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Platform User Guides

This section provides role-based walkthroughs for daily platform use.

Choose Your Portal

  • Association users: use your association portal URL
  • Company users: use your company portal URL
  • Customer users: use your customer portal URL
  • LMS learners: use your LMS learner portal URL

Sign-In Entry Screen

Use your role account email and password on the shared identity sign-in page.

Sign-in page

Step Checkpoint - Use as reference: The screenshot above shows the standard sign-in experience across portal roles. - Expected result: valid credentials route the user to the correct role dashboard. - If different: verify portal URL and account role, then retry sign-in.

How To Use This Guide

  1. Start with the page for your role.
  2. Follow steps in order for each workflow.
  3. Use troubleshooting notes when a screen shows an error banner.

Role Guides

  • Customer workflows:
  • /guides/customer/journey/
  • /guides/customer/support-billing/
  • Company workflows:
  • /guides/company/onboarding/
  • /guides/company/operations/
  • /guides/company/finance-training/
  • Association workflows:
  • /guides/association/governance/
  • /guides/association/operations-compliance/
  • /guides/association/finance-reports-lms/

Environment Scope

These walkthroughs use seeded sample data so pages display realistic records for training and onboarding.