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Codatum Biweekly Update: Custom Roles, IP Access Control and MFA Enforcement GA, and PDF Output in Workflows

Update News

Here is a roundup of updates from October 31 to November 13, 2026. We released custom roles in beta, made IP access control and workspace-wide MFA enforcement generally available, and added approval modes for routines, PDF and Excel attachments for Codatum Agent, and PDF output in workflows.

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Custom roles (beta)

You can now build your own workspace roles by choosing a permission level for each area, such as notebooks, workflows, and connections. Assign them to users and service accounts. Learn more

カスタムロールで権限を組み合わせたロールを作れるようになりました（ベータ） cover

Stronger security and administration

IP access control and MFA enforcement now generally available

IP access control and workspace-wide MFA enforcement, previously in beta, are now generally available. Learn more

IP access control

Automation with Codatum Agent and workflows

Approval modes for routines

Choose an approval mode for each routine to control how far scheduled runs can go with writes and deletions. A change history shows who changed a routine and when. Learn more

ルーティンごとに承認モードを選べるようになりました cover

Attach PDF and Excel files to Codatum Agent

You can now attach PDF and Excel (.xlsx) files to Codatum Agent chats. Ask it to summarize documents or compare your spreadsheets with figures in your data warehouse. Learn more

Codatum AgentにPDFとExcelのファイルを添付できるようになりました cover

PDF delivery for workflow reports

The Screenshot step in workflows can now output PDFs in addition to PNG images. Detailed tables are easier to read, and the delivered PDF is ready to use in documents or to print. Timestamps in captures are displayed in the Run Report step's timezone. Learn more

ワークフローでレポートをPDFにして定期配信できるようになりました cover

Other updates

  • Shared canvases always show the latest version: People you share a canvas with, and viewers of its public link, now always see the latest version. Edits made with Codatum Agent appear right away, and you no longer need to choose which version to share (Docs)

  • Sunsama agent connector: Codatum Agent can now view, create, and update tasks and plans in the task management tool Sunsama. Requires a Sunsama Pro plan (Docs)

We made permission and security management more fine-grained while expanding what you can hand off to Codatum Agent and workflows.