Align — User Manual
Align is a workspace that bridges company strategy and daily execution: it holds your strategic plans (OPSP, 4D Vision, PACe, etc.), your recurring team meetings ("Huddles"), and the day-to-day action items (Tasks, Priorities, Issues, Stucks) that come out of them, plus company-wide KPIs, dashboards, and admin settings.
Every section below gives:
•Access path — exactly how to navigate there from the sidebar, plus the page's URL.
•Steps — numbered, click-by-click instructions for every feature on that page.
Contents
1. Getting started
1.1 Sign in
Access path: Open the app URL while logged out → you land on Sign In (/login).
Steps:
1.Enter your Email.
2.Enter your Password.
3.Click Sign in.
4.If your account has email MFA turned on, a 6-digit code is emailed to you — enter it in the Verification code box that appears and click Verify code.
5.On success you land on My Dashboard (
/).Other links on this page:
•Forgot password? → goes to Forgot Password (§1.3).
•Don't have an account? Sign up → goes to Sign Up (§1.2).
1.2 Sign up
Access path: From the Sign In page, click Sign up (/signup).
Steps:
1.Enter your Name.
2.Enter your Email.
3.Enter a Password (minimum 8 characters).
4.Click Create account.
5.You are logged in automatically and taken to My Dashboard (
/).
1.3 Forgot / reset your password
Access path: From the Sign In page, click Forgot password? (/forgot-password).
Steps to request a reset link:
1.Enter your Email.
2.Click Send reset link.
3.You'll see a confirmation message (shown whether or not that email has an account, for privacy).
4.Check your email for the reset link.
Access path (step 2): Click the link in the email → Reset Password (/reset-password?token=...).
Steps to set a new password:
1.Enter a New password (minimum 8 characters).
2.Re-enter it in Confirm password.
3.Click Reset password.
4.You're redirected to Sign In (
/login) to log in with the new password.5.If you see "This reset link is invalid or has expired," click Request a new link to go back to step 1.
1.4 Accept an invite
Access path: An admin invites you from Settings → Users (§10.1); you receive an email with a link to Accept Invite (/accept-invite?token=...).
Steps:
1.Click the link in your invite email.
2.Enter a Password (minimum 8 characters).
3.Re-enter it in Confirm password.
4.Click Set password & continue.
5.You're logged in automatically and taken to My Dashboard (
/).2. Dashboard
Access path: Sidebar → Dashboard (click to expand the group) → choose one of: My Dashboard, Company Dashboard, Annual Initiatives, Data Table.
2.1 My Dashboard
Access path: Sidebar → Dashboard → My Dashboard (/) — also the page you land on after logging in.
Steps:
1.View your four widgets: My Priorities, Action Items, Key Performance Indicators, Daily Huddles.
2.To reorder a widget, click and hold its card, drag it to a new position, and release (or use the keyboard while a widget is focused).
3.Click Add Widget in the header to add more widgets (this button is present but not yet wired to any action).
2.2 Company Dashboard
Access path: Sidebar → Dashboard → Company Dashboard (/dashboard/company).
Steps:
1.Review the five sections on the page: Ratios, KPIs, Critical Numbers, Quarterly Actions, Priorities.
2.To change what's in a section, click Edit on that section's card. This opens the Edit Section modal.
3.Inside the modal:
•To add something that already exists, search for it and select an existing Critical Number or Priority.
•To create something new on the spot, use the quick-add field to type a title for a new Critical Number, or a name (and whether it's a Quarterly Action) for a new Priority — it's added to the section automatically.
•To base a tile on a metric, use Add Metric, then pick a metric from the Metrics module — this creates a linked Critical Number for you.
•To remove a tile, click its remove/× icon in the modal.
•To reorder tiles, drag them into the order you want.
9.Close the modal — your changes are saved.
2.3 Annual Initiatives
Access path: Sidebar → Dashboard → Annual Initiatives (/dashboard/annual-initiatives).
Steps to find an initiative:
1.Type into the search box to filter by initiative name.
2.Use the Period dropdown to filter by a fixed quarterly date range.
3.Click Reset to clear filters.
Steps to create an initiative:
1.Click Add Initiative. A drawer opens.
2.Enter the Annual Initiative Name (required).
