User Workflow

User Onboarding 1: Known organisation

Steps to onboard a known organisation

1. Site Admin: The site administrator, with full access to the Django backend and the system, adds the organisation manager to the system.

2. Email Invitation: The system generates an invitation email and sends it to the organisation manager with a registration link to register on the system as an organisation manager.

3. Organisation Manager Receives Email: The organisation manager receives an email and can use the provided link to register on the organisation.

4. Registration to the organisation: Using the registration link, the organisation manager completes the registration process on the organisation.

5. Access Granted: The organisation manager is successfully added to the system and gains the necessary permissions to manage the organisation.

User Onboarding 2: Unknown organisation

Steps to onboard an unknown organisation

Unknown organisation user registration

1. Registration: An unknown organisation user registers on the platform.

2. Login: The user logs into their account after successful registration.

3. Requesting Organisation Access: The user identifies the need to belong to an organisation for activities like data analysis, uploading data, or creating dashboards. The user submits a Request Organisation form to either join an existing organisation or add a new one.

   Request with an existing organisation

   1. Select an existing organisation: The user selects an organisation from the list of known organisations and submits the form.

   2. Organisation Manager Approval: The organisation manager receives a notification and approve the user's request to join user to the organisation.

   3. Verification email: After approval, user receives a verification email from the organisation manager.

   4. Organisation member: After validating the request, the requested user will become the member of the requested organisation. The manager has the ability to assign another member as the organisation manager.

   Request to add a new organisation

   1. Add a new organisation: Submit the request to add new organisation.

   2. Notification email: A notification email is sent to the system administrator to add a new organisation and designate the requested user as the organisation manager.

   Admin actions

   1. Site Admin: The site administrator, with full access to the django backend, uses the link provided in the notification email to access the admin panel and approve the request. The system then automatically creates the organisation and designates the requested user as the organisation manager.

   2. Notification Email to the User: The system automatically generates a notification email and sends it to the user, informing them that their organisation has been successfully added to the system.

   3. Email Invitation: The system generates an invitation email and sends it to the organisation manager with a registration link to register on the system as an organisation manager.

   4. Organisation Manager Receives Email: The organisation manager receives an email and can use the provided link to register on the organisation.

   5. Registration to the organisation: Using the registration link, the organisation manager completes the registration process on the organisation.

   6. Access Granted: The organisation manager is successfully added to the system and gains the necessary permissions to manage the organisation.

User Onboarding 3: Invite from organisation manager

Steps to add member to organisation

1. Organisation Manager Sends Email Invite: The organisation manager sends an email invite to anyone they wish to add as a member of the organisation.

2. Organisation Member Registers: The recipient of the email invitation registers on the platform by following the link provided.

After completing the registration, the new member logs into the organisation using their credentials.