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<< Tasks Migration : V5 guidelines

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Users & Groups README

The Users & Groups affects the users abilities to perform specific actions. A user's access level depends on which package levels are assigned, and which workspaces and groups they are part of.

Introduction

Note: As of V5, this app is deprecated and is only used for adding the first user. Use the new workflow described in Onboarding New Organizations Using Izyware README.

Provioning and User Management

To simplify new user configuration, and upgrading/downgrading users, the app offers the reference users (Personas).

A reference user, is a reference account that is created to capture the common configuration elements for users that might use the services, brand, or product in a similar way. are useful in considering the goals, desires, and limitations of users in order to help to setup their accounts quickly. Things such as apps, features, themes, etc.

In most cases, personas are synthesized by converting a customized user account to a "persona (reference) account".

Creating New Users

IzyWare Admin

You always create a new user by using Accounts > Add feature. This will allow you to pick the "type" of user (Unprovisioned/...). Then you can customize the Users

Once a user has been created you can manually customize:

• APPS (Accounts > APPS)
• Features (Accounts > Features)
• ACL (TO BE ADDED TO ACCOUNTS)
• Platform Version (TO BE ADDED)

If you would rather use personas to customize the user or a group of users, simply use Actions > Provision menu item.

For Testing/Adding new Roles, use the following to review the db query

node cli.js method chain chain.action '//inline/accountmanager:action/provision/api?getReProvisioningSql' chain.queryObject.provisioningConfig.type ['domain_manager'] chain.queryObject.provisioningConfig.userids ['@userlastinsertid']

Organic Groups

Each user dashboard will get a group and they can expand and invite users from the groups interface.

ETC

• under accountmanager/action/provision

* the UI is in the actions dropdown on the users list (feature required)

• current roles

* administrator [DELETE NOT ALLOWED]

* reference [DELETE NOT ALLOWED, used in the accountmanager/action/provision/api]

* all the other stuff added under accountmanager/action/provision/api

New user creation scenarios

• either add from the accounts view as different rols

* you can create new roles by simply customizing and account and making it a reference account

* todo: also add the ability to copy other contents in the account besides apps, etc.

* all the presets,

* data, images, etc.

• -- OR ---
• each app will have a share feature

* for each user add a new table that tracks

* provisoning history

* when

* what provisioning

* by whome

* any item can be shared with people

* enter people's email to send link

* behind the scenes

* if not exists, create an account and provision as bare minimum

* add the app that is doing the invitation

* add access control to the item

Known Issues / Todo

• Account Manager > Add does not show all personas for adding.
• Once on V5

* Add the userplatformversion property to each user and update circus to use that for figure out the user

* currently it is hard coded in the cirucs config

* add it to the bulk menu for being able to set it

* the current Accounts > Apps , implicitly assumes Izyware domain because izyware.com/5 uses that

* perhaps use the same groups construct that blogs, etc. will use to capture this

Packages & Apps

• V5: package: apps/groups/5/dashboard, app: Users & Groups
• legacy V4: pacakge: accountmanager: app: accounts,.

Changelog

V7.0

• 70000001: allow updating user name by the group administrator

V6.9

• 69000006: remove useasreferencerole column from cgroupmember table
• 69000005: add member remove and member delete options for the group administrators
• 69000004: add group member only suggest non shadow members. replace useasreferencerole with group.referenceUserId
• 69000003: migrate Add New Customer Portal. move the "reference user" to the group definition.

* moving forward sales team can use the new dashboard V5 for onboarding new portals.

* moving the reference user definition to the group will make cloning and adding new users safer and easier

* no need to search for the template

* users can be create from an empty group. i.e. the group does not neeccessary need to have the user in it.

• 69000002: add user - use group memeber where useasreferencerole is not found. fix acl issues. add delete all for user sql generator.
• 69000001: (pkg:accountmanager) implement add first user functionality

* add referenceTemplateID field

* add ability to specify group name and create group

* clone userworkspace and usermetadata areas

V5.6

• 56000002: add contextMenusysadmin to groups/5/dashboard. implement membersource_reprovision

* useful for patchng group memeber records after a schema update.

V5.5

• 55000004: fix provisioning bug for creating new account. auto generate the contact name.
• 55000003: Implement delete functionality.

* Administrators can not be deleted. This will require escalation to support.

• 55000002: add ghost group membership for users
• 55000001: add ability to update users emails

* key feature for growth hack. Without this, nobody will be able to update user emails when there are organizational changes, etc.

V5.4

• 54000019: add ability to create users when adding members to groups

* key feature for growth hack

* implemented in apps/groups/5/dashboard

* if the email exists, we will just lookup the userId and include it

* if the email does not exists, we will create the userId

* in both cases the user will become a member of that group

* group admin cannot change the email for a user. If it was entered by mistake, remove from group and enter new one

5.3

• 530001: clone "viewer/view" from "viewer/top" for compatibility with modern shells

5.2

• disable legacy 'accountmanager:api/passwordreset' API

* show the link is expired

• added provisioning abilities from the groups interface. This is similar to the raw feature from the legacy accounts app but this time,

* group members can add new members. This will help with organic growth.

* provides a natural expansion mechanism and easy way to "invite new users".

• added apps/accountmanager/5/session/security:fieldset/passwordresetrequest/show/api?send for enhance password recovery flow

* links

• created apps/accountmanager/5/session/security for managing individual user security settings.

< 5.2

• Add column to the users grid to show last log in time

* This will help with marketing and engagement stuff

• add lastActivity column for the izyware.user table

* update that for now everytime the user visits the home dashboard

* in the future it could/should be integrated with logload package? so that it gets recorder from usage inside app

* without this we have no idea

* Who just signed up

* Who is active and who is not

• add rule so that you cannot delete your own account.
• implement the ability to add Unprovisioned User
• add REFERENCE as provisioning type
• convert the password column to copy to clipboard button
• improve provisioning.

* remove hardcoded appids

* make referenceAccountId based. this will allow to create new reference account profiles by just customizing an account! huge boost in productivity.

• visualize certain roles better
• do not allow deletion of certain roles
• use the 'role' field to capture the provisioning and the reference accounts
• fixed bug where updating password (from the accounts app) does not update the timestamp on linked cloudservice account
• added tschanged timestamp
• fix the bug in the DB where created was auto updating