Set up your workspace (Unified Flow)

The Manager Dashboard is your workspace command center. It gives team leads and admins a single place to monitor project activity, manage team members, track your delivery pipeline, and configure inte

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

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.

1. Review the default roles and their permissions.

1. Create custom roles if needed — give each a name, description, and select the permissions it should have.

2. You can set permission scopes to control access at a granular level (e.g. which projects a role can access).

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.

1. 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).

1. Assign roles to each of the added members.

1. Optionally assign them to groups or create a new group.

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.

1. Create a group (e.g. "Research Team", "Programming Team").

2. Add members to groups. A user can belong to multiple groups.

1. 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.

1. Choose your platform:

• 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.

1. 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.

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.

Overview

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.