Onboarding

What is the Samhita Platform?

The Samhita Platform has been developed to bring different stakeholders under a single roof and manage the CSR Project lifecycle as well.

Features of the Samhita Platform

The platform primarily consists of the following features:

• Onboarding of Samhita / CGF Staff, Implementation Partner, Implementation Partner Agent, Participant and Funder

• Create Projects and map IP, Funders, Participants

• Create Enrollment and Data Collection Forms to capture responses of participants.

• Managing Project Interventions through seamless integration with third party partners.

Browser Compatibility

The Samhita Platform is designed to work within any Internet browsers. The recommended browser is Google Chrome.

Follow these general guidelines when using the Samhita Platform within a browser: 

1. The browser's Back button takes you to the page you were viewing. You can also use the Forward button.

2. Do not use the browser's Reload (Refresh) button. Doing so will restart your session.

Self Registration

• Navigate to https://app.samhita.org/login

• Click on the Sign Up option, select User Type as IP Agent and add First Name, Last Name, Mobile Number and Email ID and select the IP from the dropdown and click Sign up. 

• A six digit OTP will be sent to the mobile number and email id. 

• On successful OTP validation, a confirmation on Registration will show up and a default password will be sent to the Email ID and User will be navigated back to login page.

• The registered mobile number or email id and the default password sent to the email id can be used to login. 

• However, the onboarding process of an IP Agent can only be completed by the Implementation Partner to whom the agent has been mapped to.

• If the agent tries to login before the onboarding process is completed, the system will restrict the user until the onboarding is completed. But once the onboarding is completed, then the Agent can login for further activities.

Assisted Mode Registration

• An Implementation Partner can onboard an IP Agent as well. Once IP logins, an option for IP Management is given, under which "Add Agent" button is provided.

• Clicking on it will open the Agent Onboarding screen, and IP can fill the details on behalf of the Agent.

• An email will be sent to the Agent to reset password to login on the Samhita Onboarding platform.

• Agents will reset the password by using the link share over email.

• After password reset, Agent will use their email ID and password to login on the Samhita Onboarding platform. An OTP will be received on their email and after submitting the OTP they will be able to login successfully.

• Implementation Partners can also onboard up to 1,000 agents simultaneously using the Agent Bulk Onboarding feature. This feature provides an Excel template with all the necessary data points for agent onboarding. Partners fill out the template and upload the file, after which the agents will be onboarded.

Self-Registration Using Referral Link

• The Implementation Partner (IP) navigates to the list of IPs on the Samhita platform.

• The IP clicks on the referral link and selects the relevant project. After selecting the project, click on Get the Referral Link then the referral link will be generated.

• The IP shares the copied referral link with the agent.

• The referral link is unique to the project selected by the IP, ensuring that the agent is directly linked to the appropriate project upon registration.

• The agent receives the referral link and clicks on it, which redirects them to the Samhita Onboarding platform’s registration page.

• On this page, the agent is required to fill in basic personal information, including their First Name, Last Name, Mobile Number, and Email ID.

• After submitting the registration form, Agent will be onboarded and enrolled to the project selected by partner while creating referral link. And also system prompts a pop up screen to inform agent that the password reset mail has been sent .

• Agent clicks on the link received over mail and set password to access the Samhita platform. 

• After login to the Samhita platform system prompt a pop up screen to add remaining onboarding detail (like Gender, Date of Birth, Pin code etc..) 

• These pop-up reminders will continue to appear until the agent has provided all the required onboarding details, ensuring that their profile is fully completed. 

 Sharing Details with the Participant 

• The IP agent can share details(document, image and QR)  with a participant via Email, SMS, and WhatsApp.

• Navigate to the list of onboarded participants.

• Select the participant to whom details to be shared .

• Click the three-dot option (⋮) for Selected participant.

• Select the Edit option from the dropdown menu.

• Click on Share Detail section of the participant profile.

• Agent can share details with the participants by Selecting any of the options:

Sharing via Email

• To: System will fetch the Email ID of selected Participant

• Subject: Provide subject line for the email.

