This guide will explain how a System Administrator can setup their organization on Align Us. With this guide you will setup all your organization’s details before adding users. This way, the most info about your organization will be available to everyone when they start using Align Us.



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


Overview

  1. Your Profile

  2. Manage Organization

  3. Add Locations

    1. Manually

    2. Upload

  4. Add Departments

    1. Manually

    2. Upload

  5. Add Permission Presets

  6. Add User Licenses

  7. Add Users

    1. Manually

    2. Upload

  8. Edit Users

  9. Edit Locations

  10. Edit Departments


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 the Update Photo button on your initials to upload a profile picture, 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.




2.Manage Organization

Your organization has a social page that is visible to all members of your organization. You can edit some of the basic info that will be displayed on your organization’s page.

  1. Click the background to let your personal menu slide away.

  2. Click the  Structure icon in the left menu.

  3. Click the Organization Settings card.

  4. Click the Manage Organization card.

  5. Enter the address and phone number of your organization’s main location.

  6. Click the Industry dropdown and choose the industry that your organization belongs to.

  7. Click the Timezone header to expand the card.

  8. Make sure the appropriate timezone is selected.

  9. Click the Personalization header to expand the card.

  10. Click the Color dropdown to choose your organization's theme color. This will be the default color that all the users in your organization will see when they log into Align Us for the first time. 

  11. Click the Upload Photo button in your organization's initial picture to upload a profile picture for your organization. This picture will also appear in the top left corner of your entire organization’s view of Align Us. It will be the Home button.

  12. Everything is automatically saved, but you can ensure that your changes are saved by clicking the Save icon and clicking Save or Save and Close.



3.Add Locations

Each location will have a page on the social intranet. 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. While in Structure > Organization Settings, click the Add icon in the bottom right and click Add Location.

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

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

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

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

  6. Click Close.

  7. Your new location will open as a recent item once you close the wizard. Fill out as much info as you can about this location. You won’t be able to assign a location head or page editors until you add users, we’ll come back to this. 

  8. Everything is automatically saved, but you can ensure that your changes are saved by clicking the Save icon and clicking Save or Save and 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. While in Structure > Organization Settings click the Add icon in the bottom right and click Add Location.

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

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

  4. Click the Select File To Upload button.

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

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

  7. Click Close.

  8. Click on the Manage Locations card to view the Locations you just uploaded. 



4.Add Departments

Each department will have a page on the social intranet. You can add one department at a time or 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. While in Structure > Organization Settings click the Add icon in the bottom right and click Add Department.

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

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

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

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

  6. Click Close.

  7. Your new department will open as a recent item once you close the dialog. Fill out as much info as you can about this department. You won’t be able to assign a department head or page editors until you add users, we’ll come back to this. 

  8. Everything is automatically saved, but you can ensure that your changes are saved by clicking the Save icon and clicking Save or Save and 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. While in Structure > Organization Settings click the Add icon in the bottom right and click Add Department.

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

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

  4. Click the Select File To Upload button.

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

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

  7. Click Close.

  8. Click on the Manage Departments card to view the Departments you just uploaded.  


5.Add 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. If you know which permission presets you will create, you can upload a list of the presets’ names.

  1. While in Structure > Organization Settings, go to the main toolbar and click the arrow between Structure and Organization Settings, then click Permission Presets from the dropdown. You can also navigate to Permission Presets by clicking the Structure icon in the left menu and then clicking the Permission Presets card.

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

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

  4. Make sure Type in a single permission preset option is selected then click Next.

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

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

  7. Click Close.

  8. Your new permission preset will open as a recent item when you click Close. Click on the Permissions header to expand the card.

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

  10. Everything is automatically saved, but you can ensure that your changes are saved by clicking the Save icon and clicking Save or Save and Close.



6.Add User Licenses

***During Beta Testing all user licenses will be free!***

After our Beta Testing phase closes you can purchase a minimum of 25 user licenses for $25/month.

