CHAPA User Guide

Welcome to CHAPA (Content Hub for Analytics and Partnership Administration) – your workspace for tracking brand partnerships, deliverables, and revenue. This guide is designed to be skimmable: jump to the section you need, scan the checklists, and keep moving.

Quick Reference

Goal	Where to Go	Key Actions
See everything happening today	Dashboard → Overview cards	Review Deal Stats → open alerts from Upcoming Deadlines
Add a new partnership	Deals → New Deal	Select/Create Brand → enter value + stage → add deliverables → Save
Keep brand info current	Brands → Brand Detail	Update contacts → review analytics → archive when inactive
Share supporting files	Deal or Brand → Attachments	Drag files → confirm upload → copy share link if needed
Export data for offline analysis	Deals → Export	Pick date range/stage → preview count → download CSV
Tune preferences & notifications	Settings → Preferences	Set timezone & currency → toggle email alerts → update theme

Tip: Bookmark /help – every in-app “Help” link routes here so you can find docs without leaving the app.

Getting Started

1. Account Checklist

✅ Visit chapa.uk and click Get Started
✅ Choose Email (OTP verification) or Continue with Google
✅ Confirm the 6-digit verification code sent to your inbox
✅ Complete profile basics: name, timezone, default currency
✅ Invite teammates (if applicable) from Settings → Profile

Heads-up: Every new workspace gets a 14-day full-feature trial. No credit card is required until you’re ready to subscribe.

2. Dashboard Tour

Widget	What It Shows	Why It Matters
Deal Statistics	Active deals, pipeline value, won/lost counts	Quick health check before you dive in
Upcoming Deadlines	Deliverables due in the next 7 days	Stay ahead of posts and deliverables
Recent Activity	Who changed what and when	Audit log for your team
Quick Actions	“New Deal” + “New Brand” shortcuts	Jump directly into creation flows

Use the cards as your daily control center—clicking any KPI drills straight into the relevant list.

Managing Deals

Workflow at a Glance

Stage	Typical Questions	Automations
Lead	“Is this a real opportunity?”	Tracks created date automatically
Negotiating	“Have we agreed on terms yet?”	Update value + payment status here
Contract Sent	“Waiting on signatures?”	Attach contracts for reference
Active	“What’s due next?”	Deliverable reminders trigger 3 days before deadline
Completed	“All deliverables done?”	Locks in final value/payment status
Lost	“Why didn’t it close?”	Capture notes for future learnings

Create a Deal (5 steps)

Click “New Deal.” Use the dashboard shortcut or Deals page.
Choose a Brand. Search existing brands or create a new one inline.
Enter Deal Basics. Name, currency value, payment status, start/end dates.
Add Deliverables. Title + due date + status; add as many as needed.
Save & Track. Drag the card through stages or edit details any time.

Deliverables without chaos

Use the checkbox list in the deal drawer to mark progress.
Deadlines auto-populate the dashboard + email reminders.
Need extra context? Add notes or attach brief files per deliverable.

Tip: Storing the signed contract and creative brief directly on the deal keeps your team in sync (no more hunting through drives).

Filters & Search

Layer filters to zero in quickly:

Stage – pipeline focus
Brand – view every deal for a single partner
Date Range – created, start, or end dates
Value Range – spotlight high-value work
Keywords – search across deal names, notes, and brands

Save frequently used filters via browser bookmarks for one-click reports.

Managing Brands

Add or Import Brands

Brands → New Brand
Enter name, main contact, and optional website/logo.
Add notes (e.g., preferred deliverables or pricing history).
Save – the brand is instantly available when creating deals.

Brand Insight Cards

Metric	Description
Total Deals	Lifetime partnerships count
Active Deals	Deals currently in Negotiating/Contract/Active stages
Total Revenue	Sum of all completed deal values
Average Deal Size	Revenue ÷ total deals
Payment Reliability	% of deals paid on time

Archived brands disappear from active lists but keep their history for reporting. Restore any time from the “Archived” filter.

Working with Attachments

Supported File Types & Limits

Category	Formats	Max Size
Documents	PDF, DOC, DOCX, TXT	25 MB per file
Spreadsheets	XLS, XLSX, CSV	25 MB
Images	JPG, PNG, GIF, WEBP	15 MB
Bundles	ZIP	200 MB

Upload Flow

Open the deal or brand record.
Scroll to Attachments (or Files for brands).
Drag-and-drop files or click Upload.
Wait for the upload checkmark—files are instantly versioned.

Security: Files live in private, encrypted storage (DigitalOcean Spaces). Links expire automatically after 7 days; regenerate whenever you need to re-share.

Managing Files

Rename or delete via the contextual menu.
Click a filename to download instantly.
Use the Share icon to copy a temporary read-only link for clients.

Exporting Data

Quick Export Checklist

Go to Deals → Export.
Pick a Start Date, End Date, and/or Stage (optional).
Click Preview Count to validate the selection.
Download the CSV; column order is optimized for spreadsheets.

CSV Columns

Column	Notes
Deal ID	Unique identifier for reference/BI tools
Brand	Brand name (joins cleanly with brand exports)
Contact Name / Email	Primary contact pulled from brand record
Value	Numeric field honoring your default currency
Deal Date & Deadline	Stored in UTC – adjust using spreadsheet locale
Stage	Last saved pipeline stage
Deliverable Type / Platform / Product Name	Optional metadata to power custom reports
Commission Rate	Stored as percentage (e.g., 12.5)

Use spreadsheet filters or BI tools (Looker Studio, Airtable, etc.) to slice exports any way you like.

Settings & Preferences

Profile

Change name + avatar.
Download your backup codes (if MFA is enabled).

Regional Preferences

Setting	Why It Matters
Timezone	Controls how dashboards & reminders display deadlines
Currency	Sets defaults for new deals + subscription pricing
Theme	Light, Dark, or Auto to match system settings

Notifications

Toggle	Emails Sent
Deal & Deliverable Reminders	Due dates, overdue warnings
Weekly Summary	Snapshot of wins, upcoming tasks
Payment Overdue	Alerts when invoices fall behind

SQL/backups aren’t exposed in settings—contact support for data portability requests.

Billing & Subscription

View current plan, trial days remaining, and renewal date.
Update payment method or download invoices (Stripe Customer Portal).

Tips & Tricks

Use drag + keyboard. Drag deals between columns or press Shift + K/J to move up/down lists, then E to edit.
Pin favorites. Star high-priority deals to surface them first in widgets.
Collaborate via comments. Mention teammates with @name inside deal notes for quick handoffs.
Audit trail. Every change (deal stage, value edits, uploads) is logged in the activity feed.
Bulk updates. Multi-select deals from the list, then batch-change stage or payment status.

Getting Help

Need	Best Channel
How do I use a feature?	Browse the User Guide (this doc)
Something isn’t working	Visit /help/troubleshooting for fix-by-fix instructions
Talk to a human	Email [email protected]
Request a feature	Open an issue on GitHub or email support

If you notice outdated information or want to contribute improvements, submit a pull request to docs/USER_GUIDE.md—the documentation lives alongside the product.