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Onboarding process for integrations #124

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matteobad opened this issue Feb 7, 2024 · 0 comments
Open

Onboarding process for integrations #124

matteobad opened this issue Feb 7, 2024 · 0 comments
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🧙 backend 💡 feature Requests for new features or enhancements. 🖌️ frontend Improvements for the ui help wanted Extra attention is needed
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@matteobad
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Summary

  1. As a user
  2. I want to have a guided onboarding process to connect my first integration
  3. So that I can start using the app with real data

When a user signs in and there still are no Integrations e no data we should prompt the user to start an onboarding process. It could be a simple button "Add Integration" that when clicked takes the users into an onboarding process. Below an idea of the process.

image

Maybe we should also integrate the Connectors initial settings if not already done?

Acceptance Criteria

  1. If the user signs up for the first time
  2. He should see the prompt to start the onboarding process
  1. If the user start to follow the onboarding process
  2. He should be able to add its first integration
  3. He should be redirect to the dashboard and see some data

Also, here are a few points that need to be addressed:

  1. Also users that signs in but still have no data or integrations should see the onboarding process

Resources

Notes

  • validate the onboarding process
  • maybe split into multiple issues?
@matteobad matteobad added help wanted Extra attention is needed 💡 feature Requests for new features or enhancements. 🖌️ frontend Improvements for the ui 🧙 backend labels Feb 7, 2024
@matteobad matteobad added this to the Open Banking milestone Feb 7, 2024
@Codehagen Codehagen self-assigned this Feb 8, 2024
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Labels
🧙 backend 💡 feature Requests for new features or enhancements. 🖌️ frontend Improvements for the ui help wanted Extra attention is needed
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