- PHASE5C_ENROLLMENT_COMMUNICATIONS.md: the full design doc. - RUNBOOK_GOOGLE_WORKSPACE_EMAIL.md: every REQUIRES GOOGLE WORKSPACE ADMIN ACTION step (mailbox, service account, domain-wide delegation scoped to gmail.send only, SPF/DKIM/DMARC), environment variables, testing procedure, production secret handling, rotation, revocation, troubleshooting, quotas. - RUNBOOK_STUDENT_ACTIVATION.md: day-to-day operation of the pipeline from /admin. - WEBSITE_ENROLLMENT_INTEGRATION.md: explicit website-vs-RootNode responsibility boundary, the new contact_email field, and closes the 'RootNode doesn't send activation email yet' known limitation this doc previously documented. - RUNBOOK_SELF_PACED_ENROLLMENT.md, RUNBOOK_STUDENT_ACCOUNT_LIFECYCLE.md: point at the new automatic-email behavior and the Resend activation control. - REMOTE_AND_SELF_PACED_ARCHITECTURE.md, ENGINEERING_SOP.md: close the enrollment- communication gap; new ENGINEERING_SOP §16. - PRODUCTION_VALIDATION_CHECKLIST.md, README.md, platform/README.md: cross-references and a Phase 5C production-validation section.
4.3 KiB
Runbook: Student Activation Pipeline
Covers the day-to-day operation of the enrollment → activation → login pipeline from /admin.
See docs/PHASE5C_ENROLLMENT_COMMUNICATIONS.md for the underlying design and
docs/RUNBOOK_GOOGLE_WORKSPACE_EMAIL.md for the email delivery mechanism itself.
What happens automatically
Every time a student account gains a new enrollment — whether the website's checkout triggered
it (POST /api/integrations/enrollments) or an instructor enrolled them manually from
/admin → Programs — RootNode decides and sends the right email on its own:
- Never activated before → an activation email, with a one-time link to set their password.
- Already has real credentials → an enrollment confirmation email pointing them back to sign in — no link/token involved.
Nothing needs to be triggered by hand for the normal case. The controls below are for when the normal case didn't work.
Checking delivery status
Per student: Students → [student] → the "Notifications" card shows every notification ever
sent to (or attempted for) that student, with type/status/attempt count. sent means it
actually reached the provider successfully; failed means it gave up (see below); queued/
sending means it's still in flight — check back in a few seconds, delivery happens through a
background worker, not the same request that triggered it.
Everywhere: /admin → Notifications (owner/admin only) — the same information across every
student, most recent first.
If a student never got their activation email
- Check Students → [student] → Notifications. If it shows
failed, note the error — ano_recipient_addressfailure means the student truly has no email or contact address on file and can only be activated by an instructor manually relaying a link (see below); other error codes usually mean a delivery-infrastructure issue worth checkingdocs/RUNBOOK_GOOGLE_WORKSPACE_EMAIL.md's troubleshooting table for. - Students → [student] → Credentials → Resend activation. This invalidates whatever link was outstanding and sends a fresh one — safe to click as many times as needed; only the most recent link is ever valid, so there's never a "which link do I use" confusion for the student.
- If the student genuinely has no deliverable address at all (a younger student with a
login-only account and no guardian contact email on file), convert/create them without email
in the first place (see
docs/RUNBOOK_STUDENT_ACCOUNT_LIFECYCLE.md) and relay the one-time activation link shown in the admin UI directly (print it, read it aloud) — this manual path still works exactly as it did before Phase 5C added automatic email.
If a student says they didn't get an enrollment confirmation
Check Students → [student] → Notifications for the enrollment_confirmation row. If it's
sent, the email genuinely went out — check their spam folder, or confirm the address on file
(Students → [student]) is actually correct. If none exists for a given enrollment,
Programs → [program] → Enrollments → find the enrollment → (student detail page also works)
and use Send enrollment confirmation to trigger one explicitly.
Password reset
Students should use "Forgot password" on the login screen themselves wherever possible — it's delivered the same way as everything else here and the flow is self-service end to end.
If a student can't complete self-service reset (e.g. they no longer have access to the email a
guardian originally provided and it needs an instructor to re-trigger with a corrected address),
Students → [student] → Credentials → Send password reset issues a fresh reset link and
revokes all of that student's existing sessions immediately. In production, the instructor
never sees the token itself — the response is a confirmation that an email was queued, not the
link. If automatic delivery still can't reach the student, use docs/RUNBOOK_STUDENT_ACCOUNT_ LIFECYCLE.md's manual-relay procedure, which is unaffected by any of this.
What "resend" does NOT do
Resending activation does not touch the student's enrollment status, progress, achievements, or attempt history — it only affects the credential/token side of their account. It's always safe.