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rootnode-academy/docs/RUNBOOK_STUDENT_ACCOUNT_LIFECYCLE.md
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ced4568 777efd168d docs(phase5c): enrollment communications documentation + Google Workspace runbook
- 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.
2026-08-25 14:45:18 -05:00

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# Runbook: Student Account Lifecycle
Covers creating, converting, resetting, and revoking student accounts. See
`docs/PHASE5A_STUDENT_IDENTITY_REMOTE_CLASSROOM.md` for the underlying design and
`docs/PHASE5C_ENROLLMENT_COMMUNICATIONS.md`/`docs/RUNBOOK_STUDENT_ACTIVATION.md` for the
automatic-email side of this, added in Phase 5C.
**Create a new credentialed student** (`/admin` → Students → Add student):
Fill in display name plus **either** email (older/self-paced) or login ID (younger/instructor-
managed) — leave both blank for a plain pilot account instead. Submitting shows an activation
link **once**: `https://<domain>/?activate=<token>`. As of Phase 5C, if the student has an
email, RootNode also sends it to them automatically — the on-screen link remains a manual-relay
fallback, useful when there's no deliverable address or the automatic email needs backup. Copy
it if you might need it (print it, read it aloud, hand it over) — it is never shown again and
never stored in plaintext anywhere. The student opens the link and sets their own password; the
instructor never sees it.
**Convert an existing pilot student to a real account** (Students → \[student\] → Convert):
Same as creation, but for a student who already exists with progress/attempts/achievements —
none of that is touched. Give an email or login ID, get a one-time activation link the same way.
**Bulk import via CSV** (Students → Bulk import):
Columns: `display_name, email, login_identifier, cohort_id` (only `display_name` is required per
row). The whole file is validated before anything is written — one bad row rejects the entire
file with a list of row errors, rather than importing some rows and skipping others. Never
include a password column; it will always be rejected if present. Activation links for every
created row are shown once after a successful import.
**Reset a student's password** (Students → \[student\] → Reset password):
Only for already-credentialed accounts. Issues a fresh reset link (`?reset=<token>`, valid 1
hour) and immediately revokes every existing session for that student — the instructor still
never sees or sets the actual password.
**Revoke a student's sessions** (Students → \[student\] → Revoke all sessions):
Immediately invalidates every active login for that student without touching their password.
Use this if a device is lost/shared or a session looks compromised.
**Deactivate a student** (Students → \[student\] → PATCH status: inactive, via the existing
students list — deactivation takes effect on their very next request, not just their next
login, because `studentSession` middleware re-checks `status='active'` every time.
**If a student says their activation/reset link "doesn't work":** tokens are single-use and
time-limited (activation 7 days, reset 1 hour). Use Students → \[student\] → **Resend
activation** (or Reset password, for an already-activated account) to issue a new one — there's
no way to "resend" the same token, and that's intentional (only the most recent link is ever
valid, so there's never ambiguity about which one to use). See `docs/RUNBOOK_STUDENT_
ACTIVATION.md` for checking whether the automatic email actually delivered.