Onboarding

Status: Accepted Owner: @bilal Last Updated: 2026-02-15

How organisations and tenants are onboarded to Envo.

Organisation Onboarding

1. Sign up — Form submitted → org created → auth user created → owner access granted
2. Admin review — Envo admin notified, assists with setup
3. Import — CSV upload for properties and tenants (batch create)
4. Live — Dashboard accessible, tenant engine active

Tenant Welcome

When a tenant is created, they receive a welcome message via SMS/WhatsApp with:

• Property address confirmation
• How to report issues (text, call, chat)
• Landlord organisation name

CSV Format

Properties: address, postcode, type, units Tenants: property_address, name, phone, email, room_number

Phone numbers validated as E.164. Partial imports: successful rows committed, failed rows returned with errors.

Future Enhancements

• Self-service CSV upload (currently admin-assisted)
• Property import from external APIs
• Automated tenant verification
• More comprehensive onboarding flow needs-decision

See also: Issue Lifecycle, Product Vision