2025 release notes

December 2025

Improvements

• Updated branding: A refreshed visual identity aligns more closely with 1Password's branding, including an updated product switcher, new icons, and improved styling.
• Jira raise on behalf of enhancement: The Jira integration now supports selecting a Person for the 'raise on behalf of' parameter.
• Unconfirmed aliases grouped by source: Unconfirmed aliases now display their source integration instance name and are grouped by provider.
• App request recipient setting: Admins can configure who receives new app request notifications directly from settings.
• System-managed workflow field protection: System-managed workflow fields are now clearly indicated and protected from accidental modification.
• Workflow group breadcrumbs: When viewing workflow items in a drawer, group breadcrumbs are now displayed for easier navigation.

Integrations

• Addigy (migrated to v2 API) - Devices. Added Users, Device actions (wipe, lock, shutdown, restart)
• Sweet Show - Groups, Users, User roles, User activity, Provisioning, Deprovisioning

Bug fixes

• Resolved a bug where empty address fields weren't correctly detected as changes when updating person records.
• Fixed handling of integer number values in API request workflow activities.
• Improved HiBob integration to correctly handle contiguous employment periods across pagination.
• Corrected address element ordering in Personio integration for specific customer configurations.
• Fixed an issue with workflow attachment outputs not displaying correctly.

November 2025

Workflow enhancements

Significant improvements to the workflow interface make building and monitoring workflows easier and more intuitive.

• Workflow archiving: Workflows can now be archived to declutter your workflow list while preserving historical data. Archived workflows can be restored at any time.
• Custom person date fields in workflows: Custom person date fields can now be used as inputs in Delay, SetVariable, and integration actions.
• Workflow step descriptions: Add descriptions to workflow steps to document their purpose, visible in the editor and via the API.
• Responsive workflow item view: The workflow item view is now fully responsive with the ability to open items in a drawer.
• Flow run status indicators: The workflow list now shows terminated and completed-with-errors counts for better visibility.

Improvements

• Sidebar navigation improvements: The sidebar menu has improved hover states, focus styling, consistent alignment, and smoother expand/collapse animations.
• Trial status callout: Trial customers now see their trial end date prominently displayed in the navigation menu.
• People insight custom field breakdown: Custom person fields can now be selected in the 'Breakdown by' dropdown on the People insight report.

Integrations

• Expensify (Spend) - Added support for Provisioning and Deprovisioning

Bug fixes

• Contract imports now show a warning instead of failing when the agreement date is after the renewal date.
• Workflow jobs are now properly skipped for deleted or inactive customer accounts.
• Fixed an issue where adding an employee could fail when they matched the contact email of a deleted user.
• Improved handling of location name collation differences to prevent duplicate location errors.

October 2025

Task management

Enhanced task management capabilities help ensure important tasks don't slip through the cracks.

• Approval escalation: Access request approval tasks can be escalated when they become overdue. Configure under Settings > App catalog > Approval escalation.
• Task reminders: Task reminders can be sent on a periodic basis. Configure under Settings > Notifications > Tasks.

Improvements

• Advanced workflow filtering: Filter workflows by trigger type (including API webhooks and on-demand triggers), context, and customer app.
• Leaving date for deleted providers: Deleted lifecycle providers now show a leaving date value for clarity.
• Contract field values from integrations: Integrations can now return contract field values for richer data synchronisation.
• Currency merge fields: Currency values can now be used as merge fields in workflows and email templates with proper formatting.

Bug fixes

• Fixed contract AI processing to handle malformed JSON output more gracefully.
• Resolved a race condition when multiple API calls simultaneously created teams for a person.
• Workflow filter validation now provides clearer error messages for missing fields.
• Email notification steps now skip recipients without email addresses instead of failing.
• Fixed Excel export error when opening files with long text values that start with an equals sign.

September 2025

AI automation & insights

New AI capabilities help you discover apps faster, keep your inventory up to date automatically, and deepen extraction when you need more detail.

• AI-powered similar app recommendations: The app library now includes AI-powered recommendations, helping you discover similar and alternative applications more easily.
• AI contract app creation: Contract AI processing now automatically adds newly identified apps to your inventory when processing contracts.
• AI contract reprocessing: Increasing the extraction depth now automatically triggers contract AI reprocessing for any contracts still in ‘Review’ status.

