No. Your data inside wiki is an official company records (position, department, email) are managed by HR , IT, Training, Legal and WebDev.
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IBFM Tools
Wiki
Central Knowledge Base
Only authorized users may upload files or edit content. If you need to upload a document, coordinate with your Team Leader or Wiki Administrator for proper approval and formatting standards.
Yes. Some posts and pages allow comments for:
- Clarifications
- Suggestions
- Discussions
- Questions
Please follow the InsBOSS communication guidelines when posting comments.
Permissions are managed by the Wiki Administrator and IT Team. If you require access to restricted sections, please coordinate with your Department Head for approval.
If you encounter outdated or incorrect information:
1. Notify your immediate Team Leader or Department Head.
2. Submit a comment (if enabled).
3. Report the issue through the proper internal communication channel.
Accurate documentation is essential for operational alignment.
You may:
- Use the search bar located at the top of FAQ , SOP, Resources and other pages.
- Visit the FAQ under right menu section.
Enter relevant keywords or phrases to find pages, posts, and documents related to your query.
The internal Wiki is accessible to all IBFM’s using their official InsBOSS Google email account. Some sensitive sections may have restricted access depending on department role and permissions.
Attestation ensures:
- Accountability
- Proper communication acknowledgment
- Record of employee awareness
- Compliance with company policies and operational updates
It helps the company confirm that critical announcements are properly received.
Yes. All IBFM’s must complete the attestation whenever it appears on a page or post. Failure to acknowledge required updates may affect compliance tracking and performance monitoring.
The Wiki Attestation is a mandatory confirmation that appears on Wiki pages and posts. All IBFM’s are required to click the Attestation Button as proof that:
- They have read and understood the update.
- They acknowledge company notifications.
- They are aware of new policies or announcements.
This serves as a compliance tracking mechanism.
What changed in the new Wiki Platform?
The InsBOSS Wiki has been upgraded to improve communication, visibility, and engagement across all IBFM’s.
The new platform now includes:
- To-Do List Feature – Automatically assigns tasks and reminders for important posts and company updates.
- Welcome Pop-Up Notification – Greets users upon login and reminds them of pending activities.
- Smart Greeting System – Sends automated greetings during birthdays, work anniversaries, and important company announcements.
- Google Sign-In Integration – Secure login using your official InsBOSS Google email account.
- Notification Bell – Displays missed updates and unread announcements.
- All Apps Shortcut Panel – Provides quick access to all company systems and tools used by IBFM’s.
- Department FAQ Section – Centralized important Q&A per department.
- Employee Onboarding Pages – Step-by-step onboarding guide per department for new and existing employees.
- Learning & Development (L&D) Page – Track refresher courses, training modules, and achievements. Completed training will reflect on your profile.
The goal of the new Wiki is to serve as a central digital hub for communication, compliance, learning, and operational updates.
WooCommerce
Central Knowledge Base
Before escalating to the Web Development Team, please follow these steps:
1. For New Clients:
Confirm that the client is properly registered in the system. The Terms & Conditions checkbox is mandatory registration.
2. For Existing (Old) Clients:
Coordinate with the Account Executive (AE) to confirm whether the client acknowledged the Terms & Conditions during onboarding, contract signing, or prior transaction.
3. If confirmation is still unclear:
Verify whether the Terms & Conditions link is active and accessible on the main site. Only escalate to Web Development if:
- System log confirmation is required.
- There is suspicion that the Terms & Conditions checkbox was not properly enforced during registration.
- There is a technical issue related to policy display or validation.
The responsibility is shared across teams:
- Sales / Account Executive (AE) – Primary responsibility to ensure the client understands and agrees to the Terms & Conditions before finalizing any agreement.
- VA / CSM / SM– Should verify acceptance status when assisting clients with account or order concerns.
- Web Development Team – Responsible only for the technical implementation of the Terms & Conditions checkbox or system logic.
