ORGANIZATION_SETUP.md

Manual Organization Setup Process

Prerequisites

• Access to MongoDB database
• Node.js installed
• Project dependencies installed

Steps to Create an Organization

1. Receive Application Email

   • Application details will be sent to [email protected]
   • Review the organization details, admin info, and mission

2. Create Organization Using Script

   • Navigate to project root
   • Open Node.js REPL:

   node

   • Run the following commands:

   const { createOrganization } = require("./scripts/create-organization");
   
   // Replace values with actual application data
   await createOrganization({
     name: "Organization Name from Application",
     description: "Description from Application",
     taxId: "TAXID12345", // Get Tax ID from follow-up communication
   });

3. Link User to Organization

   • If the admin user already exists (has logged in before):

   const { PrismaClient } = require("@prisma/client");
   const prisma = new PrismaClient();
   
   await prisma.user.update({
     where: { email: "[email protected]" }, // Email from application
     data: {
       organizationId: "org_id_from_step_2",
     },
   });

4. Send Welcome Email

   • Send confirmation to the organization admin
   • Include:
     • Login instructions
     • Next steps for setting up their profile
     • Link to documentation

Important Notes

• Always verify tax ID before creating organization
• Keep organization ID and admin email for records
• Monitor first login and assist if needed

Checklist

• Review application
• Verify tax ID
• Create organization
• Link admin user
• Send welcome email
• Document in internal records