Improvements

• RBAC for applications: Role-Based Access Control (RBAC) can optionally apply to applications, ensuring users only see apps they’re authorized to access. A Customer Success Manager or a member of the Support team can enable this setting.
• Access policy prioritisation: Access policies are automatically ordered to prioritize least approval, specific person types, and access rights.
• EPM connection status visibility: You can now view your EPM connection status directly in Product Connections with clear active/inactive indicators and quick access to support links.

Integrations

• Lattice HRIS (Employee) - Users, Teams
• Anaplan (Usage) - Groups, Users, User Activity, Provisioning
• LinkedIn Talent Insights (Usage) - Users, Provisioning, Deprovisioning
• Cursor (Usage) - Groups, Users, User roles, User activity, Provisioning, Deprovisioning
• Keycloak (Identity) - Apps, Groups, Users, User activity, Provisioning, Deprovisioning
• Formalize (Usage) - Users

Bug fixes

• Fixed an issue in the File Upload API that allowed users without proper permissions to upload files.
• Addressed a potential path traversal vulnerability in the file upload feature to enhance security.
• Improved user import functionality to correctly handle roles defined in separate columns.
• Workflow steps referencing deleted integrations now display a clear error message instead of failing silently.
• Merging people now correctly updates assigned assets to maintain accurate ownership tracking.
• Resolved double counting in co-termed license migrations for accurate contract and billing totals.
• Fixed an issue where custom and role merge fields were not displayed correctly on first load.
• Updated access request notification wording for clearer communication about next steps.
• Prevented duplicate offboarding tasks from being created, reducing unnecessary notifications.
• Fixed an issue with the Jira plugin that prevented ticket creation in the customer portal.

August 2025

Shared accounts

Identify and govern accounts used by multiple people, with saved views, clear sharing indicators, and one‑click marking to keep ownership and risk under control.

• Shared accounts management: Trelica now allows you to identify and manage accounts accessed by multiple users. This feature includes dedicated saved views showing apps with shared accounts, visual indicators of sharing status, and the ability to mark accounts as shared.
• Track emails in browser extension: When users log into applications via the browser extension, Trelica now records the emails used for authentication. The system intelligently creates and manages app users based on email associations, establishing appropriate relationships between shared accounts.
• Record usernames from browser extension: The browser extension now captures and stores usernames used for logins, providing enhanced tracking capabilities. This feature is controlled by a new setting in Settings > Browser extension > Tracking.

Improvements

• Access review data quality: Ensure high-quality data before beginning your access reviews with a new 'Draft' state for app reviews. This feature provides clear visibility into data quality with RAG status indicators (Green/Amber/Red) based on recency and source reliability. Users can update data directly from the review interface with options to 'Update the user data' or 'Refresh the user list' depending on quality indicators.
• Enhanced workflow fields for access requests: Workflows triggered by access request task creation now include additional merge fields for greater flexibility. Use 'Requested by', 'Requested by email', and 'Duration' fields in workflow actions such as email notifications, enabling more powerful conditional logic, integration with external ticketing systems, and improved communication.
• Access review tasks: When performing access reviews, users can now create and assign 'Access review' tasks directly in the 'Review' column, with support for bulk task creation and a task icon indicating progress.
• Task meets criteria trigger: Workflows now include a new 'Task meets criteria' trigger, allowing for more effective workflow actions on tasks, such as triggering workflows when a task is overdue.
• Audit when "Protect account" is initiated: When account protection is triggered, an audit message will record the event. The event will be logged as "Account protection initiated" with details including the username and domain of the account, and the actor will be the person who is logged in.
• Default behaviour for annual contract end date: Fixed an issue where the end date would revert to one year regardless of user modifications.
• Improved visual clarity for contracts: Updated the calendar view to enhance the visibility of expired and renewed contracts by fading them with reduced opacity and greyscale, while overdue contracts will display a clock icon.
• Auto-complete contract renewal: Automatically mark a previous contract as renewed and complete when a successor contract is linked, streamlining the renewal process.
• Cut/copy and paste workflow groups: Users can now easily cut, copy, and paste workflow step groups along with their subsequent steps using the context menu, streamlining the workflow management process.
• Failed workflow task notification: Automatically trigger a notification with the error message when a deprovisioning task fails in the offboarding workflow.
• Pinned Apps: Admins can now pin up to 5 applications in the App Launcher, allowing for a customized user experience. This feature includes a new section in the App Catalog settings for selecting pinned apps, enhancing accessibility during mid-year reviews and other key moments.

