BRP

1. Introduction

Welcome to the user guide. This guide will help you understand how to use the product efficiently.

2. Getting Started

  • Logging In

3. User Interface Overview

  • Dashboard
  • Navigation Panel
  • Programs
  • Solution

4. Core Features

  • Programs: The program(s) that you are a part of can be accessed via the collapsible "Programs" menu item in the Navigation Panel.

    How-To:
    1. To view your progress, requirements, etc. for a particular program, click on the desired program name within the the collapsible "Programs" menu.
    2. Once a program is selected, you will see a description of the program, the participants, and your progress (also available at the top as a progress bar, right under the program name), total saved, and history.
    3. Clicking on the "My Progress" tab displays tiles with the training resources that need to be completed (outlined in red) or have been completed (outlined in green).
    4. Clicking the "My History" tab displays your total savings throughout the program, as well as the credit score increase. The table displays:
      • checkpoints
      • amount of money saved at each checkpoint
      • credit score at that checkpoint,
      •  whether an image is attached and verified
      •  available actions (i.e., view or add image)

        * If a checkpoint does not have an image, one can be uploaded by selecting the three dots in the "Actions" column for that checkpoint. Then, select the "+ Add Image" option. A modal will open prompting you to select a banking receipt. Once you’ve selected the appropriate receipt, click “Add” to associate the image with the checkpoint. 

5. Advanced Settings

  • Customization Options
    • Dark & Light Mode Toggle: Users can seamlessly switch between "Dark Mode" and "Light Mode" using a toggle button located at the top right-hand side of the toolbar. When toggled, the icon dynamically changes between a sun (light mode) and a moon (dark mode), ensuring a visually adaptive experience.  

6. Troubleshooting

  • Common Issues & Fixes

7. FAQs

  • Frequently Asked Questions