User Invites

[wonderchook]

Problem Statement

Making easy for new users to register in Cadasta platform and join existing projects and organizations is key for the successful on boarding of users.

With project managers and org administrators being able to send invites to specific mail addresses and phone numbers to join to an specific project/organization will improve the on boarding user experience.

Context / Use Case

See above.

User Stories

• [ ] US1: As a org admin, I want to send an invite to a user (mail address) to join the org
• [ ] US2: As a org admin, I want to send an invite to a user (phone number) to join the org
• [ ] US3: As a project manager, I want to send an invite to a user (mail address) to join the project
• [ ] US4: As a project manager, I want to send an invite to a user (phone number) to join the project

Description

User Story 1

• [ ] As a org admin, I want to send an invite to a user (mail address) to join the org

Detailed Description

1. Org admin includes the information regarding the invited user: mail address and name
2. Org admin includes the information regarding the role the user will have in the org (admin/regular member)
3. Invited user receive a mail with the invite: 3.1. If invited user has already a Cadasta account, they will receive a mail with the notification of having been added to the org as administrator or regular member (i.e. doesn't require confirmation) 3.2. If invited user has not a Cadasta account, they will receive a mail with the invite and a custom link to first register in the platform and then they will automatically join the org as an admin or regular member as specified
4. Org admin receives a confirmation message when the invited user effectively joins the organization (only for case 3.2)

User Story 2

• [ ] As a org admin, I want to send an invite to a user (phone number) to join the org

Detailed Description

1. Org admin includes the information regarding the invited user: phone number and name
2. Org admin includes the informataion regarding the role the user will have in the org (admin/regular member)
3. Invited user receive a text message with the invite: 3.1. If invited user has already a Cadasta account, they will receive a text message with the notification of having been added to the org as administrator or regular member (i.e. doesn't require confirmation) 3.2. If invited user has not a Cadasta account, they will receive a text message with the invite and a custom link to first register in the platform and then they will automatically join the org as an admin or regular member as specified
4. Org admin receives a confirmation message when the invited user effectively joins the organization (only for case 3.2)

User Story 3

• [ ] As a project manager, I want to send an invite to a user (mail address) to join the project

Detailed Description

1. Project manager includes the information regarding the invited user: mail address and name
2. Project manager includes the information regarding the role for the user will have in the project (public user/project user/data collector/project manager)
3. Invited user receive a mail with the invite: 3.1. If invited user has already a Cadasta account and is a member of the organization, then they will receive a mail with the notification of having been added to the project (i.e. doesn't require any confirmation from the user) 3.2. If invited user has a Cadasta account but is not a member of the organization, they will received a mail with the nofication of having been added to the organization (as regular member) and to the project in the specified role (i.e. doesn't require any confirmation from the user). For other projects within the org they will be a "Public User". 3.3. If invited user is not registered in the platform, they will receive a mail with the invite and a custom link to first register in the platform, and then they will be automatically joining the org as a regular member, and the project in the specified role. For other projects within the org they will be a "Public User".
4. All orgs admin receives a confirmation message when the invited user effectively joins the project (optional, only for case 3.3)
5. Project manager receives a confirmation message when the invited user effectively joins the project (only for case 3.3)

User Story 4

• [ ] As a project manager, I want to send an invite to a user (phone number) to join the project

Detailed Description

1. Project manager includes the information regarding the invited user: phone number and name
2. Project manager includes the information regarding the role for the user will have in the project (public user/project user/data collector/project manager)
3. Invited user receive a text message with the invite: 3.1. If invited user has already a Cadasta account and is a member of the organization, then they will receive a SMS with the notification of having been added to the project (i.e. doesn't require any confirmation from the user) 3.2. If invited user has a Cadasta account but is not a member of the organization, they will received a SMS with the nofication of having been added to the organization (as regular member) and to the project in the specified role (i.e. doesn't require any confirmation from the user). For other projects within the org they will be a "Public User". 3.3. If invited user is not registered in the platform, they will receive a SMS with the invite and a custom link to first register in the platform, and then they will be automatically joining the org as a regular member, and the project in the specified role. For other projects within the org they will be a "Public User".
4. All orgs admin receives a confirmation message when the invited user effectively joins the project (optional, only for case 3.3)
5. Project manager receives a confirmation message when the invited user effectively joins the project (only for case 3.3)

---

Summary

Sends invites to users to register in the Cadasta platform and then they are automatically joined to a org and project.

