Feature #9605
Updated by Yalavarthi Thriveni 27 days ago
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.