→ Watch or revisit the onboarding walkthrough to confidently use the self-serve portal.
As part of your onboarding process, a member of the CDCO team will schedule a live walkthrough of the platform. During this session, we’ll guide your team through everything you need to get started confidently—including:
-
How to log in and access the portal
-
Navigating the Bulk Payments tab
-
Selecting and managing your cooperative’s programs
-
Entering recipient information for manual orders or uploads
-
Customizing your card and carrier messaging
-
Reviewing past orders and tracking fulfillment
-
Understanding the difference between physical and digital delivery
-
Where to go for support if questions arise
Once the walkthrough is complete, you’ll receive a follow-up email with a link to the tutorial video. You can revisit the video anytime using that email or simply return to this page whenever you need a refresher. It’s also a great resource to share with any new team members who weren’t part of the original onboarding call.