Owner dashboard
Business overview
Access required
Sign in to the owner portal.
Inbox
Lead queue
Select a lead
Review contact details and notes.
Choose a lead from the queue to update its status, add internal notes, and prepare follow-up.
Investor center
Investor updates and inquiries
Company updates
Investor feed
Interest sheet
Investor inquiries
Client accounts
Companies
Directory
Company records
Setup
Create company profile
People
Select a company
Company team
Inquiry source
Company interest leads
Owner security
Owner and investor access
Current portal users
Private owner, administrative, and investor access for this portal only.
Learner access
Manage courses and learner accounts in the Training Platform
Course enrollment, learner progress, quizzes, and certificates now stay together in the dedicated Training Platform.
Learning platform builder
Course library
Review courses already built, then open one when you need to edit the training flow.
Course library
Training library
Draft
Create course
New course
Training Studio
Toolbox
Drag or click a block to build the training flow.
Course details save from the course form.
Sections, blocks, and files save when added.
Review package collects outline, objectives, files, quizzes, and completion rules.
Internal templates
Add Bugbyte course sections
Use these only for Bugbyte-owned structured course packages. Company training can start with a custom section in the form below.
Individual CE section library
Step 4
Questions for selected quiz block
Training operations
Assignments
All active training assignments created for companies or learners.
Assignments started by learners once the student portal is connected.
Completion records will feed reports and certificate workflows.
Assign training
Create assignment
Queue
Active assignments
Exports
Reports
All public form submissions currently stored in the lead database.
Investor inquiry submissions and leads marked as investor leads.
Company training submissions and leads marked as company leads.
Lead CSV export
Download the current early-access lead list for local review and follow-up.
Training progress
Live learner progress, quiz attempts, certificate records, and assignment movement.
0 active learners
0 quiz attempts
0 certificates ready
CE section activity
Each row shows the latest activity by learner, course section, quiz status, and certificate record.
Private owner portal
Business overview
Not synced
Bugbyte Academy
Launch readiness and live operations in one place.
Track owner access, customer inquiries, training delivery, support, payments, and the remaining steps before courses can go on sale.
Checking
Signed in
Active owner and investor accounts.
Client and prospect company records.
The catalog stays hidden until the first course is ready.
Single-learner access comes first; company tools follow later.
New and follow-up inquiries.
Checkout testing can continue while public sales remain disabled.
Systems
Connected services
Websites
Public, product, and owner sites.
Checking
Owner records
Private portal access and inquiry records.
Checking
Training Platform
Courses, learners, progress, quizzes, and certificates.
Connected
Square payments
Checkout is prepared for testing; live sales remain disabled.
Not connected
Secure file storage
Business and website assets.
Planned
Support and inquiries
Support mailbox created; notification routing is next.
Planned
Business
Sales readiness
No live sales have been enabled.
Revenue begins after the first course and checkout are approved.
Uses active company accounts until billing is connected.
Launch checklist
What we are working through next
Hidden
Public course catalog
Keep the catalog empty until a finished course is ready to review.
Next
Build the first course
Create, test, and approve the first learner-ready course in the Training Platform.
Separate approval
CEU course approval
Complete provider and course approvals before advertising CE credit.
Later release
Company accounts
Manager seats, team purchasing, and company reporting follow the individual launch.
Test ready
Payments and enrollment
Finish sandbox checkout and enrollment tests before enabling live sales.
Mailbox ready
Support and policies
Test the support inbox, forwarding, website form, and response process.
LLC submitted
Business setup
After approval: EIN, operating agreement, Statement of Information, bank account, and trademark clearance.
Security status
Login protection
Secure session cookie active
Role-based access active
Owner passwords stored outside the website
Passkeys planned
Two-factor codes planned
Recovery process planned