User Guide

Sign in at /auth with your work email. The very first user becomes the platform Admin automatically; everyone else starts as an Activity Leader and can be promoted by an Admin.

After signing in you land on the Dashboard, which lists every scheduled activity, its date, its assigned leader and senior, and a status badge.

Three roles control what each user can do:

• Admin — full control: manage activities, leaders, avoid-pairs, run delegation, manage user roles, and read every audit entry.
• Senior Leader — manage activities, leaders, avoid-pairs, and run delegation. Sees their own audit history.
• Activity Leader — view activities and assignments. Sees their own audit history.

Your current role is shown in the sidebar under your email.

Open New Activity in the sidebar (Admins and Senior Leaders only). Fill in name, date, attendees, and optional time, location, requirements and notes. On submit, leaders are auto-assigned using the rules below.

Deleg8 picks one Activity Leader and one Senior Leader per activity, choosing the least-busy candidates and respecting avoid-pair rules. From the Dashboard, click Re-run delegation to clear and reassign every activity at once. The full before/after diff is saved in the audit log; you can Undo the last run from the banner that appears.

On the Leaders page, define pairs of leaders who should not be assigned to the same activity (for example, conflicting personalities or scheduling conflicts). The auto-delegate algorithm honors these rules whenever it picks assignments.

Import CSV. On the Dashboard, click Import CSV to bulk-add activities. Required columns: name, date. Optional: start_time, end_time, location, attendees, requirements, notes. Dates use YYYY-MM-DD.

Export. Click Export to download the schedule as PDF or CSV — choose all activities or only the currently filtered list. The export includes assigned leaders and avoid-pairs.

Every create, edit, delete, delegation re-run, undo, and import is recorded with the user, timestamp, and a structured before/after diff. Filter by user, action, entity, free text, or date range. Export filtered entries as CSV or PDF.

Admins see the Users & Roles page in the sidebar. Promote a teammate to Senior Leader so they can manage activities, or to Admin to grant full control. Role changes are audited.

I can't see edit/delete buttons. Activity Leaders have read-only access. Ask an Admin to promote you.

The first user keeps becoming an Admin — is that correct? Yes, intentionally — so you can bootstrap the platform without manual database setup. Subsequent signups are Activity Leaders.

How do I undo a wrong delegation? Click Undo re-run in the banner that appears immediately after re-running. The original assignments are restored and the action is audited.