client’s Quotes tab keeps showing only that client’s quotes while the app and gateway update at different times.
• A new downloads backdrop — The Atlas downloads page now features the Voyager planet town illustration, with readable download controls in light and dark mode.
• Quotes on client records — Open the Quotes tab on a HaloPSA client to view its quotes or start a new quote with that client already selected. Older quotes saved only under the same name are marked for client-link review.
• Suggested procedures from tickets — When no matching procedure is found, Procedure suggestions prepares a draft from the ticket and recommended steps. Work still awaiting verification is marked for review.
• Clearer section headers — Section and record headers now keep the pin without showing Archive or New chat/hand-off. Chat actions remain available on ordinary chat headers.
• Open new HaloPSA clients — Newly created clients now open their record page even before they have an agreement or any tickets.
• Refined Atlas logo — The full logo has more breathing room around the symbol and letters. Blank chats use a smaller logo to keep the conversation area clear.
• Keep desktop release storage tidy — Old installer and update files are cleaned up automatically while the current release and three previous versions remain available. Downloads and pilot releases keep the files they need.
• Coordinate sale advisers — Dataroom keeps adviser contacts, responsibilities and work requests with due dates and evidence. You can download a private brief for each adviser and see progress in owner reports.
• Create records from HaloPSA — Use the + menu to start a new ticket, client, contact, project, or project task. Each option opens its form before creating a record.
• Accurate desktop release status — Desktop release status now shows the latest completed build and clears earlier failures after a successful replacement or retry.
• Cleaner HaloPSA activity panel — The right panel no longer shows the Activity heading and sorting row above ticket notes.
• Smaller download page logo — The Atlas logo in the top-left corner of the download page is smaller and keeps its original proportions.
• A smoother start — Atlas keeps the splash screen visible while restoring your saved settings, without a separate loading message.
• Recent download changelogs — The download page now shows the latest three release changelogs, newest first. Expand a version to read what changed.
• Review your sale preparation — Dataroom’s Owner reports brings together saved financial results, valuations, document coverage and sale progress. Review the summary and download a private PDF.

• Keep window buttons aligned — Minimize, maximize, and close buttons now keep their usual size when changing View zoom on Windows and Linux, without covering content.

• Keep window buttons aligned — Minimize, maximize, and close buttons now keep their usual size when changing View zoom on Windows and Linux, without covering content.

You can link an existing company and review annual figures from your connected Xero or QuickBooks organisation in Connected Dataroom financials. The window bar and icon rail now keep their usual size when you change View zoom on Windows and Linux. You can assign a client directly from certificate Properties.

• Connected Dataroom financials — You can link an existing company and review annual figures from your connected Xero or QuickBooks organisation. Confirm the ledger scope and earnings adjustments before saving results with their source evidence.
• Keep navigation steady when zooming — The window bar and icon rail now keep their usual size when you change View zoom on Windows and Linux.
• Assign certificate clients — You can assign a client directly from certificate Properties. Hudu assignments apply to the company’s active certificates and future imports, and discovery reuses confirmed Halo–Hudu links.

Your rail, appearance, shortcuts and personal preferences are saved to your account and restored when you sign in on another computer. Dashboard opens with the Voyager astronaut image, and you can choose your own in Appearance. Client tabs now show the client's name, and Mac and Windows desktop builds use the watercolor folded V icon.

• Keep checklist edits safe — Unsaved Dataroom checklist changes stay open when the selected offer changes elsewhere. A warning helps you review your edits before switching offers.
• Astronaut Dashboard background — Dashboard opens with the Voyager astronaut image by default. You can choose your own image in Appearance or restore the astronaut background at any time.
• Compare offers and track completion — You can record proposed payment terms and negotiation history, select an offer, and organise closing and handover tasks with owners, dates and evidence. Recorded completion stays private and can be reopened for corrections.
• Settings follow your account — Your rail, appearance, shortcuts and personal preferences are saved to your account and restored when you sign in on another computer.
• Smaller Admin logo — The top-left Atlas logo is more compact and keeps its original proportions.
• Resize the left panel from either section — You can drag the divider in the header or along the panel. Hover and drag feedback stays joined across its full height.
• New Atlas app icon — Mac and Windows desktop builds use the watercolor folded V icon with a transparent background.
• Recognize client tabs — Client tabs now show the client's name once it is available from the client list or record.
• Clearer sale-material PDFs — Long titles and text now wrap across pages, and common smart quotes and dashes print clearly in downloaded teasers and information memorandums.
• Keep panel dividers aligned — The right panel header and content divider now stay together while you resize the panel.
• Certificate scans keep progressing — Discovery now respects Halo request limits and resumes from saved progress after a pause. Retrying a scan continues its existing pages instead of starting over.
• See added sale-material documents — PDFs added from Sale materials now appear in Documents when you return to that section, without needing to reload Atlas.
• Smaller startup logo — Atlas now shows a more compact logo while the app starts.
• Continuous panel divider feedback — Hovering or dragging the right panel divider now highlights its full height through the header and main content.
• Certificate discovery coverage — Scan connected Hudu and Halo sources with visible progress and results while viewing a certificate. Ticket matches appear separately for review, without implying installation or renewal.
• Quick returns to HaloPSA tickets — Recently visited ticket views stay ready to reopen as you use the ticket tabs.
• Discover Dataroom in the product tour — Organisations with Dataroom enabled can now see an introduction to business valuation, private sale materials and buyer access in the Atlas tour.
• Atlas logo in Admin — The new Atlas logo fits neatly in the top-left Admin sidebar.
• HaloPSA ticket tabs — Fixed duplicate ticket tabs and shared-chat controls appearing when switching between tickets. The window now shows the visible ticket’s controls. Switching between ticket tabs keeps the chat workspace in place while showing each ticket’s own conversation and draft.
