# GLIDR Help Center

> Guides and answers for using GLIDR — a B2B SaaS for product management, idea validation, and lean-startup discovery.

## Getting started

- [GLIDR AI Business User Guide](https://help.glidr.io/getting-started/glidr-ai-business-user-guide): Get started with the GLIDR AI Business tier - create up to 10 projects, add ideas, run experiments, and invite teammates.
- [GLIDR terminology reference](https://help.glidr.io/getting-started/glidr-terminology): Glossary of the terms used throughout GLIDR — Ideas, Evidence, Connections, Canvas blocks, Trending Scores, and more.
- [Guide to Changing Tiers](https://help.glidr.io/getting-started/guide-to-changing-tiers): How to upgrade or downgrade your GLIDR tier and what to expect with your projects, settings, and integrations.
- [Integrations Overview](https://help.glidr.io/getting-started/integrations-overview): Overview of GLIDR's integrations with Zoom, Jira, Intercom, Trello, Slack, Figma, Zapier and more.
- [Welcome to GLIDR](https://help.glidr.io/getting-started/welcome-to-glidr): A short tour of what GLIDR is for and how to get started.

## GLIDR AI

- [AI-Suggested Evidence for Hypotheses](https://help.glidr.io/glidr-ai/ai-suggested-evidence-for-hypotheses): Let GLIDR AI suggest which Evidence best supports your Hypothesis when a connection isn't obvious.
- [Autogenerated Project Labels](https://help.glidr.io/glidr-ai/autogenerated-project-labels): Auto-generate project labels that categorize and sort projects by scanning project content for standout pillars of focus.
- [Custom Agent Prompts](https://help.glidr.io/glidr-ai/custom-agent-prompts): Curate a set of prefab prompts your team sees when they open the GLIDR AI Agent — so everyone prompts in clever, useful, and consistent ways.
- [Ecosystem Map](https://help.glidr.io/glidr-ai/ecosystem-map): Use the Ecosystem Map to visualize and compare data across customer segments, product features, and channels.
- [Enabling Customer Support Access](https://help.glidr.io/glidr-ai/enabling-customer-support-access): Grant GLIDR Customer Support temporary permission to access your organization for troubleshooting.
- [Generate a project with GLIDR AI](https://help.glidr.io/glidr-ai/generate-a-project): Use GLIDR AI to scaffold a complete project from a one-line idea.
- [GLIDR AI Agent](https://help.glidr.io/glidr-ai/glidr-ai-agent): Your Thought Partner for complex problem-solving, brainstorming, and strategic thinking. Each project has a unique Agent informed by its Dashboard and Canvas.
- [GLIDR AI Dashboard](https://help.glidr.io/glidr-ai/glidr-ai-dashboard): Tour of the GLIDR AI dashboard - Project Summary, Market Analysis, Ecosystem, Investment, Details, and Team sections.
- [GLIDR AI Generated Canvas](https://help.glidr.io/glidr-ai/glidr-ai-generated-canvas): Understand the color coding on your AI-generated Business Model Canvas - blue for AI-generated, white with blue corner for edited, and full white for new.
- [GLIDR AI Interview Templates](https://help.glidr.io/glidr-ai/glidr-ai-interview-templates): GLIDR AI automatically generates interview templates tailored to your project's customer segments with suggested questions and responses.
- [GLIDR AI Market Analysis](https://help.glidr.io/glidr-ai/glidr-ai-market-analysis): Real-time market data on your project's Dashboard - Target Market (SOM), Served Available Market (SAM), Total Addressable Market (TAM), and supporting resources.
- [GLIDR AI Pro Agent](https://help.glidr.io/glidr-ai/glidr-ai-pro-agent): The Pro Agent for Business and Enterprise tiers - customized prompts and project modifications based on agent conversations.
- [How to Generate a Project with GLIDR AI](https://help.glidr.io/glidr-ai/how-to-generate-a-project-with-glidr-ai): Step-by-step guide to generating a complete project with GLIDR AI, including canvas, market analysis, and ecosystem map.
- [How to Generate in the Sample Team](https://help.glidr.io/glidr-ai/how-to-generate-in-the-sample-team): Instructors and Cohort Admins can generate project data within an academic organization's Sample Team to demo or experience the student perspective.
- [How to Generate New Customer Segments and Key Partnerships](https://help.glidr.io/glidr-ai/how-to-generate-new-customer-segments-and-key-partnerships): Use GLIDR AI to generate new Customer Segments and Key Partnerships, complete with value proposition canvas and interview templates.
- [How to Sign Up for GLIDR AI](https://help.glidr.io/glidr-ai/how-to-sign-up-for-glidr-ai): Step-by-step guide for signing up with GLIDR AI - from creating your account to launching your first project.
- [Language Generation Selection](https://help.glidr.io/glidr-ai/language-generation-selection): Select from multiple languages when generating a project - English, Spanish, French, Italian, or Portuguese.
- [Portfolio Agent](https://help.glidr.io/glidr-ai/portfolio-agent): The Portfolio Agent leverages knowledge across all Projects and Collections within your Organization to provide cross-portfolio insights.
- [Prompt Generation Assistant](https://help.glidr.io/glidr-ai/prompt-generation-assistant): Let GLIDR AI assist with generating your Project Description from a pitch deck PDF or website link.

