← Training hub
Partner login Screenshots
← Need support Go-live →
Download PDF Partner login Public site
Download PDF Partner login Public site
SG
Saving a Generation
Facilitator

Workshop guide
Which manual · demo order

Use this before you open the projector. Match each audience to one manual. Hard rule: never show Need support in Host or CSR rooms. Ops support queue is a separate private segment.

Stack: public savingageneration.netlify.app · portals /portal/login · password Password123!

Ops ops@sag.local · CSR csr@acme.local · Host host@sigona.local

Serve manuals: open /training//training/

Which manual for whom

Audience → manual

AudienceManualApp
SAG staff / opsops-admin.html/portal/admin
CSR partners (portal)csr-sponsor.html/portal/csr
Host leads (portal)host-node.html/portal/host
Individual giverspublic-sponsor.htmlthe public site
CSR prospectspublic-csr.htmlthe public site
Host prospectspublic-host.htmlthe public site
Families / youth (private)need-support.htmlthe public site (+ ops queue)

Screenshot pack: screenshots.html · Catalog: SCREENSHOT-CATALOG.md

Suggested demo order

1

Public brand (5–7 min)

Home → themes → about. Orient everyone to Saving a Generation before portals.

Home

01 — Home · start here for mixed rooms.

2

Split by audience

  • Givers: public-sponsor (themes → donate).
  • CSR prospects: public-csr → later csr-sponsor if accounts exist.
  • Host prospects: public-host → later host-node (safeguarding first).
3

Portals login (shared)

Show /portal/login once, then log out between roles so tenant walls stay clear.

Portals login

10 — Portals login · switch accounts deliberately.

4

Host room

Safeguarding → home → MoU / themes. Say explicitly: Hosts never see Need support.

5

CSR room

Home → profile → team. Say explicitly: CSR never sees Need support or ops support queue.

6

Ops room (staff only)

Inbox vs support queue as two stories. Verify a node; glance at audit. Keep family data off shared screens when possible.

7

Families session (optional, private)

Need-support alone. No donate pitch. Schedule separately from Host/CSR demos.

⚠ Room rules

Quick reference — Facilitator

NeedAction
Open hubopen /training/ → index.html
Refresh shotsnpm run screenshots
PDFBrowser print · background graphics on
CredentialsDEMO-USERS.md · Password123!
Hard ruleNeed-support = families + ops only