# Pacio User Operations Manual & Visual Handbook > **Living Documentation Status**: Active & Synchronized > **Release Version**: `v0.1.0` > **Target Deployment Environment**: `Cloudflare Pages Edge (V8 Serverless Isolates)` > **Database Engine**: `Cloudflare D1 Distributed SQLite` > **Last Synchronized**: `2026-10-24 08:57:33 UTC` ### Verified Active Route Inventory | Route Path | Scope / Purpose | Access Requirement | | :--- | :--- | :--- | | `/` | Public Landing & Feature Showcase | Public | | `/[orgSlug]` | Core Application View | Authenticated User | | `/[orgSlug]/dashboard` | Core Application View | Authenticated User | | `/awaiting-approval` | Pending Authorization Holding Room | Registered (Pending Status) | | `/compare/kynov-vs-jira` | Core Application View | Authenticated User | | `/compare/kynov-vs-linear` | Core Application View | Authenticated User | | `/dashboard` | Core Application View | Authenticated User | | `/forgot-password` | Tokenized Self-Service Password Recovery | Public / Anonymous | | `/join` | Core Application View | Authenticated User | | `/landing` | Core Application View | Authenticated User | | `/login` | User Sign-In & Authentication Form | Public / Anonymous | | `/privacy` | Core Application View | Authenticated User | | `/projects/[projectId]` | Core Application View | Authenticated User | | `/projects/[projectId]/reports` | Core Application View | Authenticated User | | `/projects/[projectId]/settings` | Project RBAC & Workflow Settings | Admin Only | | `/register` | Core Application View | Authenticated User | | `/reset-password` | Password Reset Credential Update | Token Holder (15-min TTL) | | `/signup` | New User Self-Registration Portal | Public / Anonymous | | `/terms` | Core Application View | Authenticated User | --- ## 1. Welcome to Pacio (The 30-Second Overview) ### What is Pacio? Pacio is your team's central workspace for managing agile software delivery, tracking tickets, and publishing architecture documentation. Built directly on Cloudflare's serverless edge network, Pacio delivers sub-20 millisecond response times globally and has zero per-user licensing fees. ### The 3-Step Work Lifecycle ``` +--------------------+ +---------------------+ +--------------------+ | 1. CAPTURE WORK | ---> | 2. MOVE ON BOARD | ---> | 3. MEASURE VELOCITY| | Stories, Bugs, ADRs| | To Do -> Done Lanes | | Burndown & Health | +--------------------+ +---------------------+ +--------------------+ ``` 1. **Capture Work**: Log User Stories, Bugs, Epics, Tasks, and Knowledge Base documents with rich markdown and attachments. 2. **Move on Board**: Drag cards across customizable Kanban swimlanes to provide instant visual transparency on active progress. 3. **Measure Delivery**: Monitor automated completion metrics, story point burndown charts, and Work-In-Progress (WIP) safety caps in real time. --- ## 2. Getting Started & Authentication Flows (Step-by-Step with Visuals) ``` +-------------------------------------------------------------------------------------------------------------+ | FLOW 2: AUTHENTICATION & ACCESS LIFECYCLE | | | | [ 2.1 Register ] -----> [ 2.2 Holding Room ] -----> [ 2.3 Sign In ] -----> [ 2.4 Password Reset ] | | Enter name, email Status: PENDING Session Cookie 15-min Tokenized Email | | & strong password Awaiting Admin Review Admin / Member / Viewer via Resend Integration | +-------------------------------------------------------------------------------------------------------------+ ``` ### Flow 2.1: Creating Your Account 1. Open the login portal and click the **Create Account** tab (or navigate directly to `/login?tab=register`). 2. Fill in your details: - **Full Name**: Your first and last name (e.g., `Jordan Vance`). - **Work Email Address**: Your corporate email (e.g., `jordan.v@pacio.io`). - **Password**: A secure password (minimum 6 characters). - **Department**: Your team (e.g., `Frontend`, `Backend`, `QA`, `DevOps`, `Product`). 