How To Manage Organization Wide Features in Scale B.O.S.S.

This guide shows how to control org-wide features in Scale B.O.S.S. so you can standardize workflows and notifications across your team. Follow it to enable personal Notes & Todos, schedule AI Weekly Insight Reports, and require manual user activation for staged onboarding. Use these settings to improve team organization, visibility, and security.

1. Navigate to https://app.scaleboss.ai

2. Open the user menu and select Settings.

3. Navigate to the Preferences sub-tab.

4. Look at the Features Section

5. Toggle the Notes & Todos to allow team members to create personal notes and track to-do items

6. Toggle the Weekly Insight Reports to get an AI-generated weekly business health summaries. You can select the day you would like to receive this report on here.

7. Toggle the Manual User Activation option to have New users start as Uninvited and must be manually invited from User Management. This allows you to create all team members at once and when you are ready to then send out their welcome email.