# Help Center Canonical page: https://sunlocke.com/help-center Page type: index ## Summary The Help Center contains practical answers and guidance for existing Sun Locke clients using the client portal. 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. 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. 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. ## Help Center genres ### Onboarding Genre section: [Onboarding](#help-onboarding) ### Projects & Work Genre section: [Projects & Work](#help-projects-work) ### Handbook & Resources Genre section: [Handbook & Resources](#help-handbook-resources) ### Content & Assets Genre section: [Content & Assets](#help-content-assets) ## Help Center entries ### [Browsing Your PIB Library](/help-center/browsing-your-pib-library) Genre: Content & Assets Learn what PIBs (Promotion Informational Bulletin) are and how to navigate your assigned playbooks, including multi-page documents and status labels. Tags: PIBs, Resources, Content ### [Requesting Documentation from Your Team](/help-center/requesting-documentation-from-your-team) Genre: Content & Assets Use the handbook request feature to ask your account team for specific documents and materials you need. Tags: Files, Support, Handbook ### [Understanding Document Security Scanning](/help-center/understanding-document-security-scanning) Genre: Content & Assets Learn what happens when you upload a document, how to interpret scanning statuses, and what to do if a file is quarantined. Tags: Uploads, Security, Files ### [Understanding PIB Statuses](/help-center/understanding-pib-statuses) Genre: Content & Assets Learn what Draft, Published, and Archived PIB statuses mean and which versions you should use for guidance. Tags: PIBs, Workflow, Content ### [Uploading Documents to Your Handbook](/help-center/uploading-documents-to-your-handbook) Genre: Content & Assets Upload brand guidelines, marketing assets, legal documents, and other materials to your handbook. Learn how the automatic security scanning process works. Tags: Uploads, Files, Brand Assets, Handbook ### [Using the Resources Page](/help-center/using-the-resources-page) Genre: Content & Assets Access external links and resources shared by your account team, including personalized recommendations from Marketing Intelligence. Tags: Resources, Links, Getting Started ### [Working with the Toolkit and Downloadable Assets](/help-center/working-with-the-toolkit-and-downloadable-assets) Genre: Content & Assets Browse your purchased toolkit products, expand product cards, and download individual assets with format and file size information. Tags: Files, Resources, Downloads ### [Behavioral Gaps and Capacity Context](/help-center/behavioral-gaps-and-capacity-context) Genre: Handbook & Resources Understand behavioral gaps between strategy and execution, and how team capacity informs your improvement roadmap. Tags: Assessment, Analytics, Resources ### [Brand Rules and Guidelines](/help-center/brand-rules-and-guidelines) Genre: Handbook & Resources Review your organization's brand rules, including logo usage, color standards, tone, and design guidelines. Tags: Handbook, Brand Assets, Guidelines ### [How We Work Together](/help-center/how-we-work-together) Genre: Handbook & Resources Learn the collaboration guidelines, communication preferences, and working agreements between your team and Sun Locke. Tags: Handbook, Workflow, Getting Started ### [Key Context and Current Strategy Tabs](/help-center/key-context-and-current-strategy-tabs) Genre: Handbook & Resources Understand your Key Context and Current Strategy tabs and how to use them for stakeholder alignment. Tags: Handbook, Strategy, Documentation ### [Reading Your Channel and Methods Analysis](/help-center/reading-your-channel-and-methods-analysis) Genre: Handbook & Resources Interpret your channel intelligence, methods evaluation, media mix allocation, and identify leaky funnels in your marketing. Tags: Assessment, Analytics, Resources ### [Retaking the Marketing Assessment](/help-center/retaking-the-marketing-assessment) Genre: Handbook & Resources Learn when and why to retake the assessment, how reassessment works, and how to track progress over time. Tags: Assessment, Quiz, Handbook ### [Taking the Marketing Assessment](/help-center/taking-the-marketing-assessment) Genre: Handbook & Resources Launch the marketing assessment, understand what it measures, and discover how results feed into your Marketing Intelligence dashboard. Tags: Handbook, Assessment, Quiz ### [Understanding Your Marketing Intelligence Dashboard](/help-center/understanding-your-marketing-intelligence-dashboard) Genre: Handbook & Resources Learn how to read your health score, confidence-adjusted ratings, cohort benchmarking, and capability radar chart. Tags: Assessment, Quiz, Analytics, Resources ### [Viewing Your Company Profile](/help-center/viewing-your-company-profile) Genre: Handbook & Resources Access your company profile from the Handbook, review your organizational details, and learn how to request updates. Tags: Handbook, Organizations, Profile ### [What the Marketing Assessment Measures](/help-center/what-the-marketing-assessment-measures) Genre: Handbook & Resources Understand the six capability dimensions measured by the assessment and why each one matters to your marketing success. Tags: Assessment, Quiz, Resources ### [Your Account Handbook Overview](/help-center/your-account-handbook-overview) Genre: Handbook & Resources Learn what the Handbook page contains and how to use