Getting started
Welcome. This is the staff handbook for the BreezyCorp corporate-services platform. It is written for the firm's operators — the people who supervise the agent-prepared work and make the regulated decisions. Client contacts have their own surface inside the client portal and don't read this site.
The handbook covers how to operate the platform. The PRD (the BreezyCorp documentation suite) remains the source of truth for what the platform is and why; this handbook is the source of truth for how to do the work in the app.
If you have one hour today
- What is BreezyCorp? — the one-page product overview: agents prepare, humans decide.
- The platform model — Tenant → Group → Entity → Branch, and what that means when you click around.
- Roles & permissions — what your role can do, and who escalates to whom.
- Tour of the dashboard — a five-minute walk through the staff dashboard.
- Glossary — short definitions of terms you'll meet repeatedly.
Then read How the platform works for the cross-cutting ideas — the review inbox and the human gate, intake channels, the client portal, and the corporate register — that recur in every module.
If you're doing the work right now
- Payroll — start at the Payroll handbook.
- Bookkeeping — start at the Bookkeeping handbook.
- Financial Statements — start at the FS handbook.
- XBRL — start at the XBRL handbook.
- Correspondence — start at the Correspondence handbook.
How this site is organized
| Section | What's in it |
|---|---|
| Getting started / Concepts | Orientation: the platform model, roles, the dashboard tour, and the cross-cutting platform behaviour. |
| Payroll / Bookkeeping / Financial Statements / XBRL / Correspondence | Per-module handbooks: a quick start, how-to task pages, troubleshooting, and step-by-step walkthroughs. |
| Reference | The truth the handbook leans against: SOPs, status machines, the RBAC matrix, validation rules, the notification catalog. Several pages are generated from code — they cannot drift. |
| Operations | Incident runbooks plus SLO / capacity / on-call / retention / backup / PII reference. |
| What's coming | The modules on the roadmap and where each stands today. |
The handbook lives in the same git repo as the product and is tracked the same way. If something is wrong, fix it in a PR — there's an "Edit this page on GitHub" link at the bottom of every page.