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dos-onboarding
GitHub指导 Directive OS 新客户入职流程，包括创建客户账户、分配角色权限、设置登录凭证、邀请员工及座位计费配置。适用于激活服务、设置邮箱、解释工作流或移除演示横幅等场景。
Trigger Scenarios
询问新客户入职步骤
为客户端激活 Sarah
设置提名邮箱
解释入职工作流
移除客户端着陆页的 DEMO 横幅
Install
npx skills add NeverSight/learn-skills.dev --skill dos-onboarding -g -y
SKILL.md
Frontmatter
{
"name": "dos-onboarding",
"description": "Directive OS client onboarding workflow, lead email system, dashboard access, payment flow, and post-payment setup steps. Use when the user asks about onboarding a new client, activating Sarah for a client, setting up a nominated email, explaining the workflow, or removing the DEMO banner from a client landing page."
}
Directive OS — Client Onboarding & Seat Billing
Related skills: Read
directive-os-systemfor full product catalog, pricing, tech stack, and business plan.
The Two User Types
1. Agency Owner (Client)
- Created by Jayson via admin Fleet Manifest (
POST /api/admin/clients) - Login:
directiveos.com.au/dashboard/login— email + temp password (emailed on creation) - JWT payload:
{ type: "agency", agencyId, email } - Full access: leads, transcripts, listings, staff management, billing, settings
2. Staff Member
- Invited by agency owner from dashboard → Seat Management page
- Login: same
/dashboard/login— email + self-chosen password - JWT payload:
{ type: "staff", staffId, agencyId, email, role } - Role-based access (see Roles & Access below)
Roles & Access
| Role | Value | Dashboard Tabs |
|---|---|---|
| Principal | principal |
All tabs — Command Centre, Leads, Transcripts, Listings, Billing, Seat Management, Protocols |
| Admin | admin |
Command Centre, Leads, Transcripts, Listings, Billing |
| Sales Executive | sales_executive |
Command Centre, Leads, Transcripts, Listings |
| Sales Support | sales_support |
Command Centre, Leads, Transcripts |
Agency owner (type: "agency") always has full access regardless of role.
Principal staff members also get full access including Seat Management and Protocols.
Onboarding Flow — Agency Owner (Client)
STEP 1 — Jayson creates client in Fleet Manifest (/admin/clients)
POST /api/admin/clients (x-admin-secret header)
Body: { name, abn, contactEmail, contactPhone, subscriptionStatus }
STEP 2 — System auto-generates temp password
bcrypt.hash(tempPassword, 10) → saved to agencies.password_hash
Welcome email → client email CC: jayson + adwordpress2012
STEP 3 — Client logs in
directiveos.com.au/dashboard/login
Email + temp password → JWT stored in localStorage.clientToken
STEP 4 — Client invites agents (optional)
→ Each invite triggers Stripe +1 seat + invite email to agent
Onboarding Flow — Staff Agent Invite
STEP 1 — Agency owner: Dashboard → Staff → "Invite Agent"
POST /api/staff (x-clerk-org-id header)
Body: { name, email, role }
STEP 2 — System:
- Inserts staff record (status: "invited")
- Generates 48hr secure token (crypto.randomBytes(32))
- Saves token + tokenExpiry to staff table
- Increments seat_count on agencies table
- Calls Stripe → adds 1 seat (prorated immediately) via adjustStripeSeats()
- Sends invite email to agent CC: jayson + adwordpress2012
STEP 3 — Agent receives email
"You've been invited to [Agency Name] — Set your password"
Link: directiveos.com.au/dashboard/set-password?token=TOKEN
Link expires in 48 hours
STEP 4 — Agent sets password
POST /api/staff/verify-token { token } → validates, returns name + agencyName
POST /api/staff/activate { token, password } → bcrypt hash saved, token cleared
staff.status → "active"
STEP 5 — Agent logs in
directiveos.com.au/dashboard/login → email + new password
Sees agency Command Centre with limited tabs
Staff Removal
Agency owner removes agent → DELETE /api/staff/:id
→ seat_count decremented
→ Stripe subscription updated: -1 seat (prorated credit)
Key API Endpoints
| Method | Endpoint | Auth | Description |
|---|---|---|---|
| POST | /api/client/login |
Public | Unified login — checks agencies then staff |
| GET | /api/client/me |
JWT Bearer | Returns user type, agency + staff data |
| POST | /api/staff |
x-clerk-org-id | Invite agent → Stripe +1 → invite email |
| DELETE | /api/staff/:id |
x-clerk-org-id | Remove agent → Stripe -1 |
| POST | /api/staff/verify-token |
Public | Validate 48hr set-password token |
| POST | /api/staff/activate |
Public | Set password, activate account |
| POST | /api/admin/clients |
x-admin-secret | Create agency + auto welcome email |
| POST | /api/admin/quote |
x-admin-secret | Generate Stripe Checkout link (any tier) |
| POST | /api/admin/clients/:id/reset-password |
x-admin-secret | Reset + email new password |
| POST | /api/admin/clients/:id/set-password |
x-admin-secret | Manually set password |
Database Schema — Key Fields
agencies table
| Column | Type | Purpose |
|---|---|---|
contact_email |
text | Login username for owner |
password_hash |
text | bcrypt hash (null = no login yet) |
seat_count |
int | Total seats (owner + agents) |
stripe_customer_id |
text | Stripe customer for billing |
staff table
| Column | Type | Purpose |
|---|---|---|
agency_id |
int | FK to agencies |
email |
text | Login username |
password_hash |
text | bcrypt hash (null until activated) |
password_set_token |
text | 48hr activation token |
token_expiry |
timestamptz | Token expiry time |
status |
text | "invited" | "active" |
role |
text | "principal" | "admin" | "sales_executive" | "sales_support" |
JWT Token Structure
Agency: { type: "agency", agencyId: number, email: string }
Staff: { type: "staff", staffId: number, agencyId: number, email: string, role: string }
- Secret:
CLIENT_JWT_SECRETenv var - Expiry: 30 days
- Storage:
localStorage.clientToken
Pricing Tiers
| Tier | Setup | Monthly Base | Per Seat |
|---|---|---|---|
| Small | A$1,800 | A$299/mo | A$89/mo |
| Medium | A$2,500 | A$399/mo | A$99/mo |
| Large | A$4,500 | A$599/mo | A$119/mo |
Defined in TIERS constant in artifacts/api-server/src/routes/admin.ts.
