Details

    • Type: Epic
    • Status: Closed
    • Priority: Major
    • Resolution: Fixed
    • Affects Version/s: 3.0.0.b7
    • Fix Version/s: 3.4.0-b1
    • Component/s: Client Interface
    • Labels:
      None
    • Epic Name:
      Contact Login

      Description

      Client contacts need to be able to set up logins that are restricted to certain areas in the client interface.

        Issues in Epic

          Activity

          Hide
          cody Cody Phillips (Inactive) added a comment -

          We need to figure out how permissions are going to be maintained for contacts. Need to discuss.

          Show
          cody Cody Phillips (Inactive) added a comment - We need to figure out how permissions are going to be maintained for contacts. Need to discuss.
          Hide
          admin Paul Phillips added a comment - - edited

          Here are my ideas on permissions for contacts as a basis point for discussion.

          • View and Pay Invoices (Don't display widget without this one, don't display alert box at top about past due balances and to make payment)
          • View and Manage Services (Don't display widget without this one)
          • View Transactions (Don't display widget without this one)
          • View and Manage Payment Accounts (Don't show Payment Accounts nav without this, don't show related box under "My Info" on dashboard for automatic payment.)
          • View and Manage Contacts (Don't show Contacts nav without this)
          • View and Change invoice method
          • View available credits
          • Detect what nav elements are available from plugins, allow access to these to be selected.
          • Detect what widgets are available from plugins, allow access to these to be selected.

          On Dashboard, "My Information" box on the left, should show that of the contact, not of the client. Clicking the "Change" button should allow them to change their own contact information, even if they don't have the ability to manage contacts.

          Show
          admin Paul Phillips added a comment - - edited Here are my ideas on permissions for contacts as a basis point for discussion. View and Pay Invoices (Don't display widget without this one, don't display alert box at top about past due balances and to make payment) View and Manage Services (Don't display widget without this one) View Transactions (Don't display widget without this one) View and Manage Payment Accounts (Don't show Payment Accounts nav without this, don't show related box under "My Info" on dashboard for automatic payment.) View and Manage Contacts (Don't show Contacts nav without this) View and Change invoice method View available credits Detect what nav elements are available from plugins, allow access to these to be selected. Detect what widgets are available from plugins, allow access to these to be selected. On Dashboard, "My Information" box on the left, should show that of the contact, not of the client. Clicking the "Change" button should allow them to change their own contact information, even if they don't have the ability to manage contacts.
          Hide
          cody Cody Phillips (Inactive) added a comment -

          For plugin enabling/disabling access simply check for all 'client' plugin actions. If a plugin has a client action, show that plugin as an access option (on/off). Only one access option per plugin.

          Show
          cody Cody Phillips (Inactive) added a comment - For plugin enabling/disabling access simply check for all 'client' plugin actions. If a plugin has a client action, show that plugin as an access option (on/off). Only one access option per plugin.
          Hide
          cody Cody Phillips (Inactive) added a comment - - edited

          Support manager may need to be updated to:

          1. Allow contacts to email in support request IFF that contact has access to Support per the contact permission scheme.
          2. Allow contacts to open tickets on behalf of the client (ticket assigned to client), but reply shown by contact
          3. CC all contacts that replied to ticket at some point when ticket is updated
          Show
          cody Cody Phillips (Inactive) added a comment - - edited Support manager may need to be updated to: Allow contacts to email in support request IFF that contact has access to Support per the contact permission scheme. Allow contacts to open tickets on behalf of the client (ticket assigned to client), but reply shown by contact CC all contacts that replied to ticket at some point when ticket is updated
          Hide
          admin Paul Phillips added a comment -

          If a contact is deleted, it should destroy their session.

          Show
          admin Paul Phillips added a comment - If a contact is deleted, it should destroy their session.

            People

            • Assignee:
              cody Cody Phillips (Inactive)
              Reporter:
              admin Paul Phillips
            • Votes:
              0 Vote for this issue
              Watchers:
              2 Start watching this issue

              Dates

              • Created:
                Updated:
                Resolved:
                Fix Release Date:
                12/Dec/14

                Agile