## Ideas

- [Adding an Idea](https://help.glidr.io/ideas/adding-an-idea): Add a new Idea from anywhere in GLIDR using the red + button or the + buttons on your Canvas.
- [Assigning Ideas](https://help.glidr.io/ideas/assigning-ideas): Assign Ideas to yourself or other team members from the Idea card or inline in List View.
- [Connecting Ideas](https://help.glidr.io/ideas/connecting-ideas): Add, edit, or remove Connections between Ideas to surface interdependencies in your product and go-to-market.
- [Idea Status](https://help.glidr.io/ideas/idea-status): Organize ideas as Active, Parked, or Archived, and filter the canvas by status.
- [Ideas Overview](https://help.glidr.io/ideas/ideas-overview): Tour the Idea card interface, including roadmap, status, theme, assignees, attachments, and connections.
- [Understanding the Trending Score](https://help.glidr.io/ideas/understanding-the-trending-score): The Trending Score is a weighted average of all the ratings your team assigns to Evidence, Research, and Experiments connected to an Idea.
- [Update Idea Results](https://help.glidr.io/ideas/update-idea-results): Mark Ideas as Validated or Invalidated based on the Evidence you've collected and the Trending Score.

## Evidence

- [Add Evidence](https://help.glidr.io/evidence/add-evidence): Add interviews, data, and other supporting Evidence to GLIDR from the platform, the Chrome Extension, or the Intercom Integration.
- [Connect and Rate Evidence](https://help.glidr.io/evidence/connect-and-rate-evidence): Connect Evidence to Ideas and Experiments, then rate each connection from Disconfirming to Confirming to feed the Idea's Trending Score.
- [Customer Profiles Contact List](https://help.glidr.io/evidence/customer-profiles-contact-list): Track contact information for every person associated with your Evidence so repeat interviews link to the same customer.
- [Evidence • Interview Overview](https://help.glidr.io/evidence/evidence-interview-overview): Capture insights, notes, and attachments from customer and stakeholder interviews to build a data-driven roadmap.
- [Evidence • Other](https://help.glidr.io/evidence/evidence-other): Use Evidence • Other to post survey results, landing page tests, secondary research, competitive analysis, and any other supporting evidence.
- [Evidence Overview](https://help.glidr.io/evidence/evidence-overview): Evidence is the data you generate to validate or invalidate your Ideas — interviews, support tickets, testing results, competitor analysis, and more.
- [Evidence Templates](https://help.glidr.io/evidence/evidence-templates): Create reusable templates for interview notes from the Templates tab or directly inside an Evidence card.
- [Intercom Evidence Overview](https://help.glidr.io/evidence/intercom-evidence-overview): Bring Intercom conversations into GLIDR as Evidence and link them to Ideas and Experiments.
- [Transcribe Evidence Audio](https://help.glidr.io/evidence/transcribe-evidence-audio): Record live conversations or upload audio/video files and have GLIDR transcribe them into an Evidence card.

## Experiments

- [Adding Experiments](https://help.glidr.io/experiments/adding-experiments): Add an Experiment from anywhere in GLIDR using the red + button or from the Experiments page.
- [Completed Experiments](https://help.glidr.io/experiments/completed-experiments): Lock an Experiment as Completed to preserve the integrity of its results. Completed Experiments are read-only.
- [Experiment: Analyze and Complete Phase](https://help.glidr.io/experiments/experiment-analyze-and-complete-phase): Record outcomes, capture insights, update Idea results, and complete the Experiment to lock it for data integrity.
- [Experiment: Plan Phase](https://help.glidr.io/experiments/experiment-plan-phase): Define the experiment name, hypothesis, details, success criteria, and connected Ideas during the Plan phase.
- [Experiment: Run Phase](https://help.glidr.io/experiments/experiment-run-phase): Attach or create Evidence in the Run phase, then rate each item against your success criteria before moving to Analyze.
- [Experiments Overview](https://help.glidr.io/experiments/experiments-overview): Use Experiments to design and run rapid tests against a clearly-articulated hypothesis, then track and analyze the results.
- [How Can I Go Back a Phase in My Experiment?](https://help.glidr.io/experiments/how-can-i-go-back-a-phase-in-my-experiment): Revert an Experiment to its previous phase from the three-dot menu. Note that completed experiments cannot be reverted.
- [How Do Connections Work in an Experiment?](https://help.glidr.io/experiments/how-do-connections-work-in-an-experiment): Connect Evidence and Ideas to an Experiment so that ratings flow through to every connected item.

