Revised workflow and wireframes for joining an org (publisher or funder)
These wireframes show these features mentioned in #17 (closed)
- Define type of organisation: Funding org, Publisher, or both
- Amend sign up so that users can sign up first, and then join an organisation.
Define type of organisation: Funding org, Publisher, or both
When the Sys admin creates a new organization, she selects the type of organisation: 'Funder', 'Publisher' or both.
This affects some of the default settings that will be available for that org (wireframes to come) and controls whether the organization will be listed in the dropdown for 'publisher organization' or 'funder organization' (or both) during the join org workflow described below.
Join organization workflow
Since Investigators need to provide grant information at the time of joining an org so that the Funder org admin knows enough about the user to accept him, joining an org needs to occur after a user has signed up to the BCMS.
The 'select organization' dropdown on the sign up pages gets removed. The user signs up and sees an empty dashboard page and the button 'Join organization'. Users can come back to this button at any stage to join another organization if necessary.
All users will see this modal and choose whether to join a publisher or funder org.
Join Publisher org
- When the user selects 'Publisher organization' he's shown a dropdown to select the org and request an org role.
- Sys admins (assigned to the org as shown above) get notified of Org admin requests.
- Org admins get notified of Editor requests.
- To clarify: should the Org admin or all Editors get notified for all other user requests?
- The flow for assigning org roles is modified since the request to join the org can include a role.
- Admin/Editor sees pending user request in user table, as currently developed, and the individual user modals below.
Pending user request (no role requested)
Accepted user
Join Funding org
The same workflow as above applies when users request to join a funder org. The Funder Admin would see this screen only:
A user joining as 'Investigator' is shown this additional form to fill in.
And the funder admin would see the information provided when accepting the user:
I'll discuss the specifics of the form for the Investigator in a separate issue, for now I'd like your go ahead on this change to the workflow of joining an org. Since it affects the current sign up page our team needs to develop this before other features outlined in #17 (closed).