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Epic: Improve Onboarding Process #1010

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chrisvire opened this issue Apr 24, 2024 · 1 comment
Open

Epic: Improve Onboarding Process #1010

chrisvire opened this issue Apr 24, 2024 · 1 comment

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@chrisvire
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The current on boarding process:

  1. Organizational Admin invites user to organization with email by

    a. clicking "+ Invite User"
    image

    b. entering email in popup

image

  1. User receives an email

image

With this link:
https://dev.scriptoria.io/invitations/organization-membership/ef645de4-8b47-4bcd-a61a-d56a7b110aa4

  1. User clicks on link in email and goes to for with Log In or Sign Up. Which should they use?

image

  1. Use Sign up then get "Please verify your email address"

image

  1. Receive "verify your account" from "[email protected]" ? (this might be due to this being the dev tennant)

image

  1. Receive "Email verification" screen

image

  1. Sign out and try to sign in ... but get "Organization Membership is Required

image

Who is Organization administrator? How do I contact them?

  1. Finally check with Organization Admin, but there is no record of the user being added to the organization.

  2. Try link in first email and Sign In this time

image

  1. Sign out, wait a little, sign in again and l get logged in, but I can't do anything:

image

image

  1. Communicate to Organization Admin again ... they can now see the user and assign to groups and roles

image

Observations

  • Email from Scriptoria is poorly formatted (simplistic). Should we make it more like email coming from Auth0?
  • Why didn't the first time with the invitations/organization-membership and the Signup not connect the new user to the organization?
  • Sometimes when the user tries to use the invitation for the first time, they get a "token already used" (I think React has rendered multiple times and sends multiple requests).
  • It would be good for the admin to assign roles and group at the time of the invitation (it would require changing the schema for the OrganizationMembership.
@chrisvire chrisvire changed the title Improve Onboarding Process Epic: Improve Onboarding Process Apr 28, 2024
@chrisvire
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chrisvire commented Nov 11, 2024

Also issues with creating a new organization:

  1. We really don't need the owner of the organization. I don't think we use it for anything? Maybe to contact them if there is an issue, but it shouldn't be required to create the organization.
  2. We normally don't have them added as a user anyway to I have to set the owner to me.
  3. Creation of the organzation in S1 seems to have a client error.

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