## Product & business canvas

- [Business Canvas Overview](https://help.glidr.io/canvas/business-canvas-overview): Capture and develop ideas relating to your overall business model on the customizable Business Canvas.
- [Connecting Ideas on the Business Canvas](https://help.glidr.io/canvas/connecting-ideas-on-the-business-canvas): View, add, and remove Connections between Ideas on the Business Canvas to understand interdependencies.
- [Customize Your Product Canvas](https://help.glidr.io/canvas/customize-your-product-canvas): Customize Roadmap, Status, Theme sections, and Prioritization Scoring on the Product Canvas to fit how your team works.
- [ICE Scores](https://help.glidr.io/canvas/ice-scores): Score Ideas using Impact, Confidence, and Ease — a streamlined alternative to RICE.
- [Impact vs Effort Scores](https://help.glidr.io/canvas/impact-vs-effort-scores): Use the Impact vs Effort matrix to identify quick wins, time wasters, and major projects on your roadmap.
- [Introduction to Canvases](https://help.glidr.io/canvas/introduction-to-canvases): Understand when to use a Product Idea versus a Business Idea, and how Business and Product Canvases differ in GLIDR.
- [Introduction to Prioritization Scores](https://help.glidr.io/canvas/introduction-to-prioritization-scores): Combine quantitative scoring with product discovery to reduce subjectivity when prioritizing your roadmap.
- [Kanban view of the Product Canvas](https://help.glidr.io/canvas/kanban-view-of-the-product-canvas): Switch to Kanban view to organize Product Canvas ideas by Roadmap, Status, or Theme columns.
- [List view of the Product Canvas](https://help.glidr.io/canvas/list-view-of-the-product-canvas): Use inline quick actions to update Roadmap, Status, Theme, connections, and assignees from the Product Canvas List view.
- [Mission Model Canvas](https://help.glidr.io/canvas/mission-model-canvas): A canvas variant for non-profits, government agencies, and social enterprises — swaps Customers for Beneficiaries and Revenue for Mission Achievement.
- [Multiple Canvases in a Single Project](https://help.glidr.io/canvas/multiple-canvases-in-a-single-project): Manage multiple business models or product approaches within a single project using tags, connections, and custom themes.
- [Ordering Your Ideas on the Business Canvas](https://help.glidr.io/canvas/ordering-your-ideas-on-the-business-canvas): Use Kanban view to drag and drop ideas within or across sections of your Business Canvas.
- [Organizing your Ideas in the Product Canvas](https://help.glidr.io/canvas/organizing-your-ideas-in-the-product-canvas): Drag and drop ideas within and across sections on the Product Canvas to organize your roadmap.
- [Pain vs Frequency Scores](https://help.glidr.io/canvas/pain-vs-frequency-scores): Score Ideas by how often users experience a problem and how intense it is, focusing on customer perspective.
- [Product Canvas Overview](https://help.glidr.io/canvas/product-canvas-overview): Capture feature ideas, user stories, pain points, and opportunities on the Product Canvas.
- [Product Canvas: Remove/Add Sections](https://help.glidr.io/canvas/product-canvas-remove-add-sections): Toggle Status, Theme, and Prioritization Score sections on or off in the Product Canvas through Project Settings.
- [RICE Scores](https://help.glidr.io/canvas/rice-scores): Score Ideas using Reach, Impact, Confidence, and Effort to balance audience size against per-person impact.
- [Setting Up Prioritization Scores](https://help.glidr.io/canvas/setting-up-prioritization-scores): Enable Prioritization Scoring methods and customize their labels in Project Settings.
- [Switching Idea Types](https://help.glidr.io/canvas/switching-idea-types): Convert an Idea between the Product Canvas and Business Canvas when it fits better on the other side.

