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Join our waitlist ✨ Introduction #
The Align Panel is a guided setup tool built into Kaamfu to help new organization owners and admins get their workspace ready for real-time operations. It presents all the essential onboarding steps in one place, ensuring that nothing is missed during the initial setup.
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🎯 Why This Feature Matters #
When a new workspace is created in Kaamfu, owners and admins must perform several setup actions before the team can begin work — from inviting members to setting up workday rules. The Align Panel brings all these steps together in a single, organized checklist.
It was designed to:
- Simplify the onboarding process for new users.
- Prevent configuration errors or missed steps.
- Enable teams to start tracking time and productivity immediately.
By using the Align Panel, new workspaces reach full operational readiness faster and more confidently.
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👤 Who Should Read This #
The Align Panel is visible only to users with higher-level permissions — specifically, workspace Owners and Admins
- Owners use it to set up their workspace from scratch and establish control rules.
- Admins use it to configure settings, projects, and reports based on the owner’s mandates.
Members do not access or see the Align Panel.
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📝 What This Guide Covers #
This article helps you understand the role and layout of the Align Panel.
It explains:
- Where to find the Align Panel.
- What the 7 alignment steps are.
- How each step contributes to workspace setup
By the end, you’ll understand the purpose and structure of the Align Panel before you start completing its steps.
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📄 Feature Overview #
The Align Panel appears in the left sidebar of Kaamfu’s main interface. It opens automatically for Owners and Admins when a new workspace is created.
It contains seven structured setup steps designed to cover every critical configuration:
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- Invite your team – Add members to begin collaboration.
- Designate workspace admins – Assign management roles.
- Define mandates for Workstation Connect – Choose who must use the desktop app for shift tracking.
- Configure workday settings – Set timezone, work hours, and workweek.
- Enable enterprise support – Add Kaamfu’s support specialist as an admin.
- Build projects in the Work panel – Create Spaces, Boards, and Items.
- Manage workspace reports – Configure productivity and activity reports.
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These steps collectively prepare your workspace for active, trackable, and collaborative work.
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💡 Key Benefits #
The Align Panel offers several key advantages for workspace setup:
- Centralized setup: All essential onboarding actions in one guided flow.
- Faster readiness: Complete workspace alignment without navigating multiple panels.
- Error-proof onboarding: Each step includes direct links and guidance to ensure correct configuration.
- Structured visibility: Admins can see which steps are done and which remain pending.
Together, these benefits make the Align Panel the quickest path to getting your workspace running smoothly in Kaamfu.
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.🔗 Related Resources #
Here are other guides that will help you complete your setup:
- How to Align Your Workspace in Kaamfu?
- What is the Work Panel?
- How to Create a Space Group
- How to Configure Workday Settings
These articles will help you understand and configure each element linked from the Align Panel.
