The Help Centre and guided tours - Product News

The Help Centre is live

The Help Centre is published at admin.backed.giving/help. It needs no sign-in. It has four collections: Administrator, Assessor, Applicant and Integrations. Every article shows when it was last updated and links to related articles. Search ranks a match in a title above a match in the body, and a search with no result offers the support address.

Each page carries Was this helpful?. Your yes or no reaches the product team; nothing else is stored.

Every page in the Administrator portal and in the Applicant and Assessor portals now shows a Help control in its header. It opens the article for the page you are on in a new tab. Help Centre in your account menu opens your role's collection, and the website footer links the Help Centre too.

Each article has a plain-text twin for machines: add .md to its address. /help/llms.txt lists every page.

Sixteen guided tours

Take a tour in your account menu now lists the tours for the screens you can reach. An administrator sees up to thirteen: getting around, rounds, templates, applications, assessment rounds, assessments and conflicts, decisions, contracts, milestones, payments, users and team, organisation settings, and reports and exports. An applicant has two, registering and applying and what happens after you submit. An assessor has one, assessing an application.

A tour you have not taken starts by itself the first time you open your dashboard. Close it and it waits in Take a tour; leave it part-way and it resumes where you left it, on any device.

Tours only list the screens your permissions reach, and a tour for a module your Organisation has not turned on does not appear.