User Flows

Related Flows: Sign In | Sign Up | Forgot Password | Reset Password | Email Verification

Individual User Flows

First-Time User Registration ✅

Registration includes email verification ✅ and Google OAuth ✅.

1. User visits platform
2. Clicks "Sign Up"
3. Enters email and password
4. Receives verification email
5. Clicks verification link
6. Account activated
7. Redirected to dashboard
8. Prompted to take first Maslow assessment

Taking a Survey ✅

Taking a Survey (First Attempt)

1. User logs in
2. Selects "Take Maslow Assessment"
3. System creates new session (attempt #1)
4. User answers questions
   - Progress auto-saved after each answer
   - Can leave and resume later
5. Completes all questions
6. Views results immediately
7. Sees Maslow pyramid visualization
8. Option to share or download results

Taking a Survey (Subsequent Attempts)

1. User logs in
2. Dashboard shows "Last taken: 3 months ago"
3. Clicks "Retake Assessment"
4. System creates new session (attempt #2+)
5. Completes survey
6. Views results with comparison
   - Current scores
   - Previous scores
   - Delta/change indicators
   - Progress charts
7. Can view all historical attempts

Resuming an Incomplete Survey ✅

1. User returns to platform
2. Dashboard shows "Continue Survey (60% complete)"
3. Clicks to resume
4. Taken directly to next unanswered question
5. Progress bar shows completion status
6. Continues from where they left off

Organization Admin Flows

Creating an Organization ✅

1. User logs in
2. Clicks "Create Organization"
3. Enters organization details:
   - Name
   - Description
   - Industry (optional)
4. Organization created
5. User becomes Owner
6. Redirected to organization dashboard

Inviting Team Members ✅

1. Admin accesses organization dashboard
2. Clicks "Invite Members"
3. Enters email addresses (bulk or individual)
4. Selects role for invitees (Admin/Member)
5. Optionally adds custom message
6. Sends invitations
7. Tracks invitation status:
   - Pending
   - Accepted
   - Expired

Managing Organization Surveys

1. Admin creates/selects survey for organization
2. Sets survey parameters:
   - Allow multiple attempts
   - Set deadlines
   - Enable reminders
3. Assigns survey to all or specific members ✅
4. Monitors completion rates
5. Views aggregate analytics
6. Exports reports (CSV/PDF)

Team Member Flows

Accepting Organization Invitation ✅

1. Receives invitation email
2. Clicks "Accept Invitation" link
3. If no account: Create account
4. If has account: Log in
5. Automatically joined to organization
6. Sees organization surveys on dashboard
7. Can take assigned surveys

Taking Organization Survey

1. Logs in to platform
2. Dashboard shows organization surveys
3. Clicks on assigned survey
4. Takes survey (same flow as individual)
5. Results saved to organization
6. Can view personal results
7. Admin can see completion status

Reminder Flows

Incomplete Survey Reminder ✅ (backend engine)

1. User starts but doesn't complete survey
2. System schedules reminders:
   - 24 hours: "Don't forget to complete your assessment"
   - 48 hours: "Your assessment is waiting"
   - 7 days: "Last chance to complete"
3. User receives email
4. Clicks link in email
5. Taken directly to resume survey
6. Completes survey
7. Future reminders cancelled

Managing Reminder Preferences ✅

1. User accesses account settings
2. Navigates to "Email Preferences"
3. Toggles reminder settings:
   - Enable/disable reminders
   - Adjust timing
   - Set quiet hours
4. Saves preferences
5. Applied to all future surveys

Analytics Flows

Viewing Personal Progress ⚠️ Partial

Impact report exists, but no timeline view yet.

1. User completes multiple attempts
2. Accesses "My Progress" section
3. Views:
   - Timeline of all attempts
   - Score trends per category
   - Overall improvement metrics
   - Detailed comparison between any two attempts
4. Can filter by date range
5. Export data for personal records

Organization Analytics (Admin) 🔲 Not yet

1. Admin accesses organization dashboard
2. Views overview metrics:
   - Total members
   - Completion rate
   - Average scores by category
3. Drills down into:
   - Individual member progress
   - Department comparisons
   - Time-based trends
4. Generates reports: 🔲 Not yet
   - Select metrics
   - Choose format (PDF/CSV)
   - Download or email

Error & Edge Cases

Session Timeout

1. User inactive for 30+ days
2. Session marked as abandoned
3. User returns
4. Prompted: "Start new attempt" or "Resume previous"
5. If resume: Continue from last question
6. If new: Previous marked as incomplete

Organization Limits Reached

1. Free tier org hits member limit
2. Admin tries to invite new member
3. Shown upgrade prompt
4. Options:
   - Upgrade to Pro
   - Remove inactive members
   - Cancel action

Survey Retake Limit

1. Survey has max attempts setting
2. User reaches limit
3. Shown message: "Maximum attempts reached"
4. Can view previous results
5. Cannot start new attempt
6. Admin can override if needed