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account [2022/12/28 22:10] – created 92.8.125.195account [2022/12/28 22:16] (current) 92.8.125.195
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 The system is being designed and built to cater for agencies - an organisation that provides services.  In this case, the services are managing **Charity Radar** for multiple organisations. The system is being designed and built to cater for agencies - an organisation that provides services.  In this case, the services are managing **Charity Radar** for multiple organisations.
 +
 +==== Onboarding ====
 +
 +The onboarding process involves creating two parts of the account.  The Account for the organisation and the first [[users|User]] account.  This first use will always be an [[users|ADMIN User]].
 +
 +We need to decide on the process before onboarding and the mechanics of onboarding.
 +
 +  * Will we meet with customers before they sign up?
 +  * Will they be signed up by a salesperson?
 +  * Will the onboarding process be self-service?
 +  * What happens if organisations need help? 
 +
  
account.1672265439.txt.gz · Last modified: 2022/12/28 22:10 by 92.8.125.195

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