# VirgilTrack User Manual > The official user manual for VirgilTrack: how to manage risks, plan and track strategy, report on work and run your organisation with confidence. VirgilTrack is a web application at https://virgiltrack.virgilfinance.com. People use it with one of four roles: Employee, Manager, CEO and Administrator (platform staff). Pages say which roles they apply to. How to use this file: each link below is a plain-Markdown version of one manual page. For everything in one file, use [llms-full.txt](https://manual.virgiltrack.virgilfinance.com/llms-full.txt). For search-sized chunks with metadata (roles, app screens), use [manual-index.json](https://manual.virgiltrack.virgilfinance.com/manual-index.json). ## Welcome - [What is VirgilTrack?](https://manual.virgiltrack.virgilfinance.com/welcome/about.md): VirgilTrack brings risk management, strategy execution, tasks and weekly work reporting together for public-sector organisations. - [Roles and what each can do](https://manual.virgiltrack.virgilfinance.com/welcome/roles.md): The four roles in VirgilTrack (Employee, Manager, CEO and Administrator), the work each one usually does, and how people get their role. - [How to use this manual](https://manual.virgiltrack.virgilfinance.com/welcome/using-this-manual.md): Search the manual, print it or download it as a PDF, read it in your language, and give it to an AI assistant to answer your questions. ## Getting started - [Getting started](https://manual.virgiltrack.virgilfinance.com/getting-started/overview.md): Your first steps in VirgilTrack, from joining and signing in to your profile, with a step-by-step guide for each role to follow next. - [Sign in and sign out](https://manual.virgiltrack.virgilfinance.com/getting-started/sign-in.md): Sign in to VirgilTrack with your email address and password, see where you land for your role, and sign out when you finish. - [Sign up your organisation](https://manual.virgiltrack.virgilfinance.com/getting-started/create-an-organisation.md): Register your organisation for VirgilTrack with its details, departments, managers and staff. Everyone is invited once an administrator approves it. - [Set up your organisation, step by step](https://manual.virgiltrack.virgilfinance.com/getting-started/set-up-your-organisation.md): Every step of setting up a new organisation in VirgilTrack, in order, from the sign-up form to people, reporting lines, the strategic plan, risks and weekly reports. - [Accept an invitation](https://manual.virgiltrack.virgilfinance.com/getting-started/accept-an-invitation.md): Set up your VirgilTrack account from your invitation email, then confirm your email address with the 6-digit code VirgilTrack sends you. - [Reset a forgotten password](https://manual.virgiltrack.virgilfinance.com/getting-started/reset-your-password.md): Forgotten your VirgilTrack password? Ask for a link by email from the Sign In page, then choose a new password. - [Find your way around](https://manual.virgiltrack.virgilfinance.com/getting-started/find-your-way-around.md): The parts of the VirgilTrack screen, including the menu on the left, the header, the team bar, notifications, your account menu and the Virgil assistant. - [Your profile and sign-in details](https://manual.virgiltrack.virgilfinance.com/getting-started/your-profile.md): Add your photo, check your details, change your password or sign-in email, verify your mobile number and set your time zone. - [Your first week as a manager](https://manual.virgiltrack.virgilfinance.com/getting-started/first-week-manager.md): A day-by-day checklist for a new manager in VirgilTrack, covering your team and department, your risk register, delegating work, team reports and your dashboard. - [Your first week as an employee](https://manual.virgiltrack.virgilfinance.com/getting-started/first-week-employee.md): A day-by-day checklist for your first week in VirgilTrack, covering your profile, your tasks, the risks you look after, your weekly report and check-in, and Virgil Copilot. - [Try VirgilTrack with a demo link](https://manual.virgiltrack.virgilfinance.com/getting-started/try-the-demo.md): Open your personal demo link, take the guided tour of a sample municipality or upload your own plan, and see VirgilTrack as different people. ## Dashboards - [Dashboards](https://manual.virgiltrack.virgilfinance.com/dashboards/overview.md): What VirgilTrack's dashboards are for, which dashboard each