The User
Everything a user needs to know - from creating an account to navigating the full dashboard.
Registration - Step 1
Users start at the registration wizard at /register/steps. The following details are required:
Registration - Step 2 (Payment)
After completing their profile, users select a package and make payment. A base package is required; add-ons are optional.
| Payment Method | How it works |
|---|---|
| CoinPayments | Starts as pending - confirmed automatically via webhook |
| PayFast | Starts as pending - confirmed via ITN callback |
| Manual Proof | User uploads proof of payment for admin review |
| Wallet Payment | Debits internal wallet balance directly; invoice marked paid |
Login & Access Gates
After registration, users log in at /login. Every user must pass through these gates before reaching the dashboard:
The Dashboard
Once all gates are passed, users have access to the full dashboard and all linked workspaces.
Wallet
Users can submit deposits, send internal transfers by recipient email, request withdrawals, and track full transaction history.
Withdrawal Rules
- OKKYC must be approved
- OKMinimum withdrawal amount is $20.00
- OKLatest Terms/Legal Summary must be accepted
- OKWallet network must be valid and configured
Enrollment
The enrollment section shows the user's seat cards (Initiator, Visionary, Trailblazer, Director), business club cards, seat counts, queue positions, and payout signals.
KYC - Identity Verification
Users upload their ID document and a selfie. KYC approval is required before withdrawals and other compliance-sensitive actions.
Referrals
Users receive a personal referral code, a shareable signup link, and a referral list showing joined users and their seat counts. The referral code must be used at registration - it cannot be added afterwards.
Linked Portals & Workspaces
| Portal | Purpose |
|---|---|
| Training Portal | Course catalogue, KPI summaries, training downloads |
| Marketing Portal | Campaign and positioning content for outreach |
| Learning Portal (LMS) | Lesson-level progress, completions, and course engagement |
| Support Tickets | Create, reply to, close, and reopen support requests |
User Troubleshooting
- Confirm login credentials are correct
- Confirm 2FA setup is complete
- Confirm 2FA challenge has been passed
- Check if a payment verification hold is active
- Confirm latest Terms & Legal Summary have been accepted
- Check payment status
- Check invoice status
- Check seat allocation approval state
- Confirm seat allocation count
- Confirm KYC is approved
- Confirm withdrawal meets the $20.00 minimum
- Confirm latest Terms/Legal Summary are accepted
- Check network configuration and payout address on file
- Verify the referral code was entered at registration
- Verify referrer linkage on the user record
- Confirm the referred account was created and is active
Onboarding
A step-by-step call script and reference guide for welcoming new users onto the platform.
First-Day Call Script
Use this sequence when onboarding a new user on a call:
- 1Open
/register/stepstogether and complete Step 1 with the user - 2Confirm the wallet network and address are correct before moving on
- 3Complete Step 2 - package selection and payment
- 4Explain payment confirmation timing (provider-dependent; pending status is normal)
- 5Log in and complete 2FA setup
- 6Confirm Terms & Conditions have been accepted
- 7Walk through dashboard sections: Overview -> Wallet -> Enrollment -> KYC -> Referrals
- 8Open the Training Portal and Learning Portal
- 9Demonstrate the Support ticket creation flow
Key Points to Cover
| Topic | What to Explain |
|---|---|
| Wallet details | Must be accurate at registration - errors cause payout problems later |
| Payment timing | Confirmation is provider-dependent; pending status is normal |
| 2FA | Required before the dashboard can be accessed - no exceptions |
| KYC | Must be approved before any withdrawals can be processed |
| Withdrawals | Minimum $20.00; approved KYC and accepted terms required |
| Referrals | Referral code must be entered at registration - cannot be added afterwards |
| Support | Tickets can be raised at any time from the dashboard |