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Getting Started & User Management

Learn how to set up your TechAlign account, invite team members, assign user roles, and begin your first assessment for a smooth onboarding experience.

Troubleshooting & Best Practices

Discover expert troubleshooting steps and proven best practices to resolve technical issues, optimize workflows, and ensure seamless use of TechAlign’s alignment and QBR features.

Scheduling & Notifications

Learn how to schedule assessments and QBRs, manage team calendars, coordinate meetings, and automate client notifications and reminders within the TechAlign platform.

Client & Data Management

Centralized tools for adding clients, managing multiple assessments, securely storing documentation, and organizing client data—ensuring efficient workflow and strong data security in TechAlign.

QBR (Quarterly Business Review) Automation

Learn how to generate, customize, and export automated QBRs, streamline business reviews, leverage AI recommendations, and enhance client conversations using TechAlign’s QBR tools.

Assessments Management

Centralize creation, customization, and tracking of client assessments. Streamline workflows, ensure data accuracy, and manage assessment templates for consistent, efficient technical reviews.

Subscription & Billing

Learn about subscription plans, feature limits, billing cycles, invoices, payment methods, and how to upgrade, downgrade, or manage your TechAlign account subscription.