## Enterprise

- [Add Projects to a Collection](https://help.glidr.io/enterprise/add-projects-to-a-collection): Add or remove projects from a collection via the Home Collections menu. Removing a project from a collection does not delete the project itself.
- [Add to an Ecosystem Map](https://help.glidr.io/enterprise/add-to-an-ecosystem-map): Edit and add sections to the Ecosystem Map from Project Overview or Project Dashboard. GLIDR AI projects autopopulate from canvas and interview data.
- [Adding a Project Icon](https://help.glidr.io/enterprise/adding-a-project-icon): Upload a project icon to identify projects at a glance in your Inbox and Portfolio. Remove the icon to revert to the default image.
- [Create a Project in GLIDR AI](https://help.glidr.io/enterprise/create-a-project-in-glidr-ai): Add new projects with name, description, visibility, canvas template, language, and feature selections. AI is enabled by default and cannot be re-enabled later.
- [Create or Delete Collection](https://help.glidr.io/enterprise/create-or-delete-collection): Group projects into collections to monitor subsets and view their statistics together. Create from the sidebar, Home, or Portfolio Dashboard.
- [Customize the Project Dashboard Fields](https://help.glidr.io/enterprise/customize-the-project-dashboard-fields): Organization owners can customize project questionnaire fields - free-form text, single/multi-select dropdowns, and numeric fields - across all dashboards.
- [Customize Your Resource Menu](https://help.glidr.io/enterprise/customize-your-resource-menu): Organization owners can upload unlimited URLs to share resources with the entire organization through the customizable Resource Menu.
- [Getting Started Guide: Account Owner](https://help.glidr.io/enterprise/getting-started-guide-account-owner): Onboarding walkthrough for Enterprise account owners - create projects, set up canvases, add evidence, run experiments, manage your portfolio.
- [Getting Started Guide: Team Members](https://help.glidr.io/enterprise/getting-started-guide-team-members): Onboarding walkthrough for new Enterprise team members - join projects, work the canvas, add ideas and evidence, run discovery tasks.
- [Home Overview](https://help.glidr.io/enterprise/home-overview): The Home landing page surfaces projects, collections, search, an inbox of project updates, and drafts across your organization.
- [Horizon of Innovation](https://help.glidr.io/enterprise/horizon-of-innovation): How GLIDR assigns Horizon 1, 2, or 3 to a project based on its market and technology selections, following McKinsey's Three Horizons of Growth model.
- [Invite Members to Your Organization](https://help.glidr.io/enterprise/invite-members-to-your-organization): Add team members via Team Management. Assign Admin, Member, Limited Contributor, or Viewer roles. Invitations expire after one week.
- [Manage Project Settings](https://help.glidr.io/enterprise/manage-project-settings): Change project name, update visibility and access, toggle features like Product Board, edit canvas sections, or delete the project.
- [Manage Your Organization](https://help.glidr.io/enterprise/manage-your-organization): Configure organization-wide settings, permissions, customization options, and access logs from the Organization Management menu.
- [Organization Access Logs](https://help.glidr.io/enterprise/organization-access-logs): Owners can view a log of user access activity across their organization from the Access Logs tab in Organization Management.
- [Organization and Experiment Data Export](https://help.glidr.io/enterprise/organization-and-experiment-data-export): Export individual evidence as PDF or download all organization data as a CSV zip from Organization Management settings.
- [Portfolio Dashboard exports](https://help.glidr.io/enterprise/portfolio-dashboard-exports): Export your Portfolio Dashboard as a CSV or PDF — filter by project, collection, date range, and choose which metric columns to include.
- [Portfolio Dashboard Overview](https://help.glidr.io/enterprise/portfolio-dashboard-overview): A strategic dashboard for Enterprise and Business tiers consolidating all organizational projects, metrics, filters, and search across collections.
- [Project Dashboard Overview](https://help.glidr.io/enterprise/project-dashboard-overview): Tour of the Project Dashboard - project details, AI agent, exports, riskiest ideas, ecosystem, market analysis, investment, team, comments, experiments, and labels.
- [Project Financials](https://help.glidr.io/enterprise/project-financials): Enter investment and market size figures for your project from the Overview menu - amounts auto-save and update the Project Dashboard.
- [Project Status](https://help.glidr.io/enterprise/project-status): Move projects between Active, Backlog, and Archive states from project settings. Archived projects are view-only but data can still be exported.
- [Search Your Projects and Collections](https://help.glidr.io/enterprise/search-your-projects-and-collections): Use the left sidebar search to jump between projects and collections by name. For Business and Enterprise, the Portfolio Dashboard offers a broader view.
- [View Collections on the Portfolio Dashboard](https://help.glidr.io/enterprise/view-collections-on-the-portfolio-dashboard): Filter the Portfolio Dashboard by collection to see project data grouped within specific collections.
- ["You are not a collaborator on this project."](https://help.glidr.io/enterprise/you-are-not-a-collaborator-on-this-project): This alert means you haven't been added as a member of the project. Solid square icons in the sidebar mean you are a member; empty squares mean you are not.

