A little guidance.
A clearer next step.
Learn how to use the demonstration and understand the steps for bringing real clients into the portal.
- Start with the overviewUnderstand the work and what needs attention.
- Keep replies togetherUse the request conversation for each response.
- Review the right versionCheck the item before recording a decision.
- Ask your SCD teamGet help when the next step is unclear.
Open the portal guide.
Use the demonstration help area while exploring the sample workspace.
Sign in with the demonstration credentials supplied by SCD.
Your daily portal routine.
- 01Start with the overview
Review current work, recent accomplishments and the items waiting on a response.
- 02Work through requests and approvals
Answer the request in its conversation and record a decision on the content version presented.
- 03Check progress and reports
Review project updates, reporting dates and the recommended next step.
SCD administrator
Use the administrative view to organize sample clients, work, reports and decisions. Review activity history to see the actions recorded by the application.
Client view
Use the sample client-view control to review what a Bobb Dental or 904 Junk Removal user can see. A client view should show only the assigned workspace and client-facing information.
Adding real clients and users
Real onboarding uses individual accounts and approved roles. The operator completes account setup, MFA, recovery delivery and real account-isolation checks before invitations are sent.
The assistant in administration
The admin assistant interface is being prepared. An AI connection needs a separate approved API account, costs and context permissions. The demo does not automatically inherit this conversation.