Territory Wallet Admin Portal

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Territory Wallet Admin Portal - Documentation ​

Complete Administrator Guide for Congregation Territory Management

Welcome to the comprehensive documentation for Territory Wallet Admin Portal. This guide is designed for congregation administrators who manage territories, addresses, and publisher assignments.

📚 Documentation Structure ​

🚀 Getting Started ​

Start here if you're new to Territory Wallet

  • Account signup and login (passwordless)
  • Congregation setup
  • Understanding the interface
  • Creating your first territory
  • Essential workflows
  • Quick tips for beginners

Time to complete: 15-20 minutes

📊 Dashboard & Analytics ​

Understanding your territory metrics and performance

  • Dashboard overview and key metrics
  • Service year progress tracking
  • Coverage analysis and charts
  • Territory lists and reports
  • Using analytics for planning

Best for: Weekly reviews, service meeting preparation, coverage planning

🗺️ Map Builder Guide ​

Comprehensive guide to creating and editing territories

  • Interface layout and components
  • Drawing tools (polygon and point)
  • Editing territories and boundaries
  • Selection and navigation
  • Visual layers and filters
  • Undo/redo system
  • Advanced techniques

Best for: Daily territory creation and editing work

📋 Territory Management ​

Organizing and managing your territory system

  • Territory organization hierarchy
  • Reference ID system design
  • Types and categories
  • Localities and geographic organization
  • Feature groups (linked territories)
  • Territory metadata
  • Bulk operations
  • Territory lifecycle

Best for: Setting up your organizational system, maintaining consistency

📍 Address Management ​

Maintaining accurate address records

  • Understanding address structure
  • Pull addresses from data feeds (fastest)
  • Adding individual addresses
  • Bulk CSV import
  • Geocoding and placement
  • Address ranges for apartments
  • Editing and updating addresses
  • Address validation
  • Data organization and export

Best for: Address data entry, automated imports, maintaining accuracy

💾 Save Draft vs Publish ​

Understanding the critical two-stage workflow

  • The two-stage system explained
  • When to save draft vs. publish
  • Workflow decision tree
  • What happens during publish
  • Unsaved changes indicator
  • Best practices and common workflows

Critical reading: This workflow prevents data loss and controls visibility

💡 Tips & Troubleshooting ​

Expert advice and solving common problems

  • General best practices
  • Power user tips
  • Performance optimization
  • Data management strategies
  • Common problems and solutions
  • Browser and mobile issues
  • Security and privacy
  • Getting support

Best for: Solving problems, optimizing workflow, advanced techniques

🎯 Quick Navigation by Task ​

I want to... ​

Learn the basics: → Getting Started Guide

Create a new territory: → Map Builder - Drawing Tools

Automatically pull addresses for your territory: → Address Management - Pull Addresses

Import addresses from CSV: → Address Management - Bulk Import

Organize territories by area: → Territory Management - Localities

Understand save vs publish: → Save Draft vs Publish

Track territory coverage: → Dashboard - Coverage Analysis

Fix geocoding issues: → Address Management - Geocoding

Solve a problem: → Tips & Troubleshooting

Design reference ID system: → Territory Management - Reference IDs

Link multiple territories: → Territory Management - Feature Groups

Optimize performance: → Tips - Performance Optimization

Export data/backup: → Tips - Data Management

📖 Reading Path Recommendations ​

For First-Time Administrators ​

Day 1: Orientation (2-3 hours)

  1. Read Getting Started
  2. Create 2-3 test territories
  3. Skim Map Builder Guide (read in detail as needed)

Week 1: Foundation (5-10 hours)

  1. Read Territory Management - Design your system
  2. Read Address Management - Plan data entry
  3. Read Save Draft vs Publish - Critical workflow
  4. Create 10-20 territories to practice

Month 1: Mastery

  1. Read Dashboard & Analytics - Understand metrics
  2. Read Tips & Troubleshooting - Advanced techniques
  3. Implement full territory system
  4. Train other administrators

For Experienced Administrators ​

Migration/Setup (1-2 hours)

  1. Read Territory Management - Plan organization
  2. Read Address Management - Bulk Import
  3. Read Save Draft vs Publish - New workflow

Reference (as needed)

For Quick Problem Solving ​

Something's not working:

  1. Check Tips & Troubleshooting
  2. Search this documentation (Ctrl/Cmd + F)
  3. Contact support with gathered info

🖼️ Screenshots ​

Throughout this documentation, you'll see placeholders for screenshots like:

To add screenshots:

  1. Take screenshots while using Territory Wallet
  2. Save with descriptive names (e.g., dashboard-overview.png)
  3. Place in /docs/screenshots/ folder
  4. Replace placeholder text with image references:
    markdown
    ![Dashboard Overview](./screenshots/dashboard-overview.png)

Recommended screenshots:

  • Dashboard main view
  • Map Builder interface overview
  • Drawing tools in action
  • Territory properties panel
  • Address import process
  • Visual layer options
  • Save Draft and Publish buttons
  • Filter controls
  • Territory list views

📝 Document Conventions ​

Icons Used:

  • ✅ Do - Recommended approach
  • ❌ Don't - Avoid this practice
  • ⚠️ Warning - Important caution
  • 💡 Tip - Helpful hint
  • 📌 Note - Additional information

Text Formatting:

  • Bold - Important terms, UI elements, emphasis
  • Code - Field names, technical terms, system values
  • Italic - De-emphasized or explanatory text

  • Blockquotes - Important notes and tips

🔄 Documentation Updates ​

This documentation covers: Territory Wallet (Beta)

Last updated: October 2025

Feedback and Corrections: If you find errors, outdated information, or have suggestions:

  • Contact your system administrator
  • Submit feedback through the app
  • Document unclear sections for future updates

🎓 Training Resources ​

For Training New Administrators:

  1. Hands-on Session (2-3 hours)

    • Walk through Getting Started together
    • Create sample territories as a group
    • Practice import process
    • Test assignment workflow

  2. Reference Materials

    • Print or share this documentation
    • Create quick reference cards for common workflows
    • Screen recording of common tasks
    • FAQ based on common questions

  3. Practice Environment

    • Create test congregation account (if possible)
    • Let trainees experiment freely
    • Make mistakes in safe environment
    • Learn undo/draft workflow

  4. Gradual Responsibility

    • Start with reviewing existing territories
    • Add addresses to existing territories
    • Create new simple territories
    • Eventually: full territory creation and management

📞 Support ​

Documentation:

Contact Support:

  • Gather error details and screenshots
  • Describe what you were doing
  • Include browser and system info
  • Follow support channels provided by your administrator

🗺️ Document Map ​

Territory Wallet Documentation
│
├─ 📄 README.md (this file) - Navigation and overview
│
├─ 🚀 getting-started.md - First steps and orientation
│
├─ 📊 dashboard.md - Analytics and reporting
│
├─ 🗺️ map-builder.md - Map editing and tools (longest guide)
│
├─ 📋 territory-management.md - Organization and structure
│
├─ 📍 address-management.md - Address data and import
│
├─ 💾 save-and-publish.md - Critical workflow explanation
│
└─ 💡 tips-and-troubleshooting.md - Advanced tips and solutions

Ready to get started? Head to the Getting Started Guide to begin your journey with Territory Wallet!

Already experienced? Jump directly to the section you need using the Quick Navigation above.

Have questions? Check Tips & Troubleshooting or contact support.

Territory Wallet Admin Portal

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