Client Admin
Launch and setup
A new organization is held in preparation until you start Stride. While it prepares, you complete the Admin setup guide, and your Evolvers can finish onboarding and their assessment but not their daily activities. These steps need Admin access.
How launch works
Your organization is either preparing, started, or already active. A new organization starts in preparation. When you choose Start Stride, Evolvers can begin their learning dashboard and activities, and Stride records the actual start time. The target start date never starts Stride by itself.
- While your organization prepares, Evolvers see a page that says Stride has not started yet. They can still finish onboarding and their assessment.
- Admin pages stay available during preparation, and so do the Manager and Executive dashboards. The wait applies to the Evolver dashboard and the first challenge.
- An organization that was already active before launch preparation existed stays live. Open the full checklist to review its setup. Preparing a launch from the planned start date control asks for confirmation and pauses Evolver access until an administrator starts Stride again.
The Admin setup guide
The Admin setup guide is a checklist of 20 steps in four phases. The Admin home page has a compact card linking to the checklist. Before launch it shows saved progress when the source is ready; active organizations keep a status and checklist link.
Setup in the Admin sidebar is a different page. It holds your AI connectors and skill packages.
- Organization (4 steps): Launch plan, Organization structure, Regions and sub-orgs, and Roles and visibility.
- Settings (9 steps): Privacy and retention, Reporting privacy, AI tools, BYTE configuration, Framing and tone, Gamification, Rewards and incentives, Pilot measurement, and Surveys.
- Content (5 steps): Shared Stride content, Organization content, Content review, Content coverage, and Challenge schedule.
- People (2 steps): Managers and Evolvers.
Complete a step
- Open Admin setup from the Admin home page. Continue setup can take you to the next unfinished step when saved reviews are ready; Open full checklist opens the guide for an active organization.
- Use the link on the step to open the page where you make the change, and save your change there.
- Return to the guide and check the step. Where the step allows it, choose Use defaults to keep your current settings, or Not needed to record that the step does not apply.
- Choose Refresh setup if the card does not show your latest changes.
Note: Checking a step records that you reviewed it. It does not change a setting by itself. Some steps also need real data before they can be completed, such as a saved start date, an active organization unit, or an assigned manager.
Note: For an already active organization, saved reviews can complete Roles and AI tools only when the required visible roles and available tools exist. Regions and Managers can use Not needed. Saving a review alone does not create a new launch record.
Start Stride
Start Stride becomes available when all 20 setup steps are complete and Stride's launch checks pass.
- The launch checks are: an active organization unit, an active region or Not needed, roles reviewed, an assigned manager or Not needed, a saved start date, at least one saved AI tool that you confirmed, at least one visible role, and reviewed shared content with at least one usable item.
- Open the full checklist and finish every step.
- Choose Start Stride at the bottom of the page.
- Read the confirmation, then choose Start Stride again. Choose Keep preparing if you are not ready.
- Check that the card now says Stride started, with the start time.
Note: Evolvers can begin their Stride journey immediately after you confirm, and the actual start time is recorded when the action succeeds.