Business Management Systems
Getting and using the Systems add-on
The Systems module is offered as one subscription add-on. With it active, you can use all Systems features — there is no separate purchase per deliverable.
One add-on, all features
The add-on unlocks the entire Systems module, including Quality System Alignment and the features that follow. It is billed separately from your main plan and never changes your primary subscription tier.
Who can add it
The Systems add-on is available to subscribers on the top plan (Professional Advisor / Enterprise Workspace). If you are on another tier, upgrade to the top plan first, then add Systems to your subscription.
How to add it
- Open your Account page and find the Systems module card.
- Choose to add Systems and complete checkout.
- After upgrading to the top plan, you can also add Systems from the upgrade return prompt.
After it is active
Once active, the Systems area unlocks in the sidebar and the Check Alignment actions on strategies and diagnostics deep-link straight into a new system review. Access is always re-checked securely, not just in the interface.
How to use this in Cogliva
- Make sure you are on the top plan, then add Systems from your Account.
- Open Systems from the sidebar once the add-on is active.
- Use Check Alignment on a strategy or diagnostic to start a linked review.