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SONAN DIGITAL CRM Documentation Portal
Welcome to the official documentation portal for SONAN DIGITAL and its integrated CRM platform. This portal serves as the central knowledge base for all users — from prospective clients exploring our services to engineers maintaining the platform.
Current Release: v1.0.0 — This documentation reflects the stable v1.0.0 release of the SONAN DIGITAL CRM platform.
The platform is currently in a v1.0.0 Code Freeze. No new features are being merged to main at this time. Bug fixes and critical security patches are the only exceptions. See the Engineering section for branching policy during the freeze.
Who Is This Documentation For?
Use the quick-navigation cards below to jump to the section most relevant to your role.
Role-Based Navigation
🌐 Public Visitors
For anyone learning about SONAN DIGITAL and our services.
| Page | Description |
|---|---|
| What is SONAN DIGITAL? | High-level company and platform overview |
| Client Information | Services offered and how to get started |
| Support & Contact | How to reach our team |
🤝 Clients
For existing and onboarding clients with access to the client portal.
| Page | Description |
|---|---|
| Client Portal Onboarding | First-time login, MFA setup, profile |
| Portal Guide | Full walkthrough of all portal features |
| Invoices & Payments | Viewing invoices and paying via Stripe |
| Support Tickets | Submitting and tracking support requests |
| Document Access | Viewing and downloading shared files |
→ Start here: Client Portal Overview
👷 Employees
For internal team members — designers, developers, project managers, and support staff.
| Page | Description |
|---|---|
| Employee Onboarding | Getting your account and workspace set up |
| Time Logging | How to log hours against tasks and projects |
| Task Management | Working with tasks in the CRM |
| Internal Wiki | Accessing the internal knowledge base |
→ Start here: Employee Guide (coming soon)
🛡️ Administrators
For admin-role users managing clients, projects, billing, and platform settings.
| Page | Description |
|---|---|
| Admin Dashboard | Overview of the admin interface |
| Client Management | Creating and managing client accounts |
| Proposals & Contracts | Drafting, sending, and tracking approvals |
| Invoicing | Creating invoices and managing billing |
| Appointments | Scheduling and managing appointments |
| Notifications | Platform notification system |
→ Start here: Admin Guide (coming soon)
⚙️ Engineering
For developers and DevOps engineers working on the SONAN DIGITAL platform.
| Page | Description |
|---|---|
| Architecture Overview | Stack, services, and infrastructure |
| Local Dev Setup | Getting the project running locally |
| Database Schema | Tables, columns, RLS policies |
| API Reference | Internal API routes and patterns |
| Deployment | Vercel deployment and environment setup |
| Git & Commit Patterns | FUSE-safe git workflow (mandatory reading) |
→ Start here: Engineering Overview (coming soon)
Quick Start by Role
=== "I'm a new client" 1. Check your email for your portal invitation 2. Follow the Onboarding Guide 3. Set up MFA with an authenticator app 4. Review the Portal Guide
=== "I'm an employee" 1. Contact your administrator for an invite 2. Complete your profile and set up MFA 3. Review the Employee Onboarding guide (coming soon)
=== "I'm an administrator" 1. Log in at the admin dashboard 2. Review the Admin Guide (coming soon) 3. Set up your first client workspace
=== "I'm an engineer" 1. Clone the repository from GitHub 2. Read the Engineering Overview (coming soon) 3. Read the FUSE-safe git commit pattern before touching any code
About This Portal
This documentation is maintained by the SONAN DIGITAL engineering and operations teams. If you find an error or gap, contact the team via the support page.
Use the search bar at the top of this page to find any topic across the entire documentation portal instantly.