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UserInstructions.md

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Steps to join Pathfinder Rocket.Chat
Instruction on registering and joining Pathfinder Rocket.Chat

Steps to join Pathfinder Rocket.Chat

Prerequsites:

Pathfinder Rocket.Chat Users must:

  1. Have an IDIR account, or
  2. Have a GitHub account, which belongs to one of the BC Gov organizations: bcgov, bcgov-c, or BCDevOps or
  3. receive an invite from an existing Pathfinder Rocket.Chat user. (see below for details on sending and accepting invitations)

1. How to register for Rocket.Chat:

If you have an account that satisfies prerequisite 1. or 2. above, you can follow the steps below to register and access Pathfinder Rocket.Chat.

  • Go to Pathfinder Rocket.Chat login page, click on Login button
  • You will be redirected to the KeyCloak login page with 2 different options to login: GitHub or IDIR
  • Pick one of the login options based on the prerequisites above and complete the login process
  • When prompted, please verify and update the contact attributes shown below. Note: even if these values are pre-populated, please check and update them if they are not accurate.
    • Email
    • First name
    • Last name
  • A verification email will be sent to the email address you've provided. Please follow the steps in the email to complete the registration process.
  • You will be directed back to Patfinder Rocket.Chat once the email verification is complete. Note: email verification is only required once.

2. How to invite new users:

Users who do not have an account that satisfies prerequisite 1. or 2., above, will need to be invited by user who has completed the registration process. The steps below are for users who have complete the registration process themselves and want to invite other users who cannot because their existing accounts don't meet the prerequisites.

  1. Visit Reggie (a.k.a Pathfinder Rocket.Chat Invitation App). If not already logged in, log in to Reggie. Note: you must login to Reggie with the same account as you used to register with Pathfinder Rocket.Chat.
  2. Once logged into Reggie, click on the Invite New User button and enter the email address of the person you wish to invite to Pathfinder Rocket.Chat. Please double check that you have provided the correct email address, as Reggie verifies new user based on this email.
  3. If the invitation is successfully sent, a green message will be displayed pop up. If not, please contact BC Gov DevHub team for help - something unexpected has happened!

3. Receiving and accepting an invitation

If you've received an invitation from an existing Pathfinder Rocket.Chat user, you can accept the invite and complete your own registration following the steps below.

  • When you receive an email inviting you to join Rocket.Chat, please click on the link.
  • You will be asked to login first, via either GitHub or IDIR.
    • Please make sure to login to the account that has the same email address associated with it that your invitation was sent to, otherwise validation will fail.
  • Continue and complete your business contact information.
  • Once logged into Reggie, the app will validate your invitation.
    • If the invitation is valid, you will see a button to continue to Rocket.Chat.
    • If not, please ask the person who invited you for another invite, and double check the email address you receive the invitation with is the same as the one associated with the account you log in with.

Rocket.Chat Desktop App Troubleshooting

People have had trouble logging in with the latest versions (2.15+) of the desktop app.

Instead of downloading the latest version, go here and download rocketchat-2.14.7.dmg.

If you still have trouble logging in, wait until the countdown timer reaches ~40s and click the 'Retry' button.

Please report any other problems by opening an Issue.