Training
Step-by-Step Guidance
Follow practical instructions designed to help users complete common tasks, configure features, and understand the expected workflow.
Brilliance One Knowledge Base
Find the answer. Understand the workflow.
Explore practical guides, training documentation, support resources, and step-by-step articles designed to help your team complete real work inside Brilliance One.
Learn how features work, understand recommended processes, review settings, train users, and give your organization a shared reference point for using the platform consistently.
Guides
•
Training
•
Workflows
•
Support
Support Library
Browse by category.
Choose a topic below to view available articles, training resources, feature documentation, and step-by-step guidance.
Learn With Purpose
Documentation built around real work.
The knowledge base is designed to help users understand not only where a feature is located, but how it fits into the broader business process.
Consistency
A Shared Source of Truth
Give employees and administrators a consistent reference for platform behavior, settings, recommended processes, and repeatable operational tasks.
Growth
Documentation That Evolves
As Brilliance One expands with new modules, workflows, integrations, and capabilities, the knowledge base can expand with it.
How to Use the Knowledge Base
Find it. Understand it. Apply it.
Choose a Topic
Browse the category most closely related to the module, feature, workflow, or task you are working with.
Follow the Guidance
Review the available documentation, instructions, recommendations, and workflow context for the task.
Apply It in Brilliance
Use the article as a reference while completing the task, training another user, or standardizing the process across your team.
Common Documentation Areas
Guidance across the operating system.
Knowledge resources can support users across CRM, communications, automation, CMS, projects, scheduling, security, settings, reporting, and other Brilliance One capabilities.
Accounts & CRM
Customer records, leads, contacts, account activity, relationships, and sales workflows.
Communications
Email, SMS, messaging, templates, delivery, preferences, and communication history.
Automations
Triggers, workflow steps, communication actions, delays, enrollments, and process design.
CMS & Websites
Content, forms, pages, public experiences, website workflows, and connected lead capture.
Projects & Operations
Tasks, milestones, assignments, documentation, operational activity, and delivery workflows.
Scheduling
Appointments, availability, resources, teams, attendee workflows, and scheduling configuration.
Security
Users, roles, permissions, authentication, access controls, privacy, and security settings.
Settings & Administration
Platform configuration, account settings, integrations, preferences, and administrative workflows.
Team Training
Train users without reinventing the process.
A shared knowledge base can help administrators and managers onboard users, answer recurring questions, reinforce consistent processes, and reduce dependence on informal tribal knowledge.
- New-user onboarding
- Feature training
- Administrator guidance
- Workflow documentation
- Process standardization
- Internal reference material
- Configuration guidance
- Repeatable training resources
- Operational consistency
- Ongoing platform education
Institutional Knowledge
Important processes should not live only in someone’s memory.
Documentation provides a repeatable reference that can help teams preserve operational knowledge as employees change, responsibilities shift, and the organization grows.
Self-Service Support
Find answers quickly. Ask for help when you need it.
The knowledge base provides a starting point for common questions and training. When documentation is not enough, Brilliance support is available to help with account-specific questions or more complex issues.
Start With Documentation
Use the knowledge base for common workflows, feature explanations, configuration guidance, and training material.
Review Your Configuration
Some behavior depends on permissions, enabled modules, account configuration, integrations, or organization-specific settings.
Contact Support
Reach out when you need assistance with an issue, account-specific behavior, implementation question, or workflow not covered by the available documentation.
Request SupportBrilliance One Knowledge Base
Learn the platform. Run the business with confidence.
Use Brilliance One documentation to understand features, complete workflows, train users, standardize processes, and get more value from the CRM + ERP + CMS platform supporting your operation.
Brilliance One • Documentation • Training • Support