3.Choose a Period from the dropdown.
4.Optionally search for and select an Owner.
5.Under Success Measurement, choose Number or Rollup:
•Number: set four color-coded targets (teal/green/yellow/red tiers), then choose a Current Value Source — either type a value manually, or search for and connect a Metric (its live value and progress % will display automatically).
•Rollup: no targets needed — progress is calculated automatically as the average completion of every Priority you connect to this initiative.
8.Set Color Status to Calculated (automatic, from progress %) or User Driven (manually pick Great/Good/Concerned/Bad/Awful).
9.Add a Description using the rich-text editor.
10.Click Save.
Steps to view/expand an initiative:
1.Click the chevron on an initiative's card to expand it.
2.Read the description and the Connected Priorities list.
3.To link a brand-new priority: click Add Priority inside the expanded card — this creates a new priority pre-linked to the initiative.
4.To link an existing priority: click Connect Existing, search for the priority in the drawer, and select it (or deselect to unlink).
Other actions:
•Click the Edit (pencil) icon on a card to reopen the Add/Edit drawer for that initiative.
•Click Print Report in the header to open your browser's print dialog for this page.
2.4 Data Table
Access path: Sidebar → Dashboard → Data Table (/dashboard/data-table — the URL /dashboard/datatable opens the identical page).
Steps to view metric values:
1.Click a period tab: Weekly / Monthly / Quarterly / Daily / Annual.
2.Use the Date Range dropdown (options change per period, e.g. "Last 13 Weeks," "Next 4 Quarters") to pick the window you want.
3.Type in the search box to filter metrics by name.
4.Click a group's header row to expand or collapse it.
Steps to organize metrics into groups:
1.Click Add Group, name the group, and confirm.
2.On a group, click the add-metric icon, then search/check the metrics you want in that group, and confirm.
3.To remove a group, click its delete icon and confirm.
4.To reorder groups, drag them by the handle on the left of the group header.
5.On each group, toggle between Actual (value at period end) and Change/Delta (difference from the prior period) using the mode toggle.
Steps to change display options:
1.Click the Settings (gear) icon in the toolbar.
2.Toggle Oldest First to change date ordering.
3.Check any of Average / Median / Max / Min to add extra stat columns.
4.Close the settings modal.
Steps to export:
1.Click Export in the toolbar.
2.Choose Current View Only, Complete Data Table (all groups × all periods), or Selected Groups (then pick which groups).
3.Confirm — a CSV file downloads.
If no metrics exist yet, click the empty state's link back to the Metrics page to create one first (see §6).
3. Huddles
Access path: Sidebar → Huddles (/huddles).
3.1 Find and open a huddle
Steps:
1.On the Huddles list page, type in the search box to filter by name.
2.Toggle "My Huddles Only" to show only huddles you're part of.
3.Use the Owner and Cadence filters to narrow the list.
4.Check the "Today" and "Upcoming" panels on the left for a quick view of what's next.
5.Click any huddle card to open its workspace (
/huddles/[id]).
3.2 Create a huddle
Access path: Sidebar → Huddles (/huddles) → click Create Huddle.
Steps:
1.Click Create Huddle. A Template Picker modal opens.
2.Pick a pinned template (Daily / Weekly / Monthly / One-on-One), or click Show more templates to see the rest.
3.Selecting a template opens the Huddle Form Drawer, pre-filled from that template.
4.Fill in: Name, Description, Participants, Owner, Start/End time.
5.Set the Cadence: Daily / Weekly / Biweekly ("Every Other Week") / Monthly-by-date / Monthly-by-weekday / One-time, and fill in the matching fields (recurrence days, day of month, week of month, or reference date).
6.Add any Tags.
7.Choose which team/individual agenda sections should be enabled for this huddle.
8.Click Save (or equivalent submit button) to create the huddle.
3.3 Duplicate, edit, or delete a huddle
Access path: Sidebar → Huddles (/huddles) → hover a huddle card → click its "⋯" menu.
Steps:
1.Click "⋯" on the huddle card.
2.Choose Edit to reopen the Huddle Form Drawer with existing values.
3.Choose Duplicate to clone it — the copy is named "<original name> (copy)" and keeps the same settings and tags, but starts with a clean status/parking lot/updates.