The Web Dev team does not approve or validate policy acceptance manually unless system verification is required
Only authorized personnel (Web Development Team) may modify:
- Pricing structure
- Product configuration
- Subscription logic
- Payment gateway settings
- System-level WooCommerce settings
Unauthorized changes may disrupt live transactions
If a ticket is submitted:
- During Web Dev’s offline hours
- At the end of shift
- During weekends or holidays
The ticket will be attended to on the next business day, following standard ticket protocol. The Web Development Team will update the requestor once the issue is reviewed
All WooCommerce-related technical concerns must be reported through ticket:
📩webdev@insboss.net
📩web.dept@insboss.net
Include complete details to avoid delays:
- Screenshot
- Order number
- Client name
- Description of the issue
- Date and time encountered
Incomplete details or if the requestor forgot to create a ticket it may delay resolution time.
The Web Development Team attends to tickets as quickly as possible typically within the same day, depending on workload.
However:
- Minor issues are usually resolved within the day.
- Wider system-level issues may require longer resolution time.
- Complex bugs may require testing and staging validation before deployment.
Updates will be provided to the requestor following the ticket protocol.
If a client requests assistance with login credentials:
1. The Account Executive (AE) should guide the client to:
o Go to the login page
o Click “Forgot Password”
o Follow the password reset instructions
If the issue persists after password reset attempts, escalate to the Web Development Team for further assistance.
If a client contacts the VA or CSM regarding an invoice issue:
1. Immediately report the concern to:
o The Account Executive (AE) in charge
o The Accounting Department
2. Accounting will coordinate with Web Development if technical adjustments are needed. This ensures proper verification before any system-level changes are made.
The Accounting Department is responsible for creating, revising and managing invoices related to incentives, commissions and services.
For invoice-related concerns, contact:
📩accounting@insboss.net
If there are issues involving:
- Discount adjustments
- Pricing discrepancies
- Special approval changes
The Account Executive (AE) must be consulted first for confirmation and verification before proceeding.
The Web Development Team is responsible for all WooCommerce technical concerns on the live site, including:
- Checkout errors
- Payment gateway issues
- Order processing bugs
- Subscription system problems
- Discount Creation
- Email automation failures
- Plugin conflicts
- Website downtime or performance issues
If the issue affects system functionality, escalate immediately to:
📩webdev@insboss.net
📩web.dept@insboss.net
Please include:
- Screenshot of the issue
- Order number (if applicable)
- Exact error message
- Date and time encountered
LMS
Central Knowledge Base
For any technical issues or assistance, please contact our support team at insbosswiki@insboss.net. Our team is ready to help you resolve your concerns promptly.
If the “Start Assignment Submit” button is not working, try the following steps:
1. Refresh the page and try again.
2. Clear your browser’s cache and cookies.
3. Ensure that your internet connection is stable.
4. Try using a different browser or device.
If the issue persists, please contact technical support at insbosswiki@insboss.net with details of the problem for further assistance.
You can track your progress directly within the LMS. Here’s how:
1. Log in to your account and navigate to the course you are enrolled in.
2. Look for the progress bar or tracker displayed on the course dashboard or within the course content page.
3. This tracker shows the percentage of the course you have completed and highlights the modules or lessons you have finished.
4. Additionally, some courses may have a dedicated “My Progress” section where you can view detailed insights into your activities, completed lessons, and upcoming tasks.
Downloading course materials depends on the specific course settings defined by the instructor or administrator.
If downloading is allowed, you will find a download option within the course modules or resources section.
If the option is not available, the materials can only be accessed online through the LMS. For further clarification, please contact the course administrator or instructor.
If you fail the assessment after reaching the maximum (2) allowed attempts, you will need to wait for a new enrollment notification. This notification will include the date when the assessment will be available for you to retake.
If you fail the assessment after reaching the maximum (2) allowed attempts, you will need to wait for a new enrollment notification.
Report broken or missing links to technical support or email at insbosswiki@insboss.net, including:
1. The course name.
2. The specific module or section where the issue occurs.
3. The link or content that is broken.
1. Go to the login page and click on the “Forgot Password” link.
2. Enter your registered email address.
3. Follow the instructions sent to your email to reset your password.
If you do not receive the email, check your spam folder or contact technical support or email us at insbosswiki@insboss.net
If you encounter different IBFM’s credentials displayed in your Wiki dashboard, follow these steps:
1. Log in first: Ensure you are logged in to the insBOSS Wiki by navigating to insbosswiki.net.
2. Go to the Operations menu and click on Learning and Development to access the LMS.
3. If a different user is prompted, log out from the LMS link and then log back in using the same credentials from the LMS site.
