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<< Tasks Migration : V5 guidelines

V5 Migration : apps/pulse guidelines README >>

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.

Packages & Apps

• legacy V4: pacakge: accountmanager: app: accounts,.

Changelog

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