Flow — Family invite & Pro Family unlock

Summary

A primary user upgrades to Pro Family, invites household members by email, members accept the invite by signing up (no separate magic-link landing), complete their own consent + uploads, and the admin sees a stacked AY-26-27 view across 2–6 PANs.

Audience

end-user (primary on tier-pro-family)

Entry

Settings → Family or any Pro Family upsell.

Steps

#	Step	Surface	Notes
1	Settings · family upsell	dashboard-family-combined	"Upgrade to tier-pro-family ₹799"
2	Razorpay checkout	payment-razorpay-checkout	One-time charge
3	Family invite	dashboard-family-member	Enter member email; invite email sent with sign-up link carrying invite token per 2026-06-27-remove-magic-link
4	Member accepts	auth-sign-up	Member signs up with invite token; DPDP consent inline per data-residency-dpdp
5	Member uploads in own Inbox	first-document-upload	Each member has their own Inbox per family-workspace
6	Family stacked view	tax-family-stacked	Admin sees combined tax position across PANs

Exit

Household admin sees stacked AY-26-27 view across 2–6 member PANs.

Escapes

• Member declines invite: invite expires; admin can re-send.
• Member never uploads: stacked view shows their slot as empty; advisory only, never joint filing.
• Family dissolution: 7-day grace period; data exit handled via settings-privacy-data and email-family-dissolution.
• Locked while unsubscribed: Pro Family Tax shows tax-family-locked for downgraded admins.

Sources

• .context/wiki/flows/* § "Flow 8 — Family invite & Pro Family unlock"