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  1. Blesta Core
  2. CORE-4841

Managed Accounts - allow users to invite each other to manage their account

    Details

    • Type: Story
    • Status: Closed
    • Priority: Major
    • Resolution: Fixed
    • Affects Version/s: None
    • Fix Version/s: 5.8.0-b1
    • Component/s: None
    • Labels:
      None

      Description

      Create subtasks to handle the following

      • Database
      • Email templates
      • Navigation
      • Invitation management
      • Invitation acceptance
      • Transitioning between accounts

        Issue Links

          Activity

          jonathan Jonathan Reissmueller created issue -
          jonathan Jonathan Reissmueller made changes -
          Field Original Value New Value
          Rank Ranked higher
          jonathan Jonathan Reissmueller made changes -
          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
          jonathan Jonathan Reissmueller made changes -
          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
          jonathan Jonathan Reissmueller made changes -
          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
          jonathan Jonathan Reissmueller made changes -
          Story Points 8
          jonathan Jonathan Reissmueller made changes -
          Link This issue blocks CORE-4848 [ CORE-4848 ]
          jonathan Jonathan Reissmueller made changes -
          Sprint 5.7.0 Sprint 6 [ 175 ]
          jonathan Jonathan Reissmueller made changes -
          Rank Ranked higher
          jonathan Jonathan Reissmueller made changes -
          Sprint 5.7.0 Sprint 6 [ 175 ]
          jonathan Jonathan Reissmueller made changes -
          Rank Ranked lower
          jonathan Jonathan Reissmueller made changes -
          Sprint 5.8.0 Sprint 1 [ 176 ]
          jonathan Jonathan Reissmueller made changes -
          Rank Ranked higher
          abdy Abdy Franco made changes -
          Assignee Abdy Franco [ abdy ]
          abdy Abdy Franco made changes -
          Status Open [ 1 ] In Progress [ 3 ]
          abdy Abdy Franco made changes -
          Status In Progress [ 3 ] In Review [ 5 ]
          Resolution Fixed [ 1 ]
          jonathan Jonathan Reissmueller made changes -
          Sprint 5.8.0 Sprint 1 [ 176 ] 5.8.0 Sprint 1, 5.8.0 Sprint 2 [ 176, 178 ]
          jonathan Jonathan Reissmueller made changes -
          Rank Ranked higher
          jonathan Jonathan Reissmueller made changes -
          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 ]
          jonathan Jonathan Reissmueller made changes -
          Rank Ranked higher
          abdy Abdy Franco made changes -
          Status In Review [ 5 ] Closed [ 6 ]

            People

            • Assignee:
              abdy Abdy Franco
              Reporter:
              jonathan Jonathan Reissmueller
            • Votes:
              0 Vote for this issue
              Watchers:
              1 Start watching this issue

              Dates

              • Created:
                Updated:
                Resolved:
                Fix Release Date:
                4/Aug/23

                Time Tracking

                Estimated:
                Original Estimate - Not Specified
                Not Specified
                Remaining:
                Remaining Estimate - 0 minutes
                0m
                Logged:
                Time Spent - 4 weeks, 1 day, 5 hours, 29 minutes
                4w 1d 5h 29m

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