Settings & Team Management

Settings and team management are accessed through the account menu in the top-right corner of the dashboard.

Account Menu

Click the user icon or your name in the top-right corner of the dashboard header to open the account menu. The available options depend on your role:

All users:

• View your name, email, and role
• Sign Out

Admins additionally see:

• User Management -- Open the team management modal
• Strategic Context -- Open the strategic context editor
• Scoring Thresholds -- Adjust the thresholds that determine RAG status colors
• Regional Preferences -- Change currency, date format, and locale settings

User Management

The User Management Modal has three tabs: Users, Invite, and Transfer.

Users tab:

• Lists all active team members with their name, email, role badge (color-coded: purple for Admin, teal for Contributor, gray for Viewer), and status
• For each user (except yourself and other admins), actions are available:
  • Change role -- Switch between Contributor and Viewer
  • Deactivate -- Remove the user's access. This requires a confirmation dialog. Deactivated users appear in a separate section at the bottom.
• Pending invitations appear in the list with a "Pending" status badge, showing the invited email, assigned role, and expiration date

Invite tab:

• Name (required) -- The invitee's display name
• Email (required) -- Must be a valid email address not already in the organization
• Role -- Choose between Contributor and Viewer (you cannot invite someone directly as Admin)
• Click Send Invite to create the invitation

After sending, RWRD automatically delivers a branded welcome email to the invitee with a direct link to join the organization. The email includes the company name, who invited them, and the role they have been assigned. A Copy Link button also appears next to the pending invitation for manual sharing if needed. The invite token is valid for 7 days. If it expires before the invitee uses it, you can send a new invitation.

Transfer tab:

• Allows the current Admin to permanently transfer the administrator role to another active team member
• Enter the email of the user who should become the new Admin
• Type a confirmation phrase to proceed
• The transfer happens in a specific order: the new admin is promoted first, then the current admin is demoted to Contributor. This ensures there is always at least one admin in the organization at any point during the transfer

Important: There is a single-admin policy. Only one user can hold the Admin role at a time. To change the admin, you must use the Transfer feature -- you cannot simply change someone's role to Admin from the Users tab.

Roles Explained

Capability	Admin	Contributor	Viewer
View dashboard	Yes	Yes	Published snapshots only
Edit own metrics/KRIs/KRs	Yes	Yes (if assigned as owner)	No
Edit any metric/KRI/KR	Yes	No	No
Add/delete structural elements	Yes	No	No
Invite users	Yes	No	No
Change user roles	Yes	No	No
Publish snapshots	Yes	No	No
Modify settings	Yes	No	No
Use AI chat	Yes	No	No
View Performance Reports	Yes	No	Yes (published data)
View submission history	Yes (all users)	Yes (own submissions)	No

Contributors can edit items where they are assigned as the owner of the metric, KRI, or key result. This means an Admin must first assign ownership (through the metric's Owner field) before a Contributor can update that item. See Contributor Workflow for the full workflow.

Strategic Context Modal

The Strategic Context Modal (accessible from Settings > Strategic Context) is the full editor for your organization's strategic direction. During onboarding, only a subset of fields is captured (purpose, vision, mission, pillars). The Settings modal provides the complete set:

Text fields:

• Company Purpose -- Why the organization exists
• Vision Statement -- What success looks like in 5-10 years
• Mission Statement -- How you pursue your purpose day-to-day
• 10-Year Vision -- A longer-horizon aspirational statement

Company Values (up to 10):

• Each value has a name, optional description, and optional priority ranking (1 = highest, 5 = lowest)
• Click Add Value to add a new entry. Click the remove button to delete.

3-Year Strategic Pillars (up to 8):

• Each pillar has a name, optional description, and optional owner (selected from team members)
• Pillars defined here appear in the Objective Modal's "Strategic Pillar" dropdown, enabling OKR alignment tracking
• Click Add Pillar to add. Click the remove button to delete.

Strategic Themes (up to 10):

• Lighter-weight grouping tags for cross-cutting themes (e.g., "Digital Transformation," "Sustainability")
• Each theme has a name and optional description

Strategy Review Date:

• A date picker for when the strategic context should next be reviewed and updated

Click Save Changes to persist. The strategic context is saved to the database and immediately reflected in the AI pipeline (the AI's next response will include the updated strategic context in its system prompt).

Scoring Thresholds

Scoring thresholds determine when a metric's RAG status changes from green to yellow to red. RWRD maintains two independent threshold sets:

Financial metric thresholds:

• Green threshold (default: 100%) -- Progress at or above this value shows green
• Yellow threshold (default: 85%) -- Progress at or above this value (but below green) shows yellow
• Below the yellow threshold shows red

OKR key result thresholds:

• Same structure, same defaults (Green: 100%, Yellow: 85%)

These thresholds can be adjusted independently. For example, you might set financial thresholds at 95%/80% (more lenient) while keeping OKR thresholds at 100%/85% (stricter).

Changes to scoring thresholds take effect immediately across the entire dashboard. Because RAG status is always computed live (never stored), adjusting thresholds instantly recolors every metric, updates the Health Score, and refreshes Priority Actions.

The thresholds are also displayed in the OKR section's "About" info panel and factor into how the Health Score gauge zones are explained.

Regional Preferences

Regional preferences can be changed at any time from Settings (they are first configured during onboarding Step 2).

• Display Currency -- 20 supported currencies. Changing this updates all currency formatting across the dashboard.
• Date Format -- MM/DD/YYYY, DD/MM/YYYY, or YYYY.MM.DD
• Region/Locale -- Controls number formatting (thousand separators, decimal separators)

Changes apply immediately to all formatted values throughout the application.

Reporting Period

The reporting period defines the current quarter and year for your organization. It is set once (the financial section prompts you the first time you update a metric) and then inherited by all subsequent metric updates.

Period: Q1, Q2, Q3, or Q4 Year: The fiscal year

The reporting period affects how cumulative targets are prorated and how update schedules are calculated. When the quarter changes, update the reporting period so that target prorating reflects the correct timeframe.

Sign Out and Session Isolation

Click Sign Out from the account menu to end your session.

When you sign out, RWRD performs session isolation -- a security measure that clears all locally cached data:

• All cached dashboard data is removed from local browser storage
• Dashboard state, metric caches, and user preferences are cleared
• The authentication session is terminated

This ensures that the next user who accesses RWRD on the same browser or device does not see any data from the previous session. It also means that when you sign back in, your data is loaded fresh from the database rather than from potentially stale local caches.

Session isolation is particularly important in shared-device environments (e.g., a conference room computer) where multiple people might access RWRD in succession.