Quote Builder
Location: /admin/quote — Captain's Bridge nav → "QUOTE BUILDER"
- Select tier (Small/Medium/Large)
- Enter seats, agency name, contact name, email
- Click "Generate Payment Link"
- Calls
POST /api/admin/quote→ returns Stripe Checkout URL - Copy and send to prospect
Email Flows
| Trigger | To | CC | Content |
|---|---|---|---|
| Agency created (admin) | Client email | jayson + adwordpress2012 | Welcome + temp credentials |
| Password reset | Client email | jayson + adwordpress2012 | New password |
| Agent invited | Agent email | jayson + adwordpress2012 | Set-password link (48hr) |
From: Directive OS <leads@directiveos.com.au>
Support: support@directiveos.com.au
Frontend Pages
| Page | Path | Auth Required |
|---|---|---|
| Client/Staff Login | /dashboard/login |
Public |
| Set Password (agents) | /dashboard/set-password?token=TOKEN |
Public (token-gated) |
| Command Centre | /dashboard |
JWT |
| Staff Management | /dashboard/staff |
JWT + agency owner only |
| Billing | /dashboard/billing |
JWT + agency owner only |
| Quote Builder | /admin/quote |
Admin secret |
Admin Credentials
- URL:
directiveos.com.au/admin - Username:
captainjaze(ADMIN_USERNAME env var) - Password:
M@gdalena2050(ADMIN_PASSWORD env var) - Header used:
x-admin-secret: <ADMIN_PASSWORD>
Test Client (Production DB — ID 19)
- Email:
jayson@directiveos.com.au - Password:
ocampo - Agency: "Directive OS (Test)"
Legacy Onboarding (Clerk-based — pre April 2025)
The original flow used Clerk org-based auth. Now replaced by email+password JWT auth. Clerk org IDs still stored in clerk_org_id column for backwards compatibility with existing dashboard routes that use x-clerk-org-id header.
Stripe Seat Billing — How It Works
adjustStripeSeats(agency, delta) in artifacts/api-server/src/routes/staff.ts:
- Looks up active Stripe subscription for the agency's
stripe_customer_id - Finds the
STRIPE_PRICE_PER_SEATline item (if any) - +1 seat: creates or increments the seat item with
proration_behavior: "create_prorations" - -1 seat: decrements or deletes the seat item with prorated credit
- Stripe immediately charges (or credits) the prorated amount
Adding a New Client Page
- Create artifact:
createArtifact({ slug: "agency-slug", kind: "web", title: "Agency Name" }) - Copy
artifacts/c21-rana(light theme) orartifacts/nidus-re(dark theme) - Update: agency name, PHONE constant, brand colours, nav links → client's real site
- Add DEMO banner (copy from c21-rana landing.tsx)
- Add
GetStartedCTAcomponent with agency slug + name - Deploy → directiveos.com.au/agency-slug/
- Onboard the client via admin Fleet Manifest → creates login credentials automatically
Required Environment Variables
| Variable | Purpose |
|---|---|
CLIENT_JWT_SECRET |
JWT signing secret |
DOS_RESEND_KEY or RESEND_API_KEY |
Email sending via Resend |
STRIPE_KEY_ACTIVE |
Stripe API key |
STRIPE_PRICE_ONBOARDING |
Stripe price ID for setup fee |
STRIPE_PRICE_PER_SEAT |
Stripe price ID for per-seat billing |
ADMIN_USERNAME |
Admin login username (captainjaze) |
ADMIN_PASSWORD |
Admin login password + x-admin-secret |
Version History
- e0220ca Current 2026-07-05 23:33