• Description: Provide Detailed information or context about the Attachment.

• Upload Document:  Upload relevant file to be Shared with  Participant.

• Click the Share button.

Sharing via WhatsApp (Coming Soon)

• Description: Provide Detailed information or context about the Attachment.

• Upload Document:  Upload relevant file to be Shared with  Participant.

• Click the Share button.

Sharing via SMS (Coming Soon)

• Description: Provide Detailed information or context about the Attachment.

• Upload Document:  Upload relevant file to be Shared with  Participant.

• Click the Share button. 

• Onclick of the Reset Button added details will be removed and Agent can add the details again.

•  In Shared Documents Log agent can view records of all shared documents for a specific participant. 

Login

• Navigate to https://app.samhita.org/login

• The screen will appear as per below image with "Digital Seva Connect" button.

• VLE clicks on this button and then redirects to below CSC login screen. 

• VLEs will provide their CSC login id and password for Sign In. 

• After Sign In on above screen, VLE will be landed below Samhita screen. 

Self Registration

• Navigate to https://app.samhita.org/login

• Click on the Sign Up, select the User Type as Participant, fill the details like First Name, Last Name, Mobile Number and Email and click Sign Up

• A six digit OTP will be sent to the Participant's mobile number

• On successful validation of OTP, a confirmation message on Registration will be shown and Participant will be taken back to the Login Page.

• The participant will not be able to Login, until and unless the Onboarding Process is completed by the IP / IP Agent.

Assisted Mode Registration

• Login as IP, navigate to Participants option and consider two scenarios here:

  • Participant self registered:

When a participant has self registered then the IP can click on the Participant Name, it will open the Participant Onboarding and IP can complete the onboarding of the participant through OTP Consent.

• • New Participant registration:

When a new participant needs to be onboarded i.e. no self registration was done by the Participant then IP can click on Onboard Participant button to open the Onboarding screen and fill the details and get OTP Consent from the participant.

Bulk Participant Onboarding:

• Many Participants can be bulk onboarded at the same time by the IP using the Bulk Onboarding feature.

• In the Participants > Onboard Participants link, there is a button for Bulk Participant Onboarding which when clicked will show an upload file page where the bulk onboarding template can be uploaded. If the template is not available with the IP, they can download the sample template and then upload it with the relevant data.

Self-Registration Using Referral Link

• The agent logs into the Samhita platform and navigates to the Participants section.

• Under the Onboard Participant option, the agent locates the "Get Referral Link" button (represented by a chain link icon) on the page.

• The agent clicks on the "Get Referral Link" button.

• The agent selects the relevant project from the dropdown menu and copies the generated referral link.

• The agent shares this referral link with the participant.

• The participant clicks on the referral link they received, which directs them to the Samhita Onboarding platform’s registration page.

• On this page, the participant fills in their First Name, Last Name,  Mobile Number and clicks on Sign Up . After that a pop message will be displayed as "Participant Added and Enrolled Successfully", Participants will be onboarded and enrolled to the selected projects by agent while creating referral link. 

• After successful registration ,The participant will continuously receive pop-up prompts on the platform to provide required onboarding details. These prompts will continue until all required information is provided.

• Navigate to https://app.samhita.org/login

• Click on the Sign Up option, select User Type as Funder and add First Name, Last Name, Mobile Number and Email ID of the contact person of the IP Agency and click Sign up. 

• A six digit OTP will be sent to the mobile number and email id. 

• On successful OTP validation, a confirmation on Registration will show up and a default password will be sent to the Email ID and User will be navigated back to login page.

• The registered mobile number or email id and the default password sent to the email id can be used to login. 

• On successful login, the onboarding process screen will show up, to fill the rest of the details of the Funder. There are 4 tabs to be filled:

  • Company Details

  • Contact Person Details

  • Contact Person Documents

  • Documents

• On filling all the required fields, and Submit is clicked then an OTP confirmation will be taken after which the Onboarding Process will be completed.

• Navigate to https://app.samhita.org/login

• Click on the Sign Up option, select User Type as Implementation Partner and add First Name, Last Name, Mobile Number and Email ID of the contact person of the IP Agency and click Sign up. 

