CSV Import Tool: Workflows: System Administration

Owned by Megan Forbes
Last updated: Aug 12, 2020 by Kristina Spurgin
2 min read

User stories

  • Administrator can create a User account

  • Administrator can assign a role to a User

  • Administrator or Manager can activate / inactivate a User

  • Administrator can create a Group

  • Administrator can activate / inactivate a Group

  • Administrator or Manager can set default domain for Group

  • Administrator or Manager can add a User to a Group

  • Administrator or Manager can set default import configuration for a Group

  • Administrator can act as any User (and then follow any User workflows)

Summary

User account administration by Admin or Manager

Rationale

CSV Import tool Admins and Managers need to be able to administer User accounts.

Users

Users with the Administrator or Manager role

Basic Course of Events

  1. Admin or Manager logs in the CSV Import Tool

  2. Admin or Manager goes to User Accounts

  3. Admin or Manager creates or edits a User account

  4. Admin or Manager adds a username

  5. Admin or Manager adds or edits a password

  6. Admin or Manager assigns the User’s status (active, inactive)

  7. Admin or Manager assigns the User’s role (User, Manager, Admin)

  8. Admin or Manager assigns user to a Group

  9. Admin or Manager saves User Account

Post-conditions

  1. The User will be able to log in and use the CSV Import Tool.

  2. The User will be assigned to the correct Group.

Notes



Summary

Group administration by Admin or Manager

Rationale

CSV Import tool Admins and Managers need to be able to administer Group accounts.

Users

Users with the Administrator or Manager role

Basic Course of Events

  1. Admin logins into the CSV Import Tool

  2. Admin goes to Group Accounts

  3. Admin creates or edits a Group account

  4. Admin assigns the Group’s status (active, inactive)

  5. Admin or Manager views users assigned to a Group

  6. Admin or Manager sets default import config options for Group

  7. Admin or Manager saves Group

Post-conditions

  1. Admins, Managers, and Users will be able to log in and view Groups and Group Users.

Notes