Details
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Type:
Story
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Status: Closed
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Priority:
Major
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Resolution: Fixed
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Affects Version/s: None
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Fix Version/s: 5.8.0-b1
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Component/s: None
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Labels:None
Description
Create subtasks to handle the following
- Database
- Email templates
- Navigation
- Invitation management
- Invitation acceptance
- Transitioning between accounts
Issue Links
- blocks
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CORE-4848
Managed Accounts - Convert selector to autocomplete
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- Closed
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1. |
Managed Accounts - Database |  |
Closed | Abdy Franco |
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2. |
Managed Accounts - Navigation | |
Closed | Abdy Franco |
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3. |
Managed Accounts - Emails | |
Closed | Abdy Franco |
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4. |
Managed Accounts - Invitation Management | |
Closed | Abdy Franco |
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5. |
Managed Accounts - Invitation Acceptance | |
Closed | Abdy Franco |
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6. |
Managed Accounts - Transitioning Between Accounts | |
Closed | Abdy Franco |
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Activity
| Field | Original Value | New Value |
|---|---|---|
| Rank | Ranked higher |
| Description |
Database
- Add column to contact_permissions client_id INT(10) NOT NULL - Extra details needed for access invitation tracking Navigation - Add a new item in the client profile dropdown for Guest Users just below Contacts - This section should have a left bar subnav with the items: Guest Users, Accessible Accounts, Return to Dashboard Management - Create a list page for "Guest Users" that lists all clients who have been granted access to this account (i.e. clients with a primary contact that has records in contact_permissions that match this account) -- The columns should be Client #, Name, and Options (Edit/Revoke Access) -- There should be an "+ Add Guest User" button - Create an add/edit page for guest users -- Extra details needed - Create a list page for "Accessible Accounts" -- The columns should be Client #, Name, and Options (Give Up Access) - extra details needed and should be converted to subtasks |
Create subtasks to handle the following
- Database - Email templates - Navigation - Invitation management - Invitation acceptance - Transitioning between accounts Database - Add column to contact_permissions client_id INT(10) NOT NULL - New table client_access_invitations -- id INT(10) AUTO INCREMENT NOT NULL -- email VARCHAR(255) NOT NULL -- permissions TEXT NOT NULL Navigation - Add a new item in the client profile dropdown for Guest Users just below Contacts - This section should have a left bar subnav with the items: Guest Users, Accessible Accounts, Return to Dashboard Emails Management - Create a list page for "Guest Users" that lists all clients who have been granted access to this account (i.e. clients with a primary contact that has records in contact_permissions that match this account) -- The columns should be Client #, Name, and Options (Edit/Revoke Access) -- There should be an "+ Add Guest User" button - Create an add/edit page for guest users -- Extra details needed - Create a list page for "Accessible Accounts" -- The columns should be Client #, Name, and Options (Give Up Access) - extra details needed and should be converted to subtasks |
| Description |
Create subtasks to handle the following
- Database - Email templates - Navigation - Invitation management - Invitation acceptance - Transitioning between accounts Database - Add column to contact_permissions client_id INT(10) NOT NULL - New table client_access_invitations -- id INT(10) AUTO INCREMENT NOT NULL -- email VARCHAR(255) NOT NULL -- permissions TEXT NOT NULL Navigation - Add a new item in the client profile dropdown for Guest Users just below Contacts - This section should have a left bar subnav with the items: Guest Users, Accessible Accounts, Return to Dashboard Emails Management - Create a list page for "Guest Users" that lists all clients who have been granted access to this account (i.e. clients with a primary contact that has records in contact_permissions that match this account) -- The columns should be Client #, Name, and Options (Edit/Revoke Access) -- There should be an "+ Add Guest User" button - Create an add/edit page for guest users -- Extra details needed - Create a list page for "Accessible Accounts" -- The columns should be Client #, Name, and Options (Give Up Access) - extra details needed and should be converted to subtasks |
Create subtasks to handle the following
- Database - Email templates - Navigation - Invitation management - Invitation acceptance - Transitioning between accounts |
| Summary | Shared Access - allow users to invite each other to manage their account | Managed Accounts - allow users to invite each other to manage their account |
| Story Points | 8 |
| Sprint | 5.7.0 Sprint 6 [ 175 ] |
| Rank | Ranked higher |
| Sprint | 5.7.0 Sprint 6 [ 175 ] |
| Rank | Ranked lower |
| Sprint | 5.8.0 Sprint 1 [ 176 ] |
| Rank | Ranked higher |
| Assignee | Abdy Franco [ abdy ] |
| Status | Open [ 1 ] | In Progress [ 3 ] |
| Status | In Progress [ 3 ] | In Review [ 5 ] |
| Resolution | Fixed [ 1 ] |
| Sprint | 5.8.0 Sprint 1 [ 176 ] | 5.8.0 Sprint 1, 5.8.0 Sprint 2 [ 176, 178 ] |
| Rank | Ranked higher |
| Sprint | 5.8.0 Sprint 1, 5.8.0 Sprint 2 [ 176, 178 ] | 5.8.0 Sprint 1, 5.8.0 Sprint 2, 5.8.0 Sprint 3 [ 176, 178, 179 ] |
| Rank | Ranked higher |
| Status | In Review [ 5 ] | Closed [ 6 ] |