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Onboarding Guides for Platform Users

  • Updated

We provide interactive onboarding guides, to welcome you to Level Access Platform and assist your onboarding efforts. Use the guides to learn how to complete the entire remediation cycle, that is how to test, prioritize, and remediate detected accessibility issues, and view resulting reports.

Which onboarding guides we offer?

We offer the following onboarding guides in the platform user interface :

Onboarding guide Audience

User Essentials

All users of the platform

Administration Setup Guide

 Platform administrators
Note: Depending on the package your organization purchased, some features might not be available or might need specific permissions.

How to access the onboarding guides?

As a new user, you will see the Welcome to the Level Access Platform pop-up, which allows you to select the guide you want to use.  You can also revisit these guides later on. 

To access an onboarding guide when you log in initially:

  1. Launch Level Access Platform. 
  2. Select Begin Onboarding checklist, to explore key features and begin your accessibility journey.
  3. Select the flow that best represents your user role:
    • If you're an admin, choose Start Admin Setup.
    • If you have any other user role, choose Explore User Essentials.
  4. Follow the on-screen prompts. 

Shows the initial Welcome popup where you can select the guide you want to launch.

To access the guides at a later time:

  1. Launch Level Access Platform. 
  2. Click the question mark icon (?) in the bottom right corner of the page. The Resource Center opens.
  3. Select the guide you want to revisit. 

Why you might not see the guides?

You might not be able to see the guide in the following situations:

  • You do not have required user permissions. Contact your administrator to verify whether you can obtain the required permissions.
  • Your web browser has been configured to include add blockers. Disable ad blockers, to resolve the issue.

For example, to disable ad blockers for your Chrome browser, use the following procedure: 

  1. Launch the Chrome browser on your computer.
  2. Select the three dots in the upper right corner, and then select Settings.
  3.  Select Privacy and security, and then Site settings.
  4. Scroll down, select Additional content settings, and then Intrusive adds.
  5. Change Default behavior to Any site you visit can show any ad to you.

Administration Setup Guide 

This guide is created for your Level Access Platform administrator. Before you begin, your onboarding manager must set up at least one digital asset and one workspace. 

Task Steps

 

Navigate the platform using the switcher

Use the switcher to move between your organization’s digital assets and workspaces. The platform has three levels of hierarchy:

  1. Organization
  2. Workspace
  3. Digital Asset (such as a website).

To navigate the platform:

  • Display the switcher to discover digital assets and workspaces you have permission to access. Your breadcrumb shows where you are within the platform.

Continue to the next task: Set up monitoring.
Set up monitoring

Monitoring helps you track ongoing accessibility issues and updates. It works like a scheduled scan that runs regularly across your digital assets.

  1. Navigate to a workspace with a switcher.
  2. Go to the Digital Assets page to see the list of digital assets within the workspace.
  3. If available, click Set up monitoring and follow the steps to configure it for your site. 

Continue to the next task: Create projects.
Create projects 

Projects help manage and assign accessibility findings clearly. You can integrate them with tools like Jira to streamline your remediation workflow. 

  1. Navigate to a workspace with a switcher.
  2. Go to the Projects/Tasks page.
  3. Select Create project to begin remediation. 

Continue to the next task: Discover dashboards
 Discover dashboard

Discover the workspace and organization dashboard. Note that some packages might not include dashboards.

  • The workspace dashboard consolidates accessibility data across all digital assets in that workspace. It helps your team assess risk, prioritize remediation, and track findings.
  • The organization dashboard provides an organization-wide overview of accessibility progress across all workspaces. It supports strategic planning and risk management. 

To access the dashboards: 

  1. Navigate to a workspace, using the switcher. 
  2. Go to the Dashboard at the workspace level.
  3. Switch to the Organization level for a broader view. Discover the organization dashboard.  

Continue to the next task: Request services.
Request services

You can request different type of services.

  • Manual evaluations go beyond automated scans. Experts assess specific pages, user flows, and key customer interactions to find nuanced accessibility issues. 
  • Other services include design reviews, document/video remediation, demand letter responses, VPAT creation, and live consultations, all supporting your accessibility goals. Before you request VPAT creation, read Level Access VPAT Process.

To request a service from the platform:

  1. Navigate to the Request a Service menu
  2. From the dropdown, choose Manual evaluation to get expert testing for a digital asset. 
  3. Explore and if applicable to your needs, request other available services. 

Continue to the next task: Add users
Add users 

User permissions are based on the assigned group. Only organization admins can assign users, and you can’t assign multiple users to different groups at once.

  1. From the Control Hub, select the Organization Settings. 
  2. Click Add Users, enter email addresses, and assign them to groups.  

Continue to the next task: Rate this guide. 
Rate this guide

Select Submit to send us your feedback.  

 

User Essentials Guide

This guide is created for all users of Level Access Platform. Before you begin, note that some features might be available only with specific permissions.

Task Steps
Navigate the platform using the switcher

The platform has three levels of hierarchy:

  1. Organization
  2. Workspace
  3. Digital Asset (such as a website).

To navigate the platform:

  • Display the switcher to discover digital assets and workspaces you have permission to access. Your breadcrumb shows where you are within the platform.

Continue to the next step: Get immediate results by scan.

Get immediate results by scan

Scan is an automated accessibility testing tool that checks digital assets against multiple rule libraries to identify potential accessibility barriers.

To scan your digital asset: 

  1. Select a website (digital asset).

  2. Navigate to Scan. 

  3. Select between a Basic Scan, which tests a single page, or an Advanced Scan, which covers up to 100 pages and allows for additional customization.

Continue to the next step: Discover findings

Create tasks 

A finding is a specific instance of an accessibility rule violation discovered during automated scans or manual evaluations. The same finding may appear multiple times across a digital asset. 

A task is an actionable item created from findings to help teams define, delegate, and track remediation progress. Your admin must create a project before you can create a task.

  1. Select a website (digital asset).

  2. Navigate to Findings

  3. Select a finding

  4. Convert it to a task within a project. 

  5. Continue to the next step: Understand reports

For details on findings, go to these topics:

Understand reports

This is where you can find the digital asset-level report. Digital asset summary provides a comprehensive view of a website’s accessibility status, including insights into overall health and areas for improvement.

  1. Select a digital asset.

  2. Navigate to Overview.

Continue to the next step: Explore the Level Access Academy.

Explore the Level Access Academy

The Academy offers training on using the platform as well as broader accessibility education through Level Access.

  1. Explore in-depth platform training in the Academy. 

  2. Discover more accessibility training.

Continue to the next step: Rate this guide.

Rate this guide

Select Submit to send us your feedback.  

 

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