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Your first week

SABLE gives you a daily loop. Run it each morning and you will always know what needs you.

Every day​

  1. Run Go SABLE on Home. Open Home and run Go SABLE to build the morning board — a scoped summary of what changed and what needs attention across your projects.
  2. Ask SABLE a question. Use it for anything the board does not answer: a project status, a promise, or a document. Answers come from the project data and documents you can access, and cite their sources.
  3. Open your client, then your project. Start on Projects, open a client with a current project, then open the project. Meetings, important emails, notes, decisions and next steps are at the top. Kickoff discovery, client intelligence and scope evidence sit in Background when you need them.
  4. Check Drafts. Drafts holds client updates, SOW drafts, readouts and scope memos waiting for your review.

If you are a lead, also daily​

  1. File new email and meetings. Admins open Approvals → Filing and attach every email and meeting to a project. Until it is attached, that record is not searchable and will not appear on a project page.
  2. Clear Approvals. Open Approvals and work each tab: Client-facing drafts open in Drafts, and Calendar & requests are decided in place. Prompt owners review proposed prompt changes on Admin → Prompt. Some kinds change SABLE the moment you approve them; nothing outbound sends itself.

That is the whole routine. Portal is on the main menu and Availability and Artifacts are always in More; leads also get Approvals on the main menu, and admins get Kickoff, Scope, Outcome and the admin group.

Deactivate a user​

Admins can open Users, turn off Active beside a person, and confirm the named account. SABLE denies subsequent requests from that person, including requests from existing sessions. Their role, project assignments, and history are preserved. You cannot deactivate yourself or remove the last active administrator. An inactive person cannot receive a new invitation or password reset from SABLE until an admin reactivates them.

Turn Active back on to restore the original account's access. A still-valid session may work again after reactivation; this control suspends SABLE access rather than deleting the login. Previously downloaded files and recording links are not revoked. Jobs acting as that person and portal notifications are denied while inactive; work already in progress may have started before the change. Review any skipped automation after reactivation.