• Company names on hover — Pinned HaloPSA tickets show their company name when you hover over the row, leaving more room for the ticket title at rest.
• Clear sale-material field labels — Sale-material text and selection fields now keep their labels clear when saved content is reloaded.
• Tabs for selected items — Selected records now open their own tab, including emails and items that share a chat. Reopening the same item reuses its tab, and a tab stays open when unsaved edits prevent leaving.
• Resize panels from the header — You can now drag the right panel divider in the header as well as beside the main content.
• New Atlas look — Atlas now uses the watercolor logo on loading screens and other branded app and hosted pages.
• Prepare business sale materials — You can write an anonymous teaser and an information memorandum, save reviewed PDF editions, and download a buyer pack containing selected reviewed documents. Drafts stay private until you choose which document versions to release to a buyer.
• Faster return to HaloPSA tickets — Recently viewed ticket tabs reopen their existing conversation view. Each ticket keeps its own draft as you move between tabs.
• Compact Mailbox folders — Mailbox now opens with a narrower folder column, leaving more room for your messages and reading panel. Its width is saved separately from other modules.
• Your Dashboard image follows you — Images uploaded in Appearance and the selected No image choice are saved to your account and restored when you sign in on another device. Failed saves keep your local choice and offer Retry.
• Clearer navigation tips — Rail and tab tips now fit on one line, keeping the left-hand tips apart.
• Tabs follow your module — Switching modules now shows only that module’s open tabs. Each module remembers its tabs when you return.
• Faster HaloPSA ticket tabs — Switching between ticket tabs does less work on notes and client folders outside the visible area. Ticket conversations and drafts stay separate as you move between tabs.
• Choose where to create a prospect — You can select HaloPSA when creating a quote prospect, even when HubSpot is your primary CRM. Atlas checks the selected system for duplicates and links the confirmed customer record to your quote.
• Mailbox opens your latest email — Opening Mailbox or a folder now selects the newest email and displays its content in the right panel. Refreshing keeps the email you are reading selected.
• Open replacement buyer invitations — A replacement invitation now restores access when opened in the same browser tab. Previous invitation links and sessions remain blocked.
• Discover chat tabs — A matching blue tip explains how to switch between chat tabs and drag them to reorder. All three tips appear during the first ten app launches and dismiss together when you click anywhere.
• Invite buyers into Dataroom — Create expiring private invitations, approve reviewed NDA evidence and release selected document versions to each buyer. Save private answer drafts and publish replies to the buyer who asked.
• Neutral dashboard shading — Personal dashboard images now have subtle neutral shading without a blue color cast. Images still fit fully and stay aligned to the bottom.
• Dashboard image edges — Fixed a layout issue that could clip the bottom of personal dashboard images below the page.
• Dashboard image alignment — Personal dashboard images now sit at the bottom of the dashboard while keeping the full image visible.
• Dashboard image tint — Personal dashboard images use a soft blue tint in light mode and a darker overlay in dark mode, regardless of your selected color palette.
• Dashboard image fit — Personal background images now fit fully inside the dashboard without cropping or stretching. A subtle tint helps the dashboard content stay readable.
• Clearer desktop releases — Choose Pilots first or Everyone before building. Pilot release controls now follow the planned version and wait for its installers.
• Find and pin your modules — Matching blue tips show where to open modules and pin them to the left rail during your first ten app launches. Clicking anywhere dismisses both tips for the rest of that launch.
• Compact Context control — Context uses the compact panel icon, and the separate Environment button is hidden. Catch up and Reset context remain in the Context menu.
• Clear Dataroom access status — The business sidebar now explains when Dataroom needs to be enabled instead of showing a loading message.
• Plain dashboard by default — Dashboard now starts without a background image for everyone, including users with previous wallpaper selections. You can add a personal image later or choose No image in Appearance.
• Prepare your business for sale — Dataroom brings your business profile, financial evidence, valuation scenarios, readiness tasks and private documents together. Start with a general checklist or an industry template and track your preparation in one place.
• One default dashboard wallpaper — Coast is now the only built-in dashboard wallpaper and the default for all users. Previous built-in wallpaper selections also use Coast.
• Original dashboard colors — Dashboard wallpapers now display in their original colors without a light or dark tint overlay.
• Original startup logo restored — Atlas again shows the orange Voyager Atlas logo while starting and loading pages.
• Restore Dashboard background framing — Dashboard backgrounds once again fill the right content pane.
• See the whole Dashboard wallpaper — Dashboard backgrounds now fit inside the right content pane without cropping or stretching the image.
• A new Dashboard backdrop — Dashboard now shows paper mountains behind its content by default. Choose another bundled image or your own picture in Personal Settings under Appearance.
• Updated startup logo — Atlas now shows the new Voyager Atlas logo while starting and loading pages.
• Outlined chat button — Team chat in the left rail now has a thin border around its button.
• Saved conversations appear promptly — Opening a saved conversation now shows its messages as soon as the view reaches the end.
• Settings in your account menu — The separate Admin and Settings icons have been removed from the left rail. Personal Settings and Atlas Settings remain available in your account menu.
• Recognize Atlas Settings — Atlas Settings in your account menu now uses the same hexagon icon as Admin in the left rail.
• Search everything from Dashboard — The dashboard search opens the full search, including chat messages, projects, and enabled modules.
• A personal dashboard welcome — Dashboard greets you by name and time of day again, with your location and current weather beside the date.
• Dashboard alerts stay cleared — Dismissed dashboard alerts stay cleared when Atlas reloads your signed-in account.
• Account and chat in the left rail — Your account avatar is now the last item in the left rail, with Team chat directly above it. The previous sidebar footer has been removed.
• Clear dashboard alerts — You can dismiss an item under Needs you and undo it from the confirmation. Your chat history stays available, and later alerts can appear again.
• Lighter follow-up highlights — Hovered suggestion chips now use the same light gray as the left navigation rail.
