Details
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Type:
Sub-task
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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
"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)
Activity
| Field | Original Value | New Value |
|---|---|---|
| Description | TBD |
"Guest Users" 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 #, Name, and Options (Revoke Access) Add page for guest users 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 "Accessible 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 #, Name, and Options (Give Up Access) |
| Summary | Shared Access - Management | Shared Access - Invitation Management |
| Description |
"Guest Users" 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 #, Name, and Options (Revoke Access) Add page for guest users 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 "Accessible 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 #, Name, and Options (Give Up Access) |
"Guest Users" 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 (Revoke Access) Add page for guest users 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 client_access_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 "Accessible 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) |
| Description |
"Guest Users" 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 (Revoke Access) Add page for guest users 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 client_access_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 "Accessible 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) |
"Guest Users" 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 guest users 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 client_access_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 "Accessible 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) |
| Description |
"Guest Users" 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 guest users 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 client_access_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 "Accessible 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) |
"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 client_access_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) |
| Summary | Shared Access - Invitation Management | Managed Accounts - Invitation Management |
| 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 client_access_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) |
"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) |
| Assignee | Abdy Franco [ abdy ] |
| Status | Open [ 1 ] | In Progress [ 3 ] |
| Remaining Estimate | 0 minutes [ 0 ] | |
| Time Spent | 7 hours, 55 minutes [ 28500 ] | |
| Worklog Id | 16327 [ 16327 ] |
| Time Spent | 7 hours, 55 minutes [ 28500 ] | 1 day, 7 hours, 48 minutes [ 56880 ] |
| Worklog Id | 16328 [ 16328 ] |
| Time Spent | 1 day, 7 hours, 48 minutes [ 56880 ] | 2 days, 7 hours, 44 minutes [ 85440 ] |
| Worklog Id | 16329 [ 16329 ] |
| Time Spent | 2 days, 7 hours, 44 minutes [ 85440 ] | 3 days, 7 hours, 37 minutes [ 113820 ] |
| Worklog Id | 16330 [ 16330 ] |
| Time Spent | 3 days, 7 hours, 37 minutes [ 113820 ] | 4 days, 7 hours, 29 minutes [ 142140 ] |
| Worklog Id | 16331 [ 16331 ] |
| Time Spent | 4 days, 7 hours, 29 minutes [ 142140 ] | 1 week, 7 hours, 25 minutes [ 170700 ] |
| Worklog Id | 16332 [ 16332 ] |
| Time Spent | 1 week, 7 hours, 25 minutes [ 170700 ] | 1 week, 1 day, 1 hour, 39 minutes [ 178740 ] |
| Worklog Id | 16358 [ 16358 ] |
| Time Spent | 1 week, 1 day, 1 hour, 39 minutes [ 178740 ] | 1 week, 2 days, 1 hour, 32 minutes [ 207120 ] |
| Worklog Id | 16359 [ 16359 ] |
| Time Spent | 1 week, 2 days, 1 hour, 32 minutes [ 207120 ] | 1 week, 3 days, 1 hour, 23 minutes [ 235380 ] |
| Worklog Id | 16361 [ 16361 ] |
| Time Spent | 1 week, 3 days, 1 hour, 23 minutes [ 235380 ] | 1 week, 3 days, 2 hours, 51 minutes [ 240660 ] |
| Worklog Id | 16363 [ 16363 ] |
| Time Spent | 1 week, 3 days, 2 hours, 51 minutes [ 240660 ] | 1 week, 4 days, 2 hours, 18 minutes [ 267480 ] |
| Worklog Id | 16366 [ 16366 ] |
| Time Spent | 1 week, 4 days, 2 hours, 18 minutes [ 267480 ] | 2 weeks, 2 hours, 10 minutes [ 295800 ] |
| Worklog Id | 16369 [ 16369 ] |
| Time Spent | 2 weeks, 2 hours, 10 minutes [ 295800 ] | 2 weeks, 1 day, 2 hours, 6 minutes [ 324360 ] |
| Worklog Id | 16372 [ 16372 ] |
| Time Spent | 2 weeks, 1 day, 2 hours, 6 minutes [ 324360 ] | 2 weeks, 2 days, 1 hour, 57 minutes [ 352620 ] |
| Worklog Id | 16374 [ 16374 ] |
| Time Spent | 2 weeks, 2 days, 1 hour, 57 minutes [ 352620 ] | 2 weeks, 2 days, 2 hours, 2 minutes [ 352920 ] |
| Worklog Id | 16375 [ 16375 ] |
| Status | In Progress [ 3 ] | In Review [ 5 ] |
| Resolution | Fixed [ 1 ] |
| Status | In Review [ 5 ] | Closed [ 6 ] |
