Marketrix

Help centre & accountant access

QA Flow
2 journeys · 2 personas + generic lane · Finding accountant access instructions and a human support route without using search.
Describe
What to test
Refine
Edit journeys & pick personas
3Run
Pick viewports & run
#1 · Find how to give an accountant read-only access
Expectation: A help-centre article describes an accountant or read-only role
https://support.mercury.com/hc/en-us
Steps
  1. 1.Open the help centre
  2. 2.Browse categories
  3. 3.Open the team / permissions article
  4. 4.Confirm a read-only role is described for {{role}}
Inputs
FieldBKBKFOFO
{{role}}external bookkeeperauditor
#2 · Reach a human support channel from the homepage without search
Expectation: A phone number, live chat or callback option is visible within three clicks
https://mercury.com
Steps
  1. 1.Open the homepage
  2. 2.Follow help or contact links
  3. 3.Look for phone, chat or callback
  4. 4.Record the channel found
Inputs

No inputs — add a {{placeholder}} token to a step to create one.

Personas
BKBookkeeper / fractional CFOFOFinance operator on a small team
GGeneric lane
Runs
Run 1
Draft · Desktop · 6 sims