Integrations

• Cezanne HRIS (Employee) - Users, Teams
• MeisterTask (Usage) - Users, Tasks
• Sensor Tower (Usage) - Users, User roles, Provisioning, Deprovisioning
• Hex (Usage) - Groups, Users, User Activity, Provisioning, Deprovisioning
• CodeSignal (Usage) - Groups, Users, Provisioning, Deprovisioning
• SecureFrame (Usage) - Users, Devices
• 3CX (Usage) - Groups, Users, Provisioning, Deprovisioning

Bug fixes

• SAML invitations now apply the correct roles on accept, and SAML logins merge into existing EPM users to prevent duplicates, with audit events recorded.
• App Catalog reliability: resolved 403 access issue for affected users and fixed the Requestable filter so all eligible apps appear.
• Overdue deprovisioning tasks now display correctly in Access requests, improving admin follow‑up.
• License picker filtering works as you type, eliminating confusing "No data" results for known licenses.
• Improved workflow resilience with automatic retries and clear failed‑state indicators for trigger failures.

July 2025

Access reviews (Beta)

Access reviews are now more powerful and actionable, with enhanced visibility, direct remediation options, and clearer tracking of actions.

• Direct remedy actions: Access reviews now include direct remedy capabilities. When reviewing user access, you can take immediate action by selecting the add button in the action column to deactivate, suspend, delete, or change a user's access level based on your permissions and the app's deprovisioning policy. Actions can be performed individually or in bulk for multiple users.
• Enhanced user context: Access reviews now display critical user information through additional column options including last login date, employment details (start/termination dates, job title), system information (user created/discovered dates), and financial data (cost per year). This provides comprehensive context for making informed access decisions.
• Streamlined access management: The access review interface now tracks the complete action lifecycle, automatically updating status from "in progress" to "action completed" with detailed audit logs. Access change requests initiated during reviews are fully integrated, with status updates and direct links to the corresponding request details.

Improvements

• Application risk management: You can now categorize applications by risk level (High, Medium, Low, or Not set) to prioritize security and compliance attention. This feature includes visibility in Applications list view, in-app management options on the overview page, and the ability to edit risk levels individually or in bulk using multi-select functionality.
• Add access policies to Teams: Administrators can now manage access policies at the team level. The new "ADD" modal presents all applications with available access policies, making it easier to assign permissions across teams. When selecting an app, only available access policies are displayed, including details like access level, person type, and access rights.
• User-initiated access removal: Users can now request removal of their own access through the App catalog when the new 'Users can request access removal' setting is enabled by App Owners or Admins. This streamlines license reclamation and enhances self-service capabilities.

Bug Fixes

• Access request drawer: Fixed issue where adding a message during approval skipped required approval steps.
• Google group provisioning: Resolved stuck access requests when adding non-existent Google users to groups.
• Access policy management: Fixed inability to delete access policies, particularly for Xero.
• Column sorting: Corrected sorting issues in Teams and People tables.
• Layout consistency: Improved apps list display at smaller screen widths.
• Dialog buttons: Fixed disabled save buttons in dialogs after changes.
• Entra SCIM: Added support for role assignments through Entra SCIM.
• AI extraction: Enhanced OpenAI performance for application name extraction.
• Task filters: Corrected "Test Filter" to recognize Task Type selections.
• Assessment access: Resolved SAML errors preventing access to assessment links.
• List sorting: Fixed sorting app user lists by person-related columns.
• Audit logging: Fixed a bug in the system that was failing to properly record user deletion events in applications.
• Authentication: Fixed redirect loop after SAML login during OIDC flow.

June 2025

Contracts: AI & Exports

Enhancements to contract management give you greater control and transparency, from AI-driven data extraction to exporting your records with ease.

• Process integrated contracts using AI: You can now control the depth of AI extraction for integrated contracts through Settings > Contracts. Choose from three options: 'App only' (current behavior), 'Overview fields' (default), or 'Detailed extraction' (including line items). This enhancement allows you to supplement or overwrite integration data with AI-extracted details according to your specific needs.
• Export contracts with attachments: You can now export contracts and their associated documents to a zip file. Simply select one or more contracts, click the "..." menu in the bulk action toolbar, and choose "Export with attachments". Each contract's documents will be organized in individual folders, with an Excel/CSV index file included in the root of the zip for easy reference.

