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[Organization] Add onboarding process

Open garyhtou opened this issue 1 year ago • 4 comments

When the first organizer joins an org, they should be met with an onboarding wizard to fill out their organization profile (and a few important settings; maybe transparency mode).

Then, they get brought to the Organization tour.

garyhtou avatar Aug 15 '24 19:08 garyhtou

cc @dwahbe as this relates to the application flow redesign

garyhtou avatar Aug 15 '24 19:08 garyhtou

@dwahbe can you help us determine which fields we should require an Organization to have filled out during the onboarding process?

Name and slug are already required. Maybe we also require a mission statement? And we make they explicitly decide on whether to turn transparency mode on

garyhtou avatar Aug 15 '24 19:08 garyhtou

To clarify, by onboarding do you mean application or post-contract onboarding? I think things like transparency mode should be post-contract decision on first setup. This way it shows users that it is a setting and helps familiarize them with HCB.

Fields like org name should be in application.

But yes! I can write these out.

dwahbe avatar Aug 15 '24 21:08 dwahbe

+1 on post-contract

garyhtou avatar Mar 27 '25 17:03 garyhtou