# Feature: Members & onboarding

Employee and dependant enrolment — CRUD, quick import, invites, join codes, offboarding.

**Workspace:** `/Users/kirukib/Desktop/Yaltopia Project/Gishen-B2B`

## Pages

| Route | Purpose |
|-------|---------|
| `/members` | Searchable/filterable member list |
| `/members/new` | Invite / create employee (department + package) |
| `/members/import` | Quick Excel/CSV import |
| `/members/[id]` | Member detail — profile, package, dependants, offboard |
| `/join` | Self-join via join code or email domain |
| `/invite/[token]` | Accept invite and set password |

## Entities

- [`Member`](../backend/entities/member.md)

## Endpoints

- [`members.md`](../backend/endpoints/members.md)

## Capabilities

| Action | Roles |
|--------|-------|
| List / search | SUPER_USER, HR_ADMIN, FINANCE (metadata) |
| Create / edit | SUPER_USER, HR_ADMIN |
| Quick import | SUPER_USER, HR_ADMIN |
| Send/resend invite | SUPER_USER, HR_ADMIN |
| Add dependant | SUPER_USER, HR_ADMIN |
| Offboard | SUPER_USER, HR_ADMIN |
| Self-join | Public (join code / domain) |
| Accept invite | Public |

## Member lifecycle

```
invited → active → inactive | offboarded
```

Offboarding sets `end_date`; prescriptions remain on `customer_id` (portable).

## Dependants

- Linked via `primary_member_id`
- Subject to org `dependant_limit`
- Share primary's package by default; overrides optional

## Join rules (org-level)

Configured on `/organisation`:

- Join code (e.g. `ACME-2026`)
- Allowed email domains
- Optional expiry

## Quick import vs migration

| Path | Use case |
|------|----------|
| `/members/import` | Small ad-hoc batch |
| `/migration` | Full onboarding with mapping profiles |

Both use shared validation engine — see [migration.md](migration.md).

## Validation / errors

| Scenario | Code |
|----------|------|
| Duplicate phone in org | `DUPLICATE_MEMBER` |
| Duplicate employee_id | `DUPLICATE_MEMBER` |
| Dependant limit exceeded | `DEPENDANT_LIMIT_EXCEEDED` |
| Org pending | `ORG_PENDING` |
| Invite expired | `INVITE_EXPIRED` |

## Clinical withhold

Member list/detail for HR/Finance shows:

- Name, contact, employee ID, department, package, status
- Allowance summary (amounts)
- `prescription_count` (integer only)

No prescription list, images, or medicine detail. SUPER_USER sees full member record including Rx summary link.

## UI components

- DataTable with toolbar (search, status filter, department filter)
- Detail layout: profile card, package assignment, dependants tab, offboard dialog
- Import dropzone with template download
- Invite link copy + resend

## Related

- [packages.md](packages.md) — package assignment
- [member-experience.md](member-experience.md) — member portal after enrolment