FS central user management

Owned by Vineet Singh

May 16, 2021

2 min read

Purpose

The document is for giving overview of user roles and associated flow for user signup for FS Central.

User roles and requirements

User type	Role	Requirement
Admin	- single point of contact with FS core - add other users (members of FS Central) - configure login/signup for other users - can monitor/see network activity	- mandatory - understand terms and conditions - security: high by default
Team Members	- manage participant orgs (add/delete/ update root admin) - manage certificates (issue/ renew/ revoke) - monitor network activity - manage push notifications for updates - contact/ coordinate/ train participants - raise issues with FS core	- mandatory - understand how FS is operated - security: high by default
Guest Viewer	- view network activity	- optional

User signup flows

Admin
1. Invited by FS core:
  1. Details of the org and user already entered by FS core
  2. Admin receives the mail with a link to activate account and the link expires in some days
  3. Activate account:
    1. Username - suggested
    2. Set up password - hints and requirement
    3. Option to add mobile number (if not entered by FS central invitation) and enable 2FA
    4. Add details of a reference person from the organization for emergency
    5. Upload image of ID
    6. Accept terms and conditions
    7. Verification link sent to mail id
    8. Click link
    9. If mobile based 2FA selected then send OTP

Success

Onboarding:
1. Personalize themes (upload logo, color theme, url etc)
  1. Steps for personalization?
    1. Connect to IP address
    2. Will this be an executable that they run on some server (AWS/ Azure/ data center etc), some way to fork the code and run it or some other way?
    3. If we can think of database of participant organizations, connector data etc
2. Guided journey to add team members resulting in adding one user

Through FS website:
1. Details of the org
  1. Name
  2. Domain
  3. Country
2. Details of the user
  1. Name
  2. Email id
  3. Phone number
3. Activate account:
  1. Username - suggested
  2. Set up password - hints and requirement
  3. Option to add mobile number for 2FA
  4. Add details of a reference person from the organization for emergency
  5. Upload image of ID
  6. Accept terms and conditions
  7. Verification link sent to mail id
  8. Click link
  9. If mobile based 2FA selected then send OTP
4. Onboarding:
  1. Personalize themes (upload logo etc)
  2. Guided journey to add team members resulting in adding one user
  3. Guided journey of the dashboard with details of metrics

Manager
1. Invited by the admin:
  1. User receives the mail with a link to activate account and the link expires in some days
  2. Reminder mail before the link expiry
  3. Activate account:
    1. Username - suggested
    2. Set up password - hints and requirement
    3. If 2FA enabled by admin
      1. Enter phone number

Success

Onboarding:
1. Guided journey of managing FS participant orgs/ root admins/ etc
2. Guided journey of the dashboard with details of metrics