Platform documentation

Help Center for partners

Summary

Elevale includes a public Help Center with Platform Documentation (product how-tos) and compliance articles. Partners get a branded Help Center plus a private Partner Documentation folder for agency admins only.

Who this is for

Elevale reseller partners managing white-label workspaces, billing, and client onboarding.

Where users find help

  • In-app Company Wiki → Platform Documentation - same article library as Help Center, with your branding.

  • Public Help Center - shareable URL for clients and prospects (no login required for most articles).

  • Help widget - in-app floating help entry point for authenticated users.

  • Custom help links - your own URLs added alongside platform docs (configured in Branding).

Help Center URLs

Configure support settings under Branding → Help Center & Support.

  • With custom domain: https://{your-domain}/help

  • Without custom domain: https://strategy.elevale.app/help/{your-org-id}

  • Product roadmap: /help/roadmap on the same host (shared platform roadmap, branded shell only).

  • Copy URLs from the Branding panel and share with clients or embed in your website.

Support email and custom links

  • Support email - displayed on the public Help Center for client inquiries. Use your agency support address, not Elevale's.

  • Custom help links - add titled links to your own knowledge base, onboarding portal, or status page. They appear alongside platform articles.

  • Save changes in Branding → Help Center & Support after editing.

What clients see vs agency admins

  • All users - Getting Started, features, integrations, compliance, and update log folders (standard Platform Documentation).

  • Agency admins only - Partner Documentation folder (setup, billing, terms, pricing). Hidden from direct clients and non-admin org members.

  • Public exception - Partner Agreement is readable at /help/partner-terms-of-service without login so prospects can review terms before agency signup.

  • Compliance articles (Privacy Policy, DPA, etc.) show Elevale/Saint Financial Group legal text with your branding shell on white-label domains.

Branding on Help Center

  • Help Center inherits app name, logo, and colours from White-label branding.

  • Activate a custom domain for fully branded /help URLs.

  • Platform Documentation inside a client workspace wiki uses the same content with workspace/org branding applied.

Best practices

  • Set support email before sharing Help Center links with clients.

  • Add custom help links for your onboarding checklist or Loom videos.

  • Point new client admins to Getting Started and Quick Start Guide in Platform Documentation.

  • Keep your Privacy Policy and Terms URLs configured in Public Presence - Help Center complements but does not replace them.

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