State Onboarding Process (Invite → Verify → Activate)

The SamarthX Admin Portal is used to manage and verify the complete State Onboarding lifecycle.

Step 1: Invite a New State

1. From the left sidebar, click Invite State.

2. Select the State Name.

3. Enter the following details:

   • Official Email ID

   • Official Phone Number

4. Click Send Invitation.

Step 2: State Login and Form Submission

1. The invited state administrator receives login credentials via email.

2. The state logs in to the State Portal.

3. The state completes the Onboarding Form, including:

   • Basic Information

   • Authorized User Details

   • Required Documents

4. The status changes to Onboarded / To Be Verified.

Step 3: Admin Review and Verification

1. Navigate to State Management from the sidebar.

2. Open the state record from the Invited States list.

3. Review:

   • Official Email and Phone

   • State Code

   • Authorized User Details

   • Submitted Documents

4. Click Verify State if all details are correct.

   • OR click Reject State if corrections are required.

Once verified, the status changes to Activated.

Step 4: State Access Enabled

After activation:

• The State can access its full dashboard.

• The State can onboard Schools.

• The State can register Employees.

• The State can manage education data within its jurisdiction.