List of user stories:

• [ ] US1: As a org admin, I want to send an invite to a user (mail address) to join the org
• [ ] US2: As a org admin, I want to send an invite to a user (phone number) to join the org
• [ ] US3: As a project manager, I want to send an invite to a user (mail address) to join the project
• [ ] US4: As a project manager, I want to send an invite to a user (phone number) to join the project

Detailed requirements

User Story 1

• [ ] As a org admin, I want to send an invite to a user (mail address) to join the org

Detailed Description

1. Org admin includes the information regarding the invited user: mail address and name
2. Org admin includes the information regarding the role the user will have in the org (admin/regular member)
3. Invited user receive a mail with the invite: 3.1. If invited user has already a Cadasta account, they will receive a mail with the notification of having been added to the org as administrator or regular member (i.e. doesn't require confirmation) 3.2. If invited user has not a Cadasta account, they will receive a mail with the invite and a custom link to first register in the platform and then they will automatically join the org as an admin or regular member as specified
4. Org admin receives a confirmation message when the invited user effectively joins the organization (only for case 3.2)

User Story 2

• [ ] As a org admin, I want to send an invite to a user (phone number) to join the org

Detailed Description

1. Org admin includes the information regarding the invited user: phone number and name
2. Org admin includes the informataion regarding the role the user will have in the org (admin/regular member)
3. Invited user receive a text message with the invite: 3.1. If invited user has already a Cadasta account, they will receive a text message with the notification of having been added to the org as administrator or regular member (i.e. doesn't require confirmation) 3.2. If invited user has not a Cadasta account, they will receive a text message with the invite and a custom link to first register in the platform and then they will automatically join the org as an admin or regular member as specified
4. Org admin receives a confirmation message when the invited user effectively joins the organization (only for case 3.2)

User Story 3

• [ ] As a project manager, I want to send an invite to a user (mail address) to join the project

Detailed Description

1. Project manager includes the information regarding the invited user: mail address and name
2. Project manager includes the information regarding the role for the user will have in the project (public user/project user/data collector/project manager)
3. Invited user receive a mail with the invite: 3.1. If invited user has already a Cadasta account and is a member of the organization, then they will receive a mail with the notification of having been added to the project (i.e. doesn't require any confirmation from the user) 3.2. If invited user has a Cadasta account but is not a member of the organization, they will received a mail with the nofication of having been added to the organization (as regular member) and to the project in the specified role (i.e. doesn't require any confirmation from the user). For other projects within the org they will be a "Public User". 3.3. If invited user is not registered in the platform, they will receive a mail with the invite and a custom link to first register in the platform, and then they will be automatically joining the org as a regular member, and the project in the specified role. For other projects within the org they will be a "Public User".
4. All orgs admin receives a confirmation message when the invited user effectively joins the project (optional, only for case 3.3)
5. Project manager receives a confirmation message when the invited user effectively joins the project (only for case 3.3)

User Story 4

• [ ] As a project manager, I want to send an invite to a user (phone number) to join the project

Detailed Description

1. Project manager includes the information regarding the invited user: phone number and name
2. Project manager includes the information regarding the role for the user will have in the project (public user/project user/data collector/project manager)
3. Invited user receive a text message with the invite: 3.1. If invited user has already a Cadasta account and is a member of the organization, then they will receive a SMS with the notification of having been added to the project (i.e. doesn't require any confirmation from the user) 3.2. If invited user has a Cadasta account but is not a member of the organization, they will received a SMS with the nofication of having been added to the organization (as regular member) and to the project in the specified role (i.e. doesn't require any confirmation from the user). For other projects within the org they will be a "Public User". 3.3. If invited user is not registered in the platform, they will receive a SMS with the invite and a custom link to first register in the platform, and then they will be automatically joining the org as a regular member, and the project in the specified role. For other projects within the org they will be a "Public User".
4. All orgs admin receives a confirmation message when the invited user effectively joins the project (optional, only for case 3.3)
5. Project manager receives a confirmation message when the invited user effectively joins the project (only for case 3.3)

[dpalomino]

I have updated the description of the issue to include the requirements. Please let me know if you think there is something not fitting well.

[dpalomino]

Updating original description with the new agreed format:

Problem Statement

Making easy for new users to register in Cadasta platform and join existing projects and organizations is key for the successful on boarding of users.

