Why We're Making This Change
The 3rd Party Portal has been a valuable tool for sharing data with external partners for many years. However, it was built on aging infrastructure that created:
- Compatibility issues: Newer form question types (multi-photo, matrix) don't display correctly. New form types may be unsupported.
- No test environment: Changes couldn't be safely tested before release.
- Not extensible: Adding new features would require a full rewrite.
At a Glance: What's New and What's Different
| Feature | 3rd Party Portal | Viewer Role |
|---|---|---|
| Login method | Separate portal login | Standard Repsly auth (SSO-ready) |
| Lives inside Repsly Web | No | Yes |
| Form reports | Submissions only | Full form report view |
| Photo gallery | Single-photo only | All form photos |
| Matrix questions | ❌ | ✅ |
| Multi-photo questions | ❌ | ✅ |
| Conditional logic | ❌ | ✅ |
| Form comments | ❌ | ✅ |
| Advanced filters | ❌ | ✅ |
| Retail Audits | ✅ | ❌ |
| Visit start/end time | ✅ | ❌ |
| CSV/Excel export | ✅ | ✅ |
| Long-term support | ❌ | ✅ |
What You Gain with the Viewer Role
- Modern Login: All Viewers log in through Repsly's standard authentication, including SSO where enabled.
- More complete form data: Matrix questions, multi-photo answers, conditional logic, and form comments now work.
- Richer filtering: Same filter options as the main Repsly app.
- Photo Gallery: Browse all photos from assigned forms with metadata and filtering.
- Unified platform: Consistent behavior, regular updates, and long-term support.
What Changes or is Not Available
- Visit start and end times: Not visible to Viewers in the current release.
- Admins need to activate 3rd Party Portal users that were automatically migrated to Viewers by sending them activation emails.
GoodData / Insights Dashboard Access
Some accounts used the 3rd Party Portal as a source of user information for GoodData access. The Viewer Role supports Insights Dashboard access — Admins can grant the Insights Dashboard hyperlink and access to desired Viewers.