How this works
Every item tells you what to do and what you should see. Underneath, pick the one that matches what actually happened. If anything is off, the box is where you say so — a half sentence is plenty.
Pick an answer even when it works
“Worked” is a result too. Travis needs to know which parts are solid as much as which are not — a list with only complaints on it tells him nothing about the rest.
You do not have to do these in order and you do not have to finish. Four honest answers beat twenty ticks. Your answers are saved on this device as you go, so you can close this and come back.
Your answers are saved against each item’s own number rather than its place in the list, so nothing you have already done was undone and nothing moved. New items are simply added to the end of their week, carrying the date they arrived until you answer them. The list is expected to keep growing while the portal does.
What you will be looking at
So the first screen is not a surprise. This is read from the live build, not from a sketch of it.
| The top bar | Dark, across the top. Your greeting on the left, the navigation in the middle or right, and the clock plus a health dot on the far right. |
| Below it | Ivory — a warm off-white, not white. Cards float on it with rounded corners and a soft shadow. |
| The page title | A folder tab sticking up from the top of the card. Clicking that tab is how you go back. There is no separate back button. |
| Search | One search bar, in the same position on every page. A page’s own filter is a filter and should not look like a second search bar. |
| Home | Four stacked sections: Today’s snapshot, Today’s tasks, Everything else, Your preferences. |
| The snapshot | Five counts: Open cases, My tasks, Leads to work, Stalled cases, Intake waiting. |
| Loading | Nothing at all for half a second, then a loader. No progress bars anywhere, ever. Most things should never get as far as the loader. |
| Colour | Gold is the accent. Red means refused or wrong, green means done. |
Where to find things — fourteen entries, in this order
Home, Cases, Leads, Tasks, Intake, Live desk, Phone, Resorts, Messages, Calendar, Payroll, Calculator, Insights, Marketing.
Phone was added on 15 September, after this page was first written. If you were told there were fifteen entries, that is part of why.
The other part: two entries are not on your bar at all — Reviews and Portal manager. Travis has sixteen; you have fourteen. That is correct and it is not something going wrong. If you count fourteen, the list above is right. If you count anything else, say so — this was measured by running the portal’s own function as your account on 16 September, so a different number means the list is out of date.
Within the fourteen, an entry you can open but cannot fully use is expected rather than a fault — what differs between people is mostly what each screen lets you do once you are on it.
What your account can do
Read from the live system on 16 September. Back Office holds 29 of the 60 permissions the portal defines; these are the ones you will use, in the words the system itself uses for them.
| You can | Which means |
|---|---|
| Process intake | Work the queue of submissions that come in from the website, and decide what happens to each one. |
| Create and edit leads | Take a call and write down who rang, then keep that record current. |
| Edit a case | Correct a field on a case. Not the status — that has its own path — and not the identity or audit columns. |
| Change a case status | Move a case between stages, as long as neither end is a final one. |
| Run fulfilment | Open, advance and close the fulfilment record. The delivery stage, not the sale. This is the part most yours. |
| Upload & approve documents | Attach a file to a case, and confirm one so it goes to the Drive archive. |
| Mark checklist items | Tick off completion items — unless you hold a commission claim on that case, which is refused regardless of role. |
| Record & clear payments | Enter what was taken, and separately attest that funds cleared. Two different acts on purpose. |
| Send as shared mailboxes | clientservices@, caseupdates@ and documents@, as well as your own address. |
| Create, assign, complete tasks | Including handing work to someone else, which most roles cannot do. |
| Read a case’s full history | Every status change, edit, who did it and when — and export it. |
| See company revenue | The revenue figure on the home screen, company-wide. |
| Log a call | Use the Phone page, take and place calls, and put what happened on the record. Added 15 September. |
| Force somebody out | End another person’s session. A safety valve, not an everyday control. |
| Write a resort note | Leave a note on a resort in the directory. |
| See the activity wall | The timeline of what has been happening across the company. |
And 31 things will refuse you. That is correct.
Inviting or suspending staff, approving commission, recording that a commission was paid, lifting a Do Not Contact block, changing the drop-down lists, sending marketing, and the Portal manager settings are Travis’s. A screen saying you cannot do something is the system working. Tell him if you think you actually need one.
Two of those do not even appear for you: Reviews needs the permission that asks a client for a review, and Portal manager needs the one that suspends staff. Rather than showing you a door that refuses, the portal leaves them off your bar entirely — which is why you count fourteen.
Week one — can it tell it’s you
Nothing here touches a real client. It is about making sure the account is genuinely yours and behaves like it.
Week two — put real work through it
The parts you will actually live in. Use real work where you can; where you cannot, make something up and say so in the notes so it is obvious later.
Last one, and it is the most useful
Write down the three things that annoyed you most. Not bugs — annoyances. The click you do every single time, the screen you land on and immediately leave, the field you always have to scroll for. Travis can change those, and nobody else will ever mention them.