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ServiceBC Registry Team working on Legal Entities
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BCSC or BCEID first time log in issue / 2024 06 25 / BCROS #22531

Open nsmenon8890 opened 1 month ago

nsmenon8890 commented 1 month ago

Please find the below description from Omid's team detailing the issue:

Description Top of Form My team gets emails/calls daily about the issue/bug where a client will log into BC Registries and Online Services with their BCSC App or their BCeID for the first time when trying to either register their name request or manage their business online for the first time on BCROS.

Essentially what I’ve noticed is that clients can log in using their BCSC App or BCeID without having to create an account on BCROS first. But, when the client does just “log in” using their preferred method, they are directed to a page where it shows them, they have no products or services, and they are unable to proceed with anything. Usually when this happens, I advise the client to click on their on the top right corner where it shows their name to show the dropdown menu where “create account” appears.

From there the client is then able to proceed with the next steps of creating a BCROS account and then being to proceed with registering/accessing their business.

I was wondering if it would be possible to get a feature request of some kind of red dot in the notification area of BCROS that directs the user to look there and see a message to complete the account with some kind of verbiage saying this needs to be completed in order to access services, or something that re-directs them to the account creation, or even just prevents the client from being able to log in without creating an account on BCROS first? This is causing hundreds of hours per month of our agents time to diagnose what is wrong only to find out that they have not completed creating there account, hard to blame the citizen as there is no indication they don’t have a proper account created post initial login with a BCSC App or their BCeID” You can check the email thread below of an interaction that I had with a client via email, I usually get at least 5-10 calls a day about the same situation where clients log in, Bottom of Form

Jxio commented 1 month ago

Currently, users are required to create a BCeID/BCSC user account first, and then start creating organizations. Clients will find the webpage empty when they first log in if they haven't created any organizations yet. To solve this problem, there are two quick solutions:

  1. Add a helper text at dashboard if it has 0 organizations.

    image.png

    or Add a tile to dashboard, here is a proposed design from @ethantspitt

    image.png

  2. Add a check to auth-web. Client usually direct to bcregistry.gov.bc.ca/dashboard/ page when they log in, if it has 0 organizations, just redirect them to account.bcregistry.gov.bc.ca/setup-account page.

    image.png
nsmenon8890 commented 1 month ago

The above-mentioned are the two options suggested by Jia for this issue. John suggested we go with the second option, and the team can discuss it during the refinement.