Getting Started

The Core Journey

  1. A new user opens the public Landing Page (/) or Pricing page (/pricing), or arrives via an emailed invitation link.

  2. They register (/register) — a three-step in-page wizard (choose account type → complete the profile/organization form → verify a 6-digit one-time code emailed to them) — or log in (/login) if they already have an account.

  3. A newly registered account is routed through Onboarding (/onboarding, /onboarding/organization) until organization setup is complete; an Institution-type account is additionally routed through Institution Setup (/institution/setup).

  4. Once onboarded, the user lands on the Dashboard (/dashboard) — the authenticated hub — and from there reaches Projects, My Tasks, Notifications, Search, Settings, and Billing.

  5. Inside a project, the user progresses through the research setup journey shown on the project’s Overview tab: define the research question (PICO), select a study design, and, optionally, link a conference submission target.

  6. The Owner (or an Admin) invites collaborators by email; an invited person registers or logs in and accepts the invite to join the project with an assigned role (Admin, Member, or Guest).

  7. The team executes the project through My Tasks (the task surface, with List, Board, Timeline, and Calendar views, scoped to one project at a time or opened across all projects from the Dashboard), and the project’s own Note Taker, Timeline (activity feed), Availability, and Leaderboard tabs.

  8. The user manages their account through Settings (profile, organization, team, privacy, audit log, subscription) and Billing, and can raise a support ticket at any time from within the app.

  9. The user logs out, ending the session.

flowchart TD A[Landing Page or Pricing] --> B{Have an account?} B -- No --> C["Register: account type -> profile form -> 6-digit email OTP"] B -- Yes --> D[Log In] C --> E{Onboarding complete?} D --> E E -- No --> F[Onboarding / Organization Setup] F -.Institution accounts only.-> G[Institution Setup] F --> H[Dashboard] G --> H E -- Yes --> H H --> I[Projects] H --> J[My Tasks] H --> K[Notifications / Search] H --> L[Settings / Billing] I --> M["Research Setup Journey: PICO -> Study Design -> Conference"] I --> N[Invite Collaborators] N --> O[Invitee Registers/Logs In -> Accepts Invite] O --> I I --> P[Note Taker / Timeline / Availability / Leaderboard] L --> Q[Raise Support Ticket]

Public and Entry Screens

Screen

Route

Purpose

Landing Page

/

Public marketing homepage; default unauthenticated entry point

Pricing Page

/pricing

Public plan and pricing comparison

Login

/login

Email + password sign-in

Register

/register

Account creation wizard (account type → form → OTP)

Forgot Password

/forgot-password

Request a password-reset email

Terms and Conditions

/terms

Legal terms (Refund Policy at /refund is the same pattern)

Privacy Policy

/privacy

Legal privacy policy

Landing Page Landing Page The public marketing homepage at /, the default page for an unauthenticated visitor.

Login Login Email and password sign-in. Login failures return a uniform error message regardless of whether the email is unrecognized or the password is wrong, and the account locks out after repeated failed attempts.

Register Register Step one of registration: choosing an account type (Individual or Institution). The form step that follows collects first/last name, email, password, phone, date of birth, and a US mailing address; the final step is a 6-digit one-time code sent to the registrant’s email, with a 30-second resend cooldown.

Forgot Password Forgot Password Requests a password-reset email. The follow-on Reset Password screen requires a link from that email.

Authentication and Onboarding Screens

Screen

Route

Purpose

Available Actions

Notes

Login

/login

Sign in

Enter email/password, select Sign in; link to Sign Up

Uniform error on bad credentials; account lockout after repeated failures

Register

/register

Create an account

Choose account type; complete profile form; enter emailed 6-digit code; Resend (30s cooldown)

Institution-type registrants skip straight to the profile form; invited signups always register as Individual

Forgot Password

/forgot-password

Request a reset email

Enter email, submit

—

Reset Password

/reset-password?token=

Set a new password from an emailed link

Enter new password twice; Back to Log In / Proceed to Log In

Requires a genuine emailed link

Verify Email

/verify-email?token=

Confirm an email address via link

Automatic on load; Sign in on success

A secondary path to the primary in-wizard OTP verification

Activate Account

/activate?token=

Set an initial password (invited users)

Set password; Back to Sign In if already logged in

Used when joining via an invitation

Accept Invite / Invite Mismatch

/invites/accept?token=, /invites/mismatch

Join a project/institution from an emailed invite

Accept; if logged in as the wrong account, see mismatch guidance

Requires a genuine invite link

Onboarding

/onboarding, /onboarding/organization

First-run setup: organization name, academic role

Complete each step

—

See Workflows for the full registration and invite-acceptance sequences.