The portal is where your forms, your numbers and this handbook live.
https://growth-portal-demo.systemise.dev/ledgerline
Bookmark it. Everything below assumes you are signed in there.
Signing in the first time
- You are given a username and a one-time password by Jordan, Marcus or Nate — in person or over Slack. It is not emailed to you, because portal logins have no mailbox behind them.
- Sign in with the username, not an email address. Your login looks like
felix, notfelix@…. - The portal immediately asks you to set your own password. That is not optional — until you do it, every page bounces you back to that screen.
- Pick something you will actually remember. Then open the tabs down the left and have a look around.
When you cannot get in
Message Nate, Jordan or Marcus. Any of the three can issue you a fresh one-time password in about ten seconds (Config → Team → Reset password). You will be asked to set your own again on the way in. Your access, your forms and everything you have ever filed are untouched by a reset.
Never share a login, and never file under someone else's. Every form you submit is stamped with the account that filed it — that is what your commission is matched on. Filing under somebody else's login pays them.
What you can see
The tabs down the left are decided by your role. Nobody is hiding anything from you to be awkward — a rep's view is narrowed so the page is about your work.
| Tab | Closer | Dialer | Sales Manager |
|---|---|---|---|
| Sales Dashboard | ✅ | ✅ | ✅ |
| Dials | — | ✅ | ✅ |
| My Commission | ✅ your own rows only | ✅ your own rows only | ✅ everybody |
| SOPs | ✅ yours | ✅ yours | ✅ all of them |
| Funnels · Leads · Webinars · Paid Ads · Content · Config | — | — | ✅ |
| Forms (post-call, payment collected, end of day) | ✅ | ✅ | ✅ |
A greyed-out tab with a padlock is not a permission problem — it means that section has no data source connected yet, and it says which one.
The forms, in one line each
| Form | Who | When |
|---|---|---|
| Post-call form | Closers | After every sales call, without exception |
| Payment collected | Closers | Whenever a deposit balance or an instalment lands |
| End of day | Dialers today, everyone eventually | Once, at the end of your day |
Each has its own SOP in this handbook. Read the one with your name on it before your first shift.
Who to ask
| Question | Ask |
|---|---|
| Something about a lead, a call, a deal | Nate |
| Something about the offer or a student | Marcus |
| Something about the numbers, the portal, an alert that looks wrong | Jordan |
| Something is broken and nobody can work | Say so in #1-b-team-general-chat and tag Jordan |