# Set up your workspace (Unified Flow)

You can access it at any time by clicking Manager in the top-left navigation.

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### Getting started

When you first open the Manager Dashboard, you'll see a guided setup wizard with five steps. You can complete these in any order, or skip the wizard entirely and come back later.

#### Step 1: Set up roles

Roles control what each team member can do across your workspace. You'll find built-in roles ready to use, or you can create custom ones tailored to your team's structure. To configure roles:

1. Click Set up roles in the wizard, or go to Roles in the left sidebar under Settings.

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2. Review the default roles and their permissions.

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3. Create custom roles if needed — give each a name, description, and select the permissions it should have.
4. You can set permission scopes to control access at a granular level (e.g. which projects a role can access).

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#### Step 2: Add your team

Invite team members so they can start working on projects.

1. Click Add your team in the wizard, or go to Users & Groups in the left sidebar.

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2. Enter the person's email, set a temporary password (they can change it after logging in), and choose their organisation role (Editor, Admin or External).

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3. Assign roles to each of the added members.

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4. Optionally assign them to [groups](https://youtu.be/A71qmmiJBr0?si=8hqJeg4jjb0dl9re) or create a new group.

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#### Step 3: Organize groups

Groups let you organize team members for easier project access management.

1. Go to Users & Groups in the left sidebar or click on New Group.

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2. Create a group (e.g. "Research Team", "Programming Team").
3. Add members to groups. A user can belong to multiple groups.

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3. You can rename or delete groups at any time. Deleting a group does not remove the users from your workspace.

#### Step 4: Connect a platform

Connect your survey hosting platform so projects can sync directly.

1. Click Connect a platform in the wizard, or go to Integrations in the left sidebar.

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2. Choose your platform:

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* Forsta / Decipher: Enter your Decipher API credentials (domain and API key). Once connected, you'll be able to sync surveys and see the sync status on the Overview page.
* Confirmit: Enter your Confirmit base URL.
* Qualtrics: Enter your Qualtrics base URL.

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3. You can also set up API accounts under Integrations if your team needs programmatic access. Each account can have its own set of API keys.

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#### Step 5: Configure notifications

Set up how and when you receive notifications about project activity.

1. Go to Notifications in the left sidebar.
2. Configure your global preferences — choose whether you want in-app notifications, email, or both.
3. Fine-tune per notification type — you can enable or disable specific categories (e.g. project edits, sync failures, mentions).
4. Mark notifications as read individually or in bulk from the notification feed.

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### Overview

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The Overview page is your at-a-glance summary. It shows four key metrics as cards at the top, each with a sparkline trend and a comparison to the previous period:

* Active Projects — how many projects are currently active (not archived), with the change since last period.
* Team Members — how many people are in your workspace, with new additions highlighted.
* Generations — how many AI generations were run across all projects, with period-over-period comparison.
* Edits This Week — total edits (human + AI) across all projects, with trend.

You can switch the time window using the tabs in the top-right: 1 week, 2 weeks, 1 month, or 3 months. All metrics and trends adjust to the selected window\.Below the metric cards you'll see two panels:

#### Member Activity

A ranked list of team members showing how many projects each person contributed to during the selected period. Click View all to see the full team breakdown.

#### Decipher Sync Summary

If you've connected Forsta/Decipher, this panel shows the current state of your project syncs:

* Synced — projects that are successfully connected and up to date.
* Pending — projects where an initial sync is still in progress.
* Not connected — projects that haven't been linked to a Decipher survey yet.

Click View all to see per-project sync details.


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