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Org Member Page - Invite A New Member #2769

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8 tasks
therealslimhsiehdy opened this issue Sep 18, 2024 · 0 comments · May be fixed by #2974
Open
8 tasks

Org Member Page - Invite A New Member #2769

therealslimhsiehdy opened this issue Sep 18, 2024 · 0 comments · May be fixed by #2974

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@therealslimhsiehdy
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therealslimhsiehdy commented Sep 18, 2024

Issue description

On the Members page, users should be able to invite a new member. A user will select a role for the invited user and then different permissions will be shown conditionally based on that role. For this ticket, we are just starting with showing the permissions and adding in the conditional logic, but the actual UserPortfolioInvitation will be created in a follow on ticket.

Acceptance criteria

  • From the "Members" page, when you click "Add a new member button" (see this Figma, top right blue button) it should open to a new page called "Add a new member"
  • Have an email section that is required (see accessibility note)
  • Have a radio button field for "Member access" which should correlate to a role for a member (see accessibility note)
  • If a user chooses "Admin Access" conditionally display another set of radio buttons for "Admin access permissions" and vice versa for "Basic access" display "Member access + basic member permissions" radio buttons (see additional context)
  • Make sure to have the "cancel" button go back to the "Members" page
  • The "Invite member" button should not fully work, it should still check the form validity but does not need to create a record for User PortfolioPermissions or send an invitation to a user
  • No user should be able to see this page if they do not have the proper edit permissions
  • Follow best practices for error messages

Additional context

Admin access permissions
Screenshot 2024-09-25 at 2 57 34 PM
versus Member access permissions figma

Links to other issues

@vickyszuchin vickyszuchin changed the title Org Member Page - Invite A New Member (DRAFT) Org Member Page - Invite A New Member Sep 18, 2024
@therealslimhsiehdy therealslimhsiehdy changed the title (DRAFT) Org Member Page - Invite A New Member Org Member Page - Invite A New Member Sep 25, 2024
@CocoByte CocoByte self-assigned this Oct 15, 2024
@CocoByte CocoByte linked a pull request Oct 24, 2024 that will close this issue
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