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Epic: Improve Onboarding Process

Open chrisvire opened this issue 10 months ago • 0 comments

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

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  1. User receives an email

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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?

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

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

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  1. Receive "Email verification" screen

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

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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

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

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

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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 avatar Apr 24 '24 19:04 chrisvire