> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nextlevelmca.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do the guided tours work?

> The short walkthroughs that show you each screen, which screens have one, and how to replay or turn them off.

Each main screen in NextLevel MCA has a short tour that points out what's on it, one step at a time. A tour runs by itself the first time you reach that screen, and you can replay it any time. Everyone gets them; you only see tours for screens you have access to.

## How a tour runs

* The screen dims and one part is highlighted, with a short explanation. Use **Next** and **Back** to move through it; the counter shows where you are (for example **2 of 5**).
* **Done** on the last step, or **Don't show again** on any step, marks the tour as seen. It won't run by itself again.
* Closing a tour early (the X, or Escape) doesn't count. It comes back the next time you open that screen.
* Clicking the dimmed page does nothing, so a stray click won't end it.
* Tours wait until the welcome window is closed, and only one runs at a time.
* A screen with nothing on it yet (no deals, no lenders) shows a one-step version pointing at how to add the first one. It doesn't count as seen, so the full tour still runs once there's data.
* When a screen changes a lot after an update, its tour may run once more to show what's new.

## Which screens have a tour

| Screen | Who sees it |
| - | - |
| **Deals** | Everyone |
| **Deal window** (the first time you open a deal) | Everyone |
| Each deal tab: **Overview**, **People & Business**, **Documents**, **Underwrite**, **Submissions**, **Offers & Contracts**, **Notes**, **Tasks**, **Activity log** (the first time you open that tab, after the deal window tour) | Everyone |
| **Businesses** and a business's page | Everyone |
| **Lenders** | People who can add lenders |
| A lender's page | People who can edit lenders |
| **Submissions** | People who can view submissions |
| **Offers** | People who can view offers |
| **Advances** | People who can view advances |
| **Lender Commissions** | People who can view Lender Commissions |
| **Rep Commissions** | People who can view Rep Commissions |
| **Settings**, then its **Senders**, **Pipeline** and **Application Form** tabs | People with Settings access (the Senders tour also shows for anyone who opens their mailbox page) |

The deal window's **Conversation** tab has no tour. There is no tour for the Dashboard or Reports.

## Replaying a tour

<Steps>
  <Step title="Open the screen">
    Go to the page whose tour you want to see.
  </Step>

  <Step title="Open the ? menu">
    Click **?** in the top bar of NextLevel MCA.
  </Step>

  <Step title="Choose Replay tour">
    It reads **Replay tour: *screen name***. If it says **No tour on this page**, that screen doesn't have one.
  </Step>
</Steps>

For the deal window, which covers the top bar, use the deal's own menu: click **More** (⋯) in the deal header, then **Tour this window** for the whole window or **Tour this tab** for the tab you're on.

A replay runs even if you've seen the tour, or turned tours off.

## Turning tours off

Open the **?** menu and choose **Turn off page tours**. New tours stop running by themselves for you; **Replay tour** still works. Choose **Turn on page tours** in the same menu to bring them back. The setting is yours alone and follows you to other computers.

## Common problems

<AccordionGroup>
  <Accordion title="A tour keeps coming back">
    It comes back until you click **Done** on the last step or **Don't show again**. Closing it with the X doesn't count.
  </Accordion>

  <Accordion title="A tour never started">
    Tours wait for the page's data to load and for any open window to close. You also won't get a tour for a screen your role can't use, or if you turned tours off. Use **?** → **Replay tour** to run it now.
  </Accordion>

  <Accordion title="A tour skipped a step">
    Steps that point at something not on your screen (for example a button you don't have permission for) are left out.
  </Accordion>
</AccordionGroup>

See also [First-time setup checklist](/help/setup-checklist) for the admin's setup guide.


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