Borrower

Introduction

The user type borrower describes a user that will be able to create projects on the platform. As the user type lender, the borrower needs to go through the completion of his profile after the creation of his account. Once validate, the user will be able to publish projects on the market-place of the platform.

TIP

A borrower always comes with an organization so when someone registers as a borrower, an organization is automatically created and the user becomes the owner of the organization.

Account creation

TIP

For security reasons, we have decided that borrower registration will not be public. Therefore, you have to manually type the URL if you want to access this page.

1. From the homepage, add /register-borrower to the URL.

   

2. This dialog will automatically open.

   

3. Fill the form and click on S'inscrire.

   TIP

   While testing the platform, an email address can be used just once but you can always use email aliases 😉 (i.e. with Gmail: example +alias @gmail.com).

   INFO

   This will create a new organization and a new user. The user being the owner of the organization.

4. You will be redirected to a confirmation page and receive an email to validate your newly created account.

   INFO

   The account is automatically validated if one of the condition below is valid:

   • process.env.ENV !== "production"
   • process.env.E2E_TEST === "yes"

   
   

Profile completion

1. Login.

2. Open the header and go to complete profile by clicking on Compléter mon profil.

   

3. This is the progress of completion of your profile. Fill the forms until you reach 100%.

   

Profile submission

1. The button Soumettre mon profil will pulse when your can submit your profile. Click on it and then click on Valider.

   

   INFO

   This action will change the profile status of the organization from NOT_SUBMITTED to SUBMITTED and set the property profileSubmittedAt.

2. You should then see the confirmation that your profile has been submitted.

   

3. Next step will be to login to the admin dashboard and approve this borrower.

Account deletion

1. Login.

2. Open the header and go to settings by clicking on Paramètres.

   

3. Click on the red button Supprimer mon compte

   

4. Type SUPPRIMER MON COMPTE and click on Confirmer.

   

5. You should then see this confirmation as a feedback. Click on Ok to logout and go the homepage.

   

INFO

The deletion of an account will be done differently depending on its situation:

Conditions	Result
Is the organization owner Has projects with a wallet	❌ "Please remove active projects"
Is the organization owner Has no project with a wallet	✔️ permanent delete
Is not the organization owner	✔️ permanent delete

Organization members management

See list of members

1. Login.

2. Open the header and go to settings by clicking on Paramètres.

   

3. Click on the tab Membres to see the list of members in your organization.

   

   TIP

   Only the owner of the organization has access to this tab.

Create a member

1. Click on Ajouter un member to open the dialog for the user creation.

   

2. Fill the form and click on Créer.

   

   INFO

   This action will create the new user, add it to your organization. The new user is then notified by email of the creation of his account on the platform.

3. The freshly created user will then appear in the list of the members.

   

Edit a member

1. Click on the edit icon in the card of the user to edit. The dialog for the user edition will open.

   

2. Update the desired fields and click on Mettre à jour.

Remove a member

1. Click on the delete icon in the card of the user to remove.

   

2. Click on Confirmer to permanently delete the user and remove it from your organization.