role sees, and how to open it. - [The Manager Dashboard](https://manual.virgiltrack.virgilfinance.com/dashboards/manager-dashboard.md): The dashboard for managers and employees, with your department's risk figures, the week's reviews and your department's risk heat map. - [The CEO Dashboard](https://manual.virgiltrack.virgilfinance.com/dashboards/ceo-dashboard.md): The CEO's view of the whole organisation, with key figures, weekly report submissions, reviews, the risk heat map, risk categories and departments. - [The What’s up Today card](https://manual.virgiltrack.virgilfinance.com/dashboards/whats-up-today.md): The dashboard card that lists risk review meetings and control reviews by day of the week, and what each role sees in it. - [The risk heat map](https://manual.virgiltrack.virgilfinance.com/dashboards/risk-heat-map.md): How to read the Risk Distribution Heatmap, including which risks it counts, what its rows, columns, colours and numbers mean, and how to find the risks behind a number. - [The activity timeline](https://manual.virgiltrack.virgilfinance.com/dashboards/activity-timeline.md): The Activity page lists what has happened in your organisation this year, newest first, such as new risks, risk status changes, new controls and notifications. ## Managing risks - [Managing risks](https://manual.virgiltrack.virgilfinance.com/risks/overview.md): What VirgilTrack's risk area is for, who uses it, the main ideas behind risks, scores, statuses, controls and reviews, and where to find each task. - [The risk register](https://manual.virgiltrack.virgilfinance.com/risks/risk-register.md): Read your department's risk register, including its groups, columns and badges, and how to search, filter, sort, page through and select risks. - [Add a risk](https://manual.virgiltrack.virgilfinance.com/risks/add-a-risk.md): Record a new risk in your department's register in four short steps, with its category, likelihood, impact, deadline, reviews and responsible people. - [The risk repository](https://manual.virgiltrack.virgilfinance.com/risks/risk-repository.md): Copy risks that VirgilTrack suggests for your organisation into your department's register, hide the ones you don't need, or link them to a risk you already have. - [Assess a risk](https://manual.virgiltrack.virgilfinance.com/risks/assess-a-risk.md): Give a risk copied from the risk repository its likelihood, impact, costs, people, deadline and first review, so it gets a score and becomes active. - [How risk scores work](https://manual.virgiltrack.virgilfinance.com/risks/risk-scores.md): What each likelihood and impact level means, how VirgilTrack turns them into a score out of 10, and what the Low, Moderate, High and Critical levels mean. - [A risk's page](https://manual.virgiltrack.virgilfinance.com/risks/risk-details.md): Everything on a risk's own page, including its score, dates and people, its controls, and the discussion where your team shares findings and files. - [Edit a risk](https://manual.virgiltrack.virgilfinance.com/risks/edit-a-risk.md): Change a risk's name, category, likelihood, impact, costs, affected departments, objectives, deadline, review dates or responsible people. - [Mark a risk as mitigated or archive it](https://manual.virgiltrack.virgilfinance.com/risks/mitigate-or-archive-a-risk.md): Close a risk when its work is done by marking it as mitigated, or archive a risk you no longer need to manage, one at a time or several at once. - [The Kanban board](https://manual.virgiltrack.virgilfinance.com/risks/kanban-board.md): See your department's risks as cards in the Yet to Start, Under Control and Mitigated columns, and change a risk's status by dragging its card. - [Risk controls](https://manual.virgiltrack.virgilfinance.com/risks/risk-controls.md): What a control is, how a risk's controls are listed, what a control's panel shows, and who can add, complete and reopen controls. - [Add a control to a risk](https://manual.virgiltrack.virgilfinance.com/risks/add-a-control.md): Plan a concrete action that reduces a risk, with the person who will do it, its type, how well it should work, a deadline and a first review. - [Mark a control as implemented](https://manual.virgiltrack.virgilfinance.com/risks/implement-a-control.md): Record that a control's work is done and how you did it, reopen a control that isn't finished after all, or accept a control suggested by the AI. - [Comment on a