## Posts & activity

- [Accessing Your Drafts](https://help.glidr.io/posts-activity/accessing-your-drafts): Find and continue work-in-progress Ideas, Evidence, Experiments, and Posts from the Notifications drawer.
- [Activity Feed Filters](https://help.glidr.io/posts-activity/activity-feed-filters): Filter the Activity Feed by card type, date, hashtag, or team member to surface what matters.
- [Activity Feed Overview](https://help.glidr.io/posts-activity/activity-feed-overview): View, comment, and sort through recent updates to your project from one consolidated feed.
- [Adding or Deleting a Post](https://help.glidr.io/posts-activity/adding-or-deleting-a-post): Quick-add a Post from anywhere in your project, publish it, save it as a draft, or delete it later.
- [Commenting on the Activity Feed](https://help.glidr.io/posts-activity/commenting-on-the-activity-feed): Leave comments on Ideas, Evidence, Discovery tasks, or Posts and @mention teammates to bring them in.
- [Convert a Post to Evidence](https://help.glidr.io/posts-activity/convert-a-post-to-evidence): Promote a Post to Evidence so it can be connected to Ideas and Experiments.
- [Manage Notification Preferences](https://help.glidr.io/posts-activity/manage-notification-preferences): Choose which project events trigger notifications — mentions, comments, favorites, new cards, and edits.
- [Notifications Overview](https://help.glidr.io/posts-activity/notifications-overview): Notifications are project updates delivered in-app and via email, configurable at the project or global level.
- [Post Overview](https://help.glidr.io/posts-activity/post-overview): Posts are the simplest GLIDR entry type — share updates, files, and hashtags with your team.

## Resource hub

- [Contacts Database](https://help.glidr.io/resource-hub/contacts-database): Browse, sort, and edit every Contact across your organization's projects in one place.
- [Evidence Locker](https://help.glidr.io/resource-hub/evidence-locker): See and tag every piece of Evidence across your organization's projects from a single view.
- [Research Hub](https://help.glidr.io/resource-hub/research-hub): View Evidence and Contacts from every project in your organization in one consolidated workspace.

## Integrations

- [Add a Figma Prototype to an Idea Card](https://help.glidr.io/integrations/add-a-figma-prototype-to-an-idea-card): Attach a Figma prototype to any GLIDR idea card so teammates can interact with the design in context.
- [Chrome Extension Overview](https://help.glidr.io/integrations/chrome-extension-overview): Capture highlighted text from any web page into GLIDR as evidence with one click.
- [Connect an MCP Client](https://help.glidr.io/integrations/connect-an-mcp-client): Connect Claude, ChatGPT, Gemini, or any other AI assistant to your GLIDR organization so it can answer questions using your projects, ideas, evidence, and interviews.
- [Create a Dropbox Zap](https://help.glidr.io/integrations/create-a-dropbox-zap): Build a Zapier zap that turns files added to a Dropbox folder into GLIDR evidence cards.
- [Create a Google Drive Zap](https://help.glidr.io/integrations/create-a-google-drive-zap): Build a Zapier zap that turns files added to a Google Drive folder into GLIDR evidence cards.
- [Create a Google Forms Zap](https://help.glidr.io/integrations/create-a-google-forms-zap): Build a Zapier zap that turns Google Forms submissions into GLIDR evidence cards.
- [Creating a Post via Email](https://help.glidr.io/integrations/creating-a-post-via-email): Cohort instructors, admins, mentors, and team members can create posts in a team's Activity Feed by emailing a team-specific address.
- [Email Integration Best Practices](https://help.glidr.io/integrations/email-integration-best-practices): Tips for managing the discovery process when creating evidence cards through GLIDR's email integration.
- [Email Integration Overview](https://help.glidr.io/integrations/email-integration-overview): Send email to a project-specific address to automatically create evidence cards in GLIDR.
- [Figma Integration Overview](https://help.glidr.io/integrations/figma-integration-overview): Enable the Figma integration on your project to attach interactive Figma prototypes to idea cards.
- [Integration for Slack Overview](https://help.glidr.io/integrations/integration-for-slack-overview): Keep product stakeholders informed by pushing GLIDR project activity into a Slack channel.
- [Integrations FAQ](https://help.glidr.io/integrations/integrations-faq): Frequently asked questions about GLIDR's platform integrations.
- [Intercom Integration Overview](https://help.glidr.io/integrations/intercom-integration-overview): Loop customer feedback from Intercom conversations into product development as GLIDR evidence.
- [Recommended Zaps for GLIDR](https://help.glidr.io/integrations/recommended-zaps-for-glidr): Suggested Zapier automations that bring outside data into GLIDR as evidence.
- [Set Up Integration for Slack](https://help.glidr.io/integrations/set-up-integration-for-slack): Connect a GLIDR project to Slack to push card creations, updates, comments, and @mentions into a chosen channel.
- [Set up the Chrome Extension](https://help.glidr.io/integrations/set-up-the-chrome-extension): Install the GLIDR Chrome extension and capture web text as evidence in your project.
- [Set Up the Trello Integration](https://help.glidr.io/integrations/set-up-the-trello-integration): Enable the Trello integration on a project, authorize the connection, and pick which boards to expose in GLIDR.
- [Set Up Your Intercom Integration](https://help.glidr.io/integrations/set-up-your-intercom-integration): Install and configure the Intercom integration so GLIDR can pull conversations in as evidence.
- [Trello Integration Overview](https://help.glidr.io/integrations/trello-integration-overview): Push validated GLIDR ideas to Trello boards for execution and task management.
- [Zapier Integration Overview](https://help.glidr.io/integrations/zapier-integration-overview): Enable Zapier on a GLIDR project to create or push Ideas and Evidence to and from other applications.
- [Zoom Audio Transcription & Recording](https://help.glidr.io/integrations/zoom-audio-transcription-recording): Transcribe and attach your Zoom recordings to evidence cards in GLIDR.
- [Zoom Integration](https://help.glidr.io/integrations/zoom-integration): Create GLIDR evidence directly from inside a Zoom meeting using the GLIDR app for Zoom.

