Help Center

Clear answers for your next move.

Use this guide to find the right dashboard section, understand what NellDex does, and troubleshoot common account questions.

Launch checklist

What a first user can do now

Create an account and complete your business profileOpen section →Review your readiness reportOpen section →Run the weekly reviewOpen section →Run the Live Review passOpen section →Use the worksheet tools before applying or accepting offersOpen section →Add business identity details in SettingsOpen section →Review D‑U‑N‑S guidance in Credit BuilderOpen section →Gather key business documentsOpen section →Look up common business termsOpen section →Save funding preferencesOpen section →Track at least one vendorOpen section →Save a useful resourceOpen section →Complete one banking habitOpen section →Finish the first learning lessonOpen section →

What is ready now

Use NellDex in this order.

The first working phase is meant to help a user sign in, complete setup, understand their readiness, collect documents, save resources, and choose their next action.

Start here

Getting Started gives new users a simple order of operations before they explore the full dashboard.

Open →

Live Review

Live Review puts the Phase 1 checklist, founder decision, signoff, and issue log together for the launch pass.

Open →

Open the operating plan

Weekly Review is the Operating Plan area. Use it to choose one priority, one proof item, and one follow-up.

Open →

Check progress

Readiness Report turns saved actions into strengths, gaps, and a practical 7-day plan.

Open →

See the build roadmap

Roadmap shows what is built, what is in live review, and which later phases can wait.

Open →

Build the foundation

Credit Builder, Documents, Banking, Vendors, Funding, Learning, and Glossary are connected as one readiness system.

Open →

Manage resources

Admins can review scheduled SBA/IRS suggestions, publish approved resources, and keep the library organized.

Open →

Where to find things

Desktop and mobile use the same sections.

Navigation map

On desktop, most sections are in the left sidebar. On mobile, the most-used sections appear as buttons near the top, and the rest are in the horizontal row below them.

Main dashboard

Overview

The first dashboard page after sign-in. It shows the readiness score, next move, operating plan, and recent progress.

Go there →First-time roadmap

Getting Started

Use this when you want the exact order to complete setup before launch review.

Go there →Launch review home

Live Review

Use this when you want the Phase 1 checklist, Mark passed buttons, founder decision, signoff, and issue log together.

Go there →Build plan

Roadmap

Use this when you want to see how many phases are planned, what is current, and what can wait.

Go there →Recent changes

Updates

Use this when you want to see what changed recently and what needs checking after deployment.

Go there →Next live checks

Overview / Live Review

Use this card to jump straight to the next unchecked Phase 1 review item instead of searching through the dashboard.

Go there →Launch signoff

Live Review

Use this near the end of review to mark navigation, auth, credit, resources, help, and disclaimers as Ready, Review, or Later.

Go there →Operating plan

Weekly Review

This is the Operating Plan area. It is labeled Weekly Review in the sidebar and mobile workflow buttons.

Go there →Credit and D‑U‑N‑S

Credit Builder

Find D‑U‑N‑S guidance, credit foundation steps, vendor-credit planning, and the credit monitoring planner.

Go there →Learning

Learning Center

On desktop it appears in the left sidebar and top bar. On mobile it appears in the main workflow buttons.

Go there →Help

Help Center

On desktop it is in the top bar and left sidebar. On mobile it appears in the main workflow buttons and secondary links.

Go there →Admin tools

Admin

Use this with the approved admin email to manage resources and review scheduled suggestions.

Go there →Saved links

Saved Resources

This is where saved vendor/resource links and follow-up planning live.

Go there →

Using NellDex

What is NellDex?

NellDex is an educational business-readiness platform. It helps entrepreneurs organize practical actions around business credit, vendor planning, funding preparation, banking, documents, resources, and learning.

What should I do first?

Start with Getting Started, then follow the first incomplete card. After that, use the Readiness Report to see your strengths, gaps, and next 7-day plan.

Where is the Operating Plan?

Open Dashboard, then choose Weekly Review. The Overview page also has a large Operating Plan banner near the top that links directly to Weekly Review.

Where is the launch signoff?

Open Dashboard, then choose Live Review. The Launch Signoff checklist is on the same page as launch readiness, founder decision, and the issue log.

What are Next live checks?

Overview and Live Review show the next unchecked Phase 1 review items. Use those buttons when you want NellDex to point you to the next thing to check.

How do I know Phase 1 is ready?

Open Live Review or Roadmap and review the Launch readiness summary. Phase 1 is ready when all checklist items are checked, the Founder decision is Ready to promote, Launch Signoff has no items marked Review, and the Launch Issue Log has no open issues.

Where do I record the launch decision?

Open Live Review and use Founder launch decision. Choose Reviewing, Ready to promote, Hold for fixes, or Promote later, then copy the decision note if needed.

Where are Mark passed and Add note to issue log?

Open Dashboard, then choose Live Review. The Phase 1 checklist on that page has Mark passed, Add note to issue log, and Clear note on each card.

How do I finish the launch review faster?

Open Live Review, Updates, or Roadmap and use Complete launch review when the live pass is finished. That marks the checklist complete, sets the Founder decision to Ready to promote, and marks signoff Ready. Use Reset full review if you need to restart.

How do I clear resolved launch issues?

Open Updates and use Mark all issues fixed in the Launch readiness summary or Mark all fixed in the Launch Issue Log. This changes issue statuses to Fixed without deleting the notes.

How do checklist notes become launch issues?

