User Journeys

Client Portal end-to-end workflows - comprehensive documentation for staff operations

User Journeys are end-to-end workflows documenting the complete path from staff goal to system outcome. Each journey includes detailed steps, acceptance criteria, error handling, and entity relationships.

Journey Index

Member Management

ID	Journey	Description
UJ-C-002	Create Member	Add new member account to system
UJ-C-003	Edit Member	Modify existing member profile
UJ-C-004	Import Members	Bulk import from CSV
UJ-C-005	Bulk Update Members	Mass update member fields
UJ-C-006	Export Members	Export member data
UJ-C-007	Assign to Group Plan	Add member to corporate membership

Membership Plans

ID	Journey	Description
UJ-C-008	Create Membership Plan	Define new membership plan
UJ-C-009	Configure Pricing	Set up pricing tiers
UJ-C-010	Revenue Reporting	View revenue analytics
UJ-C-011	Invoicing Automation	Configure automatic invoicing

Events

ID	Journey	Description
UJ-C-012	Create Event	Create and configure new event
UJ-C-013	Configure Tickets	Set up ticket types and pricing
UJ-C-014	Assign Sponsors	Add sponsors to event
UJ-C-015	Track Attendance	Monitor check-ins and attendance
UJ-C-016	Event Reporting	Generate event analytics
UJ-C-017	Clone Event	Duplicate existing event

Courses & LMS

ID	Journey	Description
UJ-C-018	Create Course	Build new learning course
UJ-C-019	Configure Certifications	Set up course certificates
UJ-C-020	AI Quiz Generation	Generate quiz questions with AI
UJ-C-021	Manage Enrollments	Administer course enrollments

CPD

ID	Journey	Description
UJ-C-022	Configure CPD Categories	Set up CPD requirements
UJ-C-023	Approve CPD Records	Review member submissions
UJ-C-024	Compliance Reports	Generate CPD reports

Resources

ID	Journey	Description
UJ-C-025	Upload Resource	Add resource to library
UJ-C-026	Manage Approvals	Review pending resources
UJ-C-027	Resource Analytics	View resource performance

Directory & Sponsorships

ID	Journey	Description
UJ-C-028	Manage Directory	Administer company listings
UJ-C-029	Approve Profiles	Review company profiles
UJ-C-030	Route Leads	Configure lead distribution
UJ-C-031	Create Sponsorship Tier	Define sponsor levels
UJ-C-032	Assign Sponsorships	Assign sponsors to tiers
UJ-C-033	Configure Widgets	Set up sponsor widgets

Job Board

ID	Journey	Description
UJ-C-034	Manage Job Board	Administer job postings
UJ-C-035	Job Board Reports	View job analytics

Support

ID	Journey	Description
UJ-C-036	Manage Help Center	Administer help articles
UJ-C-037	Handle Tickets	Process support tickets
UJ-C-038	Support Metrics	View support analytics

Integrations

ID	Journey	Description
UJ-C-039	Configure Stripe	Set up payment processing
UJ-C-040	Configure Xero	Connect accounting integration
UJ-C-041	Configure CRM	Connect Salesforce/HubSpot
UJ-C-042	Configure WordPress	Set up WordPress plugin
UJ-C-043	Monitor Sync Status	View integration health

Communications

ID	Journey	Description
UJ-C-044	Configure Notifications	Set up email templates
UJ-C-045	Generate AI Content	Create community content
UJ-C-046	Engagement Dashboard	View engagement metrics

Data

ID	Journey	Description
UJ-C-047	Export Data	Bulk data export

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Detailed Journeys

Create Member

Complete workflow for adding new members with all configuration options

Create Event

Full event creation with tickets, speakers, CPD, and publishing

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
• Error Scenarios: How errors are handled
• Related Entities: Data model cross-references
• Acceptance Criteria: Frontend, Backend, Permissions, Business Rules

More detailed journey pages will be added progressively.