Training Paths

A training path is the list of pages one role should read, in order. Give each new person the path for their role. After each page, have them repeat the task on a test business, not on the live books.

Every path starts with the same three pages:

1. Find your way around
2. Roles and permissions
3. Search and filter lists

Business owner or manager

You keep the business details up to date and look over the books.

Step	Page	You can...
1	Business profile	Keep the legal name, address, EIN, fiscal year and business day correct.
2	Chart of accounts	Read the accounts the books are kept in.
3	Background jobs	Follow long-running work such as an import.

Bookkeeper or accountant

You set up and keep the books.

Step	Page	You can...
1	Business profile	Check the fiscal year and the business day the books use.
2	Chart of accounts	Add, change and retire accounts.
3	Background jobs	Follow, pause and retry long-running work.

Administrator

You set up the business, its users and its features.

Step	Page	You can...
1	Features and settings	Turn on Al-Mohaseb's features and find their settings.
2	Roles and permissions	Create roles for owners, bookkeepers and staff.
3	Business profile	Enter the business details.
4	Chart of accounts	Review the accounts before anyone posts to them.
5	Background jobs	Watch, pause, cancel and requeue jobs.
6	Troubleshooting	Help people when something doesn't work.

These paths grow as each part of Al-Mohaseb arrives on the web.