Product guides · For your team

For your team.

Where your team builds, shares, and reviews application workflows in the Carousel Portal. Eleven short guides, in the order you’ll need them.

Watch first

Walkthrough A quick guided tour from Jason — the fastest way to get oriented.

Carousel Portal — the 10 guides, in order

Meet Carousel

The big picture: one guided workflow instead of static forms — verified results land in your Portal as structured data. Includes the walkthrough video.

Parts of your workspace

Orientation: the icon rail, search, filters — and the three areas you’ll use most.

Create a workflow

Build a flow step by step in the drag-and-drop builder, pick what to include, and choose who pays.

See all your workflows

View, create, preview, share, and disable every workflow from one place.

Share a workflow

General link, My share link, or Tenancy link — plus the EN / FR default language.

See your submissions

Manage All Applications: your team’s shared queue, with search, filters, and columns.

Stages & statuses

How to read the status pill and the step-by-step stage icons on every row.

Review a submission

Open the full file — tabs are the workflow’s steps; drill into each verification result.

Export as PDF

Download a clean summary of any application from the ⋮ menu — or send it to a webhook.

Add your team

Invite teammates so they can review and own applications alongside you.

FAQ

Workflows vs. applications, link types, disabling workflows, and getting data out.

For applicants — the other side of the product

What applicants go through

The verification steps a workflow can include — identity, financial, credit, background, court & eviction, and document signature — each from the applicant’s perspective.

6 steps