control](https://manual.virgiltrack.virgilfinance.com/risks/control-comments.md): Post progress updates and questions on a risk control, and attach evidence such as reports, photos or signed documents. - [Risk reviews and reminders](https://manual.virgiltrack.virgilfinance.com/risks/risk-reviews.md): How each risk's review date and frequency work, who is reminded and when, how the next date is set, and how control reviews and scheduled reviews fit in. - [Review a risk](https://manual.virgiltrack.virgilfinance.com/risks/review-a-risk.md): Check whether a risk's likelihood, impact and controls have changed, record what you found, book the next review, and complete a scheduled review in the calendar. - [IPSAS readiness risks](https://manual.virgiltrack.virgilfinance.com/risks/ipsas-readiness.md): Which risks VirgilTrack treats as IPSAS readiness risks, how they reach your register, and how to download the IPSAS Readiness Risk Report. ## Strategy and execution - [Strategy and execution](https://manual.virgiltrack.virgilfinance.com/strategy/overview.md): What the Execution area is for, how a strategic plan is built from themes, objectives, KPIs and initiatives, and who uses which page. - [Find your way around Execution](https://manual.virgiltrack.virgilfinance.com/strategy/execution.md): The Execution menu, which Execution pages each role sees, where Execution takes you first, and how the CEO gives people access to more pages. - [Bring in your strategic plan](https://manual.virgiltrack.virgilfinance.com/strategy/strategic-plan.md): Upload your strategic plan as a PDF so VirgilTrack can read its themes, objectives, KPIs, initiatives and budgets, and follow the reading as it happens. - [Review and approve an imported plan](https://manual.virgiltrack.virgilfinance.com/strategy/review-the-plan.md): Check what VirgilTrack read from your strategic plan, settle the points it couldn't, fill in what's missing, then approve the plan so it becomes active. - [The plan overview](https://manual.virgiltrack.virgilfinance.com/strategy/plan-overview.md): Read the plan's Overview page, with its timeline, headline figures, KPI performance, budget and funding, commitments and objectives by theme. - [Objectives](https://manual.virgiltrack.virgilfinance.com/strategy/objectives.md): See each strategic objective's achievement and status, with its KPIs, initiatives, framework alignments, linked risks and strategic issues. - [The KPIs page](https://manual.virgiltrack.virgilfinance.com/strategy/kpis.md): Read every KPI in the strategic plan with its baseline, actual and target, its achievement and status, filter the list, and open a KPI's full history. - [Record KPI results](https://manual.virgiltrack.virgilfinance.com/strategy/review-kpis.md): Go through the strategic plan's KPIs one by one and record each one's actual value for the current year, with a comment, using the KPI review. - [Add, change or delete KPIs](https://manual.virgiltrack.virgilfinance.com/strategy/manage-kpis.md): As the CEO, add a KPI to an objective, change a KPI's unit, direction, baseline or targets, or delete KPIs that shouldn't be in the plan. - [The Initiatives page](https://manual.virgiltrack.virgilfinance.com/strategy/initiatives.md): Follow each initiative's tasks for the year, month by month, see which initiatives are behind and why, and open any task from the annual execution plan. - [Plan an initiative's tasks](https://manual.virgiltrack.virgilfinance.com/strategy/plan-initiative-work.md): Delegate a task under a strategic initiative for a given month, with its details, the person who will do it, a due date and a priority. - [Annual plans](https://manual.virgiltrack.virgilfinance.com/strategy/annual-plans.md): See how far each department has planned its year, month by month, find the months with nothing scheduled, add tasks, and download the annual plan. - [The Budget page](https://manual.virgiltrack.virgilfinance.com/strategy/budget.md): Read each strategic initiative's allocated budget, secured funding, funding gap and spending for a plan year, and see which initiatives need attention first. - [Allocate an initiative's budget](https://manual.virgiltrack.virgilfinance.com/strategy/allocate-budget.md): Set or change a strategic initiative's budget for a plan year, record how much is secured and where it comes from, and give a reason when an allocation changes. - [Record spending on an