Email Syncing for Teams, Portfolio, Deals

--- tag: product --- # Email Syncing for Teams, Portfolio, Deals Another great feature we can implement during this sign up journey is the ability to view any Teams, Portfolio, or Deal Rooms associated with the email used to create your account (+ their KYC account if used for ID Verification). This gives users the knowledge that they are already involved with companies either as a contributor or a shareholder, as well as knowing that there are Deal Rooms they have received invites too. This automatically informs users they will have some "business" to attend to when they open the application and won't be surprised to see companies on their dashboard. ## States Of course, like any good page/component it comes in different states of completeness. Prior to viewing the different Teams, Portfolio holdings, and Deal Rooms listed to their account, the user would first see some sort of loading/syncing screen. ### Syncing State Prior to the users Teams, Portfolio and Deal Rooms showing, Marvin would like there to be some sort of "Security check" loading screen whereby the user gets the impression we are providing some sort of security check along with the account syncing. I guess the idea of syncing accounts is to "securely check" that they are who they say they are...? For this, I have used the same [badge](https://www.figma.com/file/Kbc4pBtdY9MEVzDxAdSnXN/Raise-Design-System?node-id=65%3A3241) used here, along with a loading bar to show the state of the syncing... The three stages are: - Performing security check... - Scanning Raise database... - Syncing your profile... <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D13735%253A3506" allowfullscreen></iframe> <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2FKbc4pBtdY9MEVzDxAdSnXN%2FRaise-Design-System%3Fnode-id%3D840%253A37" allowfullscreen></iframe> ... ### Full State Once this syncing is complete, there will show 3 tabs which the user can click through: 1. My Teams 2. My Portfolio (Shareholdins) 3. My Deal Rooms Different users (and their emails) will have different amounts of companies (if any), that will vary in name, logo, etc. To avoid the issue of having too many companies on a page, the table should be scrollable once the number of rows passes 6 (or the amount that can naturally fit on the screen). The same can be applied to the table in My Teams, My Portfolio, and My Deal Rooms <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D13695%253A0" allowfullscreen></iframe> **My Teams** <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D13695%253A0" allowfullscreen></iframe> **My Portfolio** <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D13695%253A367" allowfullscreen></iframe> **My Deal Rooms** <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D13735%253A2915" allowfullscreen></iframe> ... ### Empty State The following state will show if there are no companies in either of the tabs marked above... <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D13827%253A15029" allowfullscreen></iframe> <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D13827%253A14979" allowfullscreen></iframe> <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2Fa9FkhiYKeR5MUvlVSx7x4x%2FUser-Onboarding%3Fnode-id%3D13827%253A14929" allowfullscreen></iframe> ... ## Other Variables ### Checked/Unchecked Another variable within these tables are the checkboxes located next to each company logo. If the box is unchecked (everybox starts as checked), the company will not show in the users dashboard/profile... <iframe style="border: 1px solid rgba(0, 0, 0, 0.1);" width="800" height="450" src="https://www.figma.com/embed?embed_host=share&url=https%3A%2F%2Fwww.figma.com%2Ffile%2FKbc4pBtdY9MEVzDxAdSnXN%2FRaise-Design-System%3Fnode-id%3D356%253A12" allowfullscreen></iframe> ### Table Column Headings/Information ***My Teams*** For My Teams the table will show the following information: - Logo (if applicable, if not empty grey circle) - Company Name - Your Relationship to Company - Access Level ***My Portfolio*** For My Teams the table will show the following information: - Logo (if applicable, if not empty grey circle) - Company Name - No. of Shareclasses (Only ones the user holds, not total) - Ownership (Expressed as a percentage with option of dilution change -/+ %) ***My Deal Rooms*** - Logo (if applicable, if not empty grey circle) - Company Name - Round Name - Round Status (Active, Paused, Closed)