Getting started
A tour of your portal
A quick guide to every area in the left-hand menu of your portal.
A tour of your portal
Everything in your portal is reached from the menu down the left-hand side. Here is what each area is for.
The menu has two groups. Workspace holds the everyday areas of your programme. Framework takes you to the pillars of the HockeyStick framework you are working in.
Workspace
| Area | What it is for |
|---|---|
| Dashboard | Your home screen. Shows how far along your engagement is, your intake progress, any upcoming session, and a few headline numbers. |
| Data Intake | A tidy view of everything you told us at the start, grouped into sections. Use the Edit intake button to update any answer. |
| Branding | Where you upload your logos and set your brand colours and voice. This branding is applied across all your deliverables. See Uploading your brand. |
| Pipeline | A visual of your programme across the five pillars and the Align sub-stages, so you can see where you are now and what comes next. |
| Roadmap | Your Partnership Growth Roadmap, the one Align deliverable you can edit yourself: tasks, owners, dates, status and priorities. It appears once your roadmap has been published. |
| Deliverables | The packs your consultant has published for you. Each one opens in a new tab as an interactive, branded workspace. See How deliverables work. |
Framework
| Area | What it is for |
|---|---|
| Align | The Align stage of your programme: your strategy work with your consultant. |
| Activate | Appears once Activate has been added to your engagement. It is where you run partner campaigns, track partner performance and log your monthly revenue. See What Activate is. |
Your account settings and sign out sit at the bottom of the menu.
Not sure where to start? Head to your Dashboard, then open Data Intake to check your answers are complete.