This should resolve the issue and ensure your correct IBFM’s credentials are displayed.
If the LMS page is taking longer than usual to load, follow these steps to troubleshoot:
1. Check your internet connection: Ensure you have a stable connection. If you’re using WiFi, consider switching to a LAN cable for a more reliable connection.
2. Perform a speed test: Test your internet speed to make sure it’s sufficient for loading the LMS page.
3. Clear your browser’s cache and cookies: This can help improve loading times by removing any stored data that may be slowing down the page.
4. Try a different browser or device: Sometimes, switching browsers or devices can resolve loading issues.
5. Disable browser extensions: Some extensions may interfere with loading pages. Try disabling them temporarily.
6. If the issue persists, contact technical support at insbosswiki@insboss.net for further assistance.
1. Refresh the page or try using a different browser.
2. Clear your browser’s cache and cookies.
3. Ensure your account is active and you are logged in.
If the issue persists, contact technical support or email us at insbosswiki@insboss.net with details of the problem.
1. Check your credentials: Ensure that you are using the correct username and password.
2. Reset your password: If you’ve forgotten your password, use the “Forgot Password” link on the login page to reset it.
3. Clear your browser’s cache and cookies: This can resolve issues caused by outdated or corrupted login data.
4. Try a different browser or device: Sometimes, the issue could be related to the browser or device you’re using.
5. Check for account status: Ensure your account is active and hasn’t been locked due to multiple failed login attempts.
If you’re still unable to log in, please contact support at insbosswiki@insboss.net for further assistance
LMS stands for Learning Management System, a platform designed to manage, deliver, and track educational courses and training programs.
To access the LMS, simply visit the inbosswiki.net website and navigate to the Learning Department Page.
Under this menu, select Learning and Development to find the link to access the LMS and begin your learning journey.
Wiki
Central Knowledge Base
No. Your data inside wiki is an official company records (position, department, email) are managed by HR , IT, Training, Legal and WebDev.
Only authorized users may upload files or edit content. If you need to upload a document, coordinate with your Team Leader or Wiki Administrator for proper approval and formatting standards.
Yes. Some posts and pages allow comments for:
- Clarifications
- Suggestions
- Discussions
- Questions
Please follow the InsBOSS communication guidelines when posting comments.
Permissions are managed by the Wiki Administrator and IT Team. If you require access to restricted sections, please coordinate with your Department Head for approval.
If you encounter outdated or incorrect information:
1. Notify your immediate Team Leader or Department Head.
2. Submit a comment (if enabled).
3. Report the issue through the proper internal communication channel.
Accurate documentation is essential for operational alignment.
You may:
- Use the search bar located at the top of FAQ , SOP, Resources and other pages.
- Visit the FAQ under right menu section.
Enter relevant keywords or phrases to find pages, posts, and documents related to your query.
The internal Wiki is accessible to all IBFM’s using their official InsBOSS Google email account. Some sensitive sections may have restricted access depending on department role and permissions.
Attestation ensures:
- Accountability
- Proper communication acknowledgment
- Record of employee awareness
- Compliance with company policies and operational updates
It helps the company confirm that critical announcements are properly received.
Yes. All IBFM’s must complete the attestation whenever it appears on a page or post. Failure to acknowledge required updates may affect compliance tracking and performance monitoring.
The Wiki Attestation is a mandatory confirmation that appears on Wiki pages and posts. All IBFM’s are required to click the Attestation Button as proof that:
- They have read and understood the update.
- They acknowledge company notifications.
- They are aware of new policies or announcements.
This serves as a compliance tracking mechanism.
What changed in the new Wiki Platform?
The InsBOSS Wiki has been upgraded to improve communication, visibility, and engagement across all IBFM’s.
The new platform now includes:
- To-Do List Feature – Automatically assigns tasks and reminders for important posts and company updates.