initiative](https://manual.virgiltrack.virgilfinance.com/strategy/log-expenditure.md): Log, correct and delete expenditures against an initiative's budget, and review spending figures listed from staff's work reports. - [Department performance](https://manual.virgiltrack.virgilfinance.com/strategy/department-performance.md): See one department's year against the plan, with its KPIs on target, due work done, budget spent, work alignment and initiatives. - [Work alignment](https://manual.virgiltrack.virgilfinance.com/strategy/work-alignment.md): See how closely people's reported work lines up with the strategic plan, person by person and objective by objective, with an AI-written executive summary. - [Manage plans and page access](https://manual.virgiltrack.virgilfinance.com/strategy/manage.md): As the CEO, see your organisation's strategic plans, delete a plan, and give people access to Execution pages on top of what their role allows. - [How progress and status are worked out](https://manual.virgiltrack.virgilfinance.com/strategy/how-progress-is-worked-out.md): The rules behind every percentage and status in Execution, for KPIs, objectives, themes, initiatives, funding, spending and work alignment. - [Download KPI and annual plan reports](https://manual.virgiltrack.virgilfinance.com/strategy/strategy-reports.md): Download the KPI progress report for a year, a quarter or the whole plan, and the organisation's annual plan or a department's work plan, as PDFs. ## Tasks - [Tasks](https://manual.virgiltrack.virgilfinance.com/tasks/overview.md): What tasks are in VirgilTrack, the kinds of work you can be given, where tasks come from, who can do what with a task, and the pages in this chapter. - [Your tasks](https://manual.virgiltrack.virgilfinance.com/tasks/your-tasks.md): The Tasks page explained, from Your week and the two-week strip to the For me, I delegated and My team tabs, the list, the board and the filters. - [A task's page](https://manual.virgiltrack.virgilfinance.com/tasks/task-page.md): Everything about one task on one page, what each part shows, which buttons you see as the assignee or a lead, and how the page stays up to date. - [Work on a task](https://manual.virgiltrack.virgilfinance.com/tasks/work-on-a-task.md): Start a task you've been given, break it into steps, add details, say when you're blocked, ask for more time, and mark it as done with how you did it. - [Messages and mentions](https://manual.virgiltrack.virgilfinance.com/tasks/task-messages.md): Write about a task in its conversation, mention a colleague with @ so they are told, and see when your message has been read. - [Delegate a task](https://manual.virgiltrack.virgilfinance.com/tasks/delegate-a-task.md): Give a colleague a task on an initiative, and see who is told about it, how, and where the task appears afterwards. - [Follow up work you delegated](https://manual.virgiltrack.virgilfinance.com/tasks/follow-up-delegated-work.md): Keep track of the tasks you gave others, nudge people, answer requests for more time, change due dates and priorities, reassign, verify and reopen work. - [Tasks from your email](https://manual.virgiltrack.virgilfinance.com/tasks/tasks-from-email.md): Check and confirm the tasks, finished work and progress notes VirgilTrack found in your connected mailbox, so work handed out by email is tracked too. - [Connect your mailbox](https://manual.virgiltrack.virgilfinance.com/tasks/connect-your-mailbox.md): Let VirgilTrack read your work email for tasks and progress, from Outlook, Microsoft 365, Gmail or any other mailbox, and control what it reads. ## Work reports and records - [Work reports and records](https://manual.virgiltrack.virgilfinance.com/work-reports/overview.md): How weekly work reports travel from staff to managers to the CEO, what the work record is, and the pages in this chapter. - [Your weekly report](https://manual.virgiltrack.virgilfinance.com/work-reports/weekly-report.md): Write what you did each day of the week, with help from your tasks, your email, suggestions and Virgil, ready to submit to your manager. - [Submit your weekly report](https://manual.virgiltrack.virgilfinance.com/work-reports/submit-your-weekly-report.md): Let VirgilTrack turn your daily entries into a short report, check and change it, submit it to your manager, and reopen it if you need to. - [Review your team's reports](https://manual.virgiltrack.virgilfinance.com/work-reports/review-team-reports.md): See who in