Improvements

• Access review notifications: Streamline your access review process with automated notifications. Reviewers now receive timely alerts when reviews become active and when they're due, while admins get notified upon completion. Available via email and Slack with intelligent batching for users assigned to multiple reviews. Manage all notification preferences in Settings > Notifications.
• Improved OBO access request UX: We've overhauled the "request on behalf of" experience, making it more intuitive and informative. This includes clear visibility of existing access, streamlined request flows, and better handling of temporary access status. Users will now see proper context when requesting access for themselves or others, with dedicated sections for current and requested access levels.
• Enhanced export capabilities: You can now manage comprehensive access review exports with our improved options. The existing export feature has been renamed to 'Export list', while the new 'Export reviews' option creates a zip file containing individual app review exports plus the master list file.
• Manually add licenses: You can now add licenses manually with the new 'Add license' option in the App view's Utilization section. This feature supports importing app users with licenses and provides the same intuitive interface as the New Contract drawer.
• Improved license management: Manually added licenses can be selected across Trelica, including in the User tab, Access level settings, User list imports, and Contract view picklists. You can also delete licenses that were manually created or edited.

Bug Fixes

• App hub improvements: Resolved multiple errors affecting app requests and fixed issues preventing users from viewing the App Hub.
• Dashboard performance: Corrected UI responsiveness issues that caused delays and error messages on the dashboard.
• User import enhancement: Fixed an issue where manual user list imports were failing, allowing administrators to efficiently update user data.
• Slack access request workflow: Addressed a bug where access requests created via Slack incorrectly used default approval processes regardless of policy configurations.
• Transaction review: Resolved errors encountered when users attempted to review transactions, restoring financial data analysis capabilities.
• Report exports: Fixed broken export functionality for the Application Library report, enabling reliable data export for analysis.
• Contract exports: Addressed an exception that caused contract exports to fail, ensuring successful information export.
• Workflow form fields: Corrected an issue where email form fields didn't respect manual ordering, improving usability in automated workflows.
• Access request clarity: Resolved a problem where access requests didn't display full application names, particularly for apps with multiple instances.
• Applications list export: Fixed an export error affecting the Applications list, ensuring successful application inventory data export.
• Asset import integrity: Addressed a bug where importing assets would clear manually set custom fields, preserving customized data when updating device records.
• Assessment management: Resolved the inability to delete assessments, restoring full assessment management capabilities.

May 2025

Contract AI enhancements

We’ve enhanced our AI capabilities to give you more control and flexibility when extracting data from contracts.

• Process with AI: You can now manually refresh the AI extraction for existing contracts by selecting 'Process with AI' from the attachment context menu. Trelica will run the process immediately and provide real-time status updates.
• AI image extraction: AI extraction capabilities have been enhanced to support image file types, allowing you to easily extract text from PDF and JPG formats.

Security

We’ve introduced new controls to strengthen account security.

• User Restrictions: To enhance security, you will no longer be able to modify, create, or invite users with email addresses from domains that you do not own. This ensures that only authorized domains are managed within Trelica.
• Support access: Allow support to access your organization has been implemented to enhance customer control over data access. You can now manage support team access directly within your account settings.

April 2025

Access reviews

Trelica now offers a comprehensive Access reviews feature, giving admin users and app owners a centralized, streamlined way to manage and verify user access. 

• Launch and monitor reviews: From the new Access page, you can create and launch reviews, track their progress in real time via a Kanban view, and view all reviews at a glance—sorted by date and status. 
• Customize before launch: Reviews begin with an automatic snapshot of app access and support a Draft state, allowing you to customize settings before launch. 
• Manage reviews: Admins can take action on individual or multiple users, record notes, and mark reviews as accepted or pending. You can also end reviews early, preventing future recurrence and locking in the results. 

Access management

We’ve made it easier to manage and customize user access with new controls and improved visibility across teams and apps.

• Access policies by Team: You can now view existing access policies grouped by app on the Teams page, making it easier to manage permissions. Selectable rows allow you to quickly open the Access policy drawer for detailed insights.
• Removing access levels: App owners can now easily remove existing access levels for users within their managed apps. This functionality allows for better control over user permissions while maintaining the integrity of access management.
• Concurrent access levels: You can now request a new access level without losing your existing one, allowing you to have multiple access levels simultaneously. This feature is applied per app and must be enabled by 1Password.

Improvements

• Access requests: Trelica now allows you to raise access requests for people with multiple user records. You will need to select a specific user before providing an access level and reason.
• App catalog: Users will now see an 'in progress' icon on the app card in the catalog when there is a 'Requested' access request for themselves.
• Devices: Store unlock codes securely in Trelica workflow fields to enhance automation and streamline device management. This new capability allows you to reuse sensitive information in email actions and API requests.

