Details
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Type:
New Feature
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Status: Open
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Priority:
Major
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Resolution: Unresolved
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Affects Version/s: 4.0.0-b1
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Fix Version/s: Short Term
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Component/s: Staff Interface
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Labels:None
Description
We have the following client statuses:
- Active (Green)
- Inactive (Orange)
- Fraud (Red)
Client's may only login if they have a status of Active. I propose we add an additional status of Closed and In Review and change the behavior of Inactive.
Currently, ONLY clients with a status of Active can login.
- Change the color of Inactive from Orange to Blue. Inactive clients cannot normally login. However, if they place a new approved order they should get their status gets changed to Active at the time the order is approved (Either automatically or by staff). This will require the ability to login during checkout but not have full access to the client area.
- The new status of Closed will use Orange (instead of Inactive). Statuses of Closed will behave exactly like Inactive does now. In fact, all currently Inactive clients should become Closed clients when this is implemented.
- In Review (Gray)
- Active (Green)
- Inactive (Blue)
- Closed (Orange)
- Fraud (Red)
1 or more additional tasks will be required for this to handle the second half of #1 above as it relates to the order system. Additionally, the order system should be modified so that new clients who place their first orders become "In Review" to start with, and do not have access to the client area until their order is approved (either by staff or automatically), unless the client is created through the "Client Registration" order template, in which case they should be "Active" and have access to the client area..
Issue Links
- relates to
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CORE-3233
Option to require new account email verification
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- Closed
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Activity
This could tie in to another feature for email verification. After an order is placed, the order additionally can't be approved unless/until the email address of the user is verified. An email for verification would be sent to the user, and they could click a special link to verify their email address. This would change the status of the account to Active from In Review, assuming also the order is approved.
More details to work out on that, and another task will be created.
Paul Phillips
added a comment - This could tie in to another feature for email verification. After an order is placed, the order additionally can't be approved unless/until the email address of the user is verified. An email for verification would be sent to the user, and they could click a special link to verify their email address. This would change the status of the account to Active from In Review, assuming also the order is approved.
More details to work out on that, and another task will be created. 
If we are going to have accounts created by an order form be inactive to start with I think we will need 2 new statuses. "Pending" or "In-Review", in addition to "Closed". The reason for this is that I think clients should be able to re-activate their "Inactive" account by logging into the system. If the account is "Closed", clients would not be able to reactivate on their own. A client status of "Pending" or "In-Review" would be controlled in much the same way as "In-Review" services. When the order is approved, the client status is changed to "Active". Client's in this status could authenticate so they can place an order and complete checkout, but the client area should not load for them. Instead, a message along the lines of "Your account is In-Review and will be activated soon.".