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Onboarding, sign-in and accounts

Ticks are recorded live

Work these steps on the in-app checklist β€” account menu β†’ My testing checklist β€” where every Pass / Fail / Skip is recorded the moment you press it, and Fail files the report for you. This page (and its PDF) is the same list for reading, printing, or working offline; if you used paper, transfer your ticks into the app afterwards.

Everything between opening the app and being inside an organisation. Use a FRESH email where a step says so.

Each step: Do this, then check You should see.

A. Sign up​

  • OB-01 Open the cloud URL logged out. You should see: the login page; the menu bar shows only Sign in (no bell, no avatar).

  • OB-02 Click Sign up, use a new email and a password shorter than 8 characters. You should see: a clear password rule message; the form does not submit.

  • OB-03 Sign up with a valid password. You should see: a consent tick-box BEFORE the account is created; you cannot continue without ticking; then you land on Home.

  • OB-04 Sign up again with the SAME email. You should see: a friendly 'already registered' message with a link to sign in β€” no stack trace.

  • OB-05 Open the verification email (if your deployment verifies email) and click the link. You should see: the app confirms the address and your profile shows it verified.

B. Sign in​

  • OB-06 Sign in with a wrong password three times. You should see: the same neutral error each time; no hint about which part was wrong.

  • OB-07 Sign in correctly. You should see: you land on HOME (not Projects), the avatar is in the menu bar immediately β€” no moment where the bar says Sign in.

  • OB-08 Sign in from a deep link such as /projects/123 (type the URL while logged out). You should see: after sign-in you arrive at that project, not at Home.

  • OB-09 Use Forgot password. You should see: an email with a reset link; the link sets a new password and signs you in once.

C. Passkeys​

  • OB-10 Profile β†’ Security & access β†’ Passkeys β†’ add a passkey. You should see: the device prompt; the passkey is listed with a name and date.

  • OB-11 Log out, type your email on the login page, use 'Sign in with passkey'. You should see: you are signed in without a password and land on Home.

  • OB-12 Remove the passkey from your profile, then try the passkey button again. You should see: a message saying this passkey is not saved on any account here, suggesting another way to sign in β€” not 'Unknown passkey'.

D. Organisation membership​

  • OB-13 Sign up with a fresh email that nobody invited. You should see: Home explains you are not in an organisation yet and points to Discover / 'create an organisation' if allowed.

  • OB-14 Accept an invite email from tester1 with a brand-new email. You should see: sign-up, then you are inside that organisation with the role the invite said.

  • OB-15 As an existing member, accept an invite to a SECOND organisation. You should see: both appear in the sidebar org switcher; switching changes the projects list instantly and the header name matches.

  • OB-16 Open a project link (QR or URL) while logged out, then sign in. You should see: you arrive at the project; the invite was not lost.

E. Session​

  • OB-17 Leave the app idle past the idle timeout (ask the coordinator for the value). You should see: you are signed out to the login page with a short explanation; signing back in returns you where you were.

  • OB-18 Log out from the avatar menu. You should see: the login page; pressing Back does not show a signed-in page.

  • OB-19 Change the theme (light/dark) and reload. You should see: the choice sticks; every page respects it (no white flashes, no unreadable text).

F. Automated smoke (nightly β€” see automation/)​

  • OB-20 Automation: open the app logged out. You should see: the login page renders; no avatar in the menu bar.

  • OB-21 Automation: sign in with a wrong password. You should see: a neutral error; still on the login page.

  • OB-22 Automation: sign in correctly. You should see: Home loads, the avatar is in the menu bar, /api/current-user/whoami returns the signed-in user.

  • OB-23 Automation: open Home, Projects, Organisation β†’ Members, Account, a project's Data Manager. You should see: each page renders its heading with no error screen and no uncaught console errors.

  • OB-24 Automation: open the label stream of a seeded project. You should see: the editor renders a task with its labels.