Onboarding status
Squad onboarding status board: shows how many players have linked accounts, how many are eligible to activate, how many lack a pre-loaded email, and the inconsistent cases (onboarding marked as consumed but no linked account).
For sales
Section titled “For sales”- Problem it solves: the HoP needs to know who still needs to activate so they can follow up via WhatsApp or load the missing email. Without this view, they’d have to cross lists in Excel.
- Typical use cases: second week after CÉNIT kickoff, the HoP reviews who hasn’t joined and sends a reminder to the 30% still outside.
- Plans that include it: all of them.
- Differentiator: cuts the support cycle — the club sees the states without writing to us.
How staff use it
Section titled “How staff use it”Access and permissions
Section titled “Access and permissions”- Roles: Head of Performance, Sporting Director, and S&C. Any other role is redirected.
Step-by-step flows
Section titled “Step-by-step flows”- Review counters. The header has 4 counters:
- Linked (green) — players with active accounts.
- Eligible (warn) — active, no account, with email pre-loaded. Can activate via the group link without typing anything.
- No email (neutral) — active, no account, no email. They will have to type their email in the confirmation flow, or the HoP loads it from Squad.
- Inconsistent (danger) — onboarding marked as consumed but the account didn’t get linked. Edge case requiring manual intervention.
- Filter and act per player. The table lists every player with photo, jersey, position, loaded email, status, and consumption date. From here the HoP identifies the specific player and goes to Squad to load the email if missing, or re-invite via Squad → Invite (legacy individual).
Related configuration
Section titled “Related configuration”- The status is computed when the page loads, in priority order: inactive > linked > inconsistent > no email > eligible. Pure read — this page does not mutate data.
FAQ / edge cases
Section titled “FAQ / edge cases”- Why does a player appear as inconsistent? Anecdotal reports of players who complete the onboarding but end up without a linked account. No reproducible repro. If it appears, contact support to patch manually.
- Inactive players: don’t enter the main counters (shown in the table but with a separate badge).
How the player sees it
Section titled “How the player sees it”Player surface: N/A. This page is staff-only.
Data and metrics
Section titled “Data and metrics”Possible states
Section titled “Possible states”| State | Condition |
|---|---|
| Linked | The player already activated their account |
| Inconsistent | Onboarding was consumed but the account didn’t get linked |
| No email | Active, no account, no email loaded |
| Eligible | Active, no account, with email loaded |
| Inactive | The player is deactivated from the squad |
Integrations
Section titled “Integrations”- Squad — to fix missing emails or reactivate inactive players.
- Group onboarding link — this page is the inverse panel of the link: if the link is “outbound”, this is “status”.
Limitations
Section titled “Limitations”- No filter/search in the tab — for large squads (>50) the HoP scrolls.
- The inconsistent state has no “re-link” action from the UI — today it requires support intervention.