Guided onboarding and document control
Dashboard
Onboarding Processing Workspace
Follow up participant and staff onboarding tasks, profile details, and related document files.
Participant
Onboarding progress
Current step
Participants
Create, edit, amend, and manage participant records and participant portal access.
Staff
Manage staff, referral partners, auditors, admins, owners, and system access.
Document Control
Exact folder structure seeded from your ZIP metadata
Integrations
Prepare secure document sync connections for cloud deployment.
Compliance Dashboard
Overdue reviews, incomplete onboarding, missing ID, risk flags, and document-control issues.
My Profile
Update account, contact, identity, and emergency details
Password & ID Documents
Identity and Profile Documents
Upload ID, profile evidence, authority documents, or other account documents.
Referral Program
Points-only referral tracking
Referral Activity
Participant Portal
Your required steps and downloads
Reminders
Follow up unfinished participant tasks and messages.