your team has submitted this week, remind anyone you're waiting for, read each report and tick the points for your own report. - [Submit your team report](https://manual.virgiltrack.virgilfinance.com/work-reports/submit-your-team-report.md): Build your own weekly report from the points you ticked, edit it in the Report Editor, submit it, and download it or your team's reports as a PDF. - [The CEO's monthly view](https://manual.virgiltrack.virgilfinance.com/work-reports/monthly-report.md): Follow a month of weekly reports from the people who report to you, see who is behind and what needs attention, and pick points for your monthly report. - [Write the monthly report](https://manual.virgiltrack.virgilfinance.com/work-reports/write-the-monthly-report.md): Choose what goes into your monthly report to Council, let Virgil write the first draft, edit it with Virgil alongside, and download it as a PDF. - [Suggestions and activity prompts](https://manual.virgiltrack.virgilfinance.com/work-reports/suggestions.md): The ready-made sentences VirgilTrack writes from what you do in VirgilTrack, where they appear, how to add them to your report, and who sees them. - [News from other departments](https://manual.virgiltrack.virgilfinance.com/work-reports/cross-department-events.md): When something written in another department's work report affects your department, VirgilTrack tells you, and you can message the author or ask Virgil. - [Who your report goes to](https://manual.virgiltrack.virgilfinance.com/work-reports/reporting-hierarchy.md): How the reporting hierarchy decides where each weekly report goes, what the messages about it mean, and who can change it. - [Your work record](https://manual.virgiltrack.virgilfinance.com/work-reports/work-record.md): The record VirgilTrack keeps of the work you finished, what it contains, who can see it, and how to issue it as a PDF an employer can check online. ## Departments - [Departments](https://manual.virgiltrack.virgilfinance.com/departments/overview.md): What departments are in VirgilTrack, who belongs to and manages them, who can open and change them, and where to find each department's people, work and risks. - [The Departments page](https://manual.virgiltrack.virgilfinance.com/departments/departments-page.md): Read the department cards on the Departments page, with each department's manager, progress, risks, financial exposure and mitigation budget. - [A department's page](https://manual.virgiltrack.virgilfinance.com/departments/department-page.md): See one department whole, with what needs attention, its managers and people, its work and budget this year, and its open risks. - [Manage a department](https://manual.virgiltrack.virgilfinance.com/departments/manage-a-department.md): Choose a department's managers, add people to it, move people to another department, and change its name or description. ## Calendar and reminders - [Calendar and reminders](https://manual.virgiltrack.virgilfinance.com/calendar/overview.md): What the calendar shows, who sees which items, how to switch between the week list and the month, open items, and how reminders reach you. - [Add an event](https://manual.virgiltrack.virgilfinance.com/calendar/add-an-event.md): Put a meeting, deadline, training or other event in the calendar, assign it to people or departments, attach files, and see who is told. - [Events and calendar tasks](https://manual.virgiltrack.virgilfinance.com/calendar/events.md): Open an event or calendar task, see who it is for, mark it as done with how you did it, reopen it, discuss it with @mentions, or archive it. - [Update a strategy task from the calendar](https://manual.virgiltrack.virgilfinance.com/calendar/strategy-tasks.md): Open a strategy task in the calendar to change its status, record how it was done, ask for more time with a new date and reason, or discuss it. - [Move an item to another day](https://manual.virgiltrack.virgilfinance.com/calendar/move-items.md): Drag an event, a strategy task or a risk control to another day in the calendar's month view, and what changes when you do. - [Reminders](https://manual.virgiltrack.virgilfinance.com/calendar/reminders.md): Every reminder VirgilTrack sends, for events, risk reviews, control reviews, work due tomorrow, overdue work and reports, when it comes, and how to choose how it reaches you. ## Communication - [Communication](https://manual.virgiltrack.virgilfinance.com/communication/overview.md): How