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AgencyHandy

AgencyHandy Handbook

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Onethread Handbook

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Explore

Clients

Client grouping

Client group rules

Functional Requirements

Configuration Button:

After clicking the configuration button, the Superadmin/Admin will see two tabs:

Client Groups:

Create Client Group:

Client Group Name: Input field for the name of the client group.(unique)

Select Clients: Multi-select option to choose one or more clients to add to the group.

Description: A text field with a limit of 140 characters to describe the client group.

Client Categories:

A section to manage and view different categories of clients.

Client Selection Actions:

After selecting a single or multiple clients, the following options are available:

Edit Client: Allows editing of the client's details (only available when a single client is selected).

Delete Client/Clients: Option to delete the selected client or clients from the system.

Send Invitation Email: Option to send an invitation email to the selected client(s).

Move to a Group:

Enables the Superadmin/Admin to move the selected client(s) to an existing group.

This option will be disabled if no groups have been created.

Acceptance Criteria for Client Management and Configuration

1. Configuration Button:

When the Superadmin/Admin clicks the configuration button:

Two tabs should be displayed: Client Groups and Client Categories.

2. Client Groups:

Create Client Group:

A text input field for the Client Group Name must be present, allowing the user to enter a name.

A multi-select option should be available to Select Clients from a list.

A Description field with a character limit of 140 should be available for providing a brief description of the client group.

Users should be able to create a client group by filling out the required fields and saving the group.

Upon saving, the new client group should appear in the Client Groups tab.

3. Client Categories:

The Client Categories tab should allow the Superadmin/Admin to view and manage different categories of clients.

4. Client Selection Actions:

Edit Client:

If a single client is selected, an "Edit Client" button should be visible.

Clicking "Edit Client" should open a modal or page where the Superadmin/Admin can modify the client’s details.

Delete Client/Clients:

If one or more clients are selected, a "Delete" button should be visible.

Clicking "Delete" should prompt the user with a confirmation message to ensure the deletion is intentional.

Send Invitation Email:

When clients are selected, a "Send Invitation Email" button should be visible.

Clicking this button should send a predefined invitation email to the selected client(s).

Move to a Group:

If at least one client group exists, the "Move to a Group" button should be active when clients are selected.

If no client groups exist, the "Move to a Group" button should be disabled.

When active, selecting this option should open a list of existing groups, allowing the user to move the selected client(s) to the chosen group.

Confirmation messages or success notifications should appear after performing any of the actions mentioned above.

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