4.Choose Delete and confirm to remove the huddle.
3.4 Run a huddle (the meeting workspace)
Access path: Sidebar → Huddles (/huddles) → click a huddle card (/huddles/[id]).
Steps to navigate dates and use the header:
1.Use the prev/next arrows to jump between scheduled occurrences (based on the huddle's cadence).
2.Click Print to open a print-friendly view.
3.Click the Alerts (bell) icon to open a drawer and schedule email reminders.
4.Click Edit Huddle to change its settings (opens the same form as §3.2).
Steps to work the left panel:
1.Click the Agenda tab to add, edit, delete, or reorder agenda items for this meeting date. Use Additional Agenda Items for items specific to today's meeting only.
2.Click the Description tab to view/edit the huddle description.
3.Use Private Notes to write personal, date-specific notes only you can see (rich text).
4.Use Documents to add a file upload or a link, and to edit/delete existing documents.
Steps to work the middle panel:
1.Switch between the Team and Individual tabs.
2.On Team:
•Add, edit, or delete Critical Numbers (gauge charts): set a title, owner, progress type (custom targets or time-based), value source (manual entry or linked to a Metric), up to 4 targets, and notes.
•Review Quarterly Targets, Planning Day Notes, Tagged Priorities, and Team Performance.
•In Who What When, filter tasks by owner, toggle "show completed," toggle "show added today," and group by owner or priority. Use the inline form at the bottom to add a new task directly from the huddle.
6.On Individual:
7.Switch between the Team and Individual tabs.
8.On Team:
9.On Individual:
•Fill in your "My Updates" free-text sections (Discover / Discuss / Need Help / Decide, plus any template-specific prompts).
•Log a new Stuck or resolve/delete an existing one.
•Review your Priority Progress.
•Manage your Top Tasks list (add, edit, delete, mark complete) — up to 5 are shown.
Steps to work the right panel:
1.Review/add Issues scoped to this huddle.
2.Use the Parking Lot to add, edit, or delete off-topic items for this meeting date.
3.Check the Agenda summary and toggle which sections are visible for this meeting via Sections configuration.
4.Review the Participants list.
4. Priorities
Access path: Sidebar → Priorities (/action-items/priorities).
4.1 Find and filter priorities
Steps:
1.Type in the search box to filter by name.
2.Use the status filter to show only Green / Amber / Red priorities.
3.Check the summary cards at the top (Total, On Track, At Risk, Behind) for a quick overview.
4.2 Create a priority
Steps:
1.Click Add Priority. A drawer opens.
2.Enter a Priority Name and choose an Owner.
3.Choose a Success Measurement: Number, Task, or Rollup.
•NUMBER: enter Start, Current, and Target values — progress is calculated from these.
•TASK: progress is calculated automatically from the % of linked tasks completed.
•ROLLUP: pick a Parent Priority — progress is the average of its child priorities.
7.Choose the Color-Status Type: Calculated (automatic) or manually set Green/Amber/Red.
8.Optionally link an Annual Initiative.
9.Add a Description, set Visibility, toggle "Company Priority" if relevant, and add Notes and Tags.
10.Under Related Tasks, add existing tasks or use the mini form (title, due date, recurring flag, huddle link) to create new ones directly.
11.Under Documents, upload a file or attach a link, with a name/description/tags.
12.Click Save/Create to finish.
4.3 Reorder, edit, delete, or comment on a priority
Steps:
1.To reorder, click and drag a priority card's drag handle to a new position (this order is saved in your browser only).
2.Hover a card and click the Edit (pencil) icon to reopen its drawer, make changes, and save.
3.Hover a card and click the Delete (trash) icon, then confirm, to remove it.
4.Click the Comments icon on a card to open its comment thread and add a comment; an unread badge shows new activity.
5. Action Items
Access path: Sidebar → Action Items (click to expand the group) → choose Tasks, Issues, or Stucks.
5.1 Tasks
Access path: Sidebar → Action Items → Tasks (/action-items/tasks).
Steps to find tasks:
1.Type in the search box to filter by title.
2.Use the "All Owners" filter to narrow by assignee.
3.Toggle Completed to show/hide finished tasks.
4.Switch between List and Calendar view using the view switch (Calendar shows up to 2 tasks per day in a monthly grid).
