Details

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

      Description

      "Invited Managers" list page

      • Lists all users who have been granted access to this account (i.e. clients with a primary contact that has records in contact_permissions with a client_id that match this account)
      • There should be an "+ Add Guest User" button
      • The columns should be Client #, Email, Name, Company, and Options (Edit Permissions, Revoke Access)

      Add page for Managers with the fields

      • Email field
      • Checkbox list of permissions identical to that of the secondary contacts
      • When submitted should send verification email to the entered email
      • This should create a record in the account_management_invitations table

      Edit page for accepted invitations with the fields

      • Checkbox list of permissions identical to that of the secondary contacts
      • This should update the records in the contact_permissions table

      "Managed Accounts" list page

      • List of all accounts to which this user has access (i.e. clients with a matching contact_permissions record assigned to this user's primary contact)
      • The columns should be Client #, Email, Name, Company, and Options (Manage, Give Up Access)

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          People

          • Assignee:
            abdy Abdy Franco
            Reporter:
            jonathan Jonathan Reissmueller
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            Dates

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

              Time Tracking

              Estimated:
              Original Estimate - Not Specified
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              Remaining:
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              Logged:
              Time Spent - 2 weeks, 2 days, 2 hours, 2 minutes
              2w 2d 2h 2m

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