The Documentation Site

What this site is

The documentation you're reading lives on a separate documentation site at docs.clevelandbusinessmentors.org, independent of the CRM. It's organized as Shelves → Books → Chapters → Pages, grouped by audience:

• Start Here — CRM Introduction Guide (for everyone)
• Mentor Documentation — Mentor Guide
• Staff & Administration — Client Administration Team Guide, Mentor Administration Team Guide
• System Administration — this guide

The Documentation tab

Both the Production and Sandbox CRMs have a Documentation tab in the sidebar that opens this site in a new browser tab. See System Settings & the Navigation Menu for how that tab is set up.

Who can read it

The site is publicly readable — no login needed — so anyone with the link can reach the guides. Editing requires a login.

Editing content

• Sign in to edit. Pages can be written in a visual editor or Markdown, and every page keeps a full revision history, so any change is reviewable and reversible.
• Keep the guides aligned with the CRM: when a screen or process changes, update the matching page.

How it's hosted & maintained

• The site runs on its own small server, separate from the CRM, with automatic HTTPS.
• Full deploy and maintenance details live in the CBM repository runbook infrastructure/CBM-Documentation-Site.md, summarized in Chapter 6 — Operations & Maintenance.