• Chat text finishes revealing — Fixed a problem that could leave the last character of animated chat text hidden. Elapsed-time displays pause while the app is hidden and refresh when you return.
• Window dragging — Fixed a problem where hidden chat tabs prevented you from moving the Atlas window by its empty top bar.
• A clearer suggestion drawer — Follow-up suggestions now sit in a drawer with the same outline as the composer, without the gray background.
• Matching chat status text — Atlas status now uses the same text size, weight and translucent colour as Ask for approval.
• Find rail settings quickly — Customize rail now appears at the top of the destinations menu.
• A simpler Dashboard — Inbox activity stays on Dashboard without a separate rail shortcut or repeated Inbox title.
• Your private chats follow your account — Dashboard shows personal chats for the signed-in account and keeps shared module chats visible. Unavailable old chats return to Dashboard without changing their saved history.
• Inbox on Dashboard — See chats needing attention, running work, and recent results on the right side of Dashboard while keeping your chat sidebar on the left.
• Recognise module tabs — Open tabs now show the icon of the module they belong to, including while another tab is selected. Personal chats keep their model icon.
• Restore your starting appearance — Resetting the theme now returns to Light mode, matching the default appearance for this update.
• Your appearance settings — This update starts everyone with the Light Codex theme, system UI font, JetBrains Mono code font, no translucency and zero contrast. Any appearance changes you make afterward stay saved for future use.
• Refreshed workspace tabs — Chat and panel tabs now have continuous corners, clearer borders and titles that fade at the edge. Inactive tabs show their close button on hover or keyboard focus.
• Tabs use available header space — Fixed right panel tabs shortening their labels while there was still space beside them.
• Rounded workspace icons — Atlas now uses the refreshed rounded icons for workspace navigation, panel controls, terminals, folders and code review. Sidebar controls show whether their panel is open or collapsed.
• Panel tabs fit narrow spaces — Right panel tabs shrink to use the available space and scroll horizontally when more tabs are open than fit. Resizing the panel keeps the selected tab visible while the panel controls stay within reach.
• Choose what appears in your rail — Home and Inbox are shown by default. Add other modules through Customize rail, available from the three-dot menu just below your visible modules.
• Steady window navigation — On Mac, the navigation rail and top bar keep their size when you zoom the page content.
• Compact navigation — Atlas has a slimmer left navigation rail and a shorter top bar.
• Drag from the chat header — The empty space beside chat tabs can now be used to move the app window. Tab selection and close buttons remain clickable.
• Sidebar heading spacing — The module menu now has more space beneath the top bar, with its add and search controls aligned beside it.
• Faster chat switching — Chat tabs avoid preparing mention suggestions until you use them. Reference chips continue to refresh when their chat changes.
• Responsive chat navigation — Opening a page avoids repeated notifications for preferences that have not changed. Preference changes still update other views and windows.
• Faster chat tabs — Open chats preload when you hover or focus their tabs. Switching pages avoids building hidden transaction rows and ticket lists.
• Panel tabs reopen reliably — Collapsing and reopening the right panel keeps its tabs visible and aligned.
• A consistent panel bar — Right-panel tabs now use the same design as chat tabs, with close buttons at the end. The right panel fits its workspace column when you resize or expand it.
• Hide the sidebar cleanly — Collapsing the left panel no longer leaves status labels or other list content showing through the icon rail.
• Tabs stay available — Starting an empty chat keeps your other open tabs visible. Split and side chats keep their local titles and controls.
• Compact connection notices — Offline notices stay above the page without stretching over the workspace.
• A consistent workspace bar — Chat tabs and sidebar controls stay available as you move between pages or open a record panel. The rail and workspace now sit below a shared window bar with a rounded content frame.
• Clearer chat tabs — Each tab shows its chat or record icon without repeating it beside the tab strip.
• Record chat tabs — Tabs keep the name of the record you are working on and preserve its existing rename behavior.
• Choose your window appearance — On macOS, adjust glass opacity for light and dark themes and choose whether translucency covers the sidebar or the whole window.
• Reliable workspace navigation — The icon rail stays available in narrow windows, and module hints stay with their visible menu.
• A clearer review queue — See matching, requested and pinned pull requests at a glance, with the existing filters and review actions together below.
• Automatic domain allocation — Domain scans continue every 15 minutes while Atlas is closed. Saved client assignments remain in place until you choose automatic matching again.
• A clearer workspace — Move between Atlas modules using a customizable icon rail, keep open chats in tabs, and find work needing attention in Inbox.
• Find domain assignments in Admin — Search for client assignments or automatic allocation to open the domain assignment page.
• Pin a Hudu article from its header — Pinning the open Hudu article, asset, or company from the chat header now adds it to the Hudu Pinned list.
• Warning details — Runtime warnings retain more of their explanation so you can inspect the details.
• Workspace search — Deleted files no longer appear in workspace search or file references.
• Image downloads — Fixed downloads for filenames containing accented characters, emoji and macOS screenshot timestamps.
• Review domain client assignments — In Atlas Admin, open Domains and Client assignments to assign or move a domain to the right client. Keep a domain on No client, or restore automatic matching when a saved choice is no longer needed.
• Domains match while Atlas is closed — Domain inventory and Halo ticket matching continue on a five-minute server schedule. Saved client choices remain protected from automatic matches.
• Procedure drafts save themselves — When Atlas drafts a procedure, it writes the draft without waiting for you to say save.
• Pinned items show up right away — Pinning a Hudu item, ticket, document, quote, or client adds it to the Pinned section on that click.
• Link quotes to real customers — Selecting a new prospect now asks you to confirm creation in HubSpot or HaloPSA and links the saved record to your quote. Quotes with only a typed customer name are clearly marked as unlinked.
• Faster renewal matching — Atlas checks clear domain renewal and registration tickets across the inventory first. Domains that need more evidence continue through description and reply-note checks in the background.