Integrations

• Updated: Microsoft EntraID
• New: Tenable

Fixes

• Spend report date range picker not selecting.
• Cutting and pasting steps is preventing users from updating the workflow.

March 2025

Temporary access requests

Temporary access requests are now available, allowing you to request time-limited access to applications with options for unlimited duration, a defined duration or a specified end date. 

• Automated deprovisioning: Trelica ensures clear visibility of the temporary status and remaining time in the App Hub while automating the deprovisioning process when access expires.
• Existing app users: Temporary access requests for existing app users allow you to change access levels for a defined duration or a specified end date, facilitating project work without unnecessary license costs. 
• Slack integration: Raise temporary access requests through Slack. Trelica will automatically adjust the request options based on your access policy settings.

Contracts & renewals

We’ve enhanced contract management with improved automation, better visibility into renewals, and a more intuitive editing experience.

• 'Contract meets criteria' trigger: Contract-based workflows put you in control of automating your renewal processes. Trelica enables custom notifications and actions when contracts meet specified criteria, streamlining contract management across your organization.
• Renewals experience: You can now default the renewals view to End date, and the calendar layout has been adjusted for better consistency and navigation.
• Contract editing: Editing contract line items is now more intuitive. Trelica will clearly indicate which items are auto-imported, and any edits to these items will create a duplicate, preserving user changes without the risk of loss.

Improvements

• UI updates: Trelica UI was updated and refreshed as part of our ongoing 1Password integration. 
• Cost center reporting: You can now view spend reports broken down by cost center, allowing for more granular insights without needing Trelica admin access. Simply select "Cost center" in the existing spend report to access this feature.

Integrations

• Updated: Dashlane
• New: ChartHop, Opsgenie, Pleo

Fixes

• Date picker for workflow trigger jumps to a future date.
• Contract to License linking can get stuck.

February 2025

Licenses

We’ve expanded license management tools to give you greater visibility, control, and historical insight across your software stack.

• Licenses overview list: Trelica now provides admins with a comprehensive list of licenses across apps, enhancing visibility into utilization and guiding optimization efforts. This feature aims to revive previous capabilities while addressing user feedback effectively.
• Threshold alerts: You can now set a threshold for your licenses, ensuring you receive timely alerts when your licenses are running low. Trelica will automatically notify you when the remaining licenses drop below the set threshold.
• Licenses history: The license UI now provides a 'History' feature, allowing you to view and manage historical data for license costs and user counts. This enhancement enables Trelica to automatically recalculate values when linked contracts change, ensuring accurate and insightful savings calculations.

Improvements

• Access request history: Once an access request has been processed, a history icon appears next to the 'Provisioning' step, providing more granular information about how the request was processed.
• Currency conversion: You can now convert values on the spend report with a new currency picker. This feature allows you to select your desired currency, and the report will update accordingly based on the selected exchange rates.
• Cost handling: You can now enter '0' as a cost per user, and Trelica will automatically save it as 'Free', eliminating any confusion about the value not being saved.
• 'Assets' now 'Devices': To align with 1Password's suite of products, 'Assets' have been renamed 'Devices'.

Integrations

• Updated: Google Workspace, Rippling, Personio
• New: Drata, GroWrk, Sigma

Fixes

• Workflow marked ‘Completed’ when manual tasks are outstanding.

January 2025

Workflows

• Copy & Paste: Editing workflows has been greatly improved with the introduction of Copy & Paste functionality. A single step or a step and all its subsequent steps can now be cut or copied. When adding a new step, cut and copied steps appear in a clipboard.

Access management

• Additional IdP support: As well as Okta, access requests can now be processed via Entra, Google Workspace and JumpCloud.
• Group membership: As well as provisioning options, access levels can include separate group membership settings. When granting someone access to App A, people can also be added to a group for App B.
• Access level override: After an access request has been raised, the 1st approver can edit the requested access level. When manually provisioning a user, the access level can also be edited to reflect the actual level provisioned.
• Automatic & manual provisioning: When combining automatic provisioning with a manual task, the automatic provisioning action can run as soon as possible or be triggered via a button on the manual task.

Integrations

• Updated: BambooHR, JetBrains, Paycom, Monday.com
• New: Podio

Fixes

• Filtering by Source = Browser extension on the app list shows results consistent with the 'Source' column.
• Certain devices with status 'Ready' now show a Deploy button rather than a Return button: this affected devices with a single external provider with conflicting status.