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What is this feature?

The Contractor Registration and Approval flow in EG Zynergy Partners enables external contractors to onboard through the Partner Portal and be approved by the correct Grid Company.

The solution ensures:

  • Grid Companies are created and controlled by EG Admins check mark button 

  • Contractors are reviewed and approved/rejected by Grid Company Admins check mark button 

  • Access is restricted based on role and user state check mark button 

  • Invitations and user management are handled via Microsoft Graph check mark button  

Overall Flow Overview

The flow begins with a Super Admin (EG Admin) setting up the business partner structure.

  1. EG Admin creates a Grid Company

  2. EG Admin invites one or more Grid Company Admins

  3. Grid Company Admins review and approve contractors

  4. Contractors gain access after approval


System State Model (Contractor Lifecycle)

Status Definitions

 

StatusDescriptionCan LoginCan Create BlanketsCan Invite Users ( Admin role required ) 
PendingAwaiting Grid Company approval✅ Yes❌ No✅ Yes 
ApprovedApproved by Grid Admin✅ Yes✅ Yes ✅ Yes
RejectedExplicitly rejected by Grid Admin✅ Yes❌ No✅ Yes
DeactivatedAccess revoked after approval✅Yes❌ No✅ Yes


Important Rules

  • A Contractor cannot create or submit blankets before approval.

  • Roles are assigned during the register process - Roles does NOT change based on approval/rejection

  • Blankets can only be created when approval is done by gridcompany

Step 1 – Grid Company Setup (EG Admin)

Description

Before contractors can register, a Grid Company must exist in the system.

The EG Admin is responsible for:

  • Creating the Grid Company check mark button  

  • Inviting Grid Company Admins check mark button  

Flow

  1. EG Admin navigates to /admin (Assigned by EG) check mark button  

  2. EG Admin creates a Grid Company check mark button  

  3. EG Admin invites a Grid Company Admin check mark button  

  4. Invitation is sent using Microsoft Graph check mark button  

  5. System creates:

    • User through graph api invite check mark button  

    • GridCompanyContactPerson check mark button  

    • Group and role assignments check mark button 



📸 Grid company creation



Note; the first step is database creation, second step is the sonwin communication step. (Saved in azure keyvault securely)


📸 EGAdmin page - Grid Company management

📸 EGAdmin page - Grid Company management action buttons


Note; Here you can:
1 - Invite the first ( or more ) gridadmin to start the flow

2 - Update the client creds (sonwin comminication)

camera  3 -  Edit gridcompany 

               


Step 2 – Contractor Registration

Access Limitation Before Approval (Based on User Manual)

While Contractor status = Pending:

  • The user can log in.

  • The user CANNOT access overview page.

  • The user CANNOT:

    • Create new blankets

    • Submit blankets

    • Send “Ready for Meter”

    • Finalize blankets 

The system must enforce this restriction consistently across:

  • UI

  • API

  • Role checks

Access Rules

Registration is denied if the user is:

  • Grid Admin

  • Grid User

  • Application Admin

Reason; One user can only have one role.

Flow

  1. Contractor loads https://partners.egzynergy.com/ for the first time

  2. Contractor clicks "Don't have an account? Create one"

  3. Contractor fills out email, 

  4. Contractor selects a Grid Company

  5. Contractor submits the registration

System Behavior

  • If no contractor exists:

    • A new Contractor is created

  • If a contractor already exists for the user:

    • The existing record is updated

  • A ContractorContactPerson is created

Contractor status is set to Pending






Screenshots

  • 📸 Login screen - upon clicking 'Don't have an account? Create one'
  • 📸 OTP - Password sent


  • 📸 Entra - Registration

📸 EG Zynergy partners - Contractor Registration


Note; This is the company creation page.

📸 EG Zynergy partners - Aftermatch of registering (Approval needed)

Note; The button at the top right is the contractor management page. The contractor can now (with or without approval) invite his users ( workers ) 

  • 📸 EG Zynergy partners - Grid admin approval page. 

  • 📸 EG Zynergy partners - Post approval.


    Note;     You can now see that the contractor has access to the system.

Step 3 – Contractor Review & Approval (Grid Admin)

Approval as Business Activation Trigger

When a Grid Admin approves a Contractor:

The system must:

  1. Change Contractor status → Approved

  2. Enable:

    • “New” button (blanket creation)

    • File attachments

    • CVR lookup

    • DAR address validation

    • PDF export

    • Copy blanket functionality

  3. Grant access to:

    • Active / Archived tabs

    • Status transitions (Draft → Submitted → etc.)

Flow

  1. Grid Admin navigates to /GridAdministrator

  2. Pending contractors are displayed

  3. Grid Admin selects a contractor

  4. Grid Admin chooses to:

    • Approve, or

    • Reject

System Behavior

  • Contractor status is updated

  • Email notification is sent to the contractor:

    • Approval email

    • Rejection email


Step 4 – Contractor Operational Flow (Blanket Lifecycle)

Blanket Status Lifecycle

After approval, blankets follow these statuses:

  1. Draft

  2. Registration Sent

  3. Instruction Received

  4. Ready for Meter

  5. Finalized

  6. Cancelled by Contractor

  7. Cancelled by Grid Company

  8. Rejected by Grid Company

  9. Closed

Rules 

  • Blankets can only be deleted in Draft state.

  • Blankets cannot be edited after submission.

  • Cancellation is allowed only in:

    • Registration Sent

    • Instruction Received

  • Archiving is allowed when status is:

    • Closed

    • Cancelled

    • Rejected

This step ensures Confluence reflects the actual operational behavior.

Draft & Save Behavior

Based on the User Manual:

A blanket can be saved as Draft only if the following required fields are filled:

  • Grid Company

  • Electrical Installer Contact Person

  • Category

  • Electricity Producing Installation (Yes/No)

Drafts:

  • Can be edited

  • Can be deleted

  • Cannot be archived

Cannot be copied if not yet saved

Copy Blanket Function (From User Manual)

When copying a blanket:

Copied:

  • User-entered data

  • Attachments

Not copied:

  • Instruction section

  • Ready for Meter section

  • Finalization section

  • Meter number

  • Installation number

  • Desired connection date

Allowed copy statuses:

  • Draft

  • Submitted

  • Cancelled

  • Rejected

Not allowed:

  • Unsaved blankets

  • Archived blankets

This ensures consistency between business documentation and technical flow.


Language & Localization Behavior

The application supports multiple languages via internal translation.

Rules:

  • Language preference is stored per user session.

  • Language persists:

    • Across browser tabs

    • After logout/login

    • After browser restart

  • If browser storage is cleared → default language resets to English.

Important:

Google Translate should not be used to avoid incorrect translations.

Email templates must match selected UI language.


Email Notifications

Email notifications are sent when:

  • A contractor is approved

  • A contractor is rejected

  • A gridcompany notification when new contractor has chosen them as partners


Notes

  • Templates are localized (depending on which language youre on)

  • Email content is managed by the email service

  • Triggered from the ApiService


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