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Feature #9605

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Feature #9602: New Tenant Onboarding Flow

Company Onboarding Flow

Added by Yalavarthi Thriveni 28 days ago. Updated 25 days ago.

Status:
New
Priority:
Normal
Target version:
-
Start date:
07/07/2026
Due date:
07/10/2026 (25 days late)
% Done:

57%

Estimated time:
(Total: 37:30 h)
Spent time:
(Total: 34:30 h)

Description

Company Onboarding Methods
The Evergreen SaaS platform shall support two onboarding methods:
1.Self-Service Company Registration
2.Super Admin Company Onboarding
Both methods shall use the same tenant provisioning process to ensure consistency.
Self-Service Company Registration
The common login page shall provide a Sign Up option for new companies.
Selecting Sign Up redirects users to a dedicated Company Registration page.
Company Information
Company Name
Company Email
Company Phone Number
oCountry Code (+1, +91, etc.)
Company Time Zone
Company Address (Optional)
Contact Person Name
Contact Person Email (Optional)
Contact Person Phone (Optional)
Business Configuration
Company Currency also need to take
The company selects the required business modules.
Retail POS
Landscaping
E-Commerce
oPre-Orders
oRegular Orders
Subscription Selection
The company selects:
Subscription Plan
Monthly / Yearly Billing Cycle
Login Credentials
Password
Confirm Password
Company URL
Preferred Company Subdomain
Example:
companyname.evergreenfarms.com

System Validations
Before registration is accepted, the system shall validate:
Company Email uniqueness
Phone Number uniqueness
Subdomain availability
Password policy
Mandatory fields
Selected modules compatible with the chosen subscription
Only after successful validation can the registration continue.

Payment Flow (Applicable for Paid Plans Only)
If the selected subscription is a Paid Plan, the system redirects the company to the payment page.
The payment page shall display:
Subscription Plan
Selected Modules
Billing Cycle
Taxes
Discounts (if applicable)
Total Amount
Payments shall be processed through Stripe.
After successful payment:
Company Registration is created with Pending Approval status.
Subscription record is created.
Payment transaction is recorded.
Audit history is maintained.

Free Subscription Flow 
If the selected subscription is a Free Plan or Trial Plan: (This is testing purpose right now then latter this is not visible to self service )
No payment page is displayed.
The company registration is created directly with Pending Approval status.
Subscription details are saved.
Audit history is maintained.

Files


Add

Subtasks 20 (20 open0 closed)

Feature #9623: Self-service registration (/register)ResolvedPavan Kumar Murala07/07/202607/07/2026

Delete link to subtaskActions
Feature #9624: Admin-created company Register link on login page,Logo uploadResolvedPavan Kumar Murala07/07/202607/07/2026

Delete link to subtaskActions
Feature #9625: Phone with country code (dynamic API),Timezone (dynamic IANA list),Country dropdown (dynamic API)ResolvedPavan Kumar Murala07/07/202607/07/2026

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Feature #9626: Live subdomain availability check,Type tracking (Self-service / Admin created),pagenationResolvedPavan Kumar Murala07/07/202607/07/2026

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Feature #9648: After create new company onboarding request super admin will get notified through manage notification settings either email / sms NewPavan Kumar Murala07/08/2026

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Feature #9649: Show all requested onboarding companies in the admin panel companies menu with all required sorting/filtering/pagination & super admin will able to update the status as approved/hold/suspend..ectNewSai Priyatham Sadineni07/08/2026

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Feature #9650: New company got notify after update the status with proper details & give the option to navigate their company login page & company can able to login into their applicationIn ProgressSai Priyatham Sadineni07/08/202607/08/2026

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Feature #9651: Make all functionalities to be use single Email & Sms service New07/08/2026

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Feature #9652: Configure Email, Sms , stripe configurations of super admin for the new onboarding company New07/08/2026

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Feature #9653: Add payment stripe integration for of onboarding company NewPavan Kumar Murala07/08/2026

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Feature #9654: Add incremental count for emails, sms for the companies & send an alert (based on notify limit) to companies before a head & try to ask them to purchase top up plans for increasing their sms as well as email countNew07/08/2026

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Feature #9655: Maintain action history for new company registrations with their updates NewPavan Kumar Murala07/08/2026

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Feature #9657: Show all invoices with company names with payment details with action history to the super admin New07/08/2026

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Feature #9666: Discussion on Registration to Payment FlowResolvedPavan Kumar Murala07/08/202607/08/2026

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Feature #9667: Implement Payment Flow After RegistrationResolvedPavan Kumar Murala07/08/202607/08/2026

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Feature #9668: Implement Automatic Approval After Successful Payment& send mail ResolvedPavan Kumar Murala07/08/202607/08/2026

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Feature #9734: Subscription Plan Management with Company/Tenant CredentialsIn ProgressPavan Kumar Murala07/09/202607/09/2026

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Feature #9735: Implement Company and Tenant Credential ConfigurationIn ProgressPavan Kumar Murala07/09/202607/09/2026

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Feature #9736: Convert Registration Payment to Stripe SubscriptionResolvedPavan Kumar Murala07/09/202607/10/2026

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Feature #9757: SaaS Top-up Creation Flow IntegrationResolvedPavan Kumar Murala07/10/202607/10/2026

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Add

Related issues

Actions #1

Updated by Pavan Kumar Murala 28 days ago

  • Subtask #9623 added
Actions #2

Updated by Pavan Kumar Murala 28 days ago

  • Subtask #9624 added
Actions #3

Updated by Pavan Kumar Murala 28 days ago

  • Subtask #9625 added
Actions #4

Updated by Pavan Kumar Murala 28 days ago

  • Subtask #9626 added
Actions #5

Updated by Yalavarthi Thriveni 27 days ago

  • Subtask #9648 added
Actions #6

Updated by Yalavarthi Thriveni 27 days ago

  • Subtask #9649 added
Actions #7

Updated by Yalavarthi Thriveni 27 days ago

  • Subtask #9650 added
Actions #8

Updated by Yalavarthi Thriveni 27 days ago

  • Subtask #9651 added
Actions #9

Updated by Yalavarthi Thriveni 27 days ago

  • Subtask #9652 added
Actions #10

Updated by Yalavarthi Thriveni 27 days ago

  • Subtask #9653 added
Actions #11

Updated by Yalavarthi Thriveni 27 days ago

  • Subtask #9654 added
Actions #12

Updated by Yalavarthi Thriveni 27 days ago

  • Subtask #9655 added
Actions #13

Updated by Yalavarthi Thriveni 27 days ago

  • Description updated (diff)
Actions #14

Updated by Yalavarthi Thriveni 27 days ago

  • Subtask #9657 added
Actions #15

Updated by Pavan Kumar Murala 27 days ago

  • Subtask #9666 added
Actions #16

Updated by Pavan Kumar Murala 27 days ago

  • Subtask #9667 added
Actions #17

Updated by Pavan Kumar Murala 27 days ago

  • Subtask #9668 added
Actions #18

Updated by Pavan Kumar Murala 26 days ago

  • Subtask #9734 added
Actions #19

Updated by Pavan Kumar Murala 26 days ago

  • Subtask #9735 added
Actions #20

Updated by Pavan Kumar Murala 26 days ago

  • Subtask #9736 added
Actions #21

Updated by Pavan Kumar Murala 25 days ago

  • Subtask #9757 added
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