PROTOTYPE Clickable mockup · simulates the finished app ◃ Product overview
Petanque Life Operator Console
Production OP

Onboarding approvals

Incoming onboarding requests (federation, venue, brasserie, chain). Review and approve (provisions the tenant), reject with a reason, or request changes. On approval the tenant is created and a link to it appears on the case.

States
⏳ Loading requests…
📭 No onboarding requests right now.
⚠ Could not load requests (typed Problem).

Nordvik Petanqueförbund

Astrid Sjöberg · astrid@nordvikpetanque.se

🕓 Submitted
Org type
Federation
Country
SE
Requested tier
Basic — first year free
Current affiliation
Contact person
Astrid Sjöberg
Email
astrid@nordvikpetanque.se

"We want to bring the clubs' member registries, licences and district competitions together in one place."

Approve is disabled once the case is no longer actionable. A replayed approve is a visible no-op, never a crash. Already provisioned → soft conflict.

🤝 Warm start (optional) Pre-fills the tenant's guided setup — they arrive to a tailored, partly-done stepper

Everything here is a suggestion the tenant reviews and can change — marked “Set up for you” on their side. Written to onboarding_state, fully audited.

On approve: tenant is provisioned, these are seeded, and the magic link opens their guided setup already tailored.

Assist an in-progress tenant Open their guided setup with consent to co-fill a step (e.g. sanction matrix) — every change is attributed to you in their audit log.

The reason is sent to the contact person — keep it plain and courteous.

Empty reason → "Please provide a reason." (a reason is required).

Decisions & states
After approval

Status → Approved, the tenant is provisioned and the case gets a link. A magic link is sent to the admin.

After rejection

Status → Rejected. The reason is mirrored on the row. The prospect sees plain-language text on their status link.

After changes requested

Status → Changes requested. The prospect completes the request via their status link; the case returns to the inbox.

Approve error (soft)

A replayed approve on an already provisioned case shows a soft notice, never a crash.

Provisioned tenant (shown after approval) ↗ Open tenant nordvik-pf
Onboarding workbench · post-approval → go-live
New-tenant checklist — Nordvik Petanqueförbund · 5/8 steps · day 12 open
Contract signed done · lena.vik
Tenant provisioned done · auto
Admin invited + first login done · astrid s.
Data import (members, licenses) done · jonas.holm
Payment configuration verified done · maria.ek
Branding + public site in progress · astrid s.
Admin training session blocked — waiting on date from customer · lena.vik
Go-live review pending · —

Checklist auto-completes when all steps pass; blocking reasons are tracked per step. The onboarding status dashboard lists every active/completed tenant with days-open, current step and assignee.

Data-import wizard · csv / sie / fipjp / xml / json
members.csv · 1 204 rows · validated — 3 warnings (duplicate e-mail) · imported 28 Jun
licenses.fipjp · 980 rows · preview ready — awaiting confirm
Tenant-health check · 3 probes
Sample login: pass · Sample transaction: pass · Sample member report: warn (slow, 4.1 s)
Onboarding retrospective · cohorts by quarter/country
Q2 2026: time-to-first-transaction 9 d (median) · time-to-first-member 3 d · time-to-go-live 24 d
Q1 2026: 14 d · 5 d · 31 d — trending faster
Sys-operator onboarding course · 30-day progression
New operator: lena.vik · week 2 of 4 · 11/20 sandbox tasks · checkpoint 2/5 passed · mentor: maria.ek

Tracker disappears from the sidebar once the operator is marked autonomous.

Status glossary
draft Draft
submitted Submitted
in_review In review
changes_requested Changes requested
approved Approved
rejected Rejected
withdrawn Withdrawn
expired Expired