Your client portal, explained.

Explains the onboarding step where you declare your job function and activities, how the portal recommends a role, and how to request changes later.

Combined walkthrough for new Account Admins covering inviting team members, the role and capability system, approving access requests, the security dashboard, enabling MFA, and accessing billing.

How to send portal invitations, what the invitee experience looks like, and how admins approve new users.

For users belonging to multiple Sun Locke client organizations: how to switch between orgs and complete onboarding for each.

Overview of the dashboard layout: stat cards, project widgets, upcoming deadlines, announcements, and how to customize widgets.

Walks through the onboarding wizard step-by-step: completing your profile, selecting your role/function, and what happens while your access is pending approval.

Explains client roles (Super Admin, Admin, Project Manager, Marketing, Communications, Contributor, Finance, Legal, Viewer), what each can access, and how capability packs extend permissions.

A first-look orientation covering how to log in, what each section of the portal does, and where to go for help.

Why a new user may see a Pending Approval screen, who approves access, and what to do if approval takes too long.

Use the Due Soon view to stay on top of approaching deadlines and manage overdue items.

Step through the deliverable review process, provide feedback, request changes, and give final approval.

Navigate the approval workflow for tasks requiring sign-off and provide feedback or approval decisions.

Use the Sun Locke timeline view to see only agency-managed milestones and deliverables without personal calendar noise.

Reference guide to the nine deliverable statuses and the action needed at each stage.

Learn how to navigate project details, view campaigns, and understand the relationship between projects and their initiatives.

Reference guide explaining each task status and what action you should take at each stage.

Navigate the calendar view to see milestones, deliverable due dates, and campaign launches across all your projects.

Access your approvals queue to review pending items, track approval history, and submit approval decisions.

Find and browse your active projects, understand status indicators, and navigate to project details.

Access your task list, understand task statuses, and use filters to organize your work by due date or status.

Create and manage your own marketing events alongside Sun Locke work to keep all your initiatives in one place.

Understand behavioral gaps between strategy and execution, and how team capacity informs your improvement roadmap.

Review your organization's brand rules, including logo usage, color standards, tone, and design guidelines.

Learn the collaboration guidelines, communication preferences, and working agreements between your team and Sun Locke.

Understand your Key Context and Current Strategy tabs and how to use them for stakeholder alignment.

Interpret your channel intelligence, methods evaluation, media mix allocation, and identify leaky funnels in your marketing.

Learn when and why to retake the assessment, how reassessment works, and how to track progress over time.

Launch the marketing assessment, understand what it measures, and discover how results feed into your Marketing Intelligence dashboard.

Learn how to read your health score, confidence-adjusted ratings, cohort benchmarking, and capability radar chart.

Access your company profile from the Handbook, review your organizational details, and learn how to request updates.

Understand the six capability dimensions measured by the assessment and why each one matters to your marketing success.

Learn what the Handbook page contains and how to use it as your brand source of truth.

Learn what PIBs (Promotion Informational Bulletin) are and how to navigate your assigned playbooks, including multi-page documents and status labels.

Use the handbook request feature to ask your account team for specific documents and materials you need.

Learn what happens when you upload a document, how to interpret scanning statuses, and what to do if a file is quarantined.

Learn what Draft, Published, and Archived PIB statuses mean and which versions you should use for guidance.

Upload brand guidelines, marketing assets, legal documents, and other materials to your handbook. Learn how the automatic security scanning process works.

Access external links and resources shared by your account team, including personalized recommendations from Marketing Intelligence.

Browse your purchased toolkit products, expand product cards, and download individual assets with format and file size information.