Admin

System configuration and governance

Total Users

—

Registered accounts

Active Users

—

Currently enabled

Admin Users

—

With admin privileges

Config Items

—

Stored settings

Business Target Years

Years with configured targets

System Status

All services operational

API: running • Database: connected • Redis: connected • Celery: active

Year

Targets

Category	Label	Target Amount	Actions
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Add Target

Category

Label

Target Amount

Users

Email	Name	Role	Permissions	Admin	Active	Actions
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Create User

Password

Display Name

Role

Permissions

Commercial Finance MS PS Customers People Board Pack Dashboard

Admin Grant admin privileges

OpenAI Configuration

Configure the primary LLM provider for AI features

API Key

Model

Base URL

Temperature

Enabled

Autotask PSA

Unknown

API URL

Username

Secret

Integration Code

Tracking ID (optional)

Enabled

PSOHub

Unknown

API Key

Enabled

Microsoft 365

Unknown

Tenant ID

Client ID

Client Secret

Redirect URI

Enabled

Retently (NPS / CSAT)

Unknown

API Key

Enabled

WhiteSpider 360 Briefing Recipients

Email addresses that receive the daily Strategic Briefing and the weekly BIG Strategy Win consolidation.

Daily Weekly

Email	Name	Daily	Weekly	Active	Added
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Weekly Consolidation

The weekly BIG Strategy Win is generated automatically every Tuesday at 09:00 (Europe/London). Use this to trigger an out-of-cycle run.