PLATFORMZ / HELP CENTER
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Practical guides to discovery, customer workspaces, connections, reporting and the tools behind your website. Start with a topic or search for the task you need to complete.
Find a guidePRACTICAL GUIDES
Find your next step.
Browse a topic or search the published guides. Client requests stay in your private workspace.
What can we hire Platformz to build?
Start with the experience or business problem you need to improve, then identify the design, software and system work it requires.
Read the guide Getting started & discoveryChoose a discovery service
Use the decision you need to make to select a starting scope, then check its listed deliverables before purchase.
Read the guide Getting started & discoveryPrepare for a discovery session
Bring the people, examples and system context needed to examine the business question without sharing credentials.
Read the guide Getting started & discoveryRead the discovery report
Use findings, dependencies and recommendations to make the next decision; distinguish demonstrated evidence from assumptions.
Read the guide Getting started & discoveryAgree the first release
Choose a release your team can review and use, with clear acceptance, dependencies and ownership.
Read the guide Control Tower & OrchespherePlatformz or OrcheSphere: which do I need?
Hire Platformz for expert services. Subscribe to OrcheSphere for connected software and administration.
Read the guide Control Tower & OrchesphereWhat is a Control Tower?
A business workspace can bring responsibilities, reporting and exceptions into view; each source and capability still needs a defined scope.
Read the guide Control Tower & OrchesphereGet started with OrcheSphere
Use your shared customer sign-in for Platformz and OrcheSphere. Service purchases, subscriptions and company permissions remain separate.
Read the guide Control Tower & OrchesphereWrite a useful command request
Describe an outcome, its boundaries and the review it requires, rather than pasting credentials or asking for unrestricted access.
Read the guide Control Tower & OrchesphereReview a command plan before approval
Check the intended outcome, sources, permissions and limits; an approval record is not proof of external execution.
Read the guide Control Tower & OrchesphereUnderstand planning, approval and execution status
Use the visible state and supporting evidence to tell whether work is proposed, approved or actually operating.
Read the guide Connections & workflowsChoose which system owns each record
Agree where an important record is maintained and how other systems should use it before connecting the workflow.
Read the guide Connections & workflowsPlan a connection between systems
Define the information, direction, access and acceptance checks before treating an integration as part of the operation.
Read the guide Connections & workflowsConfigured connection or verified live feed?
Treat a saved connection as configuration until a relevant source response and operating handoff have been checked.
Read the guide Connections & workflowsInvestigate missing or delayed information
Trace one record from the responsible source to the destination before assuming a report or workflow is wrong.
Read the guide Connections & workflowsPlan how workflow exceptions are handled
Give failed or unusual work an owner, useful evidence and a safe route back into the process.
Read the guide Access & securityChoose the right Platformz portal
Use Platformz for expert services and your service purchase account. Use OrcheSphere for subscriptions, connections and company administration.
Read the guide Access & securitySign in to your invited account
Use your current sign-in method and the account assigned access. Shared sign-in does not grant staff or company permissions.
Read the guide Access & securityUnderstand staff roles and customer permissions
Assign access for the work a person needs to do, and keep sales membership separate from customer workspace capabilities.
Read the guide Access & securityShare evidence without exposing secrets
Send the business context and a redacted example; leave credentials, private links and unrelated personal information out.
Read the guide Access & securityReport an access or security concern
Make the affected environment and potential impact clear, then involve the person authorized to control access.
Read the guide Reporting & dataRead the management dashboard
Check the source, period and meaning of each figure before combining sales, website, payment and operating information.
Read the guide Reporting & dataWhy website counts and Google Analytics differ
Compare consented first-party pageviews with actual GA4 reports using their own definitions, periods and configuration state.
Read the guide Reporting & dataUnderstand contacts, opportunities and pipeline totals
Keep relationship records, open sales work and closed commercial outcomes distinct.
Read the guide Reporting & dataRead store orders and payment totals
Use provider-verified payment state and keep live payments, test payments and service fulfillment separate.
Read the guide Website & storeEdit and publish website content
Use the manager content editor to save a draft, review it and explicitly publish the intended version.
Read the guide Website & storeManage images and brand assets
Upload an appropriate image, review its description and publish it before referencing it on a public page.
Read the guide Website & storeReview a discovery service in the cart
The cart holds one selected service; the server uses the current catalog to show its price and availability.
Read the guide Website & storeManage your purchases, receipts and payment methods
Sign in to your Platformz customer account to review purchases, update your profile and open secure billing options.
Read the guide Website & storeWhen checkout or confirmation is unclear
Sign in to the purchasing account and check the order reference before attempting another payment.
Read the guide Support, incidents & changesSend a support request the team can act on
Describe the expected result, what happened and the business impact, with a safe example.
Read the guide Support, incidents & changesReport an interruption or serious operating issue
Make the affected workflow and impact clear, preserve evidence and avoid repeating uncertain actions.
Read the guide Support, incidents & changesRequest a change without losing the current scope
Explain the business reason and acceptance for the change before adding it to delivery or operating work.
Read the guide Support, incidents & changesPlan a release and recovery path
Agree how the change will be verified, who can authorize release and how the team will respond if the result is wrong.
Read the guide Billing, handover & trainingUnderstand what a discovery purchase includes
Use the current service description and agreed engagement to distinguish discovery from implementation and continuing support.
Read the guide Billing, handover & trainingAsk about an order, payment or scope change
Contact the team with the order reference before repeating payment or assuming that a fulfillment update changes the financial record.
Read the guide Billing, handover & trainingPrepare a software and operating handover
Agree the source, data, access, documentation and responsibilities the receiving team needs to use and support the work.
Read the guide Billing, handover & trainingTrain the team and plan ongoing support
Teach the actual tasks and exceptions the team will own, then agree how maintenance and improvement requests will be handled.
Read the guideHELP FROM THE TEAM
Need help with your situation?
Existing clients can sign in to Orchesphere and open support in their assigned customer workspace. Tell us what you expected, what happened and the business impact. For a new project or a general question, contact Platformz. Leave out credentials and private sign-in links.