INSTITUTIONAL PORTAL

Agency Program Director

Manage institutional access without collecting participant financial credentials.

Agency CodeDEMO200
Licenses Used48 / 200
Available152
Overall Completion64%

Agency activation

QR

DEMO200

Production will generate a unique QR code and activation link for each contracted agency.

Aggregate curriculum progress

Module 191%91%
Module 282%82%
Module 371%71%
Module 463%63%
Module 554%54%
Module 649%49%
Module 738%38%

Demo data only. Production reports are designed to show program-level progress without participant banking details.

CASEWORKER QUICK-START

Scan → Activate → Learn

  1. Provide the participant with your agency's QR code or secure activation link.
  2. Help with basic portal access if needed. Do not collect ABLE, Social Security or banking credentials.
  3. The participant completes the applicable Building Beyond Boundaries lessons; the Program Director reviews aggregate progress.