User Journeys

Admin Portal end-to-end workflows for platform administration

User Journeys are end-to-end workflows for platform administrators to manage users, troubleshoot integrations, and maintain system health.

Journey Index

User & Client Management

ID	Journey	Description
UJ-A-001	Platform Admin Login	Authenticate to Admin Portal
UJ-A-002	View Dashboard	Access admin overview
UJ-A-003	Manage Users	Create, edit, deactivate users
UJ-A-004	Manage Clients	Administer client organizations
UJ-A-005	Impersonate User	View platform as specific user for support

Platform Settings

ID	Journey	Description
UJ-A-006	Configure Settings	Manage platform-wide configuration

Integration Troubleshooting

ID	Journey	Description
UJ-A-007	Troubleshoot WordPress	Debug WordPress plugin issues
UJ-A-008	Troubleshoot Xero	Resolve accounting sync problems
UJ-A-009	Troubleshoot Salesforce	Fix CRM integration issues
UJ-A-010	Troubleshoot HubSpot	Debug HubSpot data flow
UJ-A-011	Troubleshoot Stripe	Investigate payment processing

---

Detailed Journeys

Impersonate User

Complete workflow for safely impersonating users to diagnose support issues, with full audit trail and security controls.

Journey Structure

Each detailed journey page includes:

• Overview: Actor, goal, trigger, outcome, related specs
• Preconditions: What must be true before journey starts
• Flow Diagram: Mermaid flowchart of the journey
• Detailed Steps: Step-by-step with UI examples
• Security Considerations: Audit logging and access controls
• Related Entities: Data model cross-references
• Acceptance Criteria: Frontend, Backend, Permissions, Business Rules

More detailed journey pages will be added for integration troubleshooting workflows.