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
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:- To view your progress, requirements, etc. for a particular program, click on the desired program name within the the collapsible "Programs" menu.
- 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.
- 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).
- 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