Electronic document presentation management system

A non-transitory computer readable memory storing computer instructions for managing access by a server to client account records for use of a client application in cooperation with a supervisor application having supervisor account records identifying a set of client accounts under supervision, which instructions when executed by one or more processors perform a method including:

• receiving, at a server, from the supervisor application executing on a first platform a request to enable the client application executing on a second platform to access a particular client account of the set of client accounts under supervision;
• providing, by the server, to the supervisor application on the first platform and in response to the request from the supervisor application, a verification code for use by the client application, thereby enabling the client application executing on the second platform to access, without providing personally identifying information to the server, the particular client account, such that anonymity of a client user of the client application is preserved by not providing the personally identifying information to the server;
• receiving, at the server and from the client application, a login request providing the verification code to login the client application to the particular client account;
• in response to receiving from the client application the login request providing the verification code to login the client application to the particular client account, authorizing, at the server, the client application to access the client account records for the particular client account, thereby securely linking the client application to the server while preserving anonymity of the client user without the personally identifying information being communicated from the client user to the server;
• retrieving, from the server, for display a set of electronic documents available to the supervisor application for assignment to client accounts under supervision;
• receiving, at the server and from the supervisor application, an input indicating selection of a particular electronic document;
• and
• in response to receiving, at the server, the input indicating selection of the particular electronic document, assigning the particular electronic document to the particular client account, under supervision, associated with the client user of the client application without the personally identifying information being communicated from the client user to the server;
• and
• tracking progress of the client user of the client application based on the assigned particular electronic document.

A system, including:

• one or more platforms including a hardware processor executing computer instructions that implement a supervisor application and one or more client applications;
• and
• a server including one or more processors and a memory, wherein the memory stores computer instructions for managing access to client account records for use of a client application in cooperation with the supervisor application having supervisor account records identifying a set of client accounts under supervision, which instructions when executed by the one or more processors perform:
• receiving, at a server, from the supervisor application executing on a first platform a request to enable the client application executing on a second platform to access a particular client account of the set of client accounts under supervision;
• providing, by the server, to the supervisor application on the first platform and in response to the request from the supervisor application, a verification code for use by the client application, thereby enabling the client application executing on the second platform to access, without providing personally identifying information to the server, the particular client account, such that anonymity of a client user of the client application is preserved by not providing the personally identifying information to the server;
• receiving, at the server and from the client application, a login request providing the verification code to login the client application to the particular client account;
• in response to receiving from the client application the login request providing the verification code to login the client application to the particular client account, authorizing, at the server, the client application to access the client account records for the particular client account, thereby securely linking the client application to the server while preserving anonymity of the client user without the personally identifying information being communicated from the client user to the server;
• retrieving, from the server, for display a set of electronic documents available to the supervisor application for assignment to client accounts under supervision;
• receiving, at the server and from the supervisor application, an input indicating selection of a particular electronic document;
• and
• in response to receiving, at the server, the input indicating selection of the particular electronic document, assigning the particular electronic document to the particular client account, under supervision, associated with the client user of the client application without the personally identifying information being communicated from the client user to the server;
• and
• tracking progress of the client user of the client application based on the assigned particular electronic document.