Help — BOSS Workload

Audience: workload users · Last updated: May 26, 2026

Avatar dropdown

The top right of every page shows your avatar (your BOSS Identity profile picture, or your initials on a stable colour if you haven't uploaded one) and your email. Click it to open the account menu. Every signed-in reviewer sees the same dropdown items, in the order below — the role-gated topbar links (All boards, Admin) sit outside the dropdown.

Preferences — opens the workload-owned settings modal: per-status notification delivery (bulk vs. individual), default board view, separate spreadsheet- and kanban-column defaults, and a theme picker. Changes save inline as you toggle them — no Save button.

My profile — opens a modal over the current page; the BOSS Identity widget inside lets you edit your display name, picture, MFA, etc. Doesn't take you away from what you were doing.

Change password — same modal, jumps you straight to the password tab.

Help — this page.

Theme — cycles System → Dark → Light. The label updates inline; the choice persists across all pages.

Browser extension — opens /install.html, which detects whether the workload browser extension is loaded and walks you through installing or updating it.

Sign out — clears your workload session and redirects to the login screen.

All boards

Internal reviewers get a one-click jump to /epic/all via the All boards link in the topbar, sitting just to the left of Admin and the avatar. It lives outside the dropdown so it stays one click away. External reviewers don't see it — they're scoped to the epics they've been invited to.

Preferences

Workload-owned settings, distinct from the BOSS Identity profile modal. Opens in place; every control persists on change, so closing the modal saves nothing extra. Sections:

Notifications — for each ticket status, choose Bulk (rolled into the 15-minute digest) or Individual (sent immediately). Defaults to bulk for every status.
Board defaults — three controls. Initial board view picks which view new epics open in: Spreadsheet, Kanban, or Pulse. Spreadsheet — default columns toggles the eight table columns (Request, Type, Status, Priority, Submitted by, Account, Reporter, Submitted). Kanban — default columns toggles the seven status buckets (Backlog, Selected for Development, In Progress, Code Complete, For Review, Done, Void) — Void is off by default to match what the board itself shows.
Theme — same three states as the dropdown's Theme cycler, but selectable directly. Mirrors and updates the dropdown's inline label.

Preferences are stored against your reviewer record, so they follow you across devices. The theme also writes to localStorage so the next page load paints in the right mode before any script runs.

My profile

Edits route through the BOSS Identity account widget, which mounts inside a modal — no navigation away from the board, no risk of losing unsaved work on the page underneath. Close with the × button, by clicking the backdrop, or with Esc.

If the widget can't start a session (rare, usually expired wl_sid), the modal surfaces an inline error rather than bouncing you to the login page like the old /account.html did.

Change password

Same modal as My profile, opened on the password tab. After saving, the widget shows its own inline confirmation; your workload session stays valid so you don't have to sign back in.

Theme

The toggle lives inside the dropdown to keep the topbar tidy. Three states:

System — follow OS-level light/dark preference.
Dark — force dark.
Light — force light.

Persisted to your browser's storage, so it survives navigation and reloads.

Browser extension

The dropdown's Browser extension entry takes you to /install.html, which detects whether the workload extension is already loaded in your browser and either confirms the install or walks you through adding it from the Chrome Web Store. Safe to share with new teammates as the canonical install link.

Admin

Internal users see an Admin link in the topbar next to the avatar — kept outside the dropdown for one-click access to the epic-management surface. External reviewers don't see it.

Deep links

Any page accepts these query params so you can paste them into chat:

?account=profile — open the profile modal on load.
?account=change-password — open the password modal on load.
/account.html — auto-opens the profile modal (kept as a redirect surface for stale bookmarks). Append ?section=change-password to go to the password tab.
/epic/<id>?item=<ticket-key> — opens an epic with a specific ticket detail panel expanded.
/epic/all — the cross-epic kanban (internal only); same destination as All boards.
/install.html — extension install / status page; same destination as Browser extension.

Found a bug?

File it in the standard workload epic, or message #review on Slack. If something specific to the dropdown / modal looks off, screenshot it and include what page + browser you were on.

How to use BOSS Workload