Platform Module Coverage Index
Use this as a coverage checklist to verify documentation spans all major product modules.Coverage validation method
- Verify each module below has an owner-facing chapter.
- Verify each chapter includes setup, day-to-day operation, and troubleshooting guidance.
- Verify each module with permissions includes role/access notes.
- Verify each module with financial impact includes reconciliation guidance.
Core growth modules
| Module | User-visible area | Manual reference |
|---|---|---|
| Dashboard | Overview dashboard | /user-guides/manual/data/analytics-views-reference |
| Workspace Analytics | Analytics page (workspace scope) | /user-guides/manual/data/analytics-and-reporting |
| Campaigns | Campaign list and campaign detail | /user-guides/manual/growth/campaigns-cost-and-budget-reference |
| Links | Links list and link detail | /user-guides/manual/growth/links-and-settings-reference |
| Rules | Rule creation/editing and priority behavior | /user-guides/manual/growth/rules-conditions-and-operators-reference |
| Deep Links | Link and rule deep-link settings | /user-guides/manual/growth/deep-links-and-qr-reference |
| QR | QR management and scan analytics | /user-guides/manual/growth/deep-links-and-qr-reference |
Performance and reporting modules
| Module | User-visible area | Manual reference |
|---|---|---|
| Workspace analytics tabs | Workspace analytics page | /user-guides/manual/data/analytics-views-reference |
| Campaign analytics tabs | Campaign analytics page | /user-guides/manual/data/analytics-views-reference |
| Link analytics tabs | Link analytics page | /user-guides/manual/data/analytics-views-reference |
| Export workflows | Export controls across analytics pages | /user-guides/manual/data/exports-and-operational-checks |
Conversion and customer modules
| Module | User-visible area | Manual reference |
|---|---|---|
| Conversions | Conversions workspace page | /user-guides/manual/data/conversion-methods-and-event-types-reference |
| Conversion setup operations | Tracking implementation and validation | /user-guides/manual/data/conversion-tracking-setup-playbook |
| Events | Event stream views | /user-guides/manual/data/events-and-customers-operations-reference |
| Customers | Customer profiles and value context | /user-guides/manual/data/events-and-customers-operations-reference |
| Cost/Currency logic | Campaign/link economics | /user-guides/manual/monetization/currencies-cost-models-and-fx |
Routing and organization modules
| Module | User-visible area | Manual reference |
|---|---|---|
| Rule operators and conditions | Rule builder UI | /user-guides/manual/growth/rules-conditions-and-operators-reference |
| Rule priorities and nested logic | Rule ordering and nesting controls | /user-guides/manual/growth/rules-conditions-and-operators-reference |
| Tags and folders | Organize pages and filters | /user-guides/manual/growth/tags-folders-utm-reference |
| UTM templates | UTM template manager | /user-guides/manual/growth/tags-folders-utm-reference |
| Bulk link operations | CSV and batch workflows | /user-guides/manual/growth/bulk-link-operations-reference |
Organization and governance modules
| Module | User-visible area | Manual reference |
|---|---|---|
| Workspace settings | General settings and defaults | /user-guides/manual/workspace/workspace-settings-and-governance-reference |
| Workspace launch/governance runbook | Operator setup and governance cadence | /user-guides/manual/workspace/workspace-onboarding-and-governance-playbook |
| Workspace tab visibility and gates | Workspace settings tab system | /user-guides/manual/workspace/workspace-tabs-and-plan-gates-reference |
| Team members and invites | Access lifecycle | /user-guides/manual/workspace/workspaces-and-access |
| Tags/Folders/UTM | Organization tools | /user-guides/manual/growth/tags-folders-utm-reference |
| API keys and publishable keys | Developer controls | /user-guides/manual/workspace/api-access-and-scopes |
| API apps and embeds | External app/widget controls | /user-guides/manual/workspace/workspace-settings-and-governance-reference |
| Public stats and shared embeds | External visibility controls | /user-guides/manual/workspace/embeds-and-public-stats-reference |
| SAML/SCIM identity | Enterprise access federation | /user-guides/manual/workspace/security-and-compliance |
| Limits and retention | Usage boundaries | /user-guides/manual/monetization/plans-pricing-and-limits-reference |
