hackforla
Product: Section 1 | SubFlow 1a: Coordinator Account Creation
🧩 Overview
We need to enable Coordinator account creation within the Home Unite Program system so that Coordinators can access their dedicated dashboard. This is a foundational feature that will allow Coordinators to create an account for Home Unite Us and carry out critical responsibilities such as managing referrals, coordinating with caseworkers, supporting Guests and Hosts, and tracking application progress.
🧩 Objective
Deliver a streamlined Coordinator registration and account setup feature that ensures secure, role-based access to the system dashboard and enables all necessary administrative workflows aligned with the Host Home Program model.
🔍 Context / Background
Host Home Handbook: Reference guide outlining the role and responsibilities of Coordinators in managing referrals, supporting hosts and guests, and conducting interviews. Host Home Project Brief Workflow outlines the program workflow from referral to training completion for Section 2 of the workflow.
📌 Scope of work
- Analyze account registration requirements for Coordinators based on current workflows.
- Define required data fields and onboarding flow.
- Develop wireframes and interface mockups.
- Align with authentication/authorization policies for Coordinator role.
- Coordinate with engineering to ensure backend support for role-based access.
- Deliver documentation of the account creation journey and any error/recovery scenarios.
- Review user experience against best practices for social service platforms.
- Collect feedback from internal stakeholders.
🧠 Problem Statement
Coordinators are pivotal to the success of the Home Unite Program, but currently lack a formalized mechanism to securely create and access their accounts in the system. Without this, they cannot initiate or track critical activities such as guest referrals, intake form review, or host-guest coordination, which limits operational efficiency and service delivery.
🙋♀️ User Story
As a Host Home Program Coordinator, I want to create an account in the Home Unite Program system, So that I can access the Coordinator Dashboard and perform my duties like managing referrals, supporting Guests and Hosts, and tracking application progress.
🎯 Acceptance Criteria (Definition of Done)
- [ ] Coordinator can access a sign-up or invitation-based account creation screen from the dev Home Unite Us homepage (dev.homeunite.us)
- [ ] Required fields (e.g., name, email, user type) are entered and validated, where a coordinator user can enter an email address or select Google, Apple user ID.
- [ ] Users can select one of the user types (Coordinator, Host).
- [ ] Users can create a password
- [ ] If the password meets the validation requirements, a verification email is sent to the provided email containing a verification link
- [ ] If the password does not meet the validation requirements, the user will see which validation requirements were not met and can try again with another password
- [ ] Users will click the verification link in the email, which will confirm the user account and redirect the user to the login portal.
- [ ] Upon account creation, Coordinator is assigned appropriate role/permissions.
- [ ] The user can then enter an email address and password or continue with Google or Apple
- [ ] Successful login redirects to the Coordinator Dashboard home page.
- [ ] Unsuccessful login, the user will see an error message and can try logging in again.
- [ ] If any of role/permission is found to be missed out for coordinator user, admin user should be able to provide the coordinator, the required access.
- [ ] Coordinator user data is securely stored in HUU application and accessible only by authorized admin users.
- [ ] Audit trail of account creation captured for security.
- [ ] Design handoff is completed and approved by stakeholders.
🖼️ Design Notes (Preliminary)
Is this feature ready for design work? Yes Ideas/inspiration:
- Leverage existing form components from the design system
- Follow accessibility and UX standards (WCAG compliant)
- Keep flow consistent with Guest/Host account creation processes
- Include invite token mechanism or approval workflow if necessary
🛑 Constraints / Risks / Workflow Dependency
- Must adhere to data privacy and security standards (e.g., GDPR if applicable).
- Ensure Coordinator data does not overlap or conflict with Caseworker, Guest or Host roles.
- Role-based access control must be enforced across the HUU application.
- Onboarding flow must sync with referral intake logic.
- Engineering dependency: user authentication and role provisioning service must be functional before Coordinator creation logic is implemented.
https://www.figma.com/file/BNWqZk8SHKbtN1nw8BB7VM/HUU-Everything-Figma-Nov-2022?node-id=6764-95988&t=CsDDFP3o1U1ubwPm-0
@brycelednar @edela0015 I wanted to double-check if the screens linked are the ones we're using for the account type selection. I noticed that they appear slightly greyed out in Figma, so I just wanted to clarify their status. If they are good to go, should we move them to the "Ready for Handoff" section? Thanks!
@edela0015 the Figma link that you shared in the thread meets the acceptance criteria, so I am comfortable to pass this off to engineering.
If you agree and the design is ready for eng, can you check the third box in the Design section of the issue and post the link to the Figma there? Thanks!
@brycelednar @erikguntner I tidied and finalized the designs. Please let me know if there was anything I missed.
Link to prototype: https://www.figma.com/proto/BNWqZk8SHKbtN1nw8BB7VM/HUU-Everything-Figma-Nov-2022?type=design&node-id=7570-103539&scaling=min-zoom&page-id=2353%3A17352&starting-point-node-id=7570%3A103539&show-proto-sidebar=1
Link to file: https://www.figma.com/file/BNWqZk8SHKbtN1nw8BB7VM/HUU-Everything-Figma-Nov-2022?type=design&node-id=7570-103539&t=yYpDMTjrVMjPfLCN-0
Thanks @edela0015 ! I'll take a look and let you know if I have any questions
@mira-kine We'll use these designs for account selection. I'll edit the ticket you're working on to include them and the new requirements.
@erikguntner @edela0015 we have a new requirement to add an acknowledgement during the sign up process so reopening this issue
Looks like above comment was for the wrong story, closing this and will add above comment to the correct Guest/Host account creation story