Test Guide — Director (owner) journey

A single story to follow end to end in the centre portal. You'll play a director called Sam who starts a centre, runs it, then hands it on — seeing exactly what an owner experiences at each stage.

Setup note: a new sign-up creates the centre in pending review; a site admin must activate it before the portal is usable (see the Site-admin test guide).

Stage 1 — Sam creates a centre (pending)

  1. Register on the website as a Director, choosing “My service is not listed”.
  2. ✅ The centre is created pending review; Sam's dashboard shows a pending notice and Manage Members is not yet available.

Stage 2 — After approval, Sam runs the centre

Once a site admin activates the centre, Sam signs back in. ✅ Manage Members appears, showing the full screen.

  1. Invite educators → an email appears under Invited; Resend / Revoke both confirm first.
  2. Remove an active educator → they move to Departed; Re-invite sends a fresh invitation.
KB — 08_manage_members_full

Expected: the full owner view after approval.

Stage 3 — A colleague signs up and waits

  1. In another browser, register Alex as a Director for Sam's centre.
  2. As Alex, open Manage Members. ✅ Alex sees the pending-role notice — no team list.
  3. As Sam, refresh. ✅ Alex appears under Pending accounts with Make director and Remove.
KB — 11_director_lock_modal

What Alex (a pending director) sees.

Stage 4 — Sam hands the centre to Alex

  1. On Alex's row, Make director → read the Review step → tick the box → confirm.
  2. ✅ Sam lands on the account deactivated page naming Alex.
  3. Sign in as Alex. ✅ Alex is the owner now, with the full screen; all the centre's data came across.

This is irreversible — do it last or reset your test data.

KB — 07_transfer_review

The review step Sam confirms before handing over.

Stage 5 — The deactivated view

Sign in again as Sam. ✅ Sam is sent straight to the account deactivated page every time, with Alex's contact details.

KB — 12_deactivated_page

Sam's view after handing the centre to Alex.

Stage 6 — Hand over to someone brand-new (variation)

Reset, then Transfer directorship → Invite a new director instead → enter an email. ✅ A transfer pending banner appears and you keep access; the handover only completes when they accept — then you're signed out. Cancel transfer calls it off before they accept, and you can't start a second transfer while one is pending.

KB — 10_transfer_pending_banner

The pending banner while waiting for the new director.