title: Tenant Onboarding Process (Internal) updated: 2025-05-29 status: WIP tags: ["internal", "onboarding", "repeatable process"]
🛠️ Sovoli Tenant Onboarding (Internal Protocol)
This is a manual record of each step taken to onboard a new tenant into Sovoli. It serves as an operational journal and foundation for future automation.
1. 🎯 Purpose
Document each action required to:
- Digitize and onboard a private school or organization.
- Set up web presence, internal tools, and communication infra.
- Capture essential metadata for later automation.
2. 📋 Org Intake & Metadata
✅ Actions Taken:
- [ ] Collected org name, type, description, address.
- [ ] Uploaded logo, banner images.
- [ ] Captured key contacts (admin, IT support).
💾 Storage Location:
apps/sovoli.com/data/tenants/{slug}/orgMeta.ts
3. 📄 Document Collection
- Business registration
- Educational certifications (for
.edu.gy) - Staff headshots
- Legal ownership info (for local compliance)
✅ Method: Manually added to orgDocs folder under apps/sovoli.com/data/tenants/{slug}
4. 🌐 Website Setup
Actions:
- [ ] Chose slug (e.g.
ma→ma.edu.gy) - [ ] Added to
domains.tsconfig - [ ] Set up basic website scaffold in
apps/sovoli.com/modules/websites/pages/{slug}
Domain:
- Requested
.edu.gymanually via GTT - Verified pointing to Sovoli IP via CNAME
5. 📧 Email Provisioning
- Admin email (e.g.
admin@ma.edu.gy) - 5 teacher/staff emails provisioned via ...
- Used forwarding through Cloudflare / custom MX
6. 📈 SEO + Google Submission
- Submitted site via Google Search Console
- Added meta tags in
<Head>component - Registered on Google Business
7. 📆 Scheduling / Application Flow
/applypage routed from/schedule- Captures parent/student info for enrollment
- Stored in
orgApplicationsunder org slug
8. 🧠 Lessons / Improvements
- Delay domain registration until orgDocs complete
- Automate slug checks for uniqueness
- Pre-fill
.edu.gyforms for orgs to sign manually
9. 🗃️ Files & Code Reference
- Org Metadata:
data/tenants/{slug}/orgMeta.ts - Website Content:
modules/websites/pages/{slug} - Domain Routing:
utils/domainRouter.ts - Email Config:
configs/email-provisioning.md
10. 🔄 Replication Checklist
- [ ] Org metadata filled
- [ ] Docs uploaded
- [ ] Domain requested
- [ ] Emails set up
- [ ] SEO submitted
- [ ] Apply page live
- [ ] Admin trained
- [ ] Walkthrough complete