Steps to create a task:
1.Click Add Task. A drawer opens.
2.Enter the Task Name (required).
3.Pick a Due Date (required).
4.Optionally toggle "Make this a recurring task" and choose Daily / Weekly / Every Other Week / Monthly, plus a repeat count.
5.Choose one or more people under Assigned To (required) — use the checkboxes to "assign to all Users" or "assign to all Admins" if needed. (Selecting several people creates one task per person.)
6.To invite someone not yet in the system, click "+ Invite user via email" inside the assignee picker — this takes you to Settings → Users (§10.1) to send the invite; it does not invite them from this drawer.
7.Optionally align the task to a Priority and/or a Huddle.
8.Set Visibility: Everyone / Private / Selected Users / Selected Teams.
9.Add any Notes.
10.Click Save/Create.
Steps to manage an existing task (from the list):
1.Click the checkbox/circle on a row to mark it complete or incomplete.
2.Click the star icon to mark/unmark it as a top task.
3.Hover the row and click Edit (pencil) to reopen the drawer, or Delete (trash) and confirm to remove it.
Steps to manage a task from its detail page: Access path: Click a task's title, or go directly to /action-items/tasks/[id].
1.Edit any field: Task Name (with its top-task star), Due Date, Assignee, Priority, Huddle, Visibility, and the Completed checkbox.
2.Click Save to apply changes.
3.Click Delete, then confirm, to remove the task — you're returned to the task list.
5.2 Issues
Access path: Sidebar → Action Items → Issues (/action-items/issues).
Steps to find issues:
1.Type in the search box to filter by issue name.
2.Use the Status filter to show Open / In Discussion / Resolved issues.
3.Click a column header (Name, Urgency, Impact, Created Date) to sort by it; click again to reverse the order.
Steps to log an issue:
1.Click Log Issue. A drawer opens.
2.Enter the Name (required) and a Description.
3.Select a Huddle (required when creating — once set, it can't be cleared later).
4.Set Status and Term (Short-Term / Long-Term).
5.Optionally expand Advanced to set Urgency (0–10), Impact (0–10), Visibility (Everyone/Private), Core Value, Component Type (Task/Priority/KPI/Critical Number/Data Table), and Component Name. (Created By is shown read-only.)
6.Click Save/Create.
Steps to edit, delete, or export:
1.Click a row (or its Edit icon) to reopen the drawer and update fields, then save.
2.Hover a row and click the Delete (trash) icon, then confirm, to remove it.
3.Click Export CSV to download the currently sorted/filtered list.
5.3 Stucks
Access path: Sidebar → Action Items → Stucks (/action-items/stucks).
Steps to log a blocker:
1.Click Add New Stuck. A drawer opens.
2.Enter a Description of the blocker (required).
3.Choose who is "Blocked by" — the teammate holding you up (required; you can't select yourself).
4.Optionally link a Priority.
5.Click Save/Create — it appears under "Things I Am Stuck On", and under "Things I Am Holding Up" for the person you selected.
Steps to resolve or discuss a stuck:
1.Find the card in either "Things I Am Holding Up" or "Things I Am Stuck On".
2.Click Resolve to mark it resolved (timestamped).
3.Click Comment to open its comment thread and add a comment.
4.Toggle "Show resolved" to reveal or hide resolved items.
Note: there is no edit or delete for an existing stuck — only Resolve and Comment.
6. Metrics
Access path: Sidebar → Metrics (/metrics).
6.1 Find and filter metrics
1.Type in the search box to filter by metric name.
2.Click Filter to open the filter drawer; set Owner, Cadence, Status, and/or KPI Unit, then click Apply (or Clear to reset).
3.Check the summary cards (Total / Active / Draft / Archived) for an overview.
6.2 Create or edit a metric
Steps:
1.Click Add Metric (or the Edit action on an existing row). A form modal opens.
2.Enter the Metric Name (required) — the Unique Identifier auto-fills from the name; edit it if needed.
3.Choose an Owner (required) and a Status (Draft/Active/Archived).
4.Add a Description.
5.Under Value, choose a Value Source:
•Metric: enter/track the value manually.
•Formula: use the Formula Builder to define the value from other metrics — Current Value becomes read-only.