3. Click **Create Account & Enter Approval Queue**.  ``` +----------------------------------------------------------------------+ | [Pacio Logo] | | Sign In | [ Create Account ] | |----------------------------------------------------------------------| | Full Name: [ Jordan Vance ] | | Work Email: [ jordan.v@pacio.io ] | | Password: [ •••••••••••• 👁️ ] | | Department: [ Frontend Engineering ] | | [🔒 Gated Security: New accounts require Administrator approval] | | [ Create Account & Enter Approval Queue ] | +----------------------------------------------------------------------+ ``` --- ### Flow 2.2: The Holding Room (Awaiting Admin Approval) After registration, accounts are immediately quarantined in **PENDING** status to protect project integrity: - You will see the **Account Pending Approval** screen (`/awaiting-approval`). - An automated alert email is dispatched to the administrator. - Once approved, clicking **Check Status & Open Workspace** takes you directly to your project board.  ``` +----------------------------------------------------------------------+ | [⏳ HOLDING ROOM] | | Account Pending Approval | | | | Welcome Jordan Vance (jordan.v@pacio.io). Your registration is | | waiting for administrator authorization. | | | | Assigned Role: Viewer (Pending) | | Security Tier: Gated Isolation | | | | [ 🔄 Check Status & Open Workspace ] [ 🚪 Sign Out ] | +----------------------------------------------------------------------+ ``` --- ### Flow 2.3: Signing In & Session Security 1. Navigate to `/login`. 2. Enter your work email and password. 3. Or click **Continue with Google** / **GitHub** for one-click OAuth SSO. 4. Pacio generates an encrypted session cookie and directs you to your active project board.  ``` +----------------------------------------------------------------------+ | [Pacio Logo] Pacio [v1.0] | | [ Sign In ] | Create Account | |----------------------------------------------------------------------| | [ G Continue with Google ] [ 🐙 Continue with GitHub ] | | ------------------------ OR WORK EMAIL ----------------------------- | | Email: [ alex.chen@pacio.io ] | | Password: [ •••••••••••• 👁️ ] | | [ Sign In to Workspace ] | | [ Forgot password? ] | +----------------------------------------------------------------------+ ``` --- ### Flow 2.4: Self-Service Password Reset 1. Click **Forgot password?** or visit `/forgot-password`. 2. Enter your work email and click **Send Recovery Link**. 3. Check your email inbox for a message from `Pacio `. 4. Click the tokenized reset button within **15 minutes**. 5. Enter your new password and submit.  ``` +----------------------------------------------------------------------+ | 1. Request Link: Email: [ alex.chen@pacio.io ] [ Send Reset Link ]| | 2. Check Inbox: "Reset your Pacio password" (15 min link) | | 3. Set Password: New Password: [ •••••••••••• ] [ Update Password ]| +----------------------------------------------------------------------+ ``` --- ## 3. Daily Work & The Agile Board (For Team Members & Viewers) ``` +-------------------------------------------------------------------------------------------------------------+ | PACIO WORKSPACE HEADER | | [Logo] Pacio [Search: "KYN-101, bug, label..."] [Theme] [🔔 (2)] [+ Create Issue] [+ New Doc] (Avatar) | +------------------+------------------------------------------------------------------------------------------+ | SIDEBAR | TOP METRICS BAR | | | [Completion Rate: 75%] [Velocity: 28/35 pts] [In Flight: 5] [Open Defects: 2] | | [Proj: KYN v] +------------------------------------------------------------------------------------------+ | | KANBAN QUICK FILTERS | | > Board | [⚡ Only My Issues] [🚩 Flagged Blockers] [⏳ Recently Updated] | | > Backlog +------------------------------------------------------------------------------------------+ | > Documents | KANBAN BOARD | | > Team & Access | +-------------------+ +-------------------+ +-------------------+ +-------------------+ | | > Velocity Reports| | TO DO [3]| | IN PROGRESS [WIP 5]| | IN REVIEW [WIP 4]| | DONE [8]| | | | | 0 pts | | 12 pts | | 7 pts | | 28 pts | | | | +-------------------+ +-------------------+ +-------------------+ +-------------------+ | | Sprint 24 | | [Story] KYN-103 | | [Bug] 🚩 KYN-101 | | [Task] KYN-102 | | [Story] KYN-104 | | | 80% Complete | | Knowledge Base | | D1 Database schema| | Kanban drag fix | | RBAC Auth logic | | | | | 8 pts (Assignee)| | 5 pts (Assignee)| | 3 pts (Assignee)| | 5 pts (Assignee)| | | PERSONA SWITCH | +-------------------+ +-------------------+ +-------------------+ +-------------------+ | | [ Alex Chen v ] | | +------------------+------------------------------------------------------------------------------------------+ ``` ### Flow 3.1: Understanding the Board Swimlanes Your project board is organized into four intuitive stages: 1. **To Do**: Work scheduled for the current sprint that is ready for an engineer to pick up. 2. **In Progress**: Tasks actively being coded or developed right now. 3. **In Review**: Pull requests, quality assurance audits, and peer code reviews. 4. **Done**: Tested, approved, and shipped functionality. --- ### Flow 3.2: Moving Cards & Drag-and-Drop Etiquette - **Drag a Card**: Click and hold any ticket card, then drag it across columns. When released, the issue status updates instantly across all connected clients. - **Keyboard Navigation**: Click a card and use arrow keys to navigate and reposition cards with full WCAG accessibility. - **Quick Filters**: - **⚡ Only My Issues**: Filters the board to show only tickets assigned to your user account. - **🚩 Flagged Blockers**: Highlights cards marked as impediments needing immediate team unblocking. - **⏳ Recently Updated**: Sorts cards by latest activity timestamp. --- ### Flow 3.3: Understanding WIP (Work-In-Progress) Limits **Why does a column header turn red and pulse?** Work-In-Progress (WIP) caps prevent teams from taking on too many parallel tasks at once, ensuring high quality and steady delivery. - In Progress is capped at **5 issues**. - In Review is capped at **4 issues**. - If a team member drags an extra ticket into a full column, the count badge turns **bold red with a pulsing alert** (`[WIP 6/5]`). This reminds the team to help review or finish existing cards before starting new work.  ``` +-----------------------+ +-----------------------+ | IN PROGRESS [WIP 3/5]| | IN REVIEW [WIP 5/4]| <-- Red Pulsing Header! | 12 pts | | 14 pts (WIP Exceeded) | +-----------------------+ +-----------------------+ ``` --- ### Flow 3.4: Working with the Issue Detail Drawer Click any ticket key (such as `KYN-101`) to slide out the comprehensive ticket drawer.  ``` +-----------------------------------------------------------------------------+ | ISSUE DETAIL DRAWER [ X ] | |-----------------------------------------------------------------------------| | [Type: Bug v] KYN-101 [Status: In Progress v] [🚩 Add Flag] [🗑️ Delete] | | TITLE: Design and connect Cloudflare D1 distributed edge database schema | | METADATA: Assignee: Marcus Brody | Reporter: Alex Chen | Points: [ 5 pts ] | |-----------------------------------------------------------------------------| | DESCRIPTION | | Integrate Cloudflare D1 with Drizzle ORM bindings for serverless caching. | |-----------------------------------------------------------------------------| | SUBTASKS CHECKLIST (2 of 3 completed) | | [===================---------] 66% | | [x] Define Drizzle ORM SQLite tables in db/schema.ts | | [x] Generate D1 migration scripts via drizzle-kit | | [ ] Benchmark edge response times across Anycast PoPs | | [+ Add a subtask and press Enter...] | |-----------------------------------------------------------------------------| | LINKED ISSUES (2) | | (blocks) [● KYN-102] Kanban drag focus drops [In Review] [X] | | (relates to)[● CORE-101] Anycast DNS failover [Dev