• Procedure drafts include official links — When Atlas drafts a procedure, it looks up the vendor's download or sign-in page and puts the verified link in the steps.
• One prompt for a new procedure — Starting a new procedure now sends a single draft prompt and opens the Chat tab so you can watch it write.
• Open Halo tickets during indexing — Background indexing now leaves room for ticket browsing. If Halo limits requests, ticket pages show when they will retry automatically.
• Better domain client matching — Domain ticket matching now ignores internal and Unknown ticket queues when confirming a customer. Checks pause when HaloPSA limits requests and resume automatically, with progress shown on the Domains page.
• Company Manual roles in People — A person’s Roles tab now shows their Company Manual roles and relevant procedures. Role assignments stay shared between People and the manual, whose role drawers identify vacant roles.
• Cleaner initiative details — Removed the extra “Not included in the plan” message from opportunity initiative details.
• Open Opportunities without a brief error screen — Fixed a timing problem that briefly showed the app error screen when switching to Opportunities. Navigation and assessment selection remain available while the page opens.
• Follow an agreement import — Importing a signed agreement now lists three steps on the same page: the file, the new agreement, and its customisations, beside the old PDF and the draft.
• Scroll module settings comfortably — The module menu and settings content now scroll independently, so you can reach every page. Short settings pages no longer show an extra scrollbar.
• Backup transfer history — Mailbox and SharePoint rows show how much the last 30 days transferred, next to the last run. A zero on the last run means that run copied nothing new.
• Hudu item page — Opening a Hudu record no longer repeats its body in a Quick summary menu on the right.
• LinkedIn strategy drafts — Opening Strategy in LinkedIn Studio fills in the goal, audience, and pillars from your posts again.
• Mailbox backup size — Asking for a mailbox or SharePoint site's backup size uses the stored backup list, including how much is stored and how much the last backup transferred. If that task has not been opened in Infrastructure yet, Atlas says the size is not stored yet instead of sending you to the Microsoft 365 admin centre.
• Dotted additional reporting lines — Additional manager connections now appear as dotted lines in the org chart, while primary reporting connections remain solid.
• Reporting lines meet in one place — All manager connections now meet at the top center of each employee’s org chart card, including employees who report to multiple managers.
• Set up Google Cloud after saving — Save a project first, then copy the terminal command to grant Atlas access. Use Test connection to check access and retry without adding the project again.
• Microsoft 365 backup detail — The last backup time is shorter, and each user and SharePoint site shows how much that backup transferred. Green still means within 24 hours. Orange means older.
• Consistent reporting lines — Primary reporting connections are now blue for everyone and can join shared branches. Additional manager relationships keep their distinct colors and matching names on the card.
• Microsoft 365 backup groups — Opening a backup task lists users and SharePoint sites separately, each with its storage and the time of its last successful backup. A time within 24 hours is green; an older time is orange.
• Centered reporting sections — Management cards are now centered over their reporting sections. Outgoing connections share one stem from the bottom center of each card before branching into separate routes.
• Neater reporting connections — Shared reporting lines now use evenly spaced lanes, rounded bends and separate connection points on each card. Connections remain visually distinct in more complex reporting charts.
• Microsoft 365 backup storage — Open a backup task to see its users and SharePoint sites together, with the storage each one uses.
• Select an initiative from its details — Use the checkbox in the right-hand panel to include an initiative in the plan and cost/value estimates. The left menu now only switches between initiatives.
• Find unread chats by module — Blue dots beside modules in the switcher and the active module title show where completed chats are waiting to be read. Dashboard keeps its overall unread indicator.
• Plan one initiative at a time — The Plan page now lists initiatives in a menu on the left and shows the chosen initiative’s details on the right. Switch between initiatives without losing draft values, and use the checkboxes to choose which ones are included in the business case.
• Clear shared reporting lines — People who report to multiple managers now show every manager on their org chart card, with matching colored connections. Reporting lines stay clear of other cards.
• Microsoft 365 backup rows open — Open a backup task to see the users and SharePoint sites that task is set to protect.
• Clearer scheduled job alerts — Alerts distinguish desktop build monitoring from nightly review scheduling. Temporary storage failures and Halo client-list timeouts are retried, and isolated failures stay visible in Admin without immediately sending an email.
• Clearer shared-report counts — Collapsed manager cards count only people hidden on the chart. Shared reports that remain visible under another manager are no longer counted as hidden.
• Report to more than one manager — You can select several managers in People, including additional managers alongside Microsoft 365. Profiles, team views and the org chart show the reporting relationships.
• Assign roles from your role library — Department role pickers now include your saved People roles, even when Microsoft 365 has no job titles. Pick a role to add it to the department.
• Watch your procedure draft take shape — Drafted steps appear as Atlas writes them, and you can cancel drafting without losing your brief. Review and Create become available after the complete draft is ready.
• RFP service pricing — Add and edit proposed services beside the response checklist, then enter confirmed rates to create linked quote lines. The page clearly shows when services still need drafting.
• Microsoft 365 backup tasks show the client — Each task lists its name and how many mailboxes, SharePoint sites, and teams the latest run protected. When a backup is still running, the task also names the person that job recorded.
• More complete domain matching — Atlas now checks ticket descriptions, notes and later search results when matching domains to clients. Earlier unmatched results are rechecked, and the Domains page shows how many ticket checks remain.
• Choose people and linked records in Opportunities — Search customer, meeting and currency choices, select owners and customer sponsors, or type an unlisted name. Results now defaults to the latest saved business case and keeps measurements editable when a workflow is deselected.
• Chat activity stays visible — Fixed a problem where the thinking indicator disappeared after an agent began responding. It now remains visible through response text, tool work and pauses until the turn finishes or stops.
• Department settings alignment — The settings gear now lines up with department titles in the company manual.
