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Training exercises · Training exercise

Exercise: take a first tour

A 10-minute introduction to navigation, roles, and help.

Where
Staff portal > Dashboard
Access
Use an authorized demo role. These exercises do not require saving, sending, or approving.
Try this exercise in the demo

Opens the demo in a separate window. Place it beside these instructions to follow along. Sign in if prompted.

Start this exercise

Choose Try this exercise in the demo in the online guide. Sign in if prompted. The correct staff section opens with these instructions beside it. Collapsing the panel does not close your record or clear form entries.

Use clearly fictional records. If an example record is missing or your role cannot view it, skip that inspection and read the related guide; do not create records or change permissions to complete this exercise.

Practice steps

  1. If prompted, sign in using the staff demonstration sign-in shown on its page. These instructions appear after sign-in.
  2. Find your displayed role and open Dashboard. Identify one attention item and the section it leads to.
  3. Open Businesses, then return to Dashboard using the navigation.
  4. Open Help with this page and verify that Dashboard help opens separately.
  5. Find the Roles article and the Demo boundaries article.

Check your understanding

  • Can you distinguish your staff role from your account name?
  • Which actions would change records or send a message?
  • Why does the locked mailbox panel not mean every email function is disabled?

Finish

You can identify your role, return to Dashboard, and find help for the current page.

Close any opened record or report. Leave the sample data unchanged. Completion is for your own learning; this guide does not issue a certificate or record course completion.

For v12.9 workflows · Reviewed September 23, 2026