Help Center

Step 1 — Create your workspace

After signing up, you will be guided through creating your organisation. Set your company name, timezone, and default currency. Invite your team members by email — they receive a magic-link invite and can join without setting a password.

Step 2 — Create your first project

Go to Portfolio → New Project. Fill in the project name, description, start and end dates, and budget. Assign a project manager and select a health RAG status. Your project is immediately visible on the portfolio dashboard.

Step 3 — Add your team

Navigate to Resources and create resource profiles for each team member. Set their job title, department, availability, and skills. Assign them to projects via the project Team tab.

Step 4 — Run your first AI agent

Go to AI Agents → Agent Library and click Run Agent on the Risk Analyzer. Select scope (all projects or specific projects), set analysis depth to Standard, and click Run. Results appear in the Execution Logs within seconds.

This guide covers everything you need to set up an Adroyt workspace — from creating your first account to inviting your team and configuring roles. Most teams complete setup in under fifteen minutes.

Create your account

Start from the sign-up page. You can register three ways: email and password, Google sign-in, or Microsoft sign-in. Whichever method you pick becomes your permanent sign-in option, but you can also use a passwordless magic-link from the login page later if you prefer. New accounts start a free trial automatically — no credit card required.

Create your workspace (tenant)

The first time you sign in, Adroyt walks you through creating your organisation. Set your company name, timezone, and default currency. The workspace is your data boundary — every project, resource, and document belongs to exactly one workspace, and data never crosses between workspaces. Pick the name carefully; it appears in invites and exported reports.

Invite your team

Open Settings → Members and click Invite. Enter one or more work email addresses and choose a starting role. Invitees receive an email with a secure link — they accept it, sign in with the method of their choice, and land directly inside your workspace. Pending invites can be resent or revoked from the same page.

Assign roles

Adroyt uses role-based permissions to control who can see and change what. Common roles include Admin (full access), Project Manager (can create projects, edit RAID, run agents), Contributor (can update assigned work), and Viewer (read-only). Open any member's row to change their role; the change takes effect on their next page load. For details on every permission, see Settings → Members → Roles.

Create your first project

Once your team is in, head to Portfolio → New Project. Fill in the name, description, start and end dates, and budget. Assign a project manager and an initial RAG (Red / Amber / Green) status. Your project appears on the portfolio dashboard immediately, and you can start logging risks, milestones, and financials right away.

Stuck on setup?

If an invite never arrives, ask the recipient to check spam and confirm their address. If sign-in fails after accepting, reset the password from Forgot password? on the login screen. For anything else, email [email protected] and include your workspace name.

How do I update project health status?

Open any project and click the RAG status badge in the header. Select On Track, At Risk, or Delayed from the dropdown. The portfolio dashboard updates in real time.

How do I set up milestones?

Inside a project, go to the Milestones tab. Click Add Milestone, enter the name, due date, and completion criteria. The Milestone Sentinel agent will monitor progress and alert you to delays.

How do I track budget vs actuals?

Go to the project Financials tab. Set a budget baseline and log actual costs. The Budget Variance card updates automatically. Use the Financials section for portfolio-level EVM and forecasting.

How does the RAID log work?

The RAID log tracks Risks, Actions, Issues, and Decisions in a single place. Navigate to Risks and use the tabs to switch between RAID item types. Each item has a status, owner, and priority.

How do I log a risk?

Click + Add Risk from the Risks page. Fill in the title, description, likelihood (1–5), impact (1–5), and assign an owner. The risk score is calculated automatically. The Risk Sentinel agent monitors all open risks and flags escalations.

Can I convert an issue to a change request?

Yes. Open any issue, click the ⋯ menu, and select Convert to Change Request. The issue detail is pre-populated in the CR form.

How do I run an agent?

Go to AI Agents → Agent Library. Click Run Agent on any agent card. Configure the scope, analysis depth, and scheduling options, then click Run. Results appear in Execution Logs.

How do I schedule an agent to run automatically?

In the agent configuration drawer, set Schedule to Scheduled and pick a date/time. Recurring schedules (daily, weekly) are available on Professional and Enterprise plans.

Where do I see agent results?

Go to AI Agents → Execution Logs. Each run shows the agent name, timestamp, status, duration, and a full output report. Click any log entry to read the detailed analysis.

How do I use the Ask Agent chat?

Open the AI panel (bottom-right corner) or navigate to AI Agents → Ask. Type your question in natural language — e.g. "Which projects are at risk of budget overrun?" — and the agent will query your live project data to respond.

Adroyt billing is handled by Stripe. This guide covers how to start a subscription, change plans, top up AI credits, and download invoices. For current prices, always refer to the pricing page — it is the authoritative source.

