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)