User Onboarding
This section discusses the onboarding of different user roles in the Recyclium platform. The onboarding process varies depending on the user role and their method of joining the platform.
Onboarding Overview: The Recyclium platform supports multiple user roles with tailored onboarding processes. Business roles (Producers, Storers, Waste Management, Recyclers) require invitation and verification, while Consumers can self-register to begin participating in the circular economy immediately.
Overview
The Recyclium platform supports multiple user roles, each with specific onboarding requirements:
- Producers - Invited by Admins or other Producers
- Storers - Invited by Producers or Admins
- Waste Management Companies - Invited by Producers or Admins
- Recyclers - Invited by Producers or Admins
- Consumers - Self-signup via email or SSO (Google, Outlook)
Invitation Process
Who Can Invite Users
Producers and Admins can send invitations to specific users for the following roles:
- Producer
- Storer
- Waste Management Company
- Recycler
When sending invitations, they can:
- Define the user role
- Define the user email
- Define the KYB (Know Your Business) requirement of the user
Consumer Self-Registration
Consumers are onboarded into the Recyclium platform through:
- Self-signup via email
- Single Sign-On (SSO) with Google or Outlook
User Role Setup Process
Each user role follows a specific onboarding workflow after receiving an invitation or during self-registration:
1. Invitation Email
- User receives email invitation with setup link
- Clicking the link takes them to password setting page
- After password setup, they're redirected to login page
2. Profile Setup
- Users complete multi-step profile setup process
- Number of steps varies by user role (2-5 steps)
- Information required depends on role responsibilities
3. Verification Process
- Most roles require approval from inviter or admin
- Users wait for verification before gaining full platform access
- Consumers can access platform immediately after email verification
Role-Specific Onboarding
Each user role has unique onboarding requirements and setup steps. Refer to the individual role setup guides for detailed information:
- Inviting Users - Learn how to send invitations and manage the invitation process
- Producer Setup - Complete setup process for producer accounts
- Consumer Setup - Registration process for consumer accounts
- Storer Setup - Configuration for storer accounts
- Waste Management Setup - Setup for waste management companies
- Recycler Setup - Account creation for recycler organizations
Getting Started
- Identify the user role you need to onboard
- Follow the appropriate setup guide for that role
- Complete all required verification steps
- Ensure proper access permissions are configured
- Provide role-specific training on platform features
Each role has different access levels and capabilities within the platform, so proper setup is crucial for optimal platform utilization.