This is a quick start guide for a system administrator on how to set up Align Us for their organization. With this guide you will add users first to get everyone up and running on the system and then edit the details.




Permission Required: This guide is intended for system administrators who should have all permissions granted.


Overview

  1. Your Profile

  2. Add User Licenses

  3. Add Users

    1. Manually

    2. Upload

  4. The Details

    1. Locations

      1. Manually

      2. Upload

    2. Departments

      1. Manually

      2. Upload

    3. Permission Presets

    4. User Info


1. Your Profile

Every user will have a profile page on the social intranet. The information on your profile will be visible to other users in your organization.

  1. Click on the three dots in the top right corner of the toolbar.

  2. Click the profile tab in the Help & Settings toolbar. 

  3. Click Account Settings to expand the section.

  4. Enter a new password that you will remember. Your password must be at least 8 characters. Then click Set Password.

  5. Click Profile to expand the section.

  6. Click Select Image to upload a profile picture and replace your initials. This picture will represent you across Align Us.

  7. Enter your basic information: phone number, birthday, gender, marital status, address, and additional emails. This basic info will be available to members of your organization.

  8. Click App Settings to expand the section.

  9. Click the Color dropdown to choose your theme color. This will only change your personal view of Align Us and you can change it as often as you like! To set the theme color for your entire organization go to Structure > Organization Settings > Manage Organization > Personalization.




2.Add User Licenses

The first ten users in your organization are free. Then there is a monthly fee per user. 

*If your organization has less than 10 users you can skip this step.*

  1. Click on the  Structure icon in the left menu.

  2. Click on the Organization Settings card.

  3. Click on the Add User Licenses card.

  4. This is how many user licenses you currently have. Click Next.

  5. Choose the number of user licenses to add from the dropdown. You will see how much that amount of user licenses will cost per month. You will also see the total amount of user licenses you will have and how much you will be charged per month.

  6. Check the box to agree to the terms of service then click Next.

  7. Enter your billing info. (All fields are required.) Then click Next.


  8. Review all your information and confirm that it is correct. If not, click the Previous button to navigate to the information you need to edit. Otherwise click Finish.

  9. Click Close.



3. Add Users

You can manually add individual users or upload a spreadsheet of users. 

*If you just added user licenses, skip steps 1 - 3.*


Manually Add Individual Users:

  1. Click the  Structure icon in the left menu.

  2. Click on the Users and Teams card.

  3. Click on the Add icon in the bottom right and click Add User.

  4. Here you can see how many user licenses your organization is using for your active users and how many are available for you to add users right now. Click Next.

  5. Make sure the Type in a single user option is selected then click Next.

  6. Enter the user’s name and email then click Next.

  7. Click the checkbox for the permission preset(s) you want to assign to the user, then click Next.

  8. Make sure the checkbox is checked to have the automatically generated password and login instructions sent to the user, then click Next.

  9. Review the info and confirm that it is correct, then click Finish.

  10. Click Close.


Upload a Spreadsheet:

The file you upload must have a .csv extension. The first line of the file should be the column headers: First Name, Last Name, Email, and any other info you have.

  1. Click the  Structure icon in the left menu.

  2. Click on the Users and Teams card.

  3. Click on the Add icon in the bottom right and click Add User.

  4. Here you can see how many user licenses your organization is using for your active users and how many are available for you to add users right now. Click Next.

  5. Select the Upload a list option and then click Next.

  6. Click the Select File To Upload button.

  7. Choose your .csv file to upload then click Next.

  8. Click the checkbox for the permission preset(s) you want to assign to the users, then click Next.

  9. Make sure the checkbox is checked to have the automatically generated password and login instructions sent to the user, then click Next.

  10. Review the info and confirm that it is correct, then click Finish.

  11. Click Close.




4.The Details

Now that you have added users to Align Us, they can login and begin exploring the system. Meanwhile, you will set up some organizational details that will help keep everyone organized.


  1. Locations

You can add one location at a time or you can upload a list of locations. Whichever method you choose, you will edit the details of your location(s) after you add/upload them.


