Getting Started

This guide will help you get up and running with the AI and Social Work platform quickly and efficiently.

Creating an Account

Step 1: Sign Up

1. Visit the Sign Up page

2. Choose your preferred registration method:

   • Email and password
   • Google account
   • Other OAuth providers

3. Provide required information:

   • Full name
   • Email address
   • Password (if using email/password)

4. Verify your email address by clicking the link sent to your inbox

Step 2: Choose Your Role

During registration, you'll select your primary role:

• Practitioner: For professional social workers
• Educator: For teachers and trainers
• Student: For learners and trainees

Your role determines which tools and features you'll have access to. You can change your role later in account settings if needed.

Step 3: Complete Your Profile

After creating your account:

1. Navigate to Settings → Profile
2. Add additional information:
   • Organization (optional)
   • Country/Region
   • Professional credentials (for practitioners)
   • Educational institution (for students/educators)

Logging In

Standard Login

1. Go to the Sign In page
2. Enter your credentials
3. Click "Sign In"

Forgot Password?

If you forget your password:

1. Click "Forgot Password?" on the sign-in page
2. Enter your email address
3. Check your inbox for a password reset link
4. Follow the instructions to create a new password

Two-Factor Authentication (Optional)

For enhanced security, you can enable two-factor authentication:

1. Go to Settings → Security
2. Enable "Two-Factor Authentication"
3. Scan the QR code with your authenticator app
4. Enter the verification code to confirm

Subscription Plans

The platform offers several subscription tiers designed for different users.

Free Tier

Perfect for: Exploring the platform

Includes:

• Limited access to basic tools
• 5 AI queries per month
• Read-only access to Evidence Library
• Community support

Cost: Free

Professional Plan

Perfect for: Practicing social workers

Includes:

• Full access to all assessment tools
• Unlimited AI queries
• Full access to Evidence Library
• Priority support
• Export functionality (PDF, reports)
• Custom templates

Cost: $19.99/month or $199/year (save 17%)

Educator Plan

Perfect for: Teachers and trainers

Includes:

• Everything in Professional Plan
• Course management tools
• Student progress tracking
• Case study builder
• Assignment creation and grading
• Analytics dashboard
• Up to 50 student seats

Cost: $49.99/month or $499/year (save 17%)

Student Plan

Perfect for: Social work students

Includes:

• Access to learning-focused tools
• 100 AI queries per month
• Evidence Library access
• Assignment submission
• Practice scenarios
• Community support

Cost: $9.99/month or $79/year (save 34%)

Enterprise Plan

Perfect for: Organizations and institutions

Includes:

• Custom pricing based on needs
• Unlimited users
• Single sign-on (SSO)
• Dedicated support
• Custom integrations
• Training sessions
• API access

Cost: Contact sales

Choosing and Activating a Plan

Selecting Your Plan

1. Visit the Pricing page
2. Review available plans
3. Click "Get Started" on your chosen plan
4. Review plan details

Payment Process

1. Click "Subscribe" on your selected plan
2. Enter payment information (powered by Stripe)
   • Credit/Debit card
   • Payment is processed securely
3. Review and confirm your subscription
4. Access is granted immediately

Changing Your Plan

You can upgrade or downgrade at any time:

1. Go to Settings → Billing
2. Click "Manage Subscription"
3. Choose "Change Plan"
4. Select your new plan
5. Confirm the change

• Upgrades: Active immediately
• Downgrades: Take effect at next billing cycle

Navigating the Dashboard

Once logged in, you'll see your personalized dashboard.

Dashboard Overview

The dashboard is your home base, showing:

• Quick Access Cards: Recently used tools
• Usage Stats: Your activity and usage metrics
• Announcements: Platform updates and news
• Recent Activity: Your last actions and saved work

Main Navigation

The platform uses a consistent navigation structure:

Header Navigation

• Logo: Return to dashboard
• Search: Find tools, documentation, or saved work
• Notifications: Messages and updates
• Profile Menu: Access settings and account options
• Theme Toggle: Switch between light and dark mode

Sidebar Navigation (Dashboard)

• Home: Main dashboard
• Tools: Access all AI tools
• Saved Work: View your saved assessments and reports
• Messages: Communication center
• Settings: Account and preferences

Role-Specific Dashboards

Your dashboard adapts to your role:

Practitioner Dashboard

• Quick access to assessment tools
• Case management overview
• Recent assessments
• Usage statistics

Educator Dashboard

• Course overview
• Student management
• Assignment tracking
• Analytics and insights
• Announcement tools

Student Dashboard

• Assigned work
• Practice scenarios
• Progress tracking
• Submitted assignments
• Learning resources

Tool Access

To use an AI tool:

1. Click "Tools" in the sidebar (or from dashboard cards)
2. Select the tool you want to use
3. Follow the tool-specific prompts
4. Review AI-generated suggestions
5. Save or export your work

Keyboard Shortcuts

Speed up your workflow with keyboard shortcuts:

• Ctrl/Cmd + K: Open search
• Ctrl/Cmd + B: Toggle sidebar
• Ctrl/Cmd + /: Show shortcuts menu
• Ctrl/Cmd + S: Save current work
• Esc: Close modal/dialog

Mobile Access

The platform is fully responsive and works on mobile devices:

Mobile Features

• Touch-optimized interface
• Responsive layouts
• Offline reading (documentation)
• Mobile notifications

Mobile Tips

• Use landscape mode for complex tools
• Enable push notifications for updates
• Bookmark frequently used tools
• Download the PWA (Progressive Web App) for app-like experience

Tips for New Users

1. Start with the Introduction Tool

Begin with the SaPIT or PIC Tool to understand how AI assistance works in practice.

2. Review the Evidence Library

Familiarize yourself with the evidence-based resources available to support your practice.

3. Explore Settings

Customize your experience:

• Set preferences for tool defaults
• Adjust notification settings
• Configure privacy options

4. Join the Community

Connect with other users:

• Participate in discussions
• Share feedback
• Request features
• Report issues

5. Keep Learning

• Check the Changelog regularly
• Read tool-specific documentation
• Watch for platform updates

Next Steps

Now that you're set up, explore:

• Using the AI Tools: Learn about each tool
• Security & Privacy: Understand data protection
• Account & Billing: Manage your subscription

Need help? Visit our Troubleshooting Guide or Contact Support.