🚀 Dynamic Reports, Smart Filters, Granular Permissions & We’re Now SOC 2 Certified!

We’re thrilled to share some major updates that reinforce our commitment to security, efficiency, and a smoother user experience.
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🔐 SOC 2 Type 2 Certification

Optible is now SOC 2 Type 2 Certified—a significant milestone in our dedication to security, reliability, and privacy. What is SOC 2 Type 2? SOC 2 is a globally recognised standard for managing customer data. Achieving Type 2 certification means we’ve passed an independent audit of our systems and processes over an extended period, not just at a single moment.

What This Means for You:

• 🔒 Your data is protected with audited security controls

• 🕒 Our systems are reliable, monitored, and resilient

• 🛡️ Internal processes—from access controls to backups—meet enterprise-grade standards

You can trust that your information is safe and your experience remains stable.

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📊 All-New Dynamic Reports

Explore your data like never before with our Dynamic Reports Viewer. Enjoy flexible, fast, and insightful charts and tables powered by saved live queries. 👉 Want to add custom reports for your team? Just hit reply!

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🧠 AI-Assisted Comments & Summaries (Coming Soon)

We’re developing an AI feature that automatically generates summary notes and comments, reducing double handling and speeding up assessments. 👉 Interested in early access or have ideas? Simply reply to this email.

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🛡️ Granular Permission System Now Live

Say goodbye to one-size-fits-all roles. Our new permission-based system lets you:

• Assign permissions at the user or grant level

• Define internal-only criteria and workflows

• Tailor access with precision

This update provides greater control for admins and clearer access for teams.

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✨ Other Enhancements & Fixes

• ✅ Form Improvements: Word count and attachment issues are now fixed.

• 🔍 Smarter Search: Enjoy more accurate multi-word and partial matches.

• 🧰 Advanced Filters: Cleaner layout, improved tooltips, and saved filter support.

• 🧩 Excel Exports: Enhanced formatting for multi-year and column-heavy reports.

• 🖱️ UI Fixes: Dropdowns, tooltips, and modals are all working seamlessly.

• 🧭 Ranking Sidebar: Auto-collapses to give you more focus when assessing.

• 🛠️ Polish: Added required field indicators, layout tweaks, and more.