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Getting Started Tutorial

Let's discover Your Values in less than 5 minutes.

Getting Started​

Get started by creating a new organization.

Organizations provide the logical entity to group users.

What you'll need​

  • An active subscription
    • Please reach out to Bera Wealth support for activiation of a new subscription.
  • An administrative user account with organizations, users, roles permissions.

Concepts​

Organizations​

Represent the teams, business customers, and partner companies that access your applications.

Users​

An easy to use UI to help administrators manage user identities including password resets, creating and provisioning, blocking and deleting users.

Roles​

Roles contain collections of Permissions and can be assigned to Users.

Permissions​

Permissions are the smallest unit of access control in the application.

Roles​

Roles are the collection of Permissions that are assigned to a User.

Assessments​

Assessments are the collection of values that are assessed for a User.

Goals​

Goals are the objects that are created to help the User achieve their desired future state.

Vision Statements​

Vision Statements are the statements that are created to help the User achieve their desired future state.

iOS App​

Use the native iOS app to complete values assessments, manage goals, and review vision statements on the go. Start with the iOS App Getting Started guide.