Onboarding

What this section is for

Onboarding is the path from signing up to becoming an active Volunteer. It covers three things: creating your account, filling out your profile, and consenting to the required legal documents. Entering your legal name sets UserState == Active, which opens the app. Your legal name plus all required consents determine Volunteers-system-team provisioning for Google Workspace.

Onboarding is about Volunteer access only. Applying for Colaborador or Asociado is a separate tier application that runs in parallel through Board voting — it never blocks your Volunteer access, and is covered in the Governance guide.

If you are brand new, start with GettingStarted.md.

![TODO: screenshot — the "Things to do" checklist on the Home dashboard showing the onboarding steps (Complete your profile / Accept agreements) with a mix of completed and pending items]

Key pages at a glance

/OnboardingWidget — the guided flow. It never has a page of its own: it works out which step you are on and sends you there, so it is safe to bookmark and safe to come back to.
/OnboardingWidget/Names — step 1, your burner name and legal first/last name.
/OnboardingWidget/Shifts — step 2, the shifts that most need people right now.
/OnboardingWidget/Consents — step 3, the required documents, one at a time.
/Welcome — the explainer for people who are not signed in yet.
/ — Home dashboard with your "Things to do" checklist.
/Profile/Me/Edit — profile setup (one-shot during onboarding, then a regular edit page).
/Profile/Me/ShiftInfo — skills, work-style preferences, and languages used to staff shifts.
/Consent — the legal documents to read and sign.
/Account/Login — Google sign-in and the "Send me a login link" magic-link option.
/Guest — a dashboard for accounts that never get a profile. The name gate turns those accounts away today, so in practice only a named member sees it.

As a Volunteer

You have two ways to create an account:

Google OAuth. Click "Sign in with Google" on the login page. Your display name comes across automatically. If you already have an account with the same email — verified or not — Google sign-in links to it rather than creating a duplicate (the OAuth callback checks verified UserEmails, then unverified UserEmails, then User.Email).
Magic link. Enter your email and click "Send me a login link". You receive a one-time link that expires in 15 minutes. If no account exists yet, the same flow creates one (via the "Complete signup" page) and asks you for a burner name and your first and last name. To prevent email-scanner replay, the link goes to a landing page with a confirm button — clicking the button is what actually signs you in.

If your email was imported from a mailing list, your account already exists and clicking your first magic link claims it.

2. Work through the guided flow

Once you are signed in the app takes over and walks you through three steps at /OnboardingWidget: Names → Shifts → Consents. You never have to remember where you were — every step hands back to /OnboardingWidget, which works out what is still missing and sends you to it. Close the tab and come back a week later and you land on the same step.

Names. The very first thing the app asks for is your name. However you signed in, until you've set a burner name and your legal first and last name, the app sends you to a short "let's start with your name" form before anything else opens up — you can't browse the rest of the site nameless. (This never blocks signing in; it only redirects you to the name form once you're in.) Once your name is saved, the gate lifts on your next click.

Shifts. Next you see the shifts that most need people for the current burn, so you can sign up for one — or several days of a Build/Strike rota — while you are here. This step is optional: "Skip for now" moves you straight on, and skipping is remembered for the rest of your session. If you have signed a document with us before, the flow skips this step for you and goes straight to the documents.

Consents. Finally the required documents, one at a time, with a "document N of M" counter so you can see how many are left.

2a. Fill in the rest of your profile

The guided flow only asks for the three names. The full profile — pronouns, location, bio, birthday, contact fields — lives at /Profile/Me/Edit and you can fill it in whenever you like. It asks for your pronouns, location, bio, birthday, and any contact fields you want to share. An emergency contact is optional but recommended.

A separate step (/Profile/Me/ShiftInfo) walks you through your skills, work-style preferences, and languages. Coordinators search by skill to find the right person for a role, so a thin profile is harder to place — fill these in honestly and fully even if you're not sure what you'll end up doing.

During this one-shot setup you also see a tier selector. Leave it on Volunteer unless you want to apply for Colaborador or Asociado — picking one reveals a short inline application form submitted alongside your profile. After initial onboarding, the profile edit page shows profile fields only; the tier selector does not reappear.

3. Sign the required legal documents

The guided flow's third step shows you each required document in turn. /Consent is the same set of documents in list form, and is where you go afterwards to re-read anything you signed or to sign something newly required. Signatures are append-only — they cannot be edited or deleted. You enter the Volunteers team once you have entered your legal name and signed all required documents.

4. Become an active Volunteer

When you enter your legal name, your stored UserState becomes Active and the app opens. When you have a legal name and all required documents are signed, the scheduled system-team sync adds you to the Volunteers Google Workspace provisioning group. A rejected signup, a suspension, or letting a required document's grace period lapse removes you from the Volunteers team.

Until you enter that name the app stays shut: every page sends you back to the name form. After it, nothing is gated on your signatures — but if you let a required document's grace period lapse you are suspended to the account-status page, where your account and profile pages, consents, issue filing, notifications, tier applications and any survey you're invited to still work.

Profiles — what you fill in during step 2, and how it is used afterwards.
Legal and Consent — the documents you sign and the Consent Coordinator review flow.
Teams — the Volunteers system team that makes you an active human.
Getting Started — a first-time walkthrough.