Settings

Open Settings

Open Settings from the Client Admin sidebar while signed in with Client Admin access. Choose a section from the menu to view and edit it; changes save from that section's own save action.

• Settings configures organization-wide defaults. It does not change any one person's own Profile choices, such as their personal appearance or privacy controls.
• Only accounts with Admin access can open Settings, and every change applies to everyone in your organization.
• The Settings menu lists 13 sections: AI Providers and Tools, XP & BUX Boosts, Gamification, Behavioral Modules, Framing & Tone, Notifications, Privacy, wAIger, Marketplace, ROI Assumptions, Team Health, Pilot Targets, and BYTE Configuration.
• Each section saves on its own. When you change a value, an Unsaved changes bar appears at the bottom of the page; choose Save to apply it. If the settings cannot load, you see Settings source unavailable with a Retry action, and nothing can be edited until they load.
• Each section below lists its default, which applies until you save a change. In the Admin setup guide, Use defaults records that you reviewed a step and kept the current values.

AI Providers and Tools

Choose which AI tools your organization uses. Your choice decides which tool-specific learning content members can see and which providers appear in Token Management. Resources always stay available, and this setting does not turn BYTE on or off.

• Providers: OpenAI ChatGPT, Google Gemini, Anthropic Claude, Microsoft 365 Copilot, GitHub Copilot, Cursor, Perplexity, and Other AI tools. The default is OpenAI ChatGPT and Google Gemini. You must keep at least one provider on.
• Tools: when a provider is on, choose Tools to turn individual products on or off, such as ChatGPT or Codex under OpenAI, Gemini or Gemini CLI under Google, and Claude or Claude Code under Anthropic. Every tool is on until you turn one off, and at least one tool must stay on for each provider.
• Effect on content: a training, micro-learning, quest, challenge, or prompt that is built for a specific AI tool is offered only when that tool is on. Content that is not tied to a tool, and Resources, are always offered.
• Effect on Token Management: members see a tab for each of OpenAI, Google, and Anthropic that you turned on.
• Effect on setup: Setup (AI connectors) shows vendor setup notes for the providers you turned on. Only Claude Code and Codex can connect to Stride today.
• Launch needs at least one saved tool and your confirmation in the Admin setup guide.

Product and engagement

XP & BUX Boosts turns organization-wide surprise reward multipliers on or off and sets how often they run. Gamification is the master switch for the challenge and quest reward loop, with separate switches for daily challenges, streak tracking, badge awards, and points and rewards; the leaderboard switch here is read-only and is controlled from the Privacy section instead. Framing & Tone chooses how motivational messages are worded across your organization. BYTE Configuration turns BYTE on or off for your organization, controls its welcome message, answer length, rate limit, and check-in frequency, and shows the AI model and other platform-managed values as read-only reference.

• A person can still turn BYTE off for themselves from their own Profile even when your organization has it enabled.
• BYTE Configuration also has an option to leave personal details out of BYTE's prompts and related analytics for every employee.

XP & BUX Boosts

Boosts are surprise multipliers that apply to everyone in your organization. Stride picks the trigger times for you, and members see only the boost that is live right now, with no countdown. During a boost, the challenge and quest rewards members complete are multiplied.

• Enable boosts: on by default. Turning it off stops boosts for your organization.
• Boosts per day: 0 to 10, default 2. Set it to 0 to pause boosts without turning them off.
• Duration (minutes): 5 to 480, default 60.
• Daily window (UTC hours): Window start is 0 to 23, default 13, and Window end is 1 to 24, default 21. The end must be later than the start, or no boosts run until you fix it.
• Cycle pattern: a comma-separated list of 1 to 32 multipliers, each greater than 1 and up to 100. The default is 2, 2, 2, 3, so every fourth boost is 3 times. Each new boost uses the next value and then starts over.

Gamification and Framing & Tone

• Enable gamification: on by default. This master switch decides whether challenges, quests, badges, and rewards pay out. When it is off, nothing is awarded.
• Daily challenges, Streak tracking, Badge awards, and Points and rewards: each is on by default and can be turned off on its own while the master switch is on. Points and rewards covers XP and BUX from challenges, quests, learning, community, mentoring, the Rewards Catalog, Marketplace, and wAIger.
• Leaderboards appears here as a read-only switch. Turn leaderboards on or off for employees in Privacy.
• Framing & Tone: Gain Frame is the default and focuses on what members gain. Loss Frame focuses on what they might miss. Mixed (Personalized) adapts the wording to each person and is marked Recommended.

