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FR-01.06 — Sales Representative Onboarding

Trigger: The user selects Sales Representative during onboarding.

System shall:

  • Start the Sales Representative onboarding flow.
  • Collect the information required for a representative account.
  • Associate the submitted information with the verified user identity.
  • Validate required information.
  • Set the Rep account to the appropriate onboarding status.
  • Prevent restricted Rep functionality until required onboarding is complete.

State: ACCOUNT_TYPE_SELECTED → REP_ONBOARDING → REP_ACTIVE

Acceptance Criteria:

  • PASS: Selecting Sales Representative starts the Rep-specific onboarding process.
  • PASS: Rep information is linked to the correct verified identity.
  • PASS: Required onboarding information must be completed before restricted Rep functionality becomes available.
  • PASS: A completed Rep onboarding results in a Rep role.
  • PASS: Users cannot self-assign ADMIN.
  • FAIL: A Company receives Rep-specific permissions.
  • FAIL: An incompletely onboarded Rep receives restricted functionality.
  • FAIL: A user can change their own role through a normal profile request.