​Major Task: ​2-min Self Onboarding

In Progress

FO

Fernanda Oliveira

3 years ago

  • We overhaul the onboarding process

  • The user is invited to onboard themselves and we strive to make the self onboarding process take less than 2 minutes.

  • Upon creating an account, the user either lands on an empty portfolio or an existing portfolio only if they have been invited to join Diagno by someone else

  • The Portfolio Owner can create/edit/delete the following:

    • 1.4.1. Organisations

    • 1.4.2. Users

    • 1.4.3. Sites

    • 1.4.4. Assets (i.e. Devices)

    • 1.4.5. Portfolio (view only)

    • 1.4.6. Reports (view only)

    • 1.4.7. Account (personal)

  • Onboarding Assets is simplified as much as possible. Typically, only an API key or an email address to the Asset's portal is required. Simple instructions are provided to guide the user.

Activity

FO

Fernanda Oliveira changed the status to In Progress

3 years ago


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