Features PRD

Onboarding Flow

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:

First Name (Text field)

Last Name (Text field)

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

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