[Project] Organization onboarding followups

[Betree]

Overview

Secured account creation, organization dashboard welcoming, settings reorganization

Ownership

Owner:

Engineering: @kewitz, @gustavlrsn

Note: Project owner responsibilities include coordinating all the different people that need to contribute to the project, defining specs and goals, communicating project progress, being the point person for decisions, QA, documentation, and a plan for ongoing maintenance. If the project owner can't continue, they need to hand the role over to another person explicitly.

Desired Outcomes

• Create a sign-up onboarding flow integrating personal profile creation into the “create organisation” flow
• Create an organisation dashboard welcome section asking the user what they’d like to do on the platform
• Each functionality opens a side drawer with documentation links and/or setup guides
• Each setup guide is independent of the functionalities
  • Action items are not mutually exclusive (e.g. “set up Stripe” appears wherever required)
• In the Advanced tab of Settings, users can activate or deactivate money management and fiscal hosting
  • If a user deactivates money management and/or fiscal hosting:
    • Show a pop-up explaining why they can’t do the action, or
    • Show a pop-up listing all repercussions of deactivation
• If a user is creating only their personal profile, show a “What would you like to do?” section on their personal dashboard overview
  • Options:
    • Create an organisation
    • Create a collective
    • Support projects

Context & related issues

• https://coda.io/d/Make-Open-Collective_dnHLKv7oLV0/Currently_suSgoFhs#CurrentProjects_tuTeF75U/r378&columnId=c-CZ7eiXqg1G&view=center

[kewitz]

This week:

• [x] Review and merge: Signup flow Individual + Organization
• [x] Spec out Organization Welcome and create issues
• [x] Start Organization Welcome

[Betree]

This week

• [x] Review (@Betree) & merge refactor
• [x] Proposal for actions to be reviewed with Amina

[kewitz]

This week:

• [ ] Final check on UI/UX @gustavlrsn
• [x] Merge and deploy
• [ ] Implement the Individual welcome component

[Betree]

This week

• [x] Update for buttons on the welcome drawer to enable/disable hosting
• [x] Individual welcome component

[Betree]

This week

• [ ] https://github.com/opencollective/opencollective/issues/8391