portalDocumentedGuide
Customer portal
Review the published revision and the sections visible to your account.
- Prerequisites
- The study must be published and visible to the customer’s registered phone.
Steps
- Request a one-time code for the registered phone and sign in.
- Review the published revision and visible sections.
- Post a question or correction request on the study page.
Method and expected result
Customers see published content and fields allowed for customer visibility.
Limitations and common errors
A customer account does not gain permission to edit internal data or publish revisions.
reportsDocumentedGuide
Reading study results
Interpret results alongside assumptions, date, and source revision.
- Path in FS
- Public FS guide → Published study report Open FS ↗
- Prerequisites
- Review a published revision or a specific report and identify its key assumptions.
Steps
- Check the date, currency, assessment horizon, and source revision.
- Read NPV as the present value of cash flows and IRR as the rate that makes NPV zero.
- Compare results with scenarios and sales, cost, tax, and financing assumptions.
Method and expected result
Positive NPV is meaningful only against that model’s discount rate and inputs; non-conventional cash flows may not have a unique IRR.
Limitations and common errors
A report does not certify external data or standards alignment; independently review assumptions and sources for professional decisions.
portalDocumentedGuide
Collaborating on a study
Sign in through the collaboration portal and work within your assigned access.
- Prerequisites
- A valid invitation and active collaborator account are required; the manager assigns study access.
Steps
- Open the collaboration link and verify your identity.
- Open a study that has been authorized for you.
- Use only the sections and actions allowed by your role.
Method and expected result
The server checks authorization on each request.
Limitations and common errors
A guide or invitation link does not grant access beyond the assigned role.