BYTE Configuration

• Enable BYTE: on by default. Each person can also turn BYTE off for themselves, and if either switch is off, BYTE is off for that person.
• Show welcome message: on by default. It controls whether the welcome appears the first time someone opens BYTE in a session. The wording is fixed.
• Minimize personal data in BYTE prompts: off by default. When on, BYTE leaves each person's name, behavioral profile, level, and streak out of its prompts and related analytics. BYTE still answers but stops personalizing to the individual.
• Maximum answer tokens: 150 to 4,000, default 800. The presets are Short (150), Standard (300), Long (500), Recommended (800), Extended (1200), and Maximum (4000). Brief answers use about half the limit, and Detailed answers up to double, capped at 4000.
• Rate limit: 10, 30, or 60 requests per minute for each person. The default is 30.
• Message frequency: Auto, Low, Medium, or High. Auto is the default and adapts to each person's own activity. Low speaks mostly when spoken to, Medium adds occasional check-ins, and High checks in often, including on every page change.
• Platform-managed (read-only): AI model, Reasoning effort, Conversation history window, and Volume-based graceful degradation are set by Stride and shown for reference.

Reporting and planning

ROI Assumptions sets the hourly rate, and optional rates for specific role groups, used to convert hours saved into a dollar value on executive reporting; leave a rate blank to hide the dollar figure. Team Health Thresholds sets the inactivity window for a member's Needs Support flag, the floor for the team activity banner, and the floor for the goal progress flag. Needs Support can identify a named team member when your organization's individual-metric visibility settings permit it; the team activity banner and the goal progress flag are aggregate signals. These are engagement indicators, not access to an individual's behavioral profile. Pilot Targets sets the adoption, engagement, and hours-saved goals, at 30, 60, and 90 days, that your organization's results are measured against.

• ROI Assumptions: Default hourly rate is in USD per hour and is blank by default. Leaving it blank hides dollar figures from executive reporting. Per-role overrides cover Software Engineering, QA, AI / ML / Data, Business Analyst, Product & Project, Sales & Business Development, Marketing, Leadership, Finance / Ops / HR, Cybersecurity, and Other, and a blank override uses the default rate. Each rate is a number greater than 0, up to 10,000.
• Team Health: Inactivity days is 1 to 90, default 7. A member shows as Needs Support after no activity for longer than that, or when their streak drops to zero. Team active % floor is 0 to 100, default 70. The Manager dashboard shows a team activity banner when the share of active team members is below it. Goal progress % floor is 0 to 100, default 50. Team Overview and Team Alerts flag a team whose goal progress is below this share of its own goal target. Only a goal that tracks a progress metric and has a live value is checked; a goal set to Not tracked (statement only), or one whose progress cannot be computed, is not flagged.
• Pilot Targets: Adoption rate (%) defaults to 25, 50, and 75 at 30, 60, and 90 days. Engagement rate (%) defaults to 30, 50, and 70. Hours saved (cumulative) defaults to 100, 250, and 500. Percent targets are 0 to 100, and each later target must be at least as high as the one before it. A Using defaults badge shows until you save your own.
• Pilot Targets also holds the Planned Stride start date card, which Evolvers see while your organization prepares.

Marketplace and wAIger

Marketplace chooses which optional Marketplace experiences, Badge Marketplace auctions, the Rewards Catalog, and Badge Collection, your organization makes available to start; existing balances, commitments, and history stay available even when an experience is turned off. wAIger is a separate BUX-only prediction-market experience with its own on or off switch here; turning it off immediately refunds every active wager and cannot be undone by turning wAIger back on.

• Turning off auctions, the Rewards Catalog, or Badge Collection first checks for outstanding obligations, such as active bids, pending redemptions, or owned badges, and asks you to confirm before disabling if any exist.
• Marketplace: Badge Marketplace auctions, Rewards Catalog, and Badge Collection are each on by default. Turning one off hides it and stops new activity, while existing bids, redemptions, and owned badges stay available.
• wAIger: on by default. Turning it off asks you to confirm because it refunds every active wager at once, and wAIger disappears from the sidebar.