• NAS commands show in the properties log — Running Disk, Microsoft 365, or a command from a NAS device writes the result in the Properties panel, the same way Google Cloud shows an action log.
• Draft an RFP response — You can draft and review the requested scope, proposed services and a source-cited checklist alongside your quote. Missing prices stay marked for review.
• NAS uses the same layout as Google Cloud — Infrastructure › NAS lists devices in the left rail and the middle, with each device’s details, disk, Microsoft 365 status, and commands in the Properties panel.
• Department settings in your manual — Use the settings icon beside a department title to rename it or change who it reports to. Save applies your changes to the manual and org chart, while Cancel leaves them unchanged.
• Read the full certificate status — Certificate properties now show the complete status text, including whether installation is still unverified.
• Choose customer systems — Select customer systems from a searchable list of Atlas providers and common business tools, or add your own system name. Existing assessment entries are kept, and you can remove individual selections.
• Domain client controls — The domain sidebar now lists Clients and shows only domains inside each folder. Use its header controls to search, sort, filter, refresh, or expand client folders.
• Clean procedure spacing — Procedures now open with normal spacing, without extra empty rows between headings and steps. Intentional empty text boxes and line breaks are retained.
• Know which certificate is installed — You can sync certificate records from Hudu, confirm each client mapping, and check public HTTPS destinations from Atlas desktop. Recorded expiry dates, installation checks, and related Halo tickets now show distinct evidence.
• Manage departments from your manual — You can add, rename or remove departments and change who they report to without leaving the company manual. The manual refreshes its sections after changes are saved.
• Consistent Opportunities menu — Opportunities now uses the same compact navigation rows, selection highlights and assessment-list controls as the rest of Atlas.
• Read requests before pricing — Updated quote drafting guidance to prioritize saved client requests before catalog searches and pricing suggestions.
• Consistent procedure menus — Department and procedure owner dropdowns now match the other Atlas menus, with rounded panels, highlighted choices and selection checkmarks.
• See Microsoft 365 backup status on a NAS — Microsoft 365 on an Infrastructure NAS lists the latest Active Backup for Microsoft 365 result. If Atlas cannot read that log, the card says why.
• Procedure setup follows your chosen type — Choosing Procedure hides the client picker and saves to your company manual, while Library procedures stay in Library. The heading follows the selected type, and setup labels and controls use consistent font sizes.
• Wider department boxes — Department boxes now expand to show complete role names on one line. The chart keeps its spacing and connecting lines aligned with the wider boxes.
• Keep client requests with a quote — Attach a client request when starting a quote, then review its original file and extracted text on the Request page. Atlas shows partial or unreadable files and pauses automatic drafting for review.
• Compact chat suggestions — Restored the compact suggestion drawer, which expands to show all suggestions when you hover or focus it.
• Full role names — Long role titles now wrap inside department boxes so you can read the complete name without scrolling sideways.
• Suggestions at a glance — The chat suggestion drawer now shows all available suggestions immediately, with full text wrapping in two columns. It stays expanded as you move the pointer away.
• One procedure creator — Describe, speak or import a procedure, or plan procedures with your team’s roles and apps. Review and edit drafts before creating them from either starting point.
• Connected department boxes — Reporting lines now meet the visible edges of department boxes. The lines stay connected when a box expands to show Assign role.
• Compact customer assessments — Opportunities now uses Atlas’s app styling, with compact tabs, smaller cards and controls, and tighter spacing. Completed demos use the same layout as customer assessments.
• Recording export progress — Desktop recording exports save straight to your Downloads folder and keep earlier ZIPs. A progress bar shows the file count and estimated time remaining as the export runs.
• Simpler domain navigation — The Domains page now uses the left sidebar for navigation, without repeating the module tabs above the inventory.
• Inset chat suggestions — Restored the narrower suggestion drawer above the composer.
• Simpler certificate navigation — The Certificates page now uses the left sidebar for navigation, without repeating Overview and Domains tabs above the content.
• Aligned chat suggestions — The suggestion drawer now matches the composer width, including when expanded to show all suggestions.
• Sort procedures with AI — Sort with AI now waits up to 90 seconds to file unassigned procedures into departments, avoiding the ordinary 15-second request cutoff.
• Balanced Atlas status — The Atlas status is centered between approval and agent controls and uses the same muted text colour as Ask for approval.
• Open Company Manuals directly — Clicking Procedures in Documents now opens the Company Manuals page automatically.
• Choose assessment details reliably — Customer, stage, meeting and delivery choices now use Atlas’s shared dropdown picker. Saved assessments explain why their department is fixed.
• See NAS volume space and Microsoft 365 backup tasks — On a Synology or QNAP in Infrastructure, Disk lists each volume’s size, used space and free space. Microsoft 365 reads the latest Active Backup for Microsoft 365 run over the same confirmed SSH connection.
• Atlas status beside your chat controls — Atlas readiness and activity now appear in the bottom controls row between approval controls and the agent selector, leaving more room for your message.
• Download procedure recordings together — Export recordings in the Procedures sidebar downloads a ZIP of audio and transcripts in procedure-named folders. The export includes accessible archived procedures and identifies recordings with no saved audio.
• Compact department cards — Department cards no longer leave an empty row for Assign role. Hover over a card or focus it with the keyboard to reveal the action below its roles. Department cards use less space and show full names on multiple lines. Role controls stay in the drawer below, and Human Resources is now labelled People.
• More compact chat input — Reduced the empty space around the Atlas status in the chat input. The text field still expands for longer messages.
• Read full follow-up suggestions — Hover or focus the suggestion drawer to read every suggestion in full, with longer text wrapping onto additional lines. The compact row still shows the first two suggestions.
• Load domains in the background — When there is no saved inventory, Atlas keeps the page responsive while the source read completes. Domains appear automatically afterward, and saved domains stay visible during refreshes.
