Release Title: Enhanced Team Management, User Controls, and Coaching Improvements
Version: 21.10.25
Release Date: Oct 21, 2025
Scope / Area: Frontend, Backend, Practivated Dashboard
Overview
This release introduces major updates to team management, user access control, and coaching conversation quality, giving organizations and fundraisers more flexibility, structure, and clarity within Practivated.
🧩 New Features & Improvements
👥 Team Management
Organizations can now create teams and assign a team manager.
Team managers can invite members and view their team’s performance metrics.
Team deletion is restricted to empty teams for data integrity.
🛠️ User Role & Access Controls
Organization admins can now:
Change user roles (e.g., promote a member to manager).
Suspend users — suspended users lose access to the platform and are excluded from the organization’s active user count.
🎯 Coaching & Conversation Improvements
Updated Coach Chat follow-up prompt to provide richer, more context-aware responses.
Enhanced Coaching Feedback Prompt to generate more meaningful follow-up options for users.
Improved Past Donor Conversation summary for clarity and actionable insights.
🔖 New Relationship Stages
Added two new relationship stage options:
Peer-to-Peer Fundraiser
Team Leader
Terms Of Service
Updated terms of service to version v3.1.