Overview
This document outlines the requirements for the user signup, onboarding, and sign-in processes in Agency Handy, along with trial management and workspace deletion processes.
User Signup
1. Required Fields for Creating a New Account:
Email (Unique, validated) Password (Minimum 8 characters, with at least one uppercase letter, one lowercase letter, one number, and one special character) Workspace Name (Text field, no uppercase or special characters allowed) 2. Signup Process:
User fills in the required fields. Once the "Sign Up" button is clicked, a verification email is sent with a verification link. Upon clicking the verification link, the user is verified and redirected to the dashboard. Sign Up with Gmail
1. Signup with Gmail Process:
User clicks the "Sign Up with Gmail" option. A modal or page appears asking for the Workspace Name. After providing the Workspace Name, the user clicks the "Sign Up" button. A verification email is sent with a verification link. Upon clicking the verification link, the user is verified and redirected to the dashboard. User Sign In
1. Standard Sign In:
User selects their workspace. User enters their email and password. Upon a successful 200 response: Admin, Super Admin, Client: Redirected to their respective dashboards. Assignee, PM: Redirected to the Order list. 2. Sign In with Gmail:
User selects their workspace. User clicks "Sign In with Gmail". Upon a successful 200 response: Admin, Super Admin, Client: Redirected to their respective dashboards. Assignee, PM: Redirected to the Order list. Note:
Each company is unique in the database. A user can have different roles across companies (e.g., client in one, agency owner in another). Trial Management
1. Trial Activation:
Upon Super Admin signup, a 14-day trial package is activated. A sticky note at the top of the interface displays the remaining trial days. During trial User will have 2. Email Notifications:
Send reminder emails at 7, 3, and 1 days before the trial ends. 3. Post-Trial Actions:
Once the trial ends, the application is locked. If no update is done within 30 days after the trial ends, the workspace is removed. Email notifications to be sent: 7 days after trial ends: Workspace deletion warning. 28 days after trial ends: Final warning for workspace deletion. 30 days after trial ends: Workspace deletion notification. Onboarding Super Admin
1. Guided Tour:
Upon first login, the Super Admin is taken through a guided tour of the Dashboard. 2. Video Tutorials:
Each module has a video tutorial link. On click, either open a modal with the video or redirect to YouTube in a new tab. Post-Subscription
1. Subscription End Process:
If auto-renewal payment fails, do not lock the application immediately. Add a sticky note indicating "Payment failed, retry on [retry date]". If payment still fails after 7 days, lock the application. If payment fails for auto renewal do not lock the application add a sticky note stating payment failed retry on “retry date” after 7 days still if the payment fails lock the application
