User Journeys
Admin Portal end-to-end workflows for platform administration
User Journeys are end-to-end workflows for platform administrators to manage users, troubleshoot integrations, and maintain system health.
Journey Index
User & Client Management
| ID | Journey | Description |
|---|---|---|
| UJ-A-001 | Platform Admin Login | Authenticate to Admin Portal |
| UJ-A-002 | View Dashboard | Access admin overview |
| UJ-A-003 | Manage Users | Create, edit, deactivate users |
| UJ-A-004 | Manage Clients | Administer client organizations |
| UJ-A-005 | Impersonate User | View platform as specific user for support |
Platform Settings
| ID | Journey | Description |
|---|---|---|
| UJ-A-006 | Configure Settings | Manage platform-wide configuration |
Integration Troubleshooting
| ID | Journey | Description |
|---|---|---|
| UJ-A-007 | Troubleshoot WordPress | Debug WordPress plugin issues |
| UJ-A-008 | Troubleshoot Xero | Resolve accounting sync problems |
| UJ-A-009 | Troubleshoot Salesforce | Fix CRM integration issues |
| UJ-A-010 | Troubleshoot HubSpot | Debug HubSpot data flow |
| UJ-A-011 | Troubleshoot Stripe | Investigate payment processing |
Detailed Journeys
Impersonate User
Complete workflow for safely impersonating users to diagnose support issues, with full audit trail and security controls.
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
- Security Considerations: Audit logging and access controls
- Related Entities: Data model cross-references
- Acceptance Criteria: Frontend, Backend, Permissions, Business Rules
More detailed journey pages will be added for integration troubleshooting workflows.