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Guided Tours & Onboarding

Every major portal page includes an optional guided tour — a step-by-step walkthrough that highlights the most important controls. Tours are built for multi-tab pages: the walkthrough switches tabs automatically as you progress.
This page is listed under your portal tab (Student Atlas, Counselor Portal, or Admin Portal) because portal walkthroughs apply after you sign in — not on the public website docs.

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Help button (replay any time)

Click Help in the top navigation bar on any portal page to replay that page’s tour. This works even if you completed or dismissed the tour earlier.
Use Help after UI updates or when training a new team member on a specific screen.

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First-visit auto-start

Tours auto-start on your first visits to each page when your account is less than 14 days old. After that window, tours only run when you click Help or open a checklist replay link. Manual replay never expires — veterans can always use Help.

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Portal onboarding checklist

On your dashboard (Student, Counselor, or Admin), you may see a Portal onboarding card listing every guided page tour for your role.

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Multi-tab and subtab pages

Tours understand tabbed layouts:
  • Settings — profile, security, notifications, and role-specific tabs
  • Admin workspaces — People, Access, Admissions, Catalog, Programs
  • Email — Sent, Broadcasts, Newsletters, Audiences, Templates, Suppressed
  • Blog — Manage, Review, Writer, Writers, Settings, Analytics
  • Counselor Students — Students and Invites
  • Counselor Documents — Review, Templates, Form Requests
The tour highlights each tab in sequence. You do not need to click tabs yourself during the walkthrough.

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Support settings tour

Student Support lives under Settings (/atlas/settings?tab=support). The checklist opens the correct tab and replays the support-specific tour.

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Admin reset (staff)

HQ admins can reset another user’s onboarding progress from Access Management → Users using Reset Onboarding. This is useful after a major role change or when re-training staff.

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ERP leads (admin and counselor)

Leads for admin and counselor portals open in IEC ERP (external system). Tours explain the ERP handoff rather than walking through in-portal Leads UI, which is no longer shown in the portal.

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Troubleshooting

See role-specific troubleshooting: