User Journey

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Journey Mapping Methodology

1. Persona Goals: Each journey starts with specific user goals from our defined personas
2. Touchpoint Analysis: We identify every interaction point between user and platform
3. Emotion Mapping: We track user emotions and frustrations throughout the journey
4. Optimization Opportunities: We highlight areas for UX improvements and feature enhancements

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Core User Flows

• Organization Setup
• Workspace Creation
• Document Sharing
• Ownership Transfer
• Guest Upload

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🏢 Create Organization/Team Space

This journey enables enterprise users like Victoria (COO) and Marcus (Compliance Manager) to establish secure organizational environments. The flow accommodates both new user onboarding and existing user invitation:

Key Touchpoints

• Team Creation: Pro users can create teams with custom settings and branding
• Role Assignment: Granular permission setting (member, admin, owner)
• Invitation System: Automated email invitations with role-based access
• Dual User Paths: Separate flows for new vs. existing users ensure smooth onboarding

UX Insights

The flow prioritizes institutional confidence with clear role definitions and professional invitation workflows that enterprise users expect.

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📁 Create Workspace (Shared Folder)

Workspaces provide secure collaboration spaces within user canisters, ideal for Elena (Investment Analyst) managing deal documentation or Sarah (Legal Partner) organizing case files:

Key Features

• Folder Settings Dialog: Configurable visibility and member permissions
• Inheritance Model: Child folders inherit parent permissions by default
• Notification System: Automated alerts to invited collaborators
• Instant Access: Direct routing to new workspace dashboard

UX Insights

The simplified flow reduces friction while maintaining security controls that professional users require.

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🔗 Share a Secure Read-Only Document

This flow addresses the core use case for legal and compliance professionals requiring secure document distribution with audit trails:

Security Features

• Tokenized Links: System-generated secure links with access controls
• Access Logging: Real-time tracking of document access attempts
• User Verification: Internet Identity integration for recipient authentication
• Multiple Share Methods: Email invitation or direct link copying

Decision Points

• Access Confirmation: System verifies successful document access
• Notification Branching: Different responses for successful vs. failed access attempts

UX Insights

The flow balances security with usability, providing legal-grade audit trails while maintaining intuitive sharing workflows.

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🔄 Transfer File Ownership

Critical for enterprise succession planning and legal handovers, this flow ensures secure ownership transfer with proper verification:

Security Workflow

• Confirmation Dialog: Clear transfer confirmation prevents accidental ownership changes
• Bilateral Approval: Both parties must confirm the transfer
• System Verification: Backend validation ensures transfer integrity
• Audit Trail: Complete logging of ownership transfer events

User Protection

• Exit Points: Users can cancel at multiple stages
• Clear Confirmations: Explicit “Confirm transfer?” decision points

UX Insights

The workflow prioritizes security and reversibility, critical for legal and compliance scenarios where ownership transfers have significant implications.

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📤 Upload on Invite (Guest User)

Enables external collaboration without requiring full platform onboarding, perfect for Alex (Privacy-focused Journalist) receiving sensitive documents or clients uploading files to Sarah’s legal practice:

Guest Experience

• Streamlined Onboarding: Minimal required information (name, key, expiration)
• Document Verification: System confirms successful upload
• Access Notifications: Real-time logging for invited user
• Multiple Request Methods: Link sharing or email invitations

Permission Model

• Controlled Access: Guest users have limited, scoped permissions
• Time-bound Access: Expiration controls for enhanced security
• Upload Confirmation: Clear feedback on successful document submission

UX Insights

The flow reduces barriers for external users while maintaining the security controls that invited users require. The dual-path approach accommodates both link-based and email-based invitations.