---
auto_generated: true
created: 2026-05-19
manual_updated_at: 2026-05-19
modified: 2026-05-19
name: User_Manual
status: active
tags:
- client/oliver
- domain/analytics
- domain/devops
- domain/security
- tech/azure-ad
- tech/react
- tech/typescript
- type/sop
type: sop
---

# CC Dashboard User Manual

## What This Tool Does

CC Dashboard is a centralized command center for the Oliver agency team. It provides real-time visibility into project timelines, team availability, and resource allocation through an integrated calendar and task management system. It also serves as an administrative hub for managing system keys, user access, and integrating with Azure DevOps for synchronized project data.

## Who Uses It

*   **Project Managers & Team Leads:** Use the Calendar and Tasks views to oversee project schedules, identify bottlenecks, and manage workloads.
*   **Administrators:** Manage API keys, user roles, and Azure DevOps connections via the Admin panel.
*   **Developers:** Monitor development operations and sync project data from Azure DevOps.

## How to Access

1.  Navigate to the application URL (configured via `BASE_PATH`, typically `/cc-dashboard`).
2.  **Login:** You will be redirected to the Oliver Agency Azure AD Single Sign-On (SSO) portal.
    *   If you are logging in for the first time and your email is listed in `ADMIN_EMAILS` in the `.env` file, you will automatically be granted admin privileges.
    *   Other users will have standard access unless manually promoted.
3.  **Local Development:** Developers can bypass SSO by setting `DEV_AUTH_BYPASS=true` in the `.env` file and using the `DEV_USER_EMAIL`.

## Main Workflows

### 1. Viewing Project Availability (Calendar)

The Calendar view provides a Gantt-style visualization of tasks.

1.  Navigate to the **Calendar** tab.
2.  Use the **Segmented Control** to switch between **Week** and **Day** views.
3.  Click the **chevron arrows** to navigate forward or backward in time.
4.  **Interpret the View:**
    *   Horizontal bars represent tasks.
    *   The height of the bar corresponds to the task duration.
    *   Overlapping bars in different vertical lanes indicate parallel workstreams.
    *   Use tooltips on any bar to see detailed task information.

### 2. Managing Tasks

1.  Navigate to the **Tasks** tab.
2.  **Create a Task:**
    *   Click the **Add Task** button (plus icon).
    *   Fill in the title, start/end dates, and assignee.
    *   Click **Save**. The task will appear in the Calendar view.
3.  **Edit/Delete Tasks:**
    *   Click on an existing task row to open the edit modal.
    *   Use the context menu or delete icon within the modal to remove a task.

### 3. Administrative Actions

1.  Navigate to the **Admin** tab (visible only to users with admin roles).
2.  **Manage Users:**
    *   View the list of all registered users.
    *   Update roles or status as needed.
3.  **Manage API Keys:**
    *   Click **Create Key** to generate a new API key for external integrations.
    *   Click **Revoke** next to any key to invalidate it.
4.  **Azure DevOps Integration:**
    *   Navigate to the **DevOps** tab.
    *   Connect your Azure DevOps organization and project using your Personal Access Token (PAT).
    *   Configure the sync interval (default is 15 minutes) to keep project data up to date.

### 4. Generating Reports

*   Automated daily and weekly reports are generated via email using Anthropic Claude.
*   Configuration is handled server-side via `DAILY_REPORT_HOUR` and `WEEKLY_REPORT_DAY` environment variables.
*   Viewers can access historical reports via the **Reports** tab if stored locally.

## FAQ

**Q: Why can't I see the Admin tab?**
A: You do not have admin privileges. Contact an existing administrator to update your role, or add your email to the `ADMIN_EMAILS` list in the server environment configuration for automatic admin access on first login.

**Q: How do I reset my password?**
A: Passwords are managed through the Oliver Agency Azure AD SSO. Please contact your IT support for account recovery.

**Q: The calendar looks empty. Why?**
A: Ensure you have tasks created. If you use Azure DevOps, ensure the DevOps connection is active and the sync has completed. You can check the DevOps tab for sync status.

**Q: Can I use this on mobile?**
A: Yes, the dashboard is responsive. However, complex calendar manipulation is best done on a desktop browser.

## Related
- [[01 Projects/cc-dashboard/USER_MANUAL.md]]