With project managers and org administrators being able to send invites to specific mail addresses and phone numbers to join to an specific project/organization will improve the on boarding user experience.

Context / Use Case

See above.

User Stories

• [ ] US1: As a org admin, I want to send an invite to a user (mail address) to join the org
• [ ] US2: As a org admin, I want to send an invite to a user (phone number) to join the org
• [ ] US3: As a project manager, I want to send an invite to a user (mail address) to join the project
• [ ] US4: As a project manager, I want to send an invite to a user (phone number) to join the project

Description

User Story 1

• [ ] As a org admin, I want to send an invite to a user (mail address) to join the org

Detailed Description

1. Org admin includes the information regarding the invited user: mail address and name
2. Org admin includes the information regarding the role the user will have in the org (admin/regular member)
3. Invited user receive a mail with the invite: 3.1. If invited user has already a Cadasta account, they will receive a mail with the notification of having been added to the org as administrator or regular member (i.e. doesn't require confirmation) 3.2. If invited user has not a Cadasta account, they will receive a mail with the invite and a custom link to first register in the platform and then they will automatically join the org as an admin or regular member as specified
4. Org admin receives a confirmation message when the invited user effectively joins the organization (only for case 3.2)

User Story 2

• [ ] As a org admin, I want to send an invite to a user (phone number) to join the org

Detailed Description

1. Org admin includes the information regarding the invited user: phone number and name
2. Org admin includes the informataion regarding the role the user will have in the org (admin/regular member)
3. Invited user receive a text message with the invite: 3.1. If invited user has already a Cadasta account, they will receive a text message with the notification of having been added to the org as administrator or regular member (i.e. doesn't require confirmation) 3.2. If invited user has not a Cadasta account, they will receive a text message with the invite and a custom link to first register in the platform and then they will automatically join the org as an admin or regular member as specified
4. Org admin receives a confirmation message when the invited user effectively joins the organization (only for case 3.2)

User Story 3

• [ ] As a project manager, I want to send an invite to a user (mail address) to join the project

Detailed Description

1. Project manager includes the information regarding the invited user: mail address and name
2. Project manager includes the information regarding the role for the user will have in the project (public user/project user/data collector/project manager)
3. Invited user receive a mail with the invite: 3.1. If invited user has already a Cadasta account and is a member of the organization, then they will receive a mail with the notification of having been added to the project (i.e. doesn't require any confirmation from the user) 3.2. If invited user has a Cadasta account but is not a member of the organization, they will received a mail with the nofication of having been added to the organization (as regular member) and to the project in the specified role (i.e. doesn't require any confirmation from the user). For other projects within the org they will be a "Public User". 3.3. If invited user is not registered in the platform, they will receive a mail with the invite and a custom link to first register in the platform, and then they will be automatically joining the org as a regular member, and the project in the specified role. For other projects within the org they will be a "Public User".
4. All orgs admin receives a confirmation message when the invited user effectively joins the project (optional, only for case 3.3)
5. Project manager receives a confirmation message when the invited user effectively joins the project (only for case 3.3)

User Story 4

• [ ] As a project manager, I want to send an invite to a user (phone number) to join the project

Detailed Description

1. Project manager includes the information regarding the invited user: phone number and name
2. Project manager includes the information regarding the role for the user will have in the project (public user/project user/data collector/project manager)
3. Invited user receive a text message with the invite: 3.1. If invited user has already a Cadasta account and is a member of the organization, then they will receive a SMS with the notification of having been added to the project (i.e. doesn't require any confirmation from the user) 3.2. If invited user has a Cadasta account but is not a member of the organization, they will received a SMS with the nofication of having been added to the organization (as regular member) and to the project in the specified role (i.e. doesn't require any confirmation from the user). For other projects within the org they will be a "Public User". 3.3. If invited user is not registered in the platform, they will receive a SMS with the invite and a custom link to first register in the platform, and then they will be automatically joining the org as a regular member, and the project in the specified role. For other projects within the org they will be a "Public User".
4. All orgs admin receives a confirmation message when the invited user effectively joins the project (optional, only for case 3.3)
5. Project manager receives a confirmation message when the invited user effectively joins the project (only for case 3.3)

[clash99]

I've added this as an email needed in the marketing user communication project.

[oliverroick]

See additional information in #1532