Learning Paths by Role

Learning Paths by Role

You do not need to learn every module. Pick your role below and follow the steps in order. Each step is a short video and one guide; most paths take under an hour.

Business owner

Goal: understand what the platform runs and set it up safely.

1. Watch StoreConsole in 60 seconds and The whole platform in Video Tutorials.
2. Read Your First Hour in the Admin Panel.
3. Read Roles & Permissions before inviting anyone.
4. Set up Backups & Restore and Passkeys & Two-Factor Sign-In.
5. Skim What's New once a month.

Store manager (online and in store)

Goal: products, orders, stock and delivery working from day one.

1. Catalog tour → Managing Products.
2. Inventory tour → Warehouse Management.
3. Orders tour → Order Management.
4. POS tour → Setting Up POS Registers.
5. Delivery tour → Courier Automation.
6. Marketing tour → Discount Campaigns.

Website and content editor

1. Page Builder tour → Building a Page.
2. Read Header & Footer Builder and Website Delivery Modes.
3. Blog tour → Blog & Content Marketing.
4. Media Library tour → Media Library.

Accountant or finance lead

1. Accounting tour → Accounting Overview.
2. Read Financial Reports.
3. Finance tour → Finance Module (budgets and forecasts).
4. Payroll tour → Payroll Processing, so you know how salary journals arrive.

HR manager

1. HRM tour → Employee Management.
2. Read Attendance & Leave.
3. Read Stand-ups, Daily Reports, Hiring & Onboarding.
4. Payroll tour → Payroll Processing.

Operations, support and projects

1. CRM tour → CRM Overview.
2. Support tour → Support Help Desk.
3. Momentum tour → Momentum: Project Management.
4. Manufacturing tour (if you make products) → Your First Production Order.

Developer or system administrator

1. Read Installation with Docker and System Requirements.
2. Read Zero-Downtime Updates & Rollback and Backups & Restore.
3. Read REST API Overview and Website Delivery Modes & Headless API.
4. AI Assistant tour → AI & Intelligence Module.