Moheeb Zara
8edc9da611
Finalizes the docs section after an adversarial audit (code review + per-page fact-check + coherence critic) and two content requests. - Accuracy: fixed 10 invented cross-link slugs, the admin-vs-board gating claims the verifiers caught (permissions matrix, /settings, invites, onboarding, connect-payments, proposal withdraw, Stripe reconciliation, member fields, door.operate), and 2 issues in the new pages (project area-at-creation, forum thread-delete role). - Coverage: added 5 how-to pages so every module is documented (recurring Stripe dues, tasks & chores, projects, comms & forum, ops knowledge base + secrets vault). 34 pages total. - Screenshots: 12 captioned app screenshots under public/docs-media/, embedded as figures. Each tutorial now has 2-3 step screenshots. - Style: removed all em-dashes/en-dashes/ellipses from the docs (natural ASCII punctuation). - Handoff (docs/HANDOFF-audit-cleanup.md) updated with the current state. typecheck 0 · lint 0 errors · build ok (all 34 /docs pages prerendered)
82 lines
4.1 KiB
Markdown
82 lines
4.1 KiB
Markdown
Onboarding is the short, ordered flow a new member walks through the first time they open the app. You edit it under the **Onboarding** section of [/customize](/customize), in the **New member onboarding** card. This page shows you how to add, reorder, require, disable, and delete steps.
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## Who can edit onboarding
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Editing onboarding is role-gated:
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| Action | Required role |
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| --- | --- |
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| Add a step (Custom or Form) | admin |
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| Edit title, body, config, order, toggles | admin |
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| Delete a step | admin (built-in steps can never be deleted) |
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Board members can open [/customize](/customize) and see the onboarding steps, but the panel is read-only for them: the **+ Custom step** / **+ Form step** buttons are hidden and every field, toggle, and Delete control is disabled. Members who are neither admin nor board are redirected away from /customize entirely.
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## Understand the built-in steps
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Every space is seeded with four built-in steps when it is created. They are marked **built-in** and cannot be deleted, only disabled or reordered.
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| Step | Type | Seeded as | Notes |
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| --- | --- | --- | --- |
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| Welcome to *space* | `welcome` | enabled, optional | Info screen, markdown body, never blocking |
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| Code of Conduct | `code_of_conduct` | enabled, required | Body plus a required acknowledgement checkbox |
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| Complete your profile | `profile` | enabled, optional | Prompts the member for display name, handle, bio, skills |
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| Set up your dues | `payment` | enabled, optional | Dues nudge with an optional payment link button |
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## The step types
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There are six step types. The four above are built-in; the two you can add yourself are `content` and `form`.
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| Type | Body editable | Extra config | Deletable |
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| --- | --- | --- | --- |
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| `welcome` | yes |, | no (built-in) |
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| `code_of_conduct` | yes | `require_ack`, `ack_label` | no (built-in) |
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| `profile` | no |, | no (built-in) |
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| `payment` | yes | `payment_url` (link button) | no (built-in) |
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| `content` | yes |, | yes |
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| `form` | yes | `form_id` (published form) | yes |
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Body fields accept markdown and a safe subset of HTML.
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## Add a custom step
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1. Go to [/customize](/customize) and open the **Onboarding** section.
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2. Click **+ Custom step**. A new `content` step is appended at the bottom, titled "New step".
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3. Edit the **title** field and the body textarea inline. Changes save when the field loses focus.
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## Add a form or waiver step
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Use this to make members sign a waiver or fill out a form as part of joining.
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1. First create and **publish** the form under [/forms](/forms) (Forms & waivers). Only published forms can be linked.
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2. In the **Onboarding** section, click **+ Form step**.
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3. In the new step, use the **Select a form...** dropdown to pick the published form. Waivers are labelled `(waiver)`. The choice is stored as `form_id` on the step.
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If there are no published forms yet, the step shows a prompt to create one first instead of a dropdown.
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## Reorder steps
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Each step row starts with a small number field, its `sort_order`. Type a new number and click away; steps re-sort by ascending order. Lower numbers run first. New steps are added with an order one higher than the current maximum.
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## Toggle required and enabled
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Each step has two checkboxes:
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- **Enabled**, unchecked steps are hidden from the flow entirely.
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- **Required**, the member cannot finish onboarding until every *enabled and required* step is completed.
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Edge cases worth knowing:
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- A member can only **skip** onboarding when no enabled step is required. If any enabled required step exists, skip is refused.
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- A required `form` step is satisfied once a submission for the linked form exists for that member. If the linked form is missing or unpublished, the step is treated as non-blocking so a misconfiguration cannot lock members out.
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## Delete a step
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Only custom (`content`) and `form` steps show a **Delete** button, and only for admins. Built-in steps have no delete control, disable them instead. Deleting asks for confirmation and is permanent.
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## Related
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- [Onboard members](/docs/tutorials/onboard-members)
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- [Invite links](/docs/how-to/invite-links)
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- [Import members](/docs/how-to/import-members)
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