How can we help?
Step-by-step guides for every part of the platform, plus a searchable FAQ.
Getting Started
Your first 15 minutes — orientation, navigation, and core concepts.
Frequently Asked Questions
Do I need to install anything?
No. The Hub runs in any modern browser. You can optionally install it as a PWA for an app-like, offline-capable experience.
How are roles assigned?
Roles (admin / coach / client) are resolved automatically from your CRM contact tags on login. There is no role selector in the UI.
Where is assessment data stored?
Responses are encrypted at rest (AES-256) and stored against a UUID token — never a client's email. Reports are coach-only unless explicitly shared.
What happens if the AI Gateway is down?
Tier 1 auto-failover routes around most provider issues. If the gateway itself is down, an admin override can bypass to a direct provider. If all AI is unavailable, the app degrades gracefully with cached templates and a status banner — you never see a raw error.
Can clients take assessments on their phones offline?
Yes. The assessment taker is a mobile-first PWA. Answers auto-save to IndexedDB and queue to sync when connectivity returns.
How do I export a report?
Open a program → Reports tab → select a client → toggle to 'Intelligence Dossier' → click 'Download PDF' for a branded one-click export. In the AI Workshop IDP Builder, use 'Export Branded IDP to PDF'.
What is the Intelligence Dossier?
It's the Hub's flagship report — a premium canned-scaffold + dynamic-field structure with a radar matrix, domain 'in action' cards, strengths, growth edges, communication guidance, a reflection worksheet, and a 30-day action plan. It works for all 12 frameworks.
How do industry-specific questions work?
The Question Bank includes 200+ industry-contextualized DISC items across 11 industries (Corporate, Coaching, Education, Ministry, Healthcare, Defense, Consulting, Therapy, Tech/Cloud, Commercial/Sales, Personal/Youth). Each frames the D/I/S/C choices inside that industry's real working scenarios so respondents answer from their domain's mindset.
How does sign-in work now?
Sign-in is email + one-time code only. Enter your email, receive a 6-digit code (delivered via the ACEIRT™ Fusion CRM first, Resend as fallback), and verify. Codes expire after 5 minutes. There is no self-registration — accounts are provisioned by admins.
What is the nightly health digest?
Admins can schedule the latency benchmark to run nightly. A health-digest email summarizes gateway health, degraded/offline lanes, and any active direct override — sent to the admin accounts.
Does the Hub support languages other than English?
Yes — the sidebar language switcher toggles EN / ES / FR and the interface updates immediately.
How do I issue a certificate?
In the Quiz Loop tab, the certificate button unlocks once a client's mastery gate is met (Achieved ✅). Issuing applies the 'program-complete' CRM tag.
Is my data shared with AI providers?
No client data is cached in AI prompt history. Every AI call wraps user text in a content boundary so it's treated as data, and prompts are sanitized for injection signals before they reach the gateway.
How do I get help if something's broken?
Search this Help Center first. For account or integration issues, contact your admin or email hello@aceirt.com.