Process of Enrollment

Overview

This document explains how to enroll a new website for a business/organization. First of all, it lists out glossaries used in this document. Second section explains different user stories related to website management. This document explains following items in detail.

  1. Enroll a business/organization
  2. Add Users and User Licenses
  3. Remove Users and User Licenses

Audience

This document contains material to set up the website for an organization/business. The intended audience for this document is Company Admins and Client Admins.

Glossary

  1. Company Admin : Admin of this company.
  2. Client Admin : Admin of the client's company.
  3. Users : Admin set by the Client Admin.
  4. Public : People who views the website. Client of Client.
  5. System : Software which this company distributes.

Use Cases

Enroll a business/organization

  1. Client Admin contacts Company Admin to set up a business/organization website.
  2. Client Admin contacts Company Admin.
  3. Company Admin reads terms and conditions to the Client Admin
  4. Client Admin agrees and intend to proceed
  5. Company Admin fills up the Enrollment form with basic company info and his/her information
  6. System sends email with registration link to the Client Admin upon successful submission of Enrollment form.
  7. Client Admin registers to the system.
  8. System asks Client Admin to verify email.
  9. Client Admin verifies the email and log in to the system.
  10. Upon successful log in to the system, Client Admin should see the basic info of the company in the General Info section.

Add Users and User Licenses

  1. Client Admin adds new Users from Members->Setting->Admin.
  2. System sends email to newly added Users and Company Admin.
  3. Users should be notified that their licenses are pending.
  4. System should include link to licenses issuance in the email.
  5. Company Admin goes to licenses issuance page and issues licenses to the new Users.
  6. System send email to the new Users saying theirs licenses have been issues.
  7. System includes link to register page in the email to the new Users if System does have information about Users.
  8. System includes link to sign in page in the email to the new Users if System already have information about Users.
  9. System also sends email to Client Admin saying x number of licenses have been issued.

Remove Users and User Licenses

  1. Client Admin removes Users from Members->Setting->Admin
  2. Client Admin selects Users and click on remove button.
  3. System asks for the reason to remove the Users.
  4. System sends email to removed Users, Client Admin and Company Admin.
  5. System includes link to remove User Licenses in the email to Company Admin.
  6. Company Admin removes User Licenses.
  7. System sends email to Client Admin to notify that User License(s) is/are removed.

Entities Associated

  1. Company
  2. Business
  3. UserDomain
  4. ApplicationUserRole