• A six digit OTP will be sent to the mobile number and email id. 

• On successful OTP validation, a confirmation on Registration will show up and a default password will be sent to the Email ID and User will be navigated back to login page.

• The registered mobile number or email id and the default password sent to the email id can be used to login. 

• On successful login, the onboarding process screen will show up, to fill the rest of the details of the IP. There are 4 tabs to be filled:

  • Company Details

  • Contact Person Details

  • Contact Person Documents

  • Documents

• On filling all the required fields, and Submit is clicked then an OTP confirmation will be taken after which the Onboarding Process will be completed.

• A new ticket needs to be raised on Spiceworks and the ticket category shall be mentioned as Samhita App which is for adding a new Staff User.

• The administrator will then add user details and confirm. 

• An email will be sent to the newly added staff to set password.

• Navigate to https://app.samhita.org/login

• Click on the Sign In with Google and use the Samhita / CGF Workspace ID to login

• The Google SSO will only accept email ids of Samhita and CGF staff that is the email id ending with "@samhita.org" and "@cgf.in". No personal mail or any other domain names will be allowed.

• On successful login, appropriate roles and permissions will be assigned. 

• The Samhita / CGF User will have access to Create Projects, Forms, and other functionalities.

Assisted Mode Registration

• The Samhita Admin login to the Samhita platform. Then, Navigate to the "Customer Support " section in the left panel . Click the "List of customer support " option.  

• Click on "Add Customer Support " , The Admin needs to fill out the required details in the company details and contact person form for the Customer Support .

• Review the information and click on “Submit” to onboard.

• A confirmation mail with password set link will be sent to the  Customer Support Firm SPOC.

• The onboarded Customer Support Firm will be added to the List of Customer Support . The Admin User can map Customer Support Firm to a Partner by Clicking  the three-dot option next to the customer support firm details. 

• Then choose " Map to an Entity " .select an relevant entity to get mapped in dropdown list, multiple entities can be selected if required.

•  After selecting the entities, click "Submit" to confirm and then a pop up message will be displayed as "IP mapped to seller support successfully".

• The Customer Support Firm SPOC login to the platform using their Email Id/Mobile number and password .Upon successful login, the SPOC will be directed to their Samhita Homepage . 

• Navigate to the "Customer Support " section in the left panel. Then Click on "List Of Customer".

• In the customer support page, Click the " Agent " button . Fill in the agent's details in Basic information and Address form .Then Click "Submit " to onboard the customer support agent and the system will automatically send an Email to the Customer Support  Agent’s for  password reset. 

• The Customer Support  Agent login to the platform using Email Id / Mobile Number and password .

• Upon successful login, the Customer Support Agent will be directed to the Samhita Home Page, The agent navigates to the "Participants" section. Click on "Onboard Participant".

• Then click "Onboard participant" button , Select a Entity to get mapped on from the dropdown list and click "submit". After that, Enter the participant’s details in Basic Information, Bank Details and Address forms to onboard the participant.

• Click "Submit" to complete the onboarding process.

• • Customer Support  Agents can enroll participants into specific projects once they have been onboarded. By Navigating to the "Participants List" ,Find the participant you want to enroll in a project. Click the three-dot option as shown in the below image.

  • Select "Enroll for Project" from the dropdown. A list of available projects will appear. Select the project to enroll to the participant from the list (multiple selections are allowed).

  • Click "Enroll  for Selected Project" to complete the process. Then the pop up will display the message successfully enrolled.

• Customer Support Agents can fill or enroll participants in specific forms  as part of the participant enrolment process. Navigate to the "Participant Lists" and locate the relevant participant. Click the "three-dot option"

•  Select "View Config" from the dropdown menu. 

• In the participant's details section, click "Project Details" to view the associated projects. A list of projects will be displayed. Click the three-dot option next to the project name.

• You will see two options: Survey Forms and Custom Forms. Select the appropriate form from the list that needs to fill.

• After selecting the form, click "Enroll" to complete the process and assign the form to the participant.