## Project administration

- [Add Members to a Project](https://help.glidr.io/project-admin/add-members-to-a-project): Invite existing organization members into a project and pick a role for each.
- [Change the Organization Name](https://help.glidr.io/project-admin/change-the-organization-name): Rename your GLIDR organization from Team Settings in the Account Menu.
- [Delete a Project](https://help.glidr.io/project-admin/delete-a-project): Permanently delete or archive a Business or Enterprise project. Garage tier projects cannot be deleted.
- [Introduction to Viewers](https://help.glidr.io/project-admin/introduction-to-viewers): A project-level permission for internal stakeholders or external collaborators who only need read access.
- [Limited Contributors: Getting Started](https://help.glidr.io/project-admin/limited-contributors-getting-started): A starting walkthrough for Limited Contributors covering the canvas, adding evidence, the Chrome extension, and connecting evidence to ideas.
- [Limited Contributors](https://help.glidr.io/project-admin/limited-contributors): A project-specific role for team members who contribute evidence but cannot edit the roadmap.
- [Multiple Projects](https://help.glidr.io/project-admin/multiple-projects): Add and switch between projects within a GLIDR organization, and understand how project visibility differs across tiers.
- [Organization Permissions](https://help.glidr.io/project-admin/organization-permissions): The four organization-level roles in GLIDR — Owner, Admin, Member, Viewer — and what each can do.
- [Project Permissions](https://help.glidr.io/project-admin/project-permissions): The four project-level roles in GLIDR — Admin, Collaborator, Limited Contributor, Viewer — and what each can do.
- [Turn Features On and Off](https://help.glidr.io/project-admin/turn-features-on-and-off): Simplify each project's view by toggling individual GLIDR features on or off without losing data.
- [What is an Editor?](https://help.glidr.io/project-admin/what-is-an-editor): Editors handle project work and admin tasks in your GLIDR organization, with Owner, Admin, or Member roles.

## Account settings

- [Billing and Subscriptions](https://help.glidr.io/account-settings/billing-and-subscriptions): Cancel, pause, or change tiers on your GLIDR subscription from the Billing section of your profile.
- [Change Your Password or Email](https://help.glidr.io/account-settings/change-your-password-or-email): Update your GLIDR email address or password from Profile & Account Settings.
- [Changing your tier](https://help.glidr.io/account-settings/changing-your-tier): Upgrade, downgrade, or change billing on your GLIDR account.
- [Invite Others to GLIDR](https://help.glidr.io/account-settings/invite-others-to-glidr): Add team members to your organization with Member, Admin, or Viewer roles, then customize their project-level permissions.
- [14-Day Money-Back Guarantee](https://help.glidr.io/account-settings/money-back-guarantee): Request a full refund within 14 days of your first GLIDR AI purchase on Garage and Business plans.
- [Remove Members from Your Organization](https://help.glidr.io/account-settings/remove-members-from-your-organization): Disable a member to revoke access while preserving their contributions. Re-enable later from the Disabled tab.
- [Set Up Your Profile](https://help.glidr.io/account-settings/set-up-your-profile): Upload a profile photo and complete your profile so teammates can identify you in GLIDR.