•API: click Sync from ETL KPI and pick a source KPI — this pre-fills name/unit/description/value.
9.Under Cadence, choose Period / Daily / Weekly / Monthly. For Weekly or Monthly, also set Resets On (a weekday for Weekly; fixed to first-of-month for Monthly) and a Reset Value.
10.Set Visibility and the KPI Unit (Count / $ / %).
11.Click Save/Create.
6.3 View or add historical values
Steps:
1.Hover a metric row and click History in the row menu. A "Historical Values" modal opens.
2.Review the line chart and the log table (date, value, recorded by).
3.To add several values at once, use the Bulk Create Historical Values grid: add rows of date + value, then save.
4.Click Download CSV to export that metric's history, or Email Export to email it to yourself.
6.4 Duplicate, delete, or inspect connections
Steps:
1.Hover a row and click Duplicate to clone the metric as "<name> (Copy)" with a new unique identifier.
2.Hover a row and click Delete, then confirm, to remove it.
3.Click a metric's Connections badge to see every other metric whose formula depends on it.
6.5 Bulk actions and export
Steps:
1.Check the boxes next to one or more rows to select them.
2.Use the bulk toolbar that appears to Change Status, Change Owner, Clone Selected, or Delete Selected (confirm when prompted).
3.Click Clear selection to deselect everything.
4.Click Export CSV (top toolbar) at any time to download the currently filtered/searched list.
7. Strategy
Access path: Sidebar → Strategy (click to expand the group) → choose One Page Strategic Plan, Alignment Checklist, 4D Vision Summary, Process Accountability, 7 Strata, or Cash Acceleration.
All six pages are single-tenant (no company switcher). Most fields autosave when you click away (blur); every page also has an explicit Save button, and most have a Print button.
7.1 One Page Strategic Plan (OPSP)
Access path: Sidebar → Strategy → One Page Strategic Plan (/strategy/opsp).
Steps:
1.Fill in each of the six cards: Core Values, Purpose, Targets (3–5 Years), One Year Goals, Quarterly Goals, Theme. For list-style fields, type one item per line.
2.Click Save to persist your changes (a toast confirms success or failure).
3.Click Print to open the browser print dialog.
4.(The Export button is visible but not yet functional.)
This page is the source of truth for Core Values, Purpose, and BHAG, which display read-only on the 4D Vision Summary page.
7.2 4D Vision Summary
Access path: Sidebar → Strategy → 4D Vision Summary (/strategy/4d-vision).
Steps:
1.Review the top row — Core Values, Purpose, Brand Promises, BHAG (Core Values/Purpose/BHAG are read-only, pulled from OPSP; they show "Not defined in OPSP" if OPSP hasn't been filled in).
2.Fill in Brand Promises, Key Thrusts/Capabilities, Key Initiatives, and Qtr in the middle row.
3.Fill in KPIs, Goals, the four Critical Numbers (Balance Sheet), the four Critical Numbers (P&L), and Quarterly Priorities/Due Dates in the bottom row.
4.Click Save Changes.
5.Click Print 4D Vision Summary to open the print dialog.
7.3 Alignment Checklist
Access path: Sidebar → Strategy → Alignment Checklist (/strategy/alignment).
Steps: Steps:
1.Scroll through the 10 sections (4 checkboxes each — 40 items total).
2.Check or uncheck any item — it saves immediately, and the progress bar at the top updates automatically.
3.Click Print Checklist to print the page.
7.4 Process Accountability (PACe)
Access path: Sidebar → Strategy → Process Accountability (/strategy/pace).
Steps to add a process:
1.Click Add Process — a new blank row appears in edit mode.
2.In Person Accountable, type to search company users and select one (avatars shown).
3.Enter the Process Name.
4.Enter KPIs, one per line, in the textarea.
5.Click the checkmark to save the row (both Person and Process Name are required), or the X to cancel and discard it.
Steps to edit an existing process:
1.Click the Edit (pencil) icon on a row.
2.Update the fields as above.
3.Click the checkmark to save, or X to cancel and revert.
7.5 7 Strata of Strategy
Access path: Sidebar → Strategy → 7 Strata (/strategy/7-strata).