Plans and trials

Every workspace starts on a free trial that includes the core platform and a set amount of AI usage. When the trial ends, you choose a paid plan from Settings → Billing. The available tiers, what each one includes, and seat pricing are listed on the pricing page; we keep that page current and avoid restating prices here so you never see stale numbers.

Start a subscription

Go to Settings → Billing and click Choose plan. You are forwarded to Stripe Checkout to enter card or bank details. Stripe processes the payment securely — Adroyt never sees your full card number. Once payment succeeds, your plan upgrades within seconds and you receive a receipt by email.

Billing cycles and invoices

Subscriptions renew on the same calendar day each month (or year, for annual plans). A few days before each renewal, Stripe sends a reminder. After every successful payment, an invoice PDF is emailed to the billing contact and saved in Settings → Billing → Invoices, where you can download any past invoice for your records.

Change or upgrade your plan

Open Settings → Billing and click Change plan. Upgrades take effect immediately and are pro-rated for the remainder of the current cycle. Downgrades take effect at the end of the current cycle so you keep paid features until renewal. Seat counts adjust automatically as you add or remove members.

AI credit packs

AI agents consume credits when they run. Every plan includes a monthly credit allowance; if you need more, buy a one-off credit pack from Settings → Billing → Add-ons. Packs do not expire and stack on top of your monthly allowance — they are consumed only after the monthly allowance is used up. Storage add-ons work the same way.

Cancel a subscription

You can cancel any time from Settings → Billing → Cancel subscription. The cancellation is a two-step confirmation to prevent accidental loss of access. Your workspace stays on the paid plan until the end of the current billing cycle, then drops to read-only — your data is retained and reactivated immediately if you re-subscribe. For full deletion of your workspace and data, see the security section below.

Billing questions

For invoice corrections, VAT receipts, payment-method updates, or enterprise terms, email [email protected] with your workspace name and the invoice number if relevant.

This guide covers the controls you have over your account, your workspace data, and how Adroyt protects it. For our full security posture, see the security page; for legal terms, see the privacy notice and data processing addendum.

Sessions and sign-in

Authentication is handled by Supabase Auth. Sessions are stored in secure HTTP-only cookies and expire automatically after a period of inactivity. You can review and revoke active sessions from Settings → Security → Active sessions — useful if you sign in on a shared device or lose a laptop. Repeated failed sign-in attempts trigger a temporary lockout to slow down brute-force attacks.

Two-factor authentication (2FA)

You can add an extra layer of protection with TOTP-based 2FA from an authenticator app (Authy, Google Authenticator, 1Password, and similar). Enable it from Settings → Security → Two-factor authentication. When you enrol, save the recovery codes in a safe place — they are the only way back in if you lose your authenticator device. Workspace admins can require 2FA for all members.

Data residency

Adroyt is hosted in the European Union (Frankfurt, Germany) and your workspace data does not leave the EU during normal operation. This applies to the application database, file uploads, and backups. Sub-processors that handle limited data (for example, Stripe for payments) are listed in our data processing addendum with their respective regions.

Encryption

All traffic to and from Adroyt is encrypted in transit with TLS. Data at rest in the database and object storage is encrypted by our infrastructure providers. Passwords are hashed by Supabase Auth and never stored in plain text.

Data export (right to portability)

You can export your workspace data at any time. Open Settings → Data export and choose the categories you need (projects, risks, financials, audit log, and more). The export runs in the background and you receive a download link when it is ready, in JSON or CSV format. Individual users can also download their personal data from Profile → Download my data.

Data deletion (right to erasure)

Workspace admins can request full deletion of the workspace from Settings → Danger zone → Delete workspace. The request enters a verification window so accidental deletions can be reversed; once confirmed, all workspace records are permanently removed within the timeframe stated in our privacy notice. To remove only your own personal data while remaining a member of someone else's workspace, contact your workspace admin.

Reporting a security issue

If you discover a vulnerability or suspect your account has been compromised, email [email protected]. Please include enough detail for us to reproduce the issue and do not publish it publicly until we have responded. Our full coordinated-disclosure policy is on the security page.

What integrations are available?

Adroyt integrates with Jira (bi-directional issue sync), MS Project (import), Slack (notifications), Microsoft Teams (notifications), Salesforce (opportunity-to-project handoff), and GitHub (pull request tracking). More integrations are added regularly.

How do I set up a Jira integration?

Go to Settings → Integrations. Click Connect next to Jira. Enter your Jira base URL and API token. Select the projects to sync and configure field mappings. The first sync runs immediately.

Contact our support team at [email protected]. Enterprise customers can reach their dedicated success manager directly.