## Tips & tricks

- [Add Attachments](https://help.glidr.io/tips-tricks/add-attachments): Upload reports, surveys, or audio recordings to any idea, evidence, experiment, or post. Drag and drop files directly onto the card.
- [Add, Edit or Delete a Comment](https://help.glidr.io/tips-tricks/add-edit-or-delete-a-comment): Use the Leave a Comment box to post, click to edit, and hover-then-X to delete. @mention teammates in your comment to notify them directly.
- [Adding Tags](https://help.glidr.io/tips-tricks/adding-tags): Apply tags to cards to organize and link content by topic. Tagged content surfaces through canvas filter icons, search, and the Activity Feed's right-side filter.
- [Comments Overview](https://help.glidr.io/tips-tricks/comments-overview): Comments enable team discussion on ideas, posts, evidence, and discovery tasks. Project members get notified by default; @mentions target individuals.
- [Contacts Database Tips](https://help.glidr.io/tips-tricks/contacts-database-tips): Search and manage the Contacts Database by keyword. View logged interviews per contact, add notes, and update individual or all interviews tied to a contact.
- [Delete Cards](https://help.glidr.io/tips-tricks/delete-cards): Permanently remove ideas, experiments, evidence, or posts from the card's three-line menu. Consider invalidating or parking cards instead - deletion cannot be undone.
- [Edit a Card](https://help.glidr.io/tips-tricks/edit-a-card): Click into any idea, evidence, or post to edit it - changes save automatically. Limited Contributors can only edit evidence they created.
- [Exporting Data in PDF: Step-by-Step](https://help.glidr.io/tips-tricks/exporting-data-in-pdf-step-by-step): Export ideas, experiments, evidence, the Project Dashboard, and the Portfolio Dashboard as PDF files with optional supporting evidence notes.
- [Keyboard Shortcuts](https://help.glidr.io/tips-tricks/keyboard-shortcuts): GLIDR text editor shortcuts for bold, italic, lists, headings, code, and quotes on macOS and PC.
- [Manage Project Notifications](https://help.glidr.io/tips-tricks/manage-project-notifications): Configure per-project notification preferences for mentions, comments, favorited cards, new cards, and card edits from the project settings menu.
- [@Mention Project Members](https://help.glidr.io/tips-tricks/mention-project-members): Type @ in a card summary or comment to surface a teammate list and notify them directly. Useful for routing attention to specific collaborators.
- [Riskiest Ideas/Hypotheses](https://help.glidr.io/tips-tricks/riskiest-ideas-hypotheses): Pin up to 10 critical assumptions on the Project Dashboard to prioritize what to test. Drag-and-drop to reorder, double-click to open the full card.
- [Search All Projects](https://help.glidr.io/tips-tricks/search-all-projects): Search cards across your organization from Home > Search or the in-project search bar. Use double quotes for exact phrases and a hyphen prefix to exclude terms.
- [Switching Between Organizations](https://help.glidr.io/tips-tricks/switching-between-organizations): Run multiple organizations or Garage projects with the same email and use Switch Organizations from your Account Menu to move between them.