Implementation] [X] | | [Type: blocks v] [Select target issue v] [+ Link Issue] | |-----------------------------------------------------------------------------| | ATTACHMENTS (2) [+ Attach File] | | 📁 d1_schema_v2.sql (14.5 KB) [⬇️] 📁 latency_report.pdf (1.8 MB) [⬇️] | |-----------------------------------------------------------------------------| | ACTIVITY: Comments (4) | History (6) | | Alex Chen • 2 hours ago: | | "Ensure we test D1 local emulator in CI/CD pipeline. CC @marcus.b" | | [+ Add a comment... (use @name to mention colleagues)] | +-----------------------------------------------------------------------------+ ``` - **Story Points**: Enter estimated complexity (e.g., 1, 2, 3, 5, 8, 13) to feed velocity burndown charts. - **Subtask Checklist**: Type an item name and hit Enter. Checking off boxes updates the live percentage progress bar. - **Flagging Impediments**: Click **🚩 Add Flag**. The card displays an amber badge on the board so leads can step in to unblock you. - **Linking Issues**: Relate dependencies using `blocks`, `is_blocked_by`, or `relates_to` relationships. - **Colleague Mentions & Notification Bell (🔔)**: Type `@name` (e.g. `@sarah`, `@marcus`) in comments. The tagged colleague receives an unread counter on their notification bell in the top navigation bar. --- ## 4. Sprint Planning & Delivery (For Project Managers & Leads) ### Flow 4.1: Managing the Global Backlog vs. Active Sprint Pools 1. Click **Backlog** in the left sidebar navigation. 2. The backlog screen separates work into: - **Active Sprint (Sprint 24)**: Committed tickets currently under execution. - **Upcoming Sprint (Sprint 25)**: Scope staged for next sprint's kickoff. - **Product Backlog Pool**: Unscheduled tickets, feature ideas, and technical debt. 3. Drag tickets from the backlog pool into an upcoming sprint and verify total planned story points before starting the sprint.  --- ### Flow 4.2: Reading Velocity Reports & Burndown Charts Click **Velocity Reports** in the left sidebar to access team analytics.  ``` +-----------------------------------------------------------------------------+ | SPRINT 24 BURNDOWN & VELOCITY DASHBOARD | |-----------------------------------------------------------------------------| | [Completion Rate: 75%] [Velocity: 28/35 pts] [In Flight: 5] [Defects: 2] | | | | Story | | Points | | 35 | * | | 28 | * | | 21 | * (Ideal Burn - Dashed Line) | | 14 | *===== | | 7 | * ===== (Actual Burn - Solid Blue Line) | | 0 +----------*-----------*---------------------------------------> Day | | Day 1 Day 5 Day 10 Day 14 | +-----------------------------------------------------------------------------+ ``` - **Metric Cards**: - **Completion Rate**: Percentage of committed story points moved to Done. - **Velocity**: Story points completed out of total sprint scope (e.g., 28 of 35 pts). - **In Flight**: Count of issues currently undergoing active engineering. - **Open Defects**: Active bug tickets requiring resolution before release. - **Burndown Chart Interpretation**: - **Dashed Line (Ideal Burn)**: Linear guide showing where the team should be if work is completed evenly every day. - **Solid Blue Line (Actual Burn)**: Real-time points remaining. - **Trajectory Rule**: If the solid blue line is **below** the dashed line, the team is **ahead of schedule**; if **above**, the team is **behind schedule**. --- ## 5. Team Management & Governance (For Workspace Admins) ### Flow 5.1: The In-App Approval Center (`/team`) Administrators have exclusive access to the **Team & Access** panel to oversee team membership: 1. Click **Team & Access** in the left sidebar. 2. Review new registrations in the **Pending User Approvals** table. 3. Choose the appropriate role from the dropdown: - **Admin**: Full access to settings, user approvals, and project configuration. - **Member**: Standard team member who can create, edit, drag, and comment on tickets. - **Viewer**: Read-only stakeholder who can inspect tickets, read documents, and comment. 