Help Panel

Provider help, onboarding and safe workflow guidance.

Provider: Provider #1

Owner
Authenticated User

DCME help and onboarding

A simple owner-facing guide for using DCME safely. This page keeps training, navigation and controlled execution guidance in one clean screen.

Provider: Provider #1 Provider ID: 1 Period: 2026-05-01 to 2026-05-06 Guidance mode NO LIVE CUSTOMER MESSAGES

Start here

Use this panel to guide owners through the main DCME workflow without exposing technical complexity.

Open Executive Snapshot

Business Truth

Review revenue, payments, outstanding amounts and period totals from live provider data.

Open Business Truth

Marketing Help

Review opportunities, campaign queues, SMS consent and controlled TEST/LIVE messaging screens.

Open Marketing

Provider Tools

Open the provider area for import tools, operations and provider-level dashboards.

Open Providers

Safe DCME workflow

Follow this order when reviewing provider data or preparing owner actions.

  • 1. Review the provider dashboard and business truth snapshot.
  • 2. Check alerts, exceptions and owner-facing recommendations.
  • 3. Use TEST mode for any messaging-related process first.
  • 4. Only move to LIVE mode when the provider has explicitly approved it.
  • 5. Keep business owners in control. DCME advises, alerts and prepares actions.

System standard

DCME uses one layout, one sidebar, one shell and clear TEST/LIVE separation. Providers stay in control of their business. DCME identifies, alerts and prepares recommendations.

  • Use global sidebar navigation only.
  • Use TEST mode before any customer communication.
  • Keep free modules accessible and paid modules subscription-gated.
  • Use Australian business wording and avoid US spelling.