VirgilTrack keeps you in touch with colleagues and tells you what needs you, from private chat and the bell to emails, texts and calls. - [Private chat](https://manual.virgiltrack.virgilfinance.com/communication/private-chat.md): Send one-to-one messages, files and pictures to colleagues in your organisation, see who's online and when your message was read, and reply from pop-ups. - [Notifications](https://manual.virgiltrack.virgilfinance.com/communication/notifications.md): The bell in the header and its notifications. Open, mark and remove notifications, the pop-ups for new ones, and what you are notified about. - [Emails, texts and calls](https://manual.virgiltrack.virgilfinance.com/communication/emails-texts-and-calls.md): What VirgilTrack's emails, text messages and phone calls look like, the buttons and links inside them, and what to do when a link has expired. - [See who was told about work you assign](https://manual.virgiltrack.virgilfinance.com/communication/who-was-told.md): When you delegate or assign work, VirgilTrack tells you who will get an email or a text, who won't and why, and when each one was sent. ## Files and documents - [Files and documents](https://manual.virgiltrack.virgilfinance.com/files/overview.md): The File Manager is your organisation's shared place for documents. What it holds, who can see and change it, and what you can upload. - [The File Manager at a glance](https://manual.virgiltrack.virgilfinance.com/files/file-manager.md): The parts of the File Manager screen, from the space used and the folder path to the list of folders and files and the buttons on each row. - [Create and organise folders](https://manual.virgiltrack.virgilfinance.com/files/folders.md): Create a folder in the File Manager, rename it, move it into another folder or back to Root, and delete it with everything inside. - [Upload files](https://manual.virgiltrack.virgilfinance.com/files/upload-files.md): Add documents, pictures and videos to a folder in the File Manager, and the limits on the kinds and sizes of file you can upload. - [Open, download and manage files](https://manual.virgiltrack.virgilfinance.com/files/manage-files.md): Open a file from the File Manager, download a copy, rename it, move it to another folder, or delete it. ## Reports - [Reports](https://manual.virgiltrack.virgilfinance.com/reports/overview.md): The risk reports you can make in the Report Builder, who can make them, and the other PDF reports you can download elsewhere in VirgilTrack. - [Make a risk report](https://manual.virgiltrack.virgilfinance.com/reports/report-builder.md): Use the Report Builder to choose which risks go into a report, then download it as a PDF to print or share. - [What's in a risk report](https://manual.virgiltrack.virgilfinance.com/reports/risk-register-report.md): The pages, columns and significance colours of the Risk Register Report and the IPSAS Readiness Risk Report, and how to read them. ## AI assistant - [AI assistant](https://manual.virgiltrack.virgilfinance.com/assistant/overview.md): What Virgil Copilot, VirgilTrack's AI assistant, is for, how to open it, what it can do for each role, and the rules it always follows. - [Ask Virgil Copilot](https://manual.virgiltrack.virgilfinance.com/assistant/use-copilot.md): Open the Virgil Copilot panel, ask a question or give an instruction, follow Virgil as it works, and use its answer. - [What Virgil can do](https://manual.virgiltrack.virgilfinance.com/assistant/what-virgil-can-do.md): The questions you can ask Virgil Copilot and the changes it can prepare, by area and by role, with examples you can copy. - [Confirm what Virgil prepares](https://manual.virgiltrack.virgilfinance.com/assistant/confirm-changes.md): How Virgil Copilot's "Needs your OK" cards work, how to confirm, edit or decline a change, and what each card status means. - [Ask Virgil where something is](https://manual.virgiltrack.virgilfinance.com/assistant/find-things.md): Ask Virgil Copilot where to find a page or setting, open it with one click, or let Show me where light up the way on your own screen. - [Delegate or remind in one sentence](https://manual.virgiltrack.virgilfinance.com/assistant/quick-bar.md): Use the quick bar (Ctrl+J) to hand out work or set a reminder in one sentence, or turn pasted meeting notes into tasks for several people. - [Your saved