4. Click **Approve** to activate the user immediately.  --- ### Flow 5.2: Role Permission Matrix (Plain English Breakdown) | Feature / Action | Admin | Member | Viewer | | :--- | :---: | :---: | :---: | | **Sign In & View Kanban Board** | ✅ | ✅ | ✅ | | **Read Knowledge Base Documents** | ✅ | ✅ | ✅ | | **View Sprint Velocity Reports** | ✅ | ✅ | ✅ | | **Comment on Issues & Mention Colleagues** | ✅ | ✅ | ✅ | | **Create New Issues & User Stories** | ✅ | ✅ | ❌ | | **Drag & Drop Cards Across Swimlanes** | ✅ | ✅ | ❌ | | **Edit Story Points, Estimates & Subtasks** | ✅ | ✅ | ❌ | | **Create & Edit Knowledge Base Docs** | ✅ | ✅ | ❌ | | **Delete Issues or Documents** | ✅ | ❌ | ❌ | | **Approve Pending Users & Manage Roles** | ✅ | ❌ | ❌ | | **Configure Project Settings & WIP Caps** | ✅ | ❌ | ❌ | --- ### Flow 5.3: Emergency Access & Cloudflare D1 Console Recovery If an administrator is ever locked out of their account or requires CLI emergency access, they can directly approve and promote any account using Wrangler: ```bash # Direct Administrator Promotion via Cloudflare D1 npx wrangler d1 execute kynov_db --remote --command="UPDATE users SET status='APPROVED', role='Admin' WHERE email='harisarshad235@gmail.com';" ``` --- ## 6. Architecture Explained in 2 Minutes (Layman Edition) ### What is "The Edge"? Traditional apps host their servers and databases in a single data center (such as Northern Virginia or Frankfurt). If a team member in London, Tokyo, or Sydney accesses the site, requests must travel thousands of miles across undersea cables, causing slow page loads. Pacio runs on **Cloudflare Pages and Workers**, which deploy your code to over **300 global data centers**. When you open Pacio, you connect to a server within a few miles of your physical location, resulting in instant page loads and zero lag. ### Where Data and Files Live | Technology | What It Stores | Why It Matters | | :--- | :--- | :--- | | **Cloudflare D1 (SQLite)** | Issues, Sprints, Comments, User Profiles, Documents | Ultra-fast distributed database running queries in sub-15ms. | | **Cloudflare R2 Storage** | Attachments, PDFs, Image Screenshots, Log Files | High-speed file storage with **zero egress bandwidth fees**. | | **Resend API** | Transactional Password Reset & Admin Alert Emails | Reliable sub-second email delivery without managing SMTP servers. | --- ## 7. Visual Screenshot Asset Catalog & Placeholder Index The manual is pre-configured with standard visual placeholders. Team members capturing screenshots can save high-resolution PNGs to `/docs/assets/screenshots/` matching these exact slugs: | Slug | Image File Path | Target Interface View | | :--- | :--- | :--- | | `01-create-account` | `/docs/assets/screenshots/01-create-account.png` | Registration form with validation fields | | `02-awaiting-approval` | `/docs/assets/screenshots/02-awaiting-approval.png` | Holding page for PENDING users | | `03-sign-in` | `/docs/assets/screenshots/03-sign-in.png` | Sign-in dialog with email and password | | `04-password-reset` | `/docs/assets/screenshots/04-password-reset.png` | Password recovery request & new password form | | `05-kanban-wip-alert` | `/docs/assets/screenshots/05-kanban-wip-alert.png` | Kanban board with red pulsing WIP limit alert | | `06-issue-drawer-full` | `/docs/assets/screenshots/06-issue-drawer-full.png` | Slide-out drawer with subtasks and comments | | `07-backlog-sprint-planning` | `/docs/assets/screenshots/07-backlog-sprint-planning.png` | Backlog queue and sprint staging view | | `08-velocity-burndown` | `/docs/assets/screenshots/08-velocity-burndown.png` | Velocity report and sprint burndown chart | | `09-admin-team-approvals` | `/docs/assets/screenshots/09-admin-team-approvals.png` | Team management approval table with role selectors | --- *© 2026 Pacio Technologies. All rights reserved. Generated automatically via `npm run docs:sync`.*