- Welcome Pop-Up Notification – Greets users upon login and reminds them of pending activities.
- Smart Greeting System – Sends automated greetings during birthdays, work anniversaries, and important company announcements.
- Google Sign-In Integration – Secure login using your official InsBOSS Google email account.
- Notification Bell – Displays missed updates and unread announcements.
- All Apps Shortcut Panel – Provides quick access to all company systems and tools used by IBFM’s.
- Department FAQ Section – Centralized important Q&A per department.
- Employee Onboarding Pages – Step-by-step onboarding guide per department for new and existing employees.
- Learning & Development (L&D) Page – Track refresher courses, training modules, and achievements. Completed training will reflect on your profile.
The goal of the new Wiki is to serve as a central digital hub for communication, compliance, learning, and operational updates.
WooCommerce
Central Knowledge Base
Before escalating to the Web Development Team, please follow these steps:
1. For New Clients:
Confirm that the client is properly registered in the system. The Terms & Conditions checkbox is mandatory registration.
2. For Existing (Old) Clients:
Coordinate with the Account Executive (AE) to confirm whether the client acknowledged the Terms & Conditions during onboarding, contract signing, or prior transaction.
3. If confirmation is still unclear:
Verify whether the Terms & Conditions link is active and accessible on the main site. Only escalate to Web Development if:
- System log confirmation is required.
- There is suspicion that the Terms & Conditions checkbox was not properly enforced during registration.
- There is a technical issue related to policy display or validation.
The responsibility is shared across teams:
- Sales / Account Executive (AE) – Primary responsibility to ensure the client understands and agrees to the Terms & Conditions before finalizing any agreement.
- VA / CSM / SM– Should verify acceptance status when assisting clients with account or order concerns.
- Web Development Team – Responsible only for the technical implementation of the Terms & Conditions checkbox or system logic.
The Web Dev team does not approve or validate policy acceptance manually unless system verification is required
Only authorized personnel (Web Development Team) may modify:
- Pricing structure
- Product configuration
- Subscription logic
- Payment gateway settings
- System-level WooCommerce settings
Unauthorized changes may disrupt live transactions
If a ticket is submitted:
- During Web Dev’s offline hours
- At the end of shift
- During weekends or holidays
The ticket will be attended to on the next business day, following standard ticket protocol. The Web Development Team will update the requestor once the issue is reviewed
All WooCommerce-related technical concerns must be reported through ticket:
📩webdev@insboss.net
📩web.dept@insboss.net
Include complete details to avoid delays:
- Screenshot
- Order number
- Client name
- Description of the issue
- Date and time encountered
Incomplete details or if the requestor forgot to create a ticket it may delay resolution time.
The Web Development Team attends to tickets as quickly as possible typically within the same day, depending on workload.
However:
- Minor issues are usually resolved within the day.
- Wider system-level issues may require longer resolution time.
- Complex bugs may require testing and staging validation before deployment.
Updates will be provided to the requestor following the ticket protocol.
If a client requests assistance with login credentials:
1. The Account Executive (AE) should guide the client to:
o Go to the login page
o Click “Forgot Password”
o Follow the password reset instructions
If the issue persists after password reset attempts, escalate to the Web Development Team for further assistance.
If a client contacts the VA or CSM regarding an invoice issue:
1. Immediately report the concern to:
o The Account Executive (AE) in charge
o The Accounting Department
2. Accounting will coordinate with Web Development if technical adjustments are needed. This ensures proper verification before any system-level changes are made.
The Accounting Department is responsible for creating, revising and managing invoices related to incentives, commissions and services.
For invoice-related concerns, contact:
📩accounting@insboss.net
If there are issues involving:
- Discount adjustments
- Pricing discrepancies
- Special approval changes
The Account Executive (AE) must be consulted first for confirmation and verification before proceeding.
The Web Development Team is responsible for all WooCommerce technical concerns on the live site, including:
- Checkout errors
- Payment gateway issues
- Order processing bugs
- Subscription system problems
- Discount Creation
- Email automation failures
- Plugin conflicts
- Website downtime or performance issues
If the issue affects system functionality, escalate immediately to:
📩webdev@insboss.net
📩web.dept@insboss.net
Please include:
- Screenshot of the issue
- Order number (if applicable)
- Exact error message
- Date and time encountered
LMS
Central Knowledge Base
For any technical issues or assistance, please contact our support team at insbosswiki@insboss.net. Our team is ready to help you resolve your concerns promptly.
