Community Portal - Help function

New: Guided tours (interactive help)

Users can now start guided tours that walk them through common tasks—such as sending a message to a client.

How it works

• The function can be accessed by the new Help button on the top right of the screen
• Tours provide step-by-step instructions directly in the portal
• Each step highlights what to click and where to go next
• The experience is interactive, functioning like a live, in-product demo while you complete the task

Available tours

• Tours are grouped by feature/workflow and can be expanded over time as new guidance is added.