  1. While in Structure > Permission Presets, go to the main toolbar, click the arrow between Structure and Permission Presets, then click Organization Settings from the dropdown. You can also navigate to Organization Settings by clicking the Structure icon in the left menu and then clicking the Organization Settings Card.

  2. Click on the Add User Licenses card.

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

  4. 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.

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

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

  7. 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.

  8. Click Close.



7.Add Users

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


If you skipped step 6. Add User Licenses you will have to navigate to Users and Teams:

  1. In the main toolbar, click the arrow between Structure and Permission Presets, then click Users and Teams from the dropdown.

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


Manually Add Individual Users:

If you just completed step 6, the Add User wizard will open when you close the Add User Licenses wizard.

  1. 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.

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

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

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

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

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

  7. Click Close.

  8. Your new user will open in a recent item once you close the dialog. Skip to step 8. Edit Users. 


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. 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.

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

  3. Click the Select File To Upload button.

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

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

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

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

  8. Click Close.



8.Edit Users

Each user will have a profile page on the social intranet. The info in the User card will be publicly displayed on their profile page. The Addresses and Contact Info cards will be visible to other users through Structure. The Employment Info card will only be visible to the user they report to. The Permission Presets and Custom Permissions cards can only be viewed by system administrators.

  1. In the main toolbar, click the arrow between Structure and Organization Settings, then click Users and Teams from the dropdown.

  2. Click on the List All Users card.

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

  4. Click on the User header to expand the card.

  5. Enter the user’s phone number and title, this will be helpful for displaying and organizing users.

  6. Enter the name of the user that this user reports to. This will help create your organization’s org chart.

  7. Click the department dropdown and select the department that this user belongs to.

  8. Click the location dropdown and select the location that this user belongs to.

  9. Continue editing this user’s info by clicking on each section header to expand and collapse the card.

  10. Everything is automatically saved, but you can ensure that your changes are saved by clicking the Save icon and clicking Save or Save and Close.


9.Edit Locations

Each location has a page on the social intranet. Users who are assigned to a location now follow that location and will receive updates on the location’s recent activity. You can assign users to be in charge of the location’s page.

  1. In the main toolbar, click the arrow between Structure and Users and Teams, then click Organization Settings from the dropdown.

  2. Click the Manage Locations card.

  3. Click on the location whose info you want to edit.

  4. Enter the name of the user in charge of this location in the Location Head field. You should be able to choose the user’s name from a dropdown as you start typing. This person will have administrative access to this location’s page on the social intranet. They will be able to add and remove users, including page editors, and edit the page details.

  5. Enter the address and phone number of this location.

  6. Click on the Social Intranet Page header to expand the card.

  7. Enter the name of users who will be page editors for this location’s social intranet page. They will be able to add and remove users, including page editors, and edit the page details.

  8. Click Upload Photo in the location's initial photo to upload a location image. This is how the location will be represented on the social intranet.

  9. Click on the Save icon in the bottom right and click Save and Close.



10.Edit Departments

Each department has a page on the social intranet. Users who are assigned to a department now follow that department and will receive updates on the department’s recent activity. You can assign users to be in charge of the department’s page.

  1. In the main toolbar, click the arrow between Organization Settings and All Locations then click Manage Departments from the dropdown.

  2. Click the department whose info you will edit.

  3. Enter the name of the user in charge of this department in the Department Head field. You should be able to choose the user’s name from a dropdown as you start typing. This person will have administrative access to this department’s page on the social intranet. They will be able to add and remove users, including page editors, and edit the page details.

  4. Enter the address and phone number of this department.

  5. Click on the Social Intranet Page header to expand the card.

  6. Enter the name of users who will be page editors for this department’s social intranet page. They will be able to add and remove users, including page editors, and edit the page details.

  7. Click Select Image to upload a department image. This is how the department will be represented on the social intranet.

  8. Click on the Save icon in the bottom right and click Save and Close.