How to add User Manuals
User Manuals make it easy for you to share important documents — like policies, SOPs, or training guides — directly within Helix.
🌐 Overview
The User Manual can be tailored by branch and role, ensuring each team member has fast access to the information most relevant to their work.
🧭 Navigation
Control Panel → User Settings → User Manual
Add a Manual
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Click + (top-right).
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Branches: Select one or more branches (multi-select).
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Name: Enter the title shown to users (e.g., “Pre-op Nursing SOP v2”).
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Description: Add a short summary (optional).
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Category: Choose one of the following — Operations, Human Resources, Medical, or Policies.
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Visibility:
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Roles: Select specific roles, or
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Toggle All Roles to make it visible to everyone.
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Upload File: Attach your manual (PDF or PNG only).
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Click Submit 💾 to save.
💡 Tips
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Use clear, descriptive titles — e.g., “Front Desk Check-In Guide” or “HR Policy 2025”.
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Keep PDFs light for faster loading ⚡.
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Replace outdated versions instead of duplicating manuals.
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Use the Policies category for compliance documents everyone must read.
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Review manual visibility regularly to ensure new staff have access.