it as your brand source of truth. Tags: Handbook, Getting Started, Resources ### [Choosing Your Declared Function and Activities](/help-center/choosing-your-declared-function-and-activities) Genre: Onboarding Explains the onboarding step where you declare your job function and activities, how the portal recommends a role, and how to request changes later. Tags: Onboarding, Roles, Permissions, First Steps ### [Getting Started as an Account Admin](/help-center/getting-started-as-an-account-admin) Genre: Onboarding 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. Tags: Onboarding, Admin, Getting Started, Permissions, Security ### [Inviting Team Members to Your Organization](/help-center/inviting-team-members-to-your-organization) Genre: Onboarding How to send portal invitations, what the invitee experience looks like, and how admins approve new users. Tags: Onboarding, Users, Invite, Account ### [Multi-Organization Access](/help-center/multi-organization-access) Genre: Onboarding For users belonging to multiple Sun Locke client organizations: how to switch between orgs and complete onboarding for each. Tags: Onboarding, Account, Organizations ### [Navigating the Client Dashboard](/help-center/navigating-the-client-dashboard) Genre: Onboarding Overview of the dashboard layout: stat cards, project widgets, upcoming deadlines, announcements, and how to customize widgets. Tags: Onboarding, Dashboard, Getting Started ### [Setting Up Your Account During Onboarding](/help-center/setting-up-your-account-during-onboarding) Genre: Onboarding Walks through the onboarding wizard step-by-step: completing your profile, selecting your role/function, and what happens while your access is pending approval. Tags: Onboarding, Account, Profile, First Steps ### [Understanding Roles and Permissions](/help-center/understanding-roles-and-permissions) Genre: Onboarding Explains client roles (Super Admin, Admin, Project Manager, Marketing, Communications, Contributor, Finance, Legal, Viewer), what each can access, and how capability packs extend permissions. Tags: Onboarding, Permissions, Roles, Account ### [Welcome to the Sun Locke Client Portal](/help-center/welcome-to-the-sun-locke-client-portal) Genre: Onboarding A first-look orientation covering how to log in, what each section of the portal does, and where to go for help. Tags: Onboarding, Getting Started, Welcome ### [What Is Pending Approval Status?](/help-center/what-is-pending-approval-status) Genre: Onboarding Why a new user may see a Pending Approval screen, who approves access, and what to do if approval takes too long. Tags: Onboarding, Account, Permissions ### [Due Soon and Overdue Tasks](/help-center/due-soon-and-overdue-tasks) Genre: Projects & Work Use the Due Soon view to stay on top of approaching deadlines and manage overdue items. Tags: Tasks, Deadlines, Workflow ### [Reviewing and Approving Deliverables](/help-center/reviewing-and-approving-deliverables) Genre: Projects & Work Step through the deliverable review process, provide feedback, request changes, and give final approval. Tags: Deliverables, Approvals, Feedback, Revisions ### [Task Approvals and Reviews](/help-center/task-approvals-and-reviews) Genre: Projects & Work Navigate the approval workflow for tasks requiring sign-off and provide feedback or approval decisions. Tags: Tasks, Approvals, Workflow ### [The Sun Locke Timeline View](/help-center/the-sun-locke-timeline-view) Genre: Projects & Work Use the Sun Locke timeline view to see only agency-managed milestones and deliverables without personal calendar noise. Tags: Timeline, Projects ### [Understanding Deliverable Statuses](/help-center/understanding-deliverable-statuses) Genre: Projects & Work Reference guide to the nine deliverable statuses and the action needed at each stage. Tags: Deliverables, Workflow ### [Understanding Project Details and Campaigns](/help-center/understanding-project-details-and-campaigns) Genre: Projects & Work Learn how to navigate project details, view campaigns, and understand the relationship between projects and their initiatives. Tags: Projects, Campaigns ### [Understanding Task Statuses](/help-center/understanding-task-statuses) Genre: Projects & Work Reference guide explaining each task status and what action you should take at each stage. Tags: Tasks, Workflow, Getting Started ### [Using the Project Timeline](/help-center/using-the-project-timeline) Genre: Projects & Work Navigate the calendar view to see milestones, deliverable due dates, and campaign launches across all your projects. Tags: Projects, Timeline, Deadlines ### [Viewing Your Approvals Queue](/help-center/viewing-your-approvals-queue) Genre: Projects & Work Access your approvals queue to review pending items, track approval history, and submit approval decisions. Tags: Approvals, Workflow, Tasks, Deliverables ### [Viewing Your Projects](/help-center/viewing-your-projects) Genre: Projects & Work Find and browse your active projects, understand status indicators, and navigate to project details. Tags: Projects, Getting Started ### [Working with Tasks](/help-center/working-with-tasks) Genre: Projects & Work Access your task list, understand task statuses, and use filters to organize your work by due date or status. Tags: Projects, Tasks, Workflow ### [Your Personal Marketing Calendar](/help-center/your-personal-marketing-calendar) Genre: Projects & Work Create and manage your own marketing events alongside Sun Locke work to keep all your initiatives in one place. Tags: Timeline, Planning