• Read long Hudu passwords — Revealed passwords now wrap within their summary box, keeping the text clear of the reveal and copy buttons and neighboring fields.
• Follow-up suggestions return after each reply — Fixed a problem where selecting a suggestion could keep the drawer hidden after later replies in the same chat. New replies can now show two suggestions immediately and reveal the rest on hover.
• More relevant ticket articles — Related articles now check the ticket topic against document titles and content, ignore address and notification noise, and remove repeated titles. Automatic article lookup prioritizes the ticket subject and ignores reminder boilerplate and formatting, helping the right procedures stand out.
• Mac window dragging — Fixed a problem that could interrupt dragging from the space above the left rail after closing and reopening it.
• Clearer certificate properties — Certificate properties now opens on Related tickets. Installation destinations and verification details remain in the middle pane, without a duplicate Installations menu.
• Procedure suggestions placement — The Procedure suggestions action now sits on the right of the Related articles header.
• Two suggestions at a glance — The suggestion drawer now shows the first two suggestions as soon as they load. Hover over a chip for a darker grey highlight and reveal the remaining suggestions.
• Compact follow-up suggestions — Hover over the suggestion drawer to see four suggestions in two columns. Suggestion chips now have less rounded corners.
• Top suggestion first — The chat drawer shows one suggested question and expands upward on hover or keyboard focus to reveal the others. Chips have lighter outlines, and new suggestions are requested in order of relevance.
• Keep saved domains available — Overview and Domains show the last successful inventory while sources refresh, with its update time visible. A failed refresh keeps saved domains available, and stalled source reads return an error sooner.
• Related certificate tickets — See matching open and closed HaloPSA client tickets in certificate Properties. Broader client certificate work stays in a separate collapsed list, with a Scan again option to refresh the results.
• Preview related articles at a glance — Related articles now show the title, source, status and company in one compact row. Hover or focus a link to read its saved content in a scrollable preview, then select it to open the article.
• Tailscale setup — The Tailscale connection page now says to use Generate access token under API access tokens. An auth key from the same Keys page will not connect.
• Assign roles from department cards — Hover over a department to reveal Assign role below its current roles. Keyboard users can reach the same action by focusing within the card.
• More room for your manual — Collapsing a department branch moves the manual up and gives the open reader more space. Expanding restores the space while the other department cards and chart zoom stay steady.
• Atlas status label — The composer now shows Atlas with its current status beside the dot.
• Keep domains during a connection failure — Saved domains remain visible when a source cannot be reached, with a message explaining the failed refresh. Failed reads can be retried without reconnecting an existing source.
• Suggestions appear when ready — The grey drawer stays hidden when there are no suggested questions. It rises from the composer when suggestions appear, without moving the chat or input, and respects reduced-motion settings.
• Procedure header fields — Next review now uses the full header row alongside the other merge fields.
• Manual beside your chart — The Procedures Manual now sits just below the organisation chart, with less empty space above it. Chart zoom and the reader’s open and close controls continue to work.
• Consistent Domains fonts — Domains and certificate content now use the same text sizes as HaloPSA and follow your interface font settings.
• A compact role list — Roles show their title and company type on one row. Select a role to see its business usage and departments in the details panel.
• Gateway status inside the composer — Atlas Gateway status now appears below the prompt field, with its dot and Ready label. Suggested questions sit in the grey drawer above the composer.
• Certificate navigation — Certificate content stays available when opening the workspace from another page.
• Certificate workspace — Browse client certificates with filter icons in the left rail, certificate content and a composer in the middle, and an open Properties panel with summary boxes and menus on the right.
• Suggestions inside the composer — Follow-up questions now appear in a compact row below the prompt field. You can scroll through them in a narrow composer, while Atlas Gateway status stays in the grey drawer above.
• NAS devices in Infrastructure — Synology and QNAP devices from Tailscale show under each client. From the Atlas desktop app, on a computer that is on the tailnet, you can run a confirmed command such as a disk-space check.
• Open certificates reliably — Fixed a navigation timing issue when opening the certificate rail from another Domains page.
• Open the manual from the bottom drawer — Procedures Manual starts as a button below the department chart and expands into the full reader when selected. Select its heading to collapse it again; the chart keeps its position and zoom.
• Follow-up drawer — Hover over the grey chat drawer to see all four suggested questions, one per row. Atlas Gateway rises with the drawer while the chat and composer stay in place.
• See where roles are used — The Roles page now shows whether each role is on your organisation chart and lists its departments. Usage updates keep your unsaved role edits intact.
• Browse certificates by client — Certificates now appear in client folders in the left rail. Select a certificate to view its details, with search and attention filters alongside the list.
• Browse domains and certificates — Domains and Certificates now have their own menu entries. Overview brings domain, DNS, hosting and certificate inventory together, and saved domain lists remain visible while refreshing.
• Single-line role names — Role names in department drawers stay on one line. Longer names scroll horizontally and remain available in full on hover.
• Suggestions beside Atlas readiness — Two suggested follow-ups now sit beside the Ready indicator above your message. Hover over the pills or focus them with your keyboard to reveal the rest without moving your chat text.
• Add a suggested department — Create a missing team from People Roles or while adding a chart role. Choose its reporting parent and keep your existing role edits and chart assignments.
• Procedure review results — Related articles opens when Procedure suggestions finishes so you can see the outcome immediately. A circular refresh icon identifies the review action.
• See when Atlas is ready — The compact panel above your message now shows a pulsing green Ready indicator when the gateway is connected and your chat model is available. It also shows when Atlas is working or needs attention.
• Procedure review progress — Procedure suggestions keeps related articles visible while a compact progress bar shows the review beside the action. You can cancel the review from the same row.
• Department role drawers — Company Manuals now shows assigned roles beneath each department. Use + Assign role at the top of the drawer, even when the department has no roles yet.