If the “Start Assignment Submit” button is not working, try the following steps:
1. Refresh the page and try again.
2. Clear your browser’s cache and cookies.
3. Ensure that your internet connection is stable.
4. Try using a different browser or device.
If the issue persists, please contact technical support at insbosswiki@insboss.net with details of the problem for further assistance.
You can track your progress directly within the LMS. Here’s how:
1. Log in to your account and navigate to the course you are enrolled in.
2. Look for the progress bar or tracker displayed on the course dashboard or within the course content page.
3. This tracker shows the percentage of the course you have completed and highlights the modules or lessons you have finished.
4. Additionally, some courses may have a dedicated “My Progress” section where you can view detailed insights into your activities, completed lessons, and upcoming tasks.
Downloading course materials depends on the specific course settings defined by the instructor or administrator.
If downloading is allowed, you will find a download option within the course modules or resources section.
If the option is not available, the materials can only be accessed online through the LMS. For further clarification, please contact the course administrator or instructor.
If you fail the assessment after reaching the maximum (2) allowed attempts, you will need to wait for a new enrollment notification. This notification will include the date when the assessment will be available for you to retake.
If you fail the assessment after reaching the maximum (2) allowed attempts, you will need to wait for a new enrollment notification.
Report broken or missing links to technical support or email at insbosswiki@insboss.net, including:
1. The course name.
2. The specific module or section where the issue occurs.
3. The link or content that is broken.
1. Go to the login page and click on the “Forgot Password” link.
2. Enter your registered email address.
3. Follow the instructions sent to your email to reset your password.
If you do not receive the email, check your spam folder or contact technical support or email us at insbosswiki@insboss.net
If you encounter different IBFM’s credentials displayed in your Wiki dashboard, follow these steps:
1. Log in first: Ensure you are logged in to the insBOSS Wiki by navigating to insbosswiki.net.
2. Go to the Operations menu and click on Learning and Development to access the LMS.
3. If a different user is prompted, log out from the LMS link and then log back in using the same credentials from the LMS site.
This should resolve the issue and ensure your correct IBFM’s credentials are displayed.
If the LMS page is taking longer than usual to load, follow these steps to troubleshoot:
1. Check your internet connection: Ensure you have a stable connection. If you’re using WiFi, consider switching to a LAN cable for a more reliable connection.
2. Perform a speed test: Test your internet speed to make sure it’s sufficient for loading the LMS page.
3. Clear your browser’s cache and cookies: This can help improve loading times by removing any stored data that may be slowing down the page.
4. Try a different browser or device: Sometimes, switching browsers or devices can resolve loading issues.
5. Disable browser extensions: Some extensions may interfere with loading pages. Try disabling them temporarily.
6. If the issue persists, contact technical support at insbosswiki@insboss.net for further assistance.
1. Refresh the page or try using a different browser.
2. Clear your browser’s cache and cookies.
3. Ensure your account is active and you are logged in.
If the issue persists, contact technical support or email us at insbosswiki@insboss.net with details of the problem.
1. Check your credentials: Ensure that you are using the correct username and password.
2. Reset your password: If you’ve forgotten your password, use the “Forgot Password” link on the login page to reset it.
3. Clear your browser’s cache and cookies: This can resolve issues caused by outdated or corrupted login data.
4. Try a different browser or device: Sometimes, the issue could be related to the browser or device you’re using.
5. Check for account status: Ensure your account is active and hasn’t been locked due to multiple failed login attempts.
If you’re still unable to log in, please contact support at insbosswiki@insboss.net for further assistance
LMS stands for Learning Management System, a platform designed to manage, deliver, and track educational courses and training programs.
To access the LMS, simply visit the inbosswiki.net website and navigate to the Learning Department Page.
Under this menu, select Learning and Development to find the link to access the LMS and begin your learning journey.