Open Live Review, write a note on the checklist card, then use Add note to issue log. The issue will appear on the same page under Launch Issue Log.

How do I share the launch review?

Open Dashboard, then choose Live Review or Updates. Use Copy launch review summary or Email launch summary to share the readiness status, blocking items, checklist, founder decision, signoff, and issue log.

How is my progress saved?

Your completed Credit Builder, banking, learning, vendor, saved-resource, and funding-preference actions are saved privately to your NellDex account.

How do the worksheet tools save?

The Weekly Review, Funding Offer, Banking Comparison, Vendor Application, Credit Monitoring, Learning Notes, Document Collection, and Resource Follow-up worksheets save on the device/browser you use. They are meant for planning notes, not sensitive document storage.

Credit, vendors, and D‑U‑N‑S

What is a D‑U‑N‑S Number?

It is Dun & Bradstreet’s unique nine-digit business identifier. You can look up or request one directly through D&B; it does not guarantee credit or funding.

Why does Settings ask for business identity details?

Business phone, address, email/domain, and D‑U‑N‑S status help you keep records consistent across banks, vendors, bureaus, and funding providers. They are used for organization and roadmap guidance, not approval decisions.

Where do I learn more after choosing D‑U‑N‑S status?

In Settings, use the 'What is a D‑U‑N‑S Number?' link under the D‑U‑N‑S status field. It opens the Credit Builder explanation and D&B lookup/request links.

How do vendor resources work?

NellDex provides educational starting points. Always buy goods or services your business truly needs, confirm current terms directly with the provider, and pay invoices on time.

What should I use the vendor application tracker for?

Use it before applying to one vendor. Record the business reason, expected spend, application date, first invoice due date, and proof/payment reminders so your vendor plan stays intentional.

Documents, resources, and funding

Do I upload documents into NellDex?

Not right now. The Documents section tells you what to gather and how to organize it, but sensitive files should stay in your secure storage system.

What is the document collection tracker for?

Use it to check off which records you have gathered and note where they are stored securely. Do not paste private document contents, account numbers, tax IDs, or passwords into NellDex.

What is the resource follow-up planner for?

Use it after saving a link or vendor. Pick one resource, write why it matters, choose the section it supports, and set one follow-up action so saved links do not become clutter.

What is the funding offer worksheet for?

Use it before accepting financing. Capture the provider, amount, total repayment, payment schedule, funding purpose, fees, repayment rules, and risk items so you can review the offer carefully.

What is the banking comparison worksheet for?

Use it when comparing two business banking options. It helps compare fees, limits, deposit fit, tools, support, and the reason one account fits your business better.

What is the learning notes worksheet for?

Use it after a lesson, glossary term, or saved resource. Capture one insight, one term to review, one advisor question, and one dashboard action so learning turns into movement.

What is the difference between saved vendors and saved resources?

Saved vendors are part of your vendor plan and can move from saved to applied to active. Saved resources are helpful links from the resource library. Both appear inside Saved Resources, where you can filter by type, section, source, and search terms.

What do resource quality signals mean?

Published resources show source labels, admin-reviewed tags, a visible Review date line, official-source counts, and reminders to verify details at the original source before acting. Older resources may say Not saved yet until they are edited or republished.

Does NellDex approve loans or guarantee funding?

No. NellDex does not lend money, make credit decisions, or guarantee approval. Lenders and providers set their own eligibility, rates, terms, and decisions.

Admin and account help

What are admin-curated resources?

They are links reviewed through the NellDex admin workflow before being published into dashboard sections. Review the original source before relying on any provider requirement or deadline.

Are banking and official resources managed manually?

Not entirely. NellDex can queue official SBA and IRS resource suggestions on a schedule, but an admin still reviews and approves them before they appear for users. This keeps publishing controlled instead of automatic.

What is the Admin maintenance rhythm?

Open Admin and use Maintenance Rhythm once a week to review pending suggestions, check library balance, refresh weak sections, and verify user-facing resource clarity.

What is Library Balance?

Library Balance is an Admin section that shows published and draft resource counts by Vendor, Funding, Learning, and Banking so you can see which areas need more depth.

How do I summarize scheduled resource suggestions?

Open Admin, then use Copy queue summary in the Scheduled Review Queue. It copies pending, approved, dismissed, duplicate, and visible-suggestion details.

How do I summarize the resource library?

Open Admin, use the Admin Guide card labeled Content Library summary, then choose Copy library summary. It copies total, published, draft, filtered, and visible-resource details.

Why do I not see a Dismiss button in Admin?

Dismiss only appears on pending resource suggestions. Approved or dismissed suggestions are reviewed history, so they do not show action buttons.

How do I reset my password?

Go to the sign-in page, choose Forgot password, enter your account email, and open the reset link NellDex sends you.

Quick troubleshooting

Can’t sign in

Use Forgot password from the sign-in page. If the reset email does not arrive, check spam and confirm you used the same email address as your account.

Progress did not update

Refresh the page, then try the action again. NellDex saves most progress after you mark an item complete, save preferences, or update a status.

A resource link changed

Use the original source as the authority. If something looks outdated, email the NellDex team with the page and link.

Live site update helper

If a new button is missing, start here.

Vercel usually updates quickly, but your browser can still show an older page for a minute. Refresh once, then open the direct page link.

Last helper action: Not checked in this browser yet

Open Live ReviewOpen Updates

Still need help?

Contact the NellDex team.

Include the email address associated with your account and the dashboard section where you got stuck.

Email support