Two Simple Ways to Widen Strategic Visibility
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Weekly Tips & Tricks

Hey Mal,

 

The more people who understand your strategic priorities, the more aligned—and effective—your organization becomes. Align gives you two easy ways to share visibility without overcomplicating access:

 

1. Viewer Users

Viewer Users get their own Align login, but they can’t edit, update, or be assigned anything. These accounts are read-only—they can’t be given priorities or tasks.
Ideal for:

  • Board members or advisors who want to monitor progress

  • Frontline team members who benefit from seeing dashboards and public priorities

  • Anyone who needs awareness, not responsibility

2. Huddle Viewers

Huddle Viewers are a type of huddle participant. You can make any user a Huddle Viewer—whether they’re a Viewer User or a regular Align user.
Huddle Viewers:

  • Don’t fill out any text sections

  • Can join live or receive the recap email

  • Perfect for keeping people in the loop without adding to their to-do list (think 1:1s)

Clarity scales. Use Viewers to make smart moves today—and set your team up for big wins tomorrow.

New Product Release: API Full Release

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    Call for Beta Users: Data Tables

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      What are Data Tables? Data Tables are an excel style view of metrics over time. You can view numbers by week, monthly, quarter, period, or year.  This is V1 and will be available as a standalone dashboard with minimal targets. 

       

      We plan to release updates to data tables throughout the rest of the year, and we need your feedback to help shape the feature. Apply Here!

      Ask Align Topic: User Types

      • Focus Topic: First 10 minutes will focus on best practices and practical advice. Talk through the best practices and what works for your specific company ...or ask questions about what you already have. 
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      The Align Team

      PS - We added a Weekly Tips and Tricks history page - check out past emails!

      John Spence EO Webinar - September 2025 (600 x 600 px)
      Ask Align - 10.24 Updated
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