Setup and outreach

Create the right project shell, then issue invites deliberately.

These two panels handle initial setup without exposing extra operational noise.

Create project

Set up either a named client engagement or a marketing campaign for Clarity Check outreach.

Checked means this project can be used for website traffic or a shareable public Clarity Check link. Leave it unchecked for invite-only outreach and internal seeded cases.

Issue invite

Create a one-off invite from the default `Personal invitations` project or use any existing project for more targeted outreach.

Project management

Project list

Active projects currently visible to the approved Ignite admins.

Client Project Engagement Entry Created Edit
Load an admin session to view projects.

Invite tracking

Invite and respondent progress

Track invite issuance, respondent progress, and report readiness for one project.

Respondent Invite Session Autosaves Report
Select a project to inspect invite and respondent progress.

Report review

Review one draft at a time without extra workflow noise.

Lead with the customer-facing draft, then decide whether to keep it, prepare a new draft, or revise the DOCX.

Report review queue

Scan the active report queue by project, review stage, company, and overall tier before opening report detail.

Load an admin session to review reports.

Status guide: Waiting to prepare, Preparing draft, Ready for review, Approved for delivery, Do not send, or Preparation needs attention.

Project Status Company Tier
No report queue loaded yet.

Report review detail

Inspect the current draft, supporting context, and review notes before deciding whether it is ready to send.

Select a report to inspect detail.