Steps:
1.Fill in each of the 10 fields: Words You Own (Mindshare), Core Customers, Brand Promise & Guarantee, One-Phrase Strategy, Differentiating Activities, Products/Services, X-Factor, Profit per X, BHAG, KPIs.
2.Click out of a field (blur) to autosave it, or click Save Changes to save everything at once.
3.Click Print 7 Strata to print.
7.6 Cash Acceleration (Power of One)
Access path: Sidebar → Strategy → Cash Acceleration (/strategy/cash-acceleration).
Steps:
1.In the Cash Conversion Cycle card, enter day counts for Sales Cycle, Production/Inventory Cycle, Delivery Cycle, and Billing/Payment Cycle (this section is a demo and isn't saved).
2.In Current Position, enter your Cash Flow $ and EBIT $.
3.In the Levers table, enter values for any of the 7 levers (Price Increase %, Volume Increase %, COGS Reduction %, Overheads Reduction %, Debtors Days Reduction, Stock Days Reduction, Creditors Days Increase) — the Adjusted Position and each lever's Annual Impact on Cash Flow and Impact on EBIT recalculate live as you type.
4.Click out of a field (blur) to autosave, or click Save Changes to save everything explicitly.
8. Culture
Access path: Sidebar → Culture (click to expand the group) → choose eNPS Schedule, Surveys, or Announcements.
8.1 eNPS Schedule — Coming soon
Access path: Sidebar → Culture → eNPS Schedule (/culture/enps). This page currently shows "under construction." Once built, it will let you configure the Employee Net Promoter Score pulse survey (question wording, which months it runs, how long responses stay open, reminders, and the invitation email). No steps are available yet.
8.2 Surveys
Access path: Sidebar → Culture → Surveys (/culture/surveys).
Steps to build a survey:
1.Enter a Survey Name.
2.Check "Send to all users" if you want every user to receive it.
3.Check "Make responses anonymous" if responses shouldn't be tied to a respondent.
4.Click "+ Add New Question" to add a question row; repeat for each question.
5.For each question, type the question text and choose a response type: Text Response, Scale 1–10, or Yes-No.
6.Click the trash icon next to a question to remove it.
7.Click Save Survey to create it.
Note: this page only builds and saves one survey at a time — there's currently no list of past surveys, no edit/delete, no scheduling, and no results view.
8.3 Announcements — Coming soon
Access path: Sidebar → Culture → Announcements (/culture/announcements). This page currently shows "under construction." No steps are available yet.
9. What's New
Access path: Sidebar → What's New (/changelog).
Steps:
1.Scroll the feed to read release notes, most recent first — each entry shows a version badge, publish date, title, and description.
This page is read-only for regular users. Admins add/edit entries via Settings → Change Log (§10.7).
10. Settings
Access path: Sidebar (bottom) → Settings (/settings). A Companies shortcut also sits directly beneath it in the sidebar.
The Settings hub shows a card for each area you have permission to access:
| Card | Permission needed | Section |
|---|---|---|
| Companies | users.manage | §10.3 |
| Roles & Permissions | roles.manage | §10.2 |
| Users | users.manage | §10.1 |
| Audit Log | audit-log.view | §10.4 |
| Manage Tags | users.manage | §10.5 |
| Huddle Templates | huddle-templates.manage | §10.6 |
| Change Log | users.manage | §10.7 |
| Email Templates | users.manage | §10.8 |
Steps to open a settings area: Go to Settings (/settings), then click the card for the area you need.
10.1 Users
Access path: Sidebar → Settings → Users card (/settings/users).
Steps to find a user:
1.Type in the search box to filter by name or email.
2.Use the status filter: All / Active / Disabled / Pending Invite.
Steps to invite a new user:
1.Click Add User.
2.Enter Name and Email, and choose a Role.
3.Click Send Invite — they receive an email with an accept-invite link (§1.4).
Steps to manage an existing user:
1.Click the pencil icon next to their name to rename them; enter the new name and Save.
2.If their invite is pending, click the mail icon to resend the invite, or the trash icon to delete the invite.
3.Click the ban/check icon to disable (blocks login) or enable their account (not available for your own account).
4.Click the trash icon on an active user to permanently delete them, then confirm (not available for pending invites or your own account).
5.Toggle Email MFA on their row to require a login verification code for that user.
