Typical Process Steps

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User Registration:

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1.  Invitee receives Invitation Email

   1. “[Inviter] at [Inviting Company] has invited you to discover how to [buy/sell] motor fuel on the Gasology platform.” Call to action is “Learn More” or “Accept Invitation.”

   2. Can come from admin portal or an invitation

   3. AWS SES from Gasology.com

   4. Invitee clicks “Join and Connect"

2. Invitee arrives at New Account Registration page,       completes form to register as user

   1. Name, password, address, phone number

   2. Agree to End User Terms of Service

   3. Click Register to complete

3. Invitee moves to New Account Registration success page

4. User receives User Verification Email

   1. “Your registration is almost complete!” Call to action is “Verify Account.”

   2. Comes from Auth0

   3. User must click this link to verify account.

5. User arrives at Gasology login page

   1. Enter user name and password

6. User receives Welcome Email

   1. “Welcome to Gasology!” Call to action is “Login.”

   2. Action is not required

7. User arrives at Gasology Landing Page without left nav        if company is new 

 

Admin User Registration, Forwarded Email:

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1. Invitee receives Account Creation Request Email

   1. “[NAME] has requested that you create an account for [COMPANY] on Gasology.” Call to action is “Enroll Company.”

   2. AWS SES from Gasology.com

   3. Invitee clicks “Accept Invitation”

2. Invitee arrives at New Account Registration page,        completes form to register as user

   1. Name, password, address, phone number

   2. Agree to End User Terms of Service

   3. Click Register to complete

3. Invitee moves to New Account Registration success page

4. User receives User Verification Email

   1. “Your registration is almost complete!” Call to action is “Verify Account.”

   2. Comes from Auth0

   3. User must click this link to verify account.

5. User arrives at Gasology login page

   1. Enter user name and password

6. User receives Welcome Email

   1. “Welcome to Gasology!” Call to action is “Login.”

   2. Action is not required

7. User arrives at Gasology Landing Page without left nav         if company is new

Company Registration:

1. First, complete User Registration.

2. User arrives at Gasology Landing Page without left nav

   1. Click blue “Add Profile” button in top right corner of Landing Page          under My Profiles

3. User arrives at Administrator Identification          window

   1. “Authorized to create my company profile” or “Forwarding to someone else”

   2. If admin, select the first option, then blue “Create Profile” button

   3. If not admin, select the second option.

      1. Enter Email Address, Personal Message, then click blue “Forward Invitation button.” The recipient will enter Admin User Registration, Forwarded Email process.

4. User arrives at Create New Company Profile page

   1. Company type, name, email, address, phone, EIN, DUNS (optional)

   2. Click blue “Register” button

5. User returns to Gasology Landing Page with green Company Registered popup:         “Your company registration was submitted to Gasology.”

6. Gasology admin receives New Company KYC Pending Email. Logs in to complete KYC.

7. User receives Registration Approved Email

   1. “Great News! [Company]’s account has been activated.” Call to action is “Login.”

 

Where does Merchant or Business Agreement happen?

Make flow chart

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