• A slimmer greeting panel — The greeting above the chat composer takes up less space and uses the soft grey background from the rest of the workspace.
• One designer role — Graphic Designer and Graphics Designer now share one role definition, keeping existing edited descriptions and duties.
• Certificate monitoring — View expiry, renewal and installation alerts under Domains, with checks that continue while Atlas is closed. Admins can enable alert emails and inspect Cloudflare renewal setup before automation is configured.
• Light grey greeting panel — The panel above the chat composer now uses a solid light grey background with dark text.
• Restore company manuals — Company Manuals again opens the organisation chart and original manual view.
• One entry for shared roles — Common roles now appear once instead of being duplicated for each industry. Existing edited descriptions, responsibilities and role assignments are preserved.
• A greeting above your message — The chat composer now has a matching inset panel above it that greets you by your profile name.
• Related article links stay available — An earlier procedure review no longer hides related links found when you open a ticket. Reviewed articles show their recommendations without duplicate links.
• Related articles appear automatically — Opening a HaloPSA ticket now finds related articles and shows their links below Description. Procedure suggestions remains available when you want to review improvements or draft a procedure.
• Domains navigation — The module keeps its Domains name, with Certificates available as a view inside it.
• Ticket procedure suggestions — Procedure suggestions now sits beside Related articles with matching label styling, an underline, and a down arrow.
• Certificate save permissions — Certificate records that require admin approval can be saved only by an organisation admin or MSP operator.
• Browse procedures by department — Find and read procedures in a department list, with roles and people in a separate tab and the printable manual available on demand. Department totals and role procedure choices now include child teams.
• Open the full Hudu article — A small arrow beside a related article’s title opens the same article in the Hudu module.
• Client certificate register — You can track certificate expiry, renewal responsibility and installation status in Domains & Certificates, import Hudu records for review, and prepare related Halo tickets.
• Clearer procedure recommendations — Related articles shows each recommendation once and uses the ticket panel’s text size. Missing-step guidance and search errors remain visible.
• Expand role drafts with Smart Fill — Use Smart Fill in People Roles to expand a role’s job description and responsibilities using its company type. Review, edit or undo the suggested draft before saving.
• Review procedures beside your ticket — Procedure suggestions now shows progress and recommendations inside Related articles. You can retry, cancel, or review a draft there while article links stay in the HaloPSA right panel.
• A lighter procedure action — Procedure suggestions now appears as underlined text with a right arrow beside Related articles.
• Clearer role selection — Selected roles use the same highlight as the left menu, and company types appear beside their role titles.
• Clearer security report results — Security reports distinguish confirmed gaps, items needing review and informational scores. Microsoft 365 collection and SentinelOne monitoring are labelled separately, and account reviews explain their scope and missing history.
• Add custom apps to procedure setup — Enter apps your team uses directly below the tool choices. Describe what you use them for so procedure suggestions and drafts can include that context.
• Compact procedure setup tools — Tool choices now show only a checkbox and platform name on one line, without a connection-status subtitle.
• Learn from completed opportunity examples — Completed demos now use the same Discovery, Plan, Business case and Results layout as customer assessments, with guidance at each step. Both use the case-study style, including a chapter rail, spacious sections and before-and-after results.
• Manage procedure assignments — The role popup only offers procedures from the department you opened. A visible Unlink button lets you remove a procedure from an individual role while preserving its other assignments.
• Manage role suggestions — Administrators can edit role titles, job descriptions and responsibilities in People → Roles. Company Manuals uses the saved library when adding a role.
• Related articles are always within reach — HaloPSA tickets now keep Related articles visible even when no matches are available. Procedure suggestions sits beside the section heading.
• Department roles in procedure setup — Agent Add now shows only roles from the department you selected. Compact single-line choices make it easier to choose who does the work.
• Assign responsible roles in the manual — You can assign roles from a procedure’s manual page or section list even when it has a newer draft. The manual continues to show its published instructions.
• Simpler idea entry — Describe your idea in one field without entering a separate title. Choose a category from the dropdown when creating or editing an idea.
• Agent Add in procedures — The procedure toolbar now labels its guided setup action Agent Add.
• Guest sign-in lookups — Fixed a request error when checking sign-ins for external guest accounts. Addresses containing apostrophes are also preserved.
• Consistent role highlights — Hovered and selected roles in Add role now use the app sidebar background colour.
• Simpler Feedback navigation — Feedback menus no longer show duplicate create buttons. You can still create items from their section headings or pages.
• Role descriptions and People links — Preview suggested job descriptions while choosing a role, including Graphics Designer. You can assign an existing person from People in the popup, and its text follows your Atlas font settings.
• Clearer security check results — Admin Evals recognises access inherited through Security, Backups and Infrastructure. Blocked Microsoft 365 links and incomplete probes are reported as gaps that need review.
• Clearer administrator counts — The Security baseline counts human global administrators separately from application identities. Incomplete or unresolved group membership still shows as unable to check.
• Edit the whole survey together — Rating, follow-up prompts and thank-you messages now appear in one document-style editor. The customer preview follows the copy you edit, with survey details available beneath it.
• Add roles from your company chart — Use Add role to choose missing roles suggested for Managed Services or Events Management, pick a team job title, or enter your own. Existing department management, people assignments and procedure links remain available.
• A consistent Templates button — The procedure toolbar now labels the menu Templates and matches its size and styling to New version.
• Search filters as dropdowns — Country, staff size, founded year, product category, platform, and free tier on Company lookup are dropdowns with set options.
• Import templates from a procedure — The top toolbar of each procedure and runbook now offers Import template. Choose a department, then review and create tailored drafts through the company manual setup wizard.
• Matching search buttons — Look up, Search companies, and Search products now use the same button.
• Audit collection recovery — Security now attempts to restart a disabled audit subscription for monitored customers. If Microsoft still refuses it, the collection error remains visible.