## LaunchPad

- [5 Steps to Set Up Your Cohort | LaunchPad on GLIDR](https://help.glidr.io/launchpad/5-steps-to-set-up-your-cohort): Cohort Admin setup walkthrough - manage cohort settings, create teams, manage memberships, add resources, and select a canvas template.
- [Add a Cohort Member](https://help.glidr.io/launchpad/add-a-cohort-member): Invite instructors, mentors, and team members to a cohort from the Memberships tab.
- [Add a Comment](https://help.glidr.io/launchpad/add-a-comment): Comment on team activity to share thoughts, @mention specific colleagues, and like or reply for threaded discussions.
- [Add a Connection](https://help.glidr.io/launchpad/add-a-connection): Connect Customer Interviews to Hypotheses (and Hypotheses to each other), then rate evidence using a Trending Score.
- [Add a Customer Interview](https://help.glidr.io/launchpad/add-a-customer-interview): Capture customer discovery interviews to validate or invalidate hypotheses, then connect and rate them in the canvas.
- [Add a Hypothesis](https://help.glidr.io/launchpad/add-a-hypothesis): Add hypotheses to your canvas from the + buttons - the assumptions you're making about each section.
- [Add a Resource](https://help.glidr.io/launchpad/add-a-resource): Supplement your course with external materials, drag and drop to reorder, and reset edits as needed.
- [Archive/Remove a Team](https://help.glidr.io/launchpad/archive-remove-a-team): Org Owners and Cohort Admins can archive teams to hide them from the Leaderboard - hypotheses and evidence remain in total metrics.
- [Change a Team Name](https://help.glidr.io/launchpad/change-a-team-name): Team Admins and Cohort Admins can rename teams from the team settings or the cohort Teams tab.
- [Change Cohort Settings](https://help.glidr.io/launchpad/change-cohort-settings): Modify cohort name, start/end dates, and weekly reset day from the Wheel Icon next to the cohort name.
- [Change Email Address](https://help.glidr.io/launchpad/change-email-address): Update your email address through Profile and Account Settings.
- [Change the Weekly Interview Goal](https://help.glidr.io/launchpad/change-the-weekly-interview-goal): Set the number of customer interviews per team per week. The total weekly goal recalculates automatically.
- [Changing Instructor Presentation Comments to Public or Private](https://help.glidr.io/launchpad/changing-instructor-presentation-comments-to-public-or-private): Instructor Presentation Comments default to Private (Cohort Admins and Instructors only). Toggle to Public via the Presentations tab or Cohort Settings.
- [Collapse/Expand View](https://help.glidr.io/launchpad/collapse-expand-view): Toggle between a collapsed canvas overview and an expanded detailed view using the two arrows icon.
- [Create a New Team](https://help.glidr.io/launchpad/create-a-new-team): Add a new team to a cohort from the cohort Teams tab.
- [Export Your Canvas for a Presentation](https://help.glidr.io/launchpad/export-your-canvas-for-a-presentation): Export your canvas as an image for presentations - take a screenshot.
- [Exporting Your Data in CSV](https://help.glidr.io/launchpad/exporting-your-data-in-csv): Export your project or team data as a CSV zip file from Project Settings (Garage/Business/Enterprise) or Team Settings (Academic).
- [Frequently Asked Questions | LaunchPad on GLIDR](https://help.glidr.io/launchpad/frequently-asked-questions-launchpad-on-glidr): Common LPG questions - re-inviting students, password resets, removing students and teams, changing email, exporting canvas for presentations.
- [How to add a Presentation for LPG](https://help.glidr.io/launchpad/how-to-add-a-presentation-for-lpg): Upload weekly presentations for your team in the LPG Leaderboard.
- [How To Change Cohorts](https://help.glidr.io/launchpad/how-to-change-cohorts): Switch between cohorts within an organization using the left sidebar.
- [How To Generate Academic Teams](https://help.glidr.io/launchpad/how-to-generate-academic-teams): Cohort Admins can auto-generate complete team projects with canvas, dashboard, and interview guides from a project description.
- [Hypothesis Card Overview](https://help.glidr.io/launchpad/hypothesis-card-overview): Tour of the hypothesis card interface - favorites, connections, comments, canvas section, results, tags, attachments, and confirming/disconfirming status.
- [Instructor Guide | LaunchPad on GLIDR](https://help.glidr.io/launchpad/instructor-guide-launchpad-on-glidr): Weekly instructor practices in LPG - leaderboard monitoring, team check-ins, dashboard analysis, feedback, presentation management, and resource distribution.
- [Invite Multiple Users with CSV File](https://help.glidr.io/launchpad/invite-multiple-users-with-csv-file): Use a CSV template to bulk-invite multiple LPG members into a cohort at once.
- [LPG Roles & Permission Settings](https://help.glidr.io/launchpad/lpg-roles-permission-settings): Reference for the distinct permission levels in LaunchPad on GLIDR - Instructor, Cohort Admin, Cohort Mentor, Team Mentor, Team Admin, and Team Member.
- [Make a Team Private](https://help.glidr.io/launchpad/make-a-team-private): Cohort Admins and Team Admins can toggle team visibility to restrict canvas and interview data to team members and instructional staff.
- [Navigate to Another Team](https://help.glidr.io/launchpad/navigate-to-another-team): Switch between teams using the Cohort or Team Name dropdown at the top left.
- [Project Overview vs. Team Dashboard](https://help.glidr.io/launchpad/project-overview-vs-team-dashboard): Key differences between the Project Overview (team characteristics, problem/solution) and Team Dashboard (progress metrics).
- [Re-Invite a Cohort Member](https://help.glidr.io/launchpad/re-invite-a-cohort-member): Resend invitations to cohort members who haven't accepted their initial invite.
- [Remove a Cohort Member](https://help.glidr.io/launchpad/remove-a-cohort-member): Org Owners can disable a member via Team Management; Cohort Admins can remove from a specific team via Cohort Settings > Membership.
- [Select a Canvas](https://help.glidr.io/launchpad/select-a-canvas): Choose between the Business Model Canvas and Mission Model Canvas for your project or cohort - selection is permanent after team or project creation.
- [Setting Up Presentations](https://help.glidr.io/launchpad/setting-up-presentations): Create presentation dates, select which Canvas section to focus on, choose teams, and score and comment on submissions.
- [Teaching Assistant | LaunchPad on GLIDR](https://help.glidr.io/launchpad/teaching-assistant-launchpad-on-glidr): Quick reference for TAs - setting start dates, resources, exporting canvas, re-inviting participants, password resets, removing students and teams.
- [Team Member Guide | LaunchPad on GLIDR](https://help.glidr.io/launchpad/team-member-guide-launchpad-on-glidr): Getting started as a team member in LPG - adding hypotheses, customer interviews, mentor meetings, presentations, notifications, and team profiles.
- [View a Presentation PDF file](https://help.glidr.io/launchpad/view-a-presentation-pdf-file): Preview PDF presentations by hovering over the file and clicking the download icon.
- [View a Team Description](https://help.glidr.io/launchpad/view-a-team-description): Toggle team descriptions on the Leaderboard with the Show Team Descriptions icon.
- [View Class Videos](https://help.glidr.io/launchpad/view-class-videos): Access Steve Blank's Customer Discovery and Lean LaunchPad course videos within LPG and track watch time on the platform.