| Security settings | Account/workspace hardening | /user-guides/manual/workspace/security-and-compliance |
Data lifecycle modules
| Module | User-visible area | Manual reference |
|---|---|---|
| Soft-delete visibility | Lists and analytics after deletion | /user-guides/manual/data/data-retention-and-lifecycle |
| Cleanup propagation | Eventual convergence in summaries/exports | /user-guides/manual/data/data-retention-and-lifecycle |
| Downgrade impact | Plan-based historical access and retention | /user-guides/manual/monetization/plans-pricing-and-limits-reference |
Integrations and automation modules
| Module | User-visible area | Manual reference |
|---|---|---|
| Integrations catalog | Provider connect/disconnect | /user-guides/manual/ecosystem/integrations-and-automation |
| Provider setup playbooks | Provider-specific onboarding and validation | /user-guides/manual/ecosystem/provider-setup-playbooks |
| Provider settings by slug | Integration detail settings | /user-guides/manual/ecosystem/workspace-integrations-reference |
| Webhook operations | Delivery and secret lifecycle | /user-guides/manual/ecosystem/integrations-and-webhooks-reference |
| Outbound automations | Event delivery destinations | /user-guides/manual/ecosystem/integrations-and-webhooks-reference |
Affiliate and partner modules
| Module | User-visible area | Manual reference |
|---|---|---|
| Programs and network | Affiliate overview and network | /user-guides/manual/ecosystem/affiliate-program-operations-reference |
| Partner portal authentication and operations | Partner-side user experience | /user-guides/manual/ecosystem/partner-portal-reference |
| Partners and groups | Partner management | /user-guides/manual/ecosystem/affiliate-program-operations-reference |
| Commissions and payouts | Revenue-share operations | /user-guides/manual/ecosystem/affiliate-program-operations-reference |
| Marketplace and invites | Partner acquisition | /user-guides/manual/ecosystem/affiliate-program-operations-reference |
| Messaging and activity | Partner engagement and logs | /user-guides/manual/ecosystem/affiliate-program-operations-reference |
| Fraud controls | Fraud case/risk workflows | /user-guides/manual/ecosystem/affiliate-program-operations-reference |
Billing and finance modules
| Module | User-visible area | Manual reference |
|---|---|---|
| Plan and pricing | Billing settings | /user-guides/manual/monetization/plans-pricing-and-limits-reference |
| Plan-gate validation | Upgrade/downgrade verification runbook | /user-guides/manual/monetization/plan-gate-validation-playbook |
| Credits and top-ups | Billing controls | /user-guides/manual/monetization/billing-plans-and-credits |
| Usage and downgrade effects | Workspace billing/limits | /user-guides/manual/monetization/plans-pricing-and-limits-reference |
Reporting and operations modules
| Module | User-visible area | Manual reference |
|---|---|---|
| Exports | Reporting exports | /user-guides/manual/data/exports-and-operational-checks |
| Reconciliation | Cross-view consistency checks | /user-guides/manual/data/analytics-and-reporting |
| Runbooks | Operational checks | /user-guides/manual/data/exports-and-operational-checks |
Platform utility modules
| Module | User-visible area | Manual reference |
|---|---|---|
| Global search | Header search and discovery | /user-guides/manual/foundations/search-support-and-legal-reference |
| Feedback/support | Support and feedback pathways | /user-guides/manual/foundations/search-support-and-legal-reference |
| Legal policy surfaces | Terms/Privacy visibility | /user-guides/manual/foundations/search-support-and-legal-reference |
Known cross-module dependencies to verify in docs
| Dependency | Why it matters |
|---|---|
| Links -> Rules -> Analytics | Routing choices must be explainable in performance views |
| Campaign cost settings -> Conversion value -> Finance reporting | Cost model and currency choices affect ROI and payout interpretation |
| Integrations/Webhooks -> Events/Conversions | Ingestion and delivery reliability impacts downstream analytics |
| Workspace roles -> Module visibility | Feature access and controls are role/plan-dependent |
| Plan limits -> Data retention -> Export scope | Historical depth and operational reporting depend on tier |
/user-guides/manual/foundations/overview/user-guides/manual/foundations/feature-map-by-page/user-guides/manual/foundations/end-to-end-setup-playbooks