Onboarding & Plans

Onboarding Overview

Onboarding takes a new brand from signup to a live, mint-ready workspace. The flow is staged so that critical decisions — plan selection, brand identity, and resolver subdomain — are captured before any product or passport data is created.

Stages

1

Account & Brand Creation

The signing user creates an account and a brand workspace. Brand name, industry classification, and primary contact details are captured.

2

Plan Selection

The user selects a subscription plan. Pricing is shown in the user’s local currency. The flow generates a Stripe checkout session.

3

Activation

On successful payment, the Stripe webhook activates the workspace, provisions the default roles, and unlocks the Setup Wizard.

4

Setup Wizard

Guided configuration of resolver subdomain, brand identity (logo, colours), default theme, and economic operator records. The resolver subdomain is write-once — it becomes the permanent base URL for every passport in the workspace.

5

First Product & Passport

The user is routed into the Product workspace to create or import their first product, then to mint and publish their first passport.

Activation State

Workspaces have an explicit activation state. Until the Stripe webhook confirms payment, the workspace is held in a pending state and the Setup Wizard is gated. If activation fails, the user is routed to a recovery screen that can re-issue the activation link.

Industry Classification

The industry chosen during brand creation determines:

  • which DPP module categories appear on the product detail surface
  • which fields are required versus optional
  • which compliance disclosures are surfaced in the passport
  • which Market Pack defaults apply

Industry can be revised later in Settings → Industry & Compliance, but changes affect future mints only — previously issued passports retain their original snapshot configuration.

Setup Wizard Output

After the Setup Wizard the workspace has:

  • A permanent resolver subdomain
  • Brand identity assets (logo, colour tokens) bound to the default theme
  • At least one economic operator record (manufacturer, importer, or authorised representative)
  • A default theme assigned for new passports
  • Roles seeded for the founding member