conversations](https://manual.virgiltrack.virgilfinance.com/assistant/conversations.md): Find, continue, search, pin, rename and delete your earlier conversations with Virgil Copilot, or start a new one. ## Emotional intelligence - [Emotional intelligence](https://manual.virgiltrack.virgilfinance.com/wellbeing/overview.md): What the Emotional Intelligence area is for, its Learn, Practise, Your team and Me tabs, who sees what, and the weekly emails it sends. - [The weekly check-in](https://manual.virgiltrack.virgilfinance.com/wellbeing/weekly-check-in.md): Answer "How was your week?" in VirgilTrack or with one tap in Friday's email, add a note, and choose whether your manager sees it. - [Learn the skills](https://manual.virgiltrack.virgilfinance.com/wellbeing/learn.md): The Learn tab's short lessons on the five emotional intelligence skills, five tools for conversations, and words for feelings. - [Practise with drills and conversations](https://manual.virgiltrack.virgilfinance.com/wellbeing/practise.md): Sharpen how you read people with five-minute drills, and rehearse hard conversations with Virgil playing a colleague, then read your debrief. - [Take the self-assessment](https://manual.virgiltrack.virgilfinance.com/wellbeing/self-assessment.md): Rate 20 statements about how you handle emotions at work, see your score for each of the five skills, and track your progress over time. - [Kudos](https://manual.virgiltrack.virgilfinance.com/wellbeing/kudos.md): Recognise a colleague's work with kudos, from the Your team tab or through Virgil Copilot, and see the kudos you have received. - [Your team](https://manual.virgiltrack.virgilfinance.com/wellbeing/your-team.md): For managers, the Your team tab shows workload facts and shared check-ins for each direct report, suggests check-ins, and helps you prepare the conversation. ## Settings - [Settings](https://manual.virgiltrack.virgilfinance.com/settings/overview.md): Open your settings, find each section, and see which settings everyone has and which only the CEO and administrators have. - [Choose your notifications](https://manual.virgiltrack.virgilfinance.com/settings/notifications.md): Choose which messages VirgilTrack sends you by email, text or phone call, understand quiet hours, and send yourself a test. - [Invite team members](https://manual.virgiltrack.virgilfinance.com/settings/invite-team-members.md): Invite someone to join your organisation in VirgilTrack, choose their department, and say whether they will manage it. - [Your organisation's settings](https://manual.virgiltrack.virgilfinance.com/settings/organisation.md): The Organisation section of Settings for the CEO and administrators, which tool to use to change roles and reporting lines, and what happens when someone leaves. - [Reporting lines and roles](https://manual.virgiltrack.virgilfinance.com/settings/roles-and-hierarchy.md): Set who reports to whom by dragging people onto their manager, and change each person's role, level, department and managed departments. - [Role Management](https://manual.virgiltrack.virgilfinance.com/settings/role-management.md): Change several people's roles at once, choose departmental managers and the departments they manage, and check every department is covered. - [Your work record and leaving](https://manual.virgiltrack.virgilfinance.com/settings/your-account.md): Open your work record from Settings, and ask your CEO and VirgilTrack's administrators to close your account when you leave. ## Platform administration - [Platform administration](https://manual.virgiltrack.virgilfinance.com/administration/overview.md): What VirgilTrack's platform administrators do, where their tools are, and the ideas behind organisations, people and access. - [Review sign-ups](https://manual.virgiltrack.virgilfinance.com/administration/sign-ups.md): Check a new organisation's sign-up request, approve it to invite everyone it listed, or deny it. Resend invitations that didn't go out. - [Organisations](https://manual.virgiltrack.virgilfinance.com/administration/organisations.md): See every organisation on VirgilTrack, open one to manage its leadership and people, read its history, edit its details, and suspend or restore its access. - [Change the CEO or a department manager](https://manual.virgiltrack.virgilfinance.com/administration/change-leadership.md): Appoint a new CEO or department manager, decide what happens to the person they replace, and hand over all their work in one step. - [When people