• Consistent survey controls — Survey buttons now use the familiar Atlas styles. Choose Rating, Follow-up or Thank you in the middle editor; the customer preview follows your selection without repeating those controls.
• Company lookup searches — Each search has a dropdown, a progress bar while it runs, and its matches listed underneath.
• Read related articles beside a ticket — Procedures found during a ticket review appear under Related articles below Description. Open each in a right-panel tab while keeping your HaloPSA ticket open.
• Company lookup searches sit side by side — Look up, Search companies, and Search products share one row. Saved lookups stay in the left rail.
• Clearer survey editing — Selected options and question steps are easier to see, and rating artwork matches the customer preview. Email, Web and Mobile previews have distinct frames, questions grow with their text, and Save activates when you have changes.
• Consistent procedure suggestions — Reopening an unchanged ticket review reuses its recommendation, and short product names help find existing procedures. Incomplete comparisons now ask you to retry instead of suggesting a duplicate.
• Clearer administrator MFA checks — The security baseline flags partial administrator coverage and policies that allow an alternative to MFA. It shows when directory-role coverage could not be checked.
• Open existing procedures — Procedure suggestions now link directly to the saved procedure, including when it already covers the ticket resolution.
• Company research in Marketing — Company lookup can filter companies, show a logo, recent posts and products, and read a person's public profile. Each of those runs only when you click, and says how many NinjaPear credits it used.
• Choose your manual procedures — You can check several suggestions and review and create each procedure without repeating setup. Draft edits stay separate, and you can retry a failed creation while keeping the procedures already added.
• Ask an agent from a survey — Write your request at the bottom of the survey editor. Sending it opens Chat on the right and moves the composer there.
• A clearer opportunity story — Opportunities now uses the case-study presentation style, with larger headings, numbered navigation and clearer before-and-after results. Explore completed demos chapter by chapter and prepare customer assessments in the same visual style.
• Procedure setup keeps going — Suggest procedures and Draft procedure now allow time for AI replies instead of stopping after 15 seconds. Progress and errors remain visible beside the setup buttons, and your answers are kept for retry.
• Fit the chart on opening — Department charts now use the available page width and height when you open them, keeping the hierarchy visible with a small margin. Pinch and mouse-wheel zoom remain available.
• Completed opportunity demos — Explore Finance, Sales and Operations examples with their discovery context, completed milestones and before-and-after outcomes. Demo cases stay separate from customer assessments and realised benefits.
• Procedures that fit your team — Template import now asks about roles, everyday work and the tools your team uses. Atlas suggests relevant procedures from your setup and lets you review and edit a tailored draft before adding it to the manual.
• Customer Opportunities — Build Finance, Sales and Operations assessments with a delivery roadmap and priced business case. Create a linked quote, download a proposal and track measured benefits against saved assumptions.
• Quote groups — Products already on a quote use their catalogue group, so Cloudflare DNS and similar Halo items sit under the right heading.
• Company lookup cites each fact — Address and founding year come from the company website when that page states them, and every other line says whether it was on that page or came from NinjaPear with no page cited.
• Chart gesture zoom — Pinch your trackpad or use the mouse wheel to zoom the department chart around the pointer. Reporting lines keep a consistent thickness, and Fit view restores the full chart.
• Survey previews stay clear — The agent composer stays in the Chat tab while you edit a survey. Rating images can load in the customer preview and embedded email surveys.
• A clearer survey editor — Edit questions, appearance and settings in focused sections with one live customer preview. Follow the steps to test your survey and add its rating choices to a Halo email template.
• Clear department connections — Reporting lines now form a straight branch between compact department cards, making the hierarchy easier to follow.
• Read a department operating manual — Select a department to read its procedures or open the whole manual. Close the reading panel with X or Escape while keeping the chart in place.
• Company lookup shows progress — While a company lookup is running, a progress bar shows how far along it is and keeps moving until the result opens.
• Company lookup keeps a log — Past company lookups stay on the page with the result, and opening one again is free.
• Cleaner HaloPSA ticket view — HaloPSA tickets no longer show the related mailbox email list above the description.
• More useful procedure templates — Company Manual templates now include practical preparation, approvals, checks, escalation and completion records. New starter covers onboarding from the manager’s request through first-week training and follow-up.
• Compact role chart — Role boxes in Procedures sit closer together across and down the chart while keeping their narrower size.
• Narrower role boxes — The Procedures organisation chart keeps its role boxes visibly narrower when fitting the chart to the window.
• Company names look further — A company name with no website match is checked against NinjaPear's company list, and Atlas uses the site when the name matches one company.
• Templates in the manual toolbar — Import template now sits beside the cover selector and print and PDF controls in the Procedures Manual. Choose a department there to preview and import its procedure templates.
• LinkedIn drafts — Repurpose shows a progress bar while it works, and writes the posts together so the wait is shorter.
• Compact organisation chart — Role boxes in Procedures are narrower, with matching compact spacing across the chart.
• Import templates from the manual header — Open Import template at the top of Company Manuals to choose a department and preview its procedure templates.
• Clearer manual header — The contents panel now stays visible in both Book and Scroll views. Removed the panel toggle and the adjacent book icon from the header.
• Domain folder indentation — Domains now appear indented beneath their client folders in the Domains sidebar.
• Compact manual search — Open search from the magnifying-glass icon in the Procedures Manual header. Search procedures and sections from the popover.
• Browse and edit content pillars — Select a pillar from the list to edit its name and content in a roomy pane beside it. New pillars open as soon as you add them.
• Clearer Review properties — Review statistics use the compact panel text size and long labels wrap. Selecting clients reuses one Properties tab and removes extra Review tabs left by earlier versions.
• LinkedIn strategy progress — While Atlas drafts a LinkedIn strategy, a progress bar shows the wait and Suggest strategy stays available.
• Clearer update summaries — Release notes now explain what changed for you, with complete headings and less technical detail.