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Comprehensive User Guides

This section tracks the public Emali2 portals against the current frontend route trees, the latest platform changes, and fresh browser evidence from the test environment where those flows were reachable.

Coverage Snapshot

  • Customer Portal
  • Updated for the current live loans experience, including active-versus-pending application handling, servicing detail, wallet-selectable repayments, and repayment normalization to the outstanding balance.
  • Organization Portal
  • Updated from the live route tree and the current agent/float implementation, including child-agent hierarchy routes and selected-unit float behavior. Fresh org-only screenshots are currently limited by test-environment auth drift.
  • Service Provider Portal
  • Updated for the current admin route tree, approval operations dashboard, and staff-lending product controls. Fresh screenshots were captured from the test environment on 2026-07-01.
  • System Admin Console
  • Added live dashboard, user-management, health-check, and audit-log coverage for system administrators.
  • Issues Portal
  • Added live support-board, issue-detail, and notification coverage for client issue support.
  • Reporting Portal
  • Existing reporting guide set remains available.
  • Developer Portal
  • Existing developer guide set remains available.

Evidence Baseline

  • Customer screenshots in the earlier refresh were captured on 2026-03-25 from the test environment and staged under output/playwright/refresh-20260325/.
  • Service-provider, system-admin, and issues screenshots in this refresh were captured on 2026-07-01 and staged under output/playwright/docs-refresh-20260701/.
  • Stable images promoted into the docs site live under docs/assets/images/user-guides/.
  • The organization portal route and flow updates are grounded in the current route tree and frontend/backend behavior. The seeded org credentials documented previously did not authenticate successfully on the test realm during this refresh, so org screenshot recapture is called out as a live-environment follow-up.
  1. Access and Roles
  2. Customer Portal Overview
  3. Customer Portal Page-by-Page Guide
  4. Customer Task Workflows
  5. Organization Portal Overview
  6. Organization Page-by-Page Guide
  7. Organization Task Workflows
  8. Service Provider Portal Overview
  9. Service Provider Page-by-Page Guide
  10. Service Provider Task Workflows
  11. System Admin Console Guide
  12. Issues Portal Guide
  13. Troubleshooting and Runbook