join or leave](https://manual.virgiltrack.virgilfinance.com/administration/people-joining-and-leaving.md): Invite someone to an organisation, record that someone is leaving so their work is handed over, and let a former member rejoin. - [Users](https://manual.virgiltrack.virgilfinance.com/administration/users.md): Find anyone on VirgilTrack across all organisations, lock or unlock an account for security, delete an unused account, and repair an organisation's roles. - [Help someone with their account](https://manual.virgiltrack.virgilfinance.com/administration/help-someone-with-their-account.md): Help a caller who can't sign in, update their profile, change their sign-in email, or move them to another organisation, from the Manage panel. - [Demo links](https://manual.virgiltrack.virgilfinance.com/administration/demo-links.md): Create a personal demo link for someone who wants to try VirgilTrack, choose how long it lasts and whether it has a guided tour, and see what they did. - [Send a maintenance notice](https://manual.virgiltrack.virgilfinance.com/administration/maintenance-notices.md): Tell everyone in one organisation, or every organisation, about planned maintenance or downtime, by email, in VirgilTrack and optionally by text. - [Add suggested risks to the repository](https://manual.virgiltrack.virgilfinance.com/administration/add-repository-risks.md): The form platform administrators use to add a risk to the risk repository by hand, its fields, and why such suggestions don't reach anyone yet. - [Check scheduled emails and reminders](https://manual.virgiltrack.virgilfinance.com/administration/background-jobs.md): For system administrators. See the jobs that send VirgilTrack's reminders and digests, when each runs, which failed, and run one again. ## Reference - [Reference](https://manual.virgiltrack.virgilfinance.com/reference/overview.md): Quick answers for every VirgilTrack user, with the words it uses, statuses, who can do what, common questions, fixes, shortcuts, privacy and known limitations. - [Glossary](https://manual.virgiltrack.virgilfinance.com/reference/glossary.md): The words VirgilTrack uses for risks, strategy, tasks, reports and people, from Achievement to Yet to Start, each explained in plain English. - [Statuses and labels](https://manual.virgiltrack.virgilfinance.com/reference/statuses.md): What each status, badge and group on VirgilTrack's screens means, for risks, controls, tasks, KPIs, plans, budgets, work reports and calendar tasks. - [Who can do what](https://manual.virgiltrack.virgilfinance.com/reference/permissions.md): Exactly what Employees, Managers, the CEO and Administrators can see and do in VirgilTrack, from the menu on the left to the buttons on each screen. - [Frequently asked questions](https://manual.virgiltrack.virgilfinance.com/reference/faq.md): Short answers to the questions new VirgilTrack users ask most, about signing in, roles, risks, strategy, tasks, reports, Virgil and your account. - [Troubleshooting](https://manual.virgiltrack.virgilfinance.com/reference/troubleshooting.md): What to do when you can't sign in, a link has expired, a page or button is missing, an email or text doesn't arrive, or VirgilTrack shows an error. - [Keyboard shortcuts](https://manual.virgiltrack.virgilfinance.com/reference/keyboard-shortcuts.md): Keys that open Virgil Copilot and the quick bar, send messages, format the monthly report, review team reports faster, and search this manual. - [Your data and privacy](https://manual.virgiltrack.virgilfinance.com/reference/privacy-and-your-data.md): Who can see your check-ins, reports, mailbox findings, Copilot conversations, chats, sign-ins and work record, what leaves VirgilTrack, and how to stop emails. - [Known limitations](https://manual.virgiltrack.virgilfinance.com/reference/known-limitations.md): Buttons, boxes and settings in this version of VirgilTrack that don't work yet, what happens if you use them, and what to do instead. - [What's new](https://manual.virgiltrack.virgilfinance.com/reference/whats-new.md): What this first edition of the manual covers, what VirgilTrack's own Changelog page shows, and where future changes will be listed. ## Optional - [Afrikaans manual](https://manual.virgiltrack.virgilfinance.com/af/): partial translation; untranslated pages fall back to English. - [Printable manual](https://manual.virgiltrack.virgilfinance.com/print/): the whole manual on one page.