Notifications and Behavioral Modules

Notifications and Behavioral Modules are informational today. Notifications shows which notification channels are available; in-app notifications are always on and no organization channel choice is saved from this page. Behavioral Modules lists the behavioral-science frameworks behind personalization; the core frameworks are always on and not configurable, and a few additional frameworks are listed as not available.

• Notifications: In-App is always on. Email, push notifications, and other delivery channels are listed as Not available. When your organization has turned on monthly surveys, a due survey opens as a pop-up when a member signs in.
• Behavioral Modules: Self-Determination Theory, HEXAD Archetypes, and Fogg Behavior Model are always on. Trust Framework, Friction Reduction, Cognitive Load Management, and Shadow AI Detection are listed as Not available.

Privacy

The Privacy section is an organization-wide control, separate from a person's own Profile privacy controls. It configures what employees and managers can see about each other, plus how long the platform keeps organization data.

Visibility controls here include leaderboards and their level, XP, and anonymous display options; the Spotlight page; whether new employees' profiles default to public (existing employees keep their own choice either way); which individual metrics, if any, a manager sees on their team roster; and whether peer activity shows a colleague's name and an exact completion time, or a redacted version of each. Retention controls set, for each of several data categories, such as BYTE conversation history, personalization event logs, and AI usage logs, how many days that data is kept before automatic deletion; leaving a field blank keeps that category indefinitely. A deactivated account's own erasure works the same way and cannot be undone once it runs. A separate legal hold switch pauses all automatic data deletion for the organization, including messaging, for when your organization is legally required to preserve records; use it only for that purpose, since it does not stop new data from being collected.

• Leaderboards: on by default. Show level and XP on leaderboard is on by default and Anonymous leaderboard is off. This is the only switch that turns leaderboards on or off for employees.
• Spotlight: on by default. Turning it off hides the Spotlight page for employees and the Success Stories authoring page for managers.
• New employees' profiles are public by default: on by default. It applies only to accounts created after you change it, when their invitation is created. Anyone can change their own profile visibility.
• Individual metrics visible to managers: on by default. When it is off, managers see team totals only. The visible fields are Level, Streak, Activity XP, Onboarding progress, Primary goal, Survey completion status, and Challenge participation, all on by default, and unchecking a field hides it from every manager's roster. Team totals are also withheld for teams smaller than your reporting privacy floor.
• Peer activity visibility: Show colleague display names and Show completion timestamps are both off by default. When they are off, the peer activity strip shows A colleague and a coarse time instead.
• Retention: enter each category in days, from 7 to 3650, or leave it blank to keep it indefinitely. BYTE conversation history starts at 30 days. Personalization event logs, Survey responses, AI usage logs, and Deactivated account erasure start blank. Legal hold is off by default.

Privacy-first preset

Apply privacy-first preset sets a stricter starting posture for several privacy options in one action. Every setting stays editable afterward.

• Leaderboards stay on, but they become anonymous and stop showing level and XP.
• Spotlight turns off.
• New members get a private profile by default. This applies only to new accounts.
• Managers see team totals only, not a named breakdown.
• Minimize personal data in BYTE prompts turns on.
• The preset does not change peer activity visibility, retention, legal hold, or your privacy notice.

1. Open Settings, then Privacy, and choose Apply privacy-first preset.
2. Review the list in the dialog.
3. Choose Apply preset.

Privacy notice

Your privacy notice tells members how their information is used. Members acknowledge the current notice at onboarding, before the assessment, and at a dashboard checkpoint if they are already onboarded. Until you publish a notice, nobody is asked to acknowledge one.

• Notice text can be up to 20,000 characters and is not machine-translated. Write it in the language your workforce reads.
• Publish new version is available only after you save your draft. To change a published notice, edit the text, save a draft, and publish a new version.
• When you publish a new version, members are asked to acknowledge it again.

1. Open Settings, then Privacy, and find Privacy notice.
2. Edit Notice text. The first time, the editor starts with a starter draft marked for review, so replace it with your own approved text.
3. Choose Save draft.
4. Choose Publish new version. The badge changes from Not yet published to Published, with the version number and date.