Manually Add A Location:

  1. Click the  Structure icon in the left menu.

  2. Click the Organization Settings card.

  3. Click the Add icon in the bottom right and click Add Location.

  4. Here is an introduction to adding a location, click Next.

  5. Make sure the Type in a single location option is selected, then click Next.

  6. Enter the name of the location you are adding then click Next.

  7. Review your info and confirm that it is correct. If not, use the Previous button to navigate back and edit. Other wise click Finish.

  8. Click Close.


Upload A List Of Locations:

The file you upload must have a .csv extension and the first line of the file must be the header: Name.

  1. Click the  Structure icon in the left menu.

  2. Click the Organization Settings card.

  3. Hover your cursor over the Add icon in the bottom right and click Add Location.

  4. Here is an introduction to adding a location, click Next.

  5. Make sure the Upload a list option is selected, then click Next.

  6. Click the Select File To Upload button.

  7. Choose your .csv file to upload then click Next.

  8. Review your info and confirm that it is correct. If not, us the Previous button to navigate back and edit. Otherwise click Finish.

  9. Click Close.



  1. Departments

You can add one department at a time of you can upload a list of departments. Whichever method you choose, you will edit the details of your department(s) after you add/upload them.


Manually Add A Department:

  1. Click the  Structure icon in the left menu.

  2. Click the Organization Settings card.

  3. Hover your cursor over the Add icon in the bottom right and click Add Department.

  4. Here is an introduction to adding a department, click Next.

  5. Make sure the Type in a single department option is selected, then click Next.

  6. Enter the name of the department you are adding then click Next.

  7. Review your info and confirm that it is correct. If not, use the Previous button to navigate back and edit. Other wise click Finish.

  8. Click Close.


Upload A List Of Departments:

The file you upload must have a .csv extension and the first line of the file must be the header: Name.

  1. Click the  Structure icon in the left menu.

  2. Click the Organization Settings card.

  3. Hover your cursor over the Add icon in the bottom right and click Add Department.

  4. Here is an introduction to adding a department, click Next.

  5. Make sure the Upload a list option is selected, then click Next.

  6. Click the Select File To Upload button.

  7. Choose your .csv file to upload then click Next.

  8. Review your info and confirm that it is correct. If not, us the Previous button to navigate back and edit. Otherwise click Finish.

  9. Click Close.


  1. Permission Presets

A permission preset is a predefined set of permissions that can be applied to any user. This is helpful if more than one user should have the same set of permissions.

  1. Click on the  Structure icon in the left menu.

  2. Click on the Permission Presets card.

  3. Click the Add icon in the bottom right and click Add Permission Preset.

  4. Here is an introduction to adding a permission preset, click Next.

  5. Make sure Type in a single permission preset option is selected then click Next. If you upload a list of presets, you will upload a list of the preset names and then individually edit each preset after the upload.

  6. Enter the name of your new permission preset, then click Next.

  7. Review your info and confirm that it is correct. If not, use the Previous button to navigate back and edit. Otherwise click Finish.

  8. Click Close.

  9. Click on the Permissions header to expand the card.

  10. In each section, click Grant or Deny for every permission. Leaving a permission with the Default option selected will reflect the Standard permission preset.


  1. User Info

Now that your organization has some details to work with, you can use them to edit your users. You will be able to fill out more details about a user than a user can fill out about themselves.


  1. Click on the  Structure icon in the left menu.

  2. Click on the Users and Teams card.

  3. Click on the List All Users card.

  4. Click on the user whose information you will edit.

  5. Click the User card to expand and edit the most basic info. Click the department and location drop downs to select a location and department that you just added.

  6. Click on the section header Permission Presets to assign this user a preset that you just created.

  7. All the user's info will appear in this list of stacked cards. Click on each card (ie Addresses, Contact Info, Employment Info) to expand and collapse the card to edit this user's details.

  8. Everything is automatically saved, but you can ensure that your changes are saved by clicking the saved icon in the bottom right corner of your screen and clicking Save or Save and Close to close the user's details.