6.Click a role pill under their name to assign it (unfilled pill) or unassign it (filled purple pill).
10.2 Roles & Permissions
Access path: Sidebar → Settings → Roles & Permissions card (/settings/roles).
Steps to create a role:
1.Click New Role.
2.Enter a Name and Description.
3.Under Permissions, check every permission (grouped by module) this role should have.
4.Click Create.
Steps to edit or delete a role:
1.Click the Edit (pencil) icon on a role to reopen the drawer, adjust its name/description/permissions (name is locked for built-in System roles), and click Save.
2.Click the Delete (trash) icon on a non-system role, then confirm, to remove it. (System roles can't be deleted.)
10.3 Companies
Access path: Sidebar → Settings → Companies card, or the Companies shortcut directly under Settings in the sidebar (/settings/companies).
Steps to add a company:
1.Click Add Company.
2.Enter the Company name (required).
3.Optionally enter a Logo URL (an http/https image link — a preview appears if valid), Phone, Website, Owner (pick from your users), and Address.
4.Click Add company.
Steps to search or edit:
1.Type in the search box to filter companies by name, phone, or address.
2.Click the pencil icon on a company row to edit it, then Save changes.
Note: this module currently saves to your browser's local storage, not the server — changes won't sync across devices.
10.4 Audit Log
Access path: Sidebar → Settings → Audit Log card (/settings/audit-log).
Steps:
1.Use the user dropdown to filter by who performed the action.
2.Use the action dropdown to filter by action type (created, updated, deleted, saved, added, login success/failed, logout, signed up, password reset requested/completed).
3.Use the from/to date fields to filter by a date range.
4.Review the table (Timestamp, Actor, Action, Entity).
5.Click Previous / Next to page through results (25 per page).
10.5 Manage Tags
Access path: Sidebar → Settings → Manage Tags card (/settings/tags).
Steps to add a tag:
1.Type a name in the text field.
2.Click Add Tag.
Steps to rename or delete a tag:
1.Click the pencil icon next to a tag to edit it in place; press Enter to save or Escape to cancel.
2.Click the trash icon next to a tag, then confirm — this removes it from every huddle and priority that used it.
10.6 Huddle Templates
Access path: Sidebar → Settings → Huddle Templates card (/settings/huddle-templates).
Steps:
1.Switch between the Manage Daily Huddles and Manage Weekly and Monthly Huddles tabs.
2.Click New Template to open the create drawer: set name, icon, color, cadence, duration, default participants/owner, default suggested dates, and which sections are enabled, then save.
3.Click an existing template card to open the same drawer pre-filled for editing; update fields and save, or delete it from within the drawer.
10.7 Change Log
Access path: Sidebar → Settings → Change Log card (/settings/change-log).
Steps to add an entry:
1.Click New Entry.
2.Enter Version (e.g. "1.4.0") and Date.
3.Enter a Title.
4.Write the Description in the rich-text editor (required).
5.Click Create entry.
Steps to edit or delete an entry:
1.Click the pencil icon on an entry to reopen the form, edit fields, and click Save changes.
2.Click the trash icon on an entry, then confirm, to delete it.
Entries you publish here appear on What's New (§9) for all users.
10.8 Email Templates
Access path: Sidebar → Settings → Email Templates card (/settings/email-templates).
Steps to create a template:
1.Click New Template.
2.Enter a Template Key (auto-formatted to lowercase with dashes), Name, Description, Subject, and Body.
3.Toggle Active on to make it usable by email workflows.
4.Click Save Template.
Steps to edit or delete a template:
1.Click the pencil icon on a template to reopen the drawer, edit fields, and Save Template.
2.Click the trash icon on a template, then confirm, to delete it.
Known limitations (for reference)
•Culture → Announcements and Culture → eNPS Schedule are UI placeholders — the backend supports them, but no screen is built yet.
•Culture → Surveys only builds and saves one survey at a time; there's no list, edit, delete, scheduling, or results view yet.
•Settings → Companies saves to your browser's local storage, not the server.
•Dashboard → Data Table is reachable at two URLs (
/dashboard/data-table and /dashboard/datatable) that